New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
With
Annuities have developed a reputation in the industry as a complex investment product. The process of tracking an annuity only compounds that complexity, especially when working with multiple insurance carriers. Once orders are submitted to a carrier, broker-dealers, financial institutions, and wealth management firms have traditionally been unable to successfully and confidently monitor their annuity orders.
iPipeline designed
With
- Quickly and easily discover the status of their client’s annuities orders, providing transparency regarding where they are in the process with the carrier–in real-time.
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Seamlessly make any necessary adjustments during every step of the process – from monitoring and notifying to updating and fixing annuity orders–with
OneView tools.
- Experience a simplified workflow that uses industry standardized status labels for improved communication and reduced uncertainty.
- Close business more efficiently and faster by significantly reducing cycle times, decreasing the need to contact a carrier regarding application statuses, and nearly eliminating applications that are not in good order (NiGO).
- Spend more time servicing clients and growing their business by successfully spending much less time following up with insurance carriers regarding orders.
“OneView is not just an innovation; it's a revolution in managing annuities, built with our customers' needs at the forefront. We believe that
In designing
“Think about the food delivery service industry and how it has evolved over the past few years. Customers want clarity and precision. That’s helped to redefine the overall customer experience by mastering the art of keeping the customer informed, every step of the way. With
Currently,
For more information, please visit our
SPECIAL NOTE TO EDITORS:
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2024 IRI Annual Conference (
11:30 a.m.-12:15 p.m. ET ,April 3 )
Ducorsky will participate in a panel discussion on “Future Proofing the Annuity Market with Digital First” during the 2024 IRI Annual Conference inNashville , where he will be joined by executives fromRaymond James , Bank of America, andGlobal Atlantic Financial Group .
Click here for more information.
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2024
Connections Conference (1:30-2:15 p.m. ET ,May 16 )
As part of iPipeline’s annual event, Ducorsky will host a discussion, “OneView: Track and Append Annuity Orders in Real-Time” to highlight howOneView directly assists advisors, agents, and distributors.
Click here for more information.
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About iPipeline
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in
Since its establishment in 1995, iPipeline has helped protect more than 49 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected more than
For more information, please visit https://www.ipipeline.com and select your country of origin.
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Media:
Ivy.Gitarts@aspectusgroup.com
Source: iPipeline