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iPipeline

End-to-end digital platform for life insurance, annuities, and wealth management distribution and operations, powered by AI.

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Overview

iPipeline, a Roper Technologies company, provides integrated software solutions for the life insurance, annuities, and wealth management industries. The platform offers agency management systems (AgencyIntegrator™), CRM, data analytics (InsureSight®), e-signature (AlphaTrust®), and AI-powered tools (CHARLi) built on the Novera platform. Solutions automate workflows from quote to commission, connecting carriers, MGAs, financial institutions, fund companies, and mutual fund dealers.

The platform serves over 500,000 global agents and advisors, 100+ insurance carriers, and 2,500+ distribution partners. In 2023, $77 billion in global life insurance premiums and annuities were processed through the system. iPipeline integrates with one of the industry's largest data libraries to streamline execution, processing, and commission calculation across all distribution channels.

Key Features

  • + Agency management for insurance and investments (WealthServ®)
  • + Customer relationship management for advisors (Advisor™)
  • + Case analytics and data insights (InsureSight®)
  • + E-signature and digital document processing (AlphaTrust®)
  • + AI-powered workflow automation (CHARLi)
  • + Commission calculation and processing from quote to commission
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