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Tech Directory Product Detail

Agency Management


Contact: Lisa Bollinger, Address: 222 Valley Creek Blvd, Suite 300, Exton, PA, USA, 19341, Phone: 484-348-6555, Fax: 484-348-6559, Email:, Website:

Product Description:

iPipeline offers a comprehensive suite enabling carriers, distributors and financial professionals to simplify and accelerate marketing, selling and processing activities. Our product portfolio supports the full lifecycle of the selling process, including customer relationship management, health class rating, quotes, illustrations, forms, e-Application, data services, agency management, e-Policy and policy holder services.

Agency Management
Our Agency Management solution enables case managers to track and process cases more effectively and efficiently, keep in contact with carriers and vendors, communicate with producers, and assist the agency with licensing, appointments, and commission accounting functions.