iPipeline Launches AI-First Digital Platform for Life, Annuities and Wealth, Debuting with iGO Evolve®

Key Terms

API-enabled technical

API-enabled means a product, service, or platform exposes a set of standardized ways for other software to connect and exchange data or functions. Think of it as putting universal plumbing fittings on a device so other apps can plug in and use its features; for investors, that ease of integration often speeds customer adoption, creates partnership and revenue opportunities, and makes a company’s offerings more scalable and defensible.

low-code technical

Low-code is a way to build software using visual drag-and-drop tools and prebuilt components so people can create applications with little or no hand-coding. For investors, it matters because it can speed product launches, cut development costs and let businesses respond faster to change—like assembling a house from prefabricated rooms rather than laying every brick—while also raising considerations about security, scalability and vendor dependence that affect long-term value.

underwriting technical

Underwriting is the process where a financial institution agrees to buy and then resell new stocks or bonds to investors. It matters because it helps companies raise money quickly and smoothly, while the bank takes on the risk of selling those securities at the agreed price. Think of it like a booker guaranteeing to sell all tickets for a concert before opening the doors.

e-app technical

An e-app is an electronic application form used to submit requests for financial products or approvals—such as opening an investment account, applying for insurance, or requesting credit—entirely online instead of on paper. It matters to investors because it speeds up processing, reduces errors and paperwork, and creates a digital record that can make transactions and approvals faster and more transparent, much like replacing snail mail with instant email.

AI assistant technical

An AI assistant is a computer program that uses artificial intelligence to read, summarize, analyze data, and carry out routine tasks — like a virtual research aide that can draft reports, flag important changes, or run numbers automatically. For investors it matters because it can speed decisions, lower costs and scale monitoring across many companies, but it also introduces risks around accuracy, bias and data security.

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New iPipeline platform introduces a modern, API-enabled foundation for faster product launches, greater choice and flexibility, and smarter, more consultative selling experiences

WAYNE, Pa.--(BUSINESS WIRE)-- iPipeline^®, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, today announces the launch of its AI-first digital platform for life, annuities, and wealth, designed to help carriers and their distribution partners bring products to market faster and deliver smarter, more personalized experiences. iGO Evolve®, iPipeline’s AI-optimized life insurance e-application solution, is the first module launching on the new platform, with future additions to follow.

The new iPipeline platform is built with intelligence embedded at its core, combining an open, integration ready architecture with configurable workflows and low-code tools that reduce reliance on custom development. The result is greater choice and flexibility in how digital experiences are built, maintained, and scaled across life insurance, annuities, and wealth.

iPipeline's AI foundation, CHARLi, which powers and connects the entire iPipeline ecosystem, underpins the platform’s ability to deliver faster, smarter, and more personalized experiences. As the first module on the platform, iGO Evolve leverages CHARLi to accelerate e-app onboarding and modernization by reducing setup, testing, and ongoing maintenance time through the introduction of innovative AI technologies and low-code, self-service functionality. The platform is now home to iPipeline’s SmartSell, transforming the selling experience by letting agents interact with a carrier’s underwriting system in real time. In one seamless workflow, agents can assess health class, present coverage options, receive automated underwriting decisions, collect payment, and bind the policy — all in 30 minutes or less.

“We are pleased to introduce a new platform for the financial services industry, launching with iGO Evolve as its first major module with future rollout plans already in the works.” said Pat O’Donnell, Chief Executive Officer at iPipeline. “This platform is designed to help carriers and distribution partners move faster, reduce operational overhead, and deliver better customer experiences, while maintaining greater choice and flexibility over how their digital journeys evolve.”

The next generation platform’s enhanced connectivity allows iPipeline customers to integrate seamlessly with other systems and providers, supporting unified, end-to-end journeys across quoting, application, and policy delivery. Built with security, scalability and quality at its core, the platform enables customers to confidently integrate with existing workflows while maintaining consistent performance, reliability and compliance as their business grows.

“Customers asked for a platform that is intuitive, streamlines the selling process and integrates easily, letting them move faster without relying on custom development,” said Katie Kahl, Chief Product Officer at iPipeline. “The AI-first digital platform is built to do just that through its API-enabled foundation, new user interface, configurable workflows, and transformed e-App experience. With iGO Evolve serving as the first platform module, customers will enjoy a modern, more consultative selling experience throughout the e-app journey.”

The long-term platform roadmap also includes an AI assistant designed to compare products and illustrations, autofill applications with available customer data, and validate required forms and signatures prior to submission as well as additional modules providing a single platform for life, annuities and wealth.

About iPipeline

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^® indices.

For more information, please visit https://www.ipipeline.com and select your country of origin.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260218129884/en/

Media Contact:
Danielle Meyer
Aspectus Group
Danielle.Meyer@aspectusgroup.com

Source: iPipeline