Protective Joins with iPipeline to Digitally Transform the Order Entry Process and Help Advisors Drive Efficiency
iPipeline’s Laser App technology to help Protective simplify the life insurance and annuities order submission process for its network of financial professionals
With iPipeline’s Laser App -- an industry-leading financial forms automation solution -- Protective will be able to offer its financial professionals a central platform featuring the industry’s largest library of more than 33,000 up-to-date and intelligent forms, which can be pre-filled using data from various CRM systems. For Protective’s financial professional network, this integration will now eliminate manual workloads and reduce data entry time by
This partnership also enables iPipeline’s expanded network of more than 100,000 financial professionals to now immediately access Protective’s financial products – beginning with its recently enhanced flagship product, Protective® Aspirations variable annuity – for a quick and seamless process for completing digital forms that makes doing business with Protective easier than ever.
In addition, this integration will support the immediate use of e-signatures for a streamlined legal documentation process, helping financial professionals to better meet their clients’ retirement planning needs by enhancing automation and elevating the customer experience.
Expanding on their longstanding relationship, Protective selected iPipeline’s Laser App solution, which has a
James Wagner, Senior Vice President, Chief Distribution Officer at Protective, commented: “We are proud to transform our manual workflows into streamlined, efficient processes that will provide advisors with seamless business interactions. Integrating iPipeline’s technology into our platform was a natural progression for us, as many financial professionals are already familiar with -- and trust -- Laser App. Our financial professionals asked for an easier, faster, unified, and digital experience for life insurance and annuity order processing, and by joining forces with iPipeline, we can offer them the level of productivity and simplicity they asked for.”
Pat O’Donnell, Chief Executive Officer at iPipeline, added: "We are excited to expand our relationship with Protective. We both share a mutual commitment, which is to help the life and annuities industry tap into the full potential of digital transformation. Today, the ability to provide a streamlined, digital user experience is no longer optional, but rather it is a critical component that is a necessity for success. Laser App is one of the leading digital automation tools in the industry, offering advisors the ability to pre-fill forms. By doing so, advisors can spend time focusing more on serving clients -- and much less on manual paperwork. As annuities and life insurance continue to be in demand, this kind of operational efficiency is more crucial than ever. Digital automation now provides a competitive edge, and the financial professionals who can streamline operations to offer their clients an elite customer experience will be the ones best positioned to capitalize on market opportunity and drive growth.”
About iPipeline
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in
Since its establishment in 1995, iPipeline has helped protect more than 51 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 nearly
For more information, please visit https://ipipeline.com/.
About Protective
Protective has helped people achieve protection and security in their lives for 117 years. Through its subsidiaries, Protective offers life insurance, annuity, asset protection solutions and employee benefits and is helping more than 16.4 million people protect what matters most.
Protective’s approximately 3,800 employees put people first and deliver on the company’s promises to customers, partners, colleagues and communities - because we’re all protectors. With a long-term focus, financial stability and commitment to doing the right thing, Protective Life Corporation, a subsidiary of Dai-ichi Life Holdings, Inc., had
For more information about Protective, visit www.protective.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20241204156823/en/
iPipeline
Ivy.gitarts@aspectusgroup.com
347-279-0987
Protective:
media@protective.com
205-268-7879
Source: iPipeline
