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About

Private-labeled mobile apps that enable your customers to shop, schedule service, accept payments and more from their mobile devices. Convenient online shopping solutions that integrate with your software system of record. Showroom and cashiering kiosks that make self-service simple and take all types of payments, including cash. Insurance is our history and we offer multiple insurance agency and carrier services that help you sell and service online. See your sales and marketing results real-time in easy to understand dashboards. Our call center technology provides a reliable payment and service option by phone. QuotePro has web, mobile and kiosk solutions that help you quote, sell and accept payments safely and accurately – online or in-store. Our analytics dashboard enables your team to accurately measure sales and identify growth opportunities for your business.

About

iPipeline is an AI-powered software platform built for life insurance, annuities, and wealth management operations. The platform helps carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners simplify workflows from quote to commission. iPipeline uses artificial intelligence to automate processes, improve accuracy, accelerate decision-making, and reduce time to market. Its ecosystem connects businesses to a large data library, global users, insurance carrier customers, and distribution partners. CHARLi, iPipeline’s AI-powered engine, enhances products and workflows with intelligent, data-driven capabilities that learn and evolve over time. iPipeline helps financial services organizations work faster, connect operations, and support clients in securing stronger financial futures.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance companies searching for a solution to manage and improve their operations

Audience

iPipeline is best suited for life insurance carriers, annuity providers, broker-dealers, RIAs, financial institutions, agents, advisors, distribution partners, and wealth management firms that need AI-powered software for connected insurance and financial services operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

QuotePro
Founded: 1991
United States
quoteprosolutions.com

Company Information

iPipeline
Founded: 1995
United States
www.ipipeline.com

Alternatives

i-underwrite

i-underwrite

Intelligent Life Technologies Limited

Alternatives

Applied Rater

Applied Rater

Applied Systems
Macaw AMS

Macaw AMS

Nest Innovative Solutions

Categories

Categories

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

LifePipe
SSG Digital
Salesforce
iPipeline CRM for Distributors

Integrations

LifePipe
SSG Digital
Salesforce
iPipeline CRM for Distributors
Claim QuotePro and update features and information
Claim QuotePro and update features and information
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Claim iPipeline and update features and information