This review was last updated by
This CRM Review examines iPipeline.
In-Depth CRM Review
Internet Pipeline, Inc.
750 Springdale Drive
Exton, PA 19341-2850
CRM Category: Field Sales Support – Cloud
Vertical Solution: 524210 – Insurance Agencies and Brokerages
Seats: Small/Medium Business
About the Company:
iPipeline leads its industry in providing the next-generation suite of software to the insurance and financial services markets through its on-demand service.
iPipeline’s award-winning channel solutions for carriers, distributors, and producers automate activities for customer relationship management, forms processing, quotes and illustrations development, agency management, requirements ordering, contracting, content distribution, and policy delivery and servicing, enabling the insurance industry to market, sell, and process faster.
iPipeline provides the process automation and seamless integration needed to make a sale by aggregating approximately 120 carriers, 1,200 distributors, and their financial professionals in a single, Web-based environment — the iPipeline Customer Network. With headquarters in Exton, Pennsylvania, iPipeline has offices in Atlanta, Charlotte, Milwaukee, Salt Lake City, Tokyo, the United Kingdom, and Vancouver.
About the Product:
iPipeline offers two suites and 8 product lines for the Insurance and Financial Services Industry. Our more than 30 products enable carriers, distributors and financial professionals to simplify and accelerate marketing, selling and processing activities.
Whether you are seeking iPipeline CRM (Microsoft Dynamics with our insurance layer) to manage team performance and the sales channel or 3rd party integrations with Saleforce.com, Intelliflo, IRIS or other leading CRM providers, iPipeline makes collecting and using critical data easier by automating and simplifying the process.
With iPipeline CRM for Wholesalers, your wholesalers-both internal and external-and sales management personnel will be able to manage and track activities, and relate these activities and costs to production in the distribution channel. iPipeline CRM for Wholesalers can consolidate data access for your sales team, provide tracking and reporting on wholesaler and producer sales activity, and deliver insight into your team’s performance. It’s hosted on iPipeline’s cloud and made accessible via a Web browser or through Microsoft Outlook.
- Delivers visibility into distributor and production data and hierarchies
- Enables teams to weigh the effectiveness of sales activities against production goals
- Automates sales processes and marketing campaign management
- Provides Leads, Companies, Opportunities/Cases, and Inforce Policies from the road
- Incorporates iPipeline Data Rail feeds for agents, including Pending Cases and Inforce Policies
- Exposes other iPipeline tools, including Forms, Illustrations and iGO e-App
For complete pricing details, please contact the company directly.
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of iPipeline:
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