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 OneView^TM, a breakthrough solution* that seamlessly tracks the progress and status of clients’ annuity orders–in real time.

Annuities have developed a reputation in the industry as a complex investment product. The process of tracking an annuity only compounds that complexity, especially when working with multiple insurance carriers. Once orders are submitted to a carrier, broker-dealers, financial institutions, and wealth management firms have traditionally been unable to successfully and confidently monitor their annuity orders.

iPipeline designed OneView to simplify the application process across multiple insurance carriers. With its innovative and streamlined dashboard, OneView can easily and efficiently track pending orders with carriers–from start to finish–and make any necessary changes while drastically minimizing calls and emails with carrier support staff.

With OneView, advisors can:

• Quickly and easily discover the status of their client’s annuities orders, providing transparency regarding where they are in the process with the carrier–in real-time.

• Seamlessly make any necessary adjustments during every step of the process – from monitoring and notifying to updating and fixing annuity orders–with OneView tools.

• Experience a simplified workflow that uses industry standardized status labels for improved communication and reduced uncertainty.

• Close business more efficiently and faster by significantly reducing cycle times, decreasing the need to contact a carrier regarding application statuses, and nearly eliminating applications that are not in good order (NiGO).

• Spend more time servicing clients and growing their business by successfully spending much less time following up with insurance carriers regarding orders.

“OneView is not just an innovation; it's a revolution in managing annuities, built with our customers' needs at the forefront. We believe that OneView will easily transform the way annuities are managed. Simply put, there is just no other solution in the market today that does what we designed OneView to do,” said Roy Goodart, Vice President of Product Management at iPipeline.