iPipeline

iPipeline offers a comprehensive end-to-end suite of cloud-based software solutions for the life insurance, financial services, and pensions industries. Their solutions include quotes and illustrations, e-application, new business and underwriting, e-delivery, e-signature, data and analytics, and more.

iPipeline takes data security very seriously. They uphold a rigorous policy that combines physical data protection through monitoring, firewalls, and active security management along with measures facilitated by HR and their global security team. All employees undergo background checks, phishing training, and annual security training. Their security team engages in regular internal and external audits to continually improve their security offering.

The Customer Portal is a comprehensive repository that provides unlimited access to product resources, including release notes, feature guides, and training videos. It is designed to support and enhance your use of iPipeline's solutions.

iPipeline is a leading global provider of integrated, end-to-end digital solutions for the life insurance and financial services industries. They couple one of the most expansive digital and automated platforms with one of the industry’s largest data libraries, enabling you to accelerate, automate, and simplify various applications, processes, and workflows from quote to commission with seamless integration.

CHARLi is the AI-powered engine driving innovation across the iPipeline ecosystem. It enhances every product, feature, and workflow with artificial intelligence that learns and evolves over time. Built on a foundation of data and AI, CHARLi addresses the life insurance and annuities industry’s demand for intuitive, data-driven experiences, accelerated decision-making, and scalable, intelligent operations.

AiPEX is iPipeline's annual conference where the insurance industry comes together to exchange ideas, spark innovation, and build lasting relationships. It is designed for professionals in life insurance, annuities, wealth management, or pensions who want to learn, network, and grow with industry peers, partners, and leaders.