iPipeline Launches CHARLi, Their AI-Powered Foundation for Next-Gen Speed, Decision-Making, and Personalization Across Life Insurance and Annuities Industry

CHARLi brings foundational AI to life and annuities carrier and distributor workflows to reduce underwriting times, accelerate product launches, and deliver real-time insights enabling personalization

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 CHARLi, an industry leading AI foundation powering iPipeline solutions that enables life and annuities carriers and distributors to optimize workflows for speed, accuracy and personalization. CHARLi is integrated into iPipeline’s full suite of digital workflow solutions to power enhanced, intelligent automation at every level. CHARLi will enable life and annuities carriers and distributors to automate and optimize product launch processes, product distribution and client experience strategies, and will offer operational insights to help increase speed throughout the entire sales process.

CHARLi powers and connects the iPipeline ecosystem to enhance the impact of every product, feature, and workflow with shared intelligence that learns, adapts, and gets smarter over time. iPipeline's engineers designed CHARLi on a foundation of data and AI to answer the life and annuities industry’s needs for intuitive, data-driven customer and agent experiences, faster decision-making, and scalable AI-powered operations. CHARLi empowers the industry to bring products to market faster, personalize the sales experience through intelligent decision-making, and gain immediate access to data-driven insights for better business outcomes.

“CHARLi sets itself apart by powering our entire ecosystem. We’re unlocking a world of rapid innovation with CHARLi. It’s the data and AI foundation behind the scenes, with expansive, flexible capabilities designed to deliver a wide range of value across our clients’ workflows,” said Katie Kahl, Chief Product Officer at iPipeline. “From accelerating time to market of new insurance products, to transforming the selling experience with personalization, to enabling real time insights that empower smarter decisions, CHARLi’s flexibility and reach delivers value to carriers and distributors across their entire businesses — not just a single use case.”

CHARLi is now live – fueling the AI that drives Policy Intelligence, available today, to deliver instant answers to policy questions and accelerate signature turnarounds. CHARLi is also the underpinning of iPipeline’s next-gen solution for e-Applications – helping carriers onboard and distribute new products faster than ever before. Additional features will be introduced over the next few months, including Speed Score, which allows carriers to analyze and optimize their sales journey across products and market segments to improve efficiency, and SmartSell, which provides agents with real-time, on-screen underwriting outcomes to streamline sales. Conversational Analytics will also be upcoming, enabling carriers and distributors to quickly interrogate data and extract actionable insights.

“Our customers have expressed a desire for AI as a comprehensive, integrated platform that impacts all of their workflows, instead of merely a chatbot tool, so that they can innovate more powerfully across the board. CHARLi is not just here to automate tasks, it’s built into the core of iPipeline’s solutions and network, digitally transforming how life and annuities business is conducted across the entire lifecycle," said Steve Cover, Chief Technology Officer at iPipeline. "And it’s not about replacing people, it’s about amplifying human potential. By streamlining routine tasks and arming the industry with real-time insights, we’re giving our clients the freedom to make smarter decisions, move faster, and ultimately deliver more value to their end customers.”

CHARLi is the culmination of years of iPipeline’s intensive testing and development. iPipeline's product developers are committed to an enduring process of refinement and iteration to deliver the full potential of AI automations, so carriers, agents, and wealth managers can focus on being trusted by consumers and powering life and annuities market growth.

For more information, please visit our CHARLi product page on our website.

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.

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Media Contact:

Ivy Gitarts

Aspectus Group

Ivy.Gitarts@aspectusgroup.com

Source: iPipeline