Did you know? In 2023, the average adviser within an advice firm had 127 clients. There were just shy of 28,000 advisers in regulated advice firms in the UK. You don’t have to be an actuary to establish that these two figures alone show the current advice market has a supply constraint. A constraint which is hindering access to expert advice for many. We wanted to find out why, and how we can work together to unlock financial advice to the mass market. Up stepped John Lappin & Paul Yates to share their wisdom, analysis and opinion. Download our free whitepaper below. https://hubs.li/Q0300Zh30 #simplifiedadvice #targetedsupport #financialadvice
iPipeline
Software Development
Exton, PA 17,904 followers
End-to-end solutions that drive your business forward
About us
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows – from quote to commission – with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry. 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 $33 billion in premium in life insurance and $55 billion in annuities in 2022. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500® and Fortune 1000®. For more information, please visit ipipeline.com/ and select your country of origin.
- Website
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https://ipipeline.com/
External link for iPipeline
- Industry
- Software Development
- Company size
- 501-1,000 employees
- Headquarters
- Exton, PA
- Type
- Public Company
- Founded
- 1995
- Specialties
- life insurance, financial services, technology, and software
Locations
Employees at iPipeline
Updates
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Join us in sunny Orlando for Connections 2025 – filled with inspiring speakers who will spark new ideas, insights from industry leaders at the top of their game, and tools to help you innovate, accelerate, and grow! Don't wait for the New Year to make big moves. Start now and treat yourself to an unforgettable experience! To learn more about the adventures we have in store this year, visit https://hubs.li/Q02_W4cv0 #iPipelineConnectsYou #Innovate #Accelerate #Grow #Fintech #Insurtech #Wealth
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Did you miss it? Spotify outed everyone's embarrassing music tastes, and we unwrapped the UK protection market with the help of our game-changing data analytics tool, InsureSight®. InsureSight identified 840 reprices this year – that's right, 840. That's a lot of analysis, by a lot of actuaries! Dive into the trends we saw below. #Protection #FinancialServices #FinancialPlanning #Tech #Data #Wrapped
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Hot off the press – our latest collaboration with Protective Life has been featured in Life Annuity Specialist! By enlisting our Laser App solution, Protective revolutionizes productivity, enhances the client experience, and streamlines the annuity sales process for financial professionals. Read more about it here https://hubs.li/Q02_6Trl0 #Annuties #Insurtech #iPipeline #Innovate #FinTech *Subscription to Life Annuity Specialist may be required for access. Robert Powell
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Exciting Milestone Achieved! iPipeline UK is thrilled to announce the successful replatforming and launch of Beagle Street's D2C protection proposition onto the OneFamily platform! After a smooth 15-month journey, we've migrated over 212,000 Beagle Street customers to the platform, making their experience even better! This upgrade simplifies the technology ecosystem and integrates powerful tools, including a third-party pricing engine and new APIs, ensuring an enhanced customer journey. We’re proud to strengthen our partnership with OneFamily and Beagle Street, helping them drive forward their ambitious growth plans. Next up: Beagle Street’s expansion into the intermediary space in 2025! We look forward to continued innovation, seamless tech, and a future-focused approach! Read the full story here: https://hubs.li/Q02_nrfS0 #DigitalTransformation #TechInnovation #CustomerExperience #Partnerships #Growth
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We believe passionately in the power of financial advice and the role it has in helping more people secure their financial future. So, we asked ex Money Marketing Editor and all-round advice market genius John Lappin and our own Paul Yates to explore how financial advice could be unlocked for the mass market. To find out more about how we got here (just 8% of UK adults having received financial advice) and what the future holds, including challenges to overcome – sit down, grab a coffee and read on. Download your copy here: https://hubs.li/Q02_dP2m0 #simplifiedadvice #targetedsupport #financialadvice
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What’s better than attending Connections 2025? Getting in at the early bird rate! https://hubs.li/Q02-xfV70 Don’t wait – register today and join industry leaders and peers to explore game-changing insights, endless networking opportunities, and cutting-edge innovations as we head back to Orlando for another adventurous three days. #iPipelineConnectsYou #iPipeline #Insurtech #Fintech #Wealth
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Streamlining success in financial services! We're excited to announce our partnership with Protective Life. This game-changing integration enhances productivity, elevates the client experience, and simplifies the sales process for over 100,000 financial professionals in our network. https://hubs.li/Q02-qZQb0 Together, we’re reimagining the life insurance and wealth management industry – one digital solution at a time. 💡 #Innovation #Fintech #InsurTech #WealthManagement #Partnership #iPipeline
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Guess who's back, back again? iPipeline's back with "Wrapped" again. How many provider reprices were there? What was the maximum monthly premium amount applied for? Which occupation happened to be declined the most? It's time to unwrap the UK protection industry highlights. What. A. Year. That was fun! What do you think 2025 will bring? #protection #financialservices #financialplanning #tech #data #wrapped
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Happy Thanksgiving to all our amazing team members in the US! 🦃 We hope you enjoy a wonderful day filled with family, friends, and delicious food. This season, we're especially grateful for each of you and the incredible work you do to help us simplify, transform, and connect our industry. Thank you for being such a vital part of our journey. #iPipeline #Teamwork #Thankful #Insurtech #Fintech