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Articles from iPipeline

iPipeline Taps Industry People Leader Holly McGiboney to Drive Talent Strategy and Support Growth
iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, announces the hire of Holly McGiboney as Chief Human Resources Officer (CHRO), to spearhead talent acquisition and drive employee experience strategies that keep pace with the insurtech’s expanding growth trajectory. McGiboney will focus on elevating recruitment, strengthening business partnerships, enhancing employee engagement, and elevating the employee experience for the company’s 950+ workforce.
By iPipeline · Via Business Wire · August 26, 2025
iPipeline Appoints Rachel Edwards to Lead UK Business into Next Stage of Growth
iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, announces the appointment of Rachel Edwards as Managing Director, UK. The former Verisk Global Managing Director will guide iPipeline’s UK business strategy and product roadmap, supporting its mission to simplify, transform, and connect the protection and pensions savings & investment markets. Edwards joins iPipeline on April 14 and will oversee a seven-person leadership team in the UK. She will report directly to CEO Pat O’Donnell.
By iPipeline · Via Business Wire · April 2, 2025
Protective Joins with iPipeline to Digitally Transform the Order Entry Process and Help Advisors Drive Efficiency
Protective Life Corporation (Protective), a U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced that it has collaborated with iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, to streamline the order entry process for its network of financial professionals. With iPipeline’s Laser App solution, Protective can now offer its financial professionals the ability to digitize, streamline, and automate financial documentation to improve productivity and increase efficiency across the life and annuities product lifecycles.
By iPipeline · Via Business Wire · December 4, 2024
iPipeline and FIDx Expanding and Strengthening Relationship to Deliver Holistic Annuity Platform
iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, and Fiduciary Exchange LLC (FIDx), a leading insurance technology provider, today announced an expansion of their relationship to offer wealth management firms and their advisors a more complete experience to help them research, open, and manage their annuity business through a digitized solution.
By iPipeline · Via Business Wire · September 25, 2024
iPipeline Appoints Joe Yurich as Chief Revenue Officer to Accelerate Growth and Enhance Customer Engagement
iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, announces the appointment of Joe Yurich as Chief Revenue Officer. Yurich will lead the development and execution of strategies aimed at delivering accelerated, consistent, and organic top-line growth.
By iPipeline · Via Business Wire · September 4, 2024
iPipeline Appoints Steve Cover as CTO to Advance Technological Vision and Strategy
iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, today announces the hire of veteran technology strategy leader, Steve Cover, as Chief Technology Officer. Cover will establish the future technical vision and roadmap for the organization’s next phase of growth, focusing on delivering innovative solutions that simplify, transform, and connect the industry while providing a market-leading level of technical quality and delivery. Cover will ensure that iPipeline’s global technological infrastructure continually delivers on its core mission to digitally transform these industries, unlocking speed, efficiency, and growth for all market participants.
By iPipeline · Via Business Wire · July 30, 2024
iPipeline Appoints First-Ever Chief Product Officer to Accelerate Innovation and Support Strategic Growth
iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, today announces the appointment of veteran insurance technology product leader, Katie Kahl, to develop and execute product strategies as the company’s first Chief Product Officer. Kahl takes the reins of iPipeline’s growing product management team and will be tasked with bolstering its core product capabilities and executing on its commitment to spearhead strategic digital innovation in the life insurance, annuities, and wealth management industries.
By iPipeline · Via Business Wire · May 9, 2024
iPipeline Hires Technology Industry Veteran Adam Boone as New CFO to Accelerate Strategic Growth
iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, today announces the appointment of Adam Boone as Chief Financial Officer, who will lead the financial management activities for the growing global business. Boone will play a critical role in advancing the company’s strategic operating initiatives, including spearheading plans for sustained financial growth.
By iPipeline · Via Business Wire · April 25, 2024
New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time
iPipeline®, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, announces the launch of OneViewTM, a breakthrough solution* that seamlessly tracks the progress and status of clients’ annuity orders–in real time.
By iPipeline · Via Business Wire · March 18, 2024
John Hancock Integrates with iPipeline’s iGO Application Solution to Streamline Sales and Improve Customer Experience
iPipeline®, a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced John Hancock has implemented a fully digital version of iGO® e-App, including Client Collaboration with AlphaTrust® e-Signature, to accelerate the life insurance application process. This new, modern approach can dramatically reduce the life insurance sales cycle and offers a less intrusive way to collect medical history data with required signatures. Some clients may even receive an "instant" underwriting decision via John Hancock ExpressTrack®, the company's accelerated underwriting process.1
By iPipeline · Via Business Wire · July 21, 2021
Pekin Life Advances Digital Strategy by Accelerating Policy and Requirements Delivery with iPipeline
iPipeline® – a leading provider of no code / low code content-based digital solutions for the life insurance and financial services industry, today announced Pekin Life has deployed DocFast® e-Delivery to accelerate policy and requirements deliveries for its 8,500 independent agents. The launch circumvents delays caused by the impact of COVID-19 on traditional USPS delivery methods.
By iPipeline · Via Business Wire · July 20, 2021
iPipeline Teams with Symetra to Insure Term Life Customers in Minutes
iPipeline® — a leading provider of no-code/low-code content-based digital solutions for the life insurance and financial services industry, has partnered with Symetra Life Insurance Company to innovate the new business acquisition process for Symetra’s new, fully automated SwiftTermSM term life insurance product. The comprehensive solution modernizes the agent and client experience using a drop ticket to rapidly collect client information, which is transferred to an e-Application for client collaboration. The iPipeline platform integrates with the MRAS (Munich Re® Automation Solutions) underwriting engine to generate reflexive questions and queries data vendors for real-time validation to support automated decisioning. The streamlined approach is designed to result in the best underwriting path for each applicant, with most receiving either an instant decision or a light touch by an underwriter to drive policy issuance.
By iPipeline · Via Business Wire · July 14, 2021
Sammons Financial Group Advances Digital Transformation Initiatives with iPipeline
iPipeline® – a leading provider of no code / low code cloud-based software solutions for the life insurance and financial services industry, today announced Sammons Financial Group, parent company to Midland National and North American company, advanced its digital transformation initiatives while paramedical exam offices were shut down during the height of the pandemic by extending the capabilities of iGO® e-App with several unique product features to streamline non-fluid underwriting and provide distribution partners expanded options and flexibility. Sammons Financial Group’s best practices approach for the use of e-App has resulted in their agent adoption rate increasing from 56% to 75% during 2020. *
By iPipeline · Via Business Wire · April 20, 2021
Catholic Order of Foresters Modernizes with WELIS Ascent Illustration System
iPipeline®–a leading provider of no code / low code cloud-based software solutions for the life insurance and financial services industry–today announced that Catholic Order of Foresters has selected its WELIS® Ascent Illustration System to modernize how their agents present diversified insurance products to consumers seeking protection.
By iPipeline · Via Business Wire · April 13, 2021