Carrier Products

Features

• iGOFORMS indicate to agents those fields that are required for applications to be received "in Good Order."
• IGOFORMS is a smart, "reflexive" tool: it recognizes what forms are needed to complete the application based on applicant responses and auto-loads them.
• XML standards allow for easy data mapping and exchange.
• Ensures that the proper applications and forms are utilized and the information collected is entered correctly, accurately, and securely.
• iPipeline's solution is flexible. The required forms are completed using an easy-to-follow wizard.
• The agent or broker can e-mail a partially completed application or blank applications to the end-user for them to access securely and finalize.
   

Benefits:

• The right forms with the right information
  – A standardized, rule-based platform ensures that the proper applications and forms are utilized--the information collected is entered correctly, accurately, and securely.
• Simplified application process
  – iPipeline's solution is flexible and based on agent behavior. The required forms are completed using an easy-to-follow wizard.
• Rapid processing
  – The completed iGOFORMS are validated for accuracy and completeness, e-signed, e-submitted, and securely transmitted.
• A solution for all distribution channels
  – iGOFORMS are designed to handle multiple distribution channels, products, and selling processes. Based on user logins, the user's experience can vary.
   

Add-On Modules:

• e-Signature — iPipeline enables you to use a legally binding, compliant, paperless business process for straight-through processing (STP) of insurance products. Go green with e-signature.
• e-Submission — In Good Order and e-signed documents are routed electronically to distributors. iPipeline's "GO/No Go" technology ensures the necessary reviews and approvals take place before applications are submitted to the carrier.
• e-Policy — As a first mover in bringing e-Policy to the insurance industry, iPipeline is developing a fully secure and compliant solution for the electronic delivery of finalized insurance policies.

Features:

• Insurance rates
• Forms
• Product information
• Licensed illustration software
• Underwriting requirements
• Underwriting guidelines
• Carrier ratings
• Training materials
• Marketing materials
• On-line questionnaires/request forms.

Benefits:

• A single database for the distribution network
  – Through this service, an insurance company can distribute its rates, forms and product information through a single database engine to its entire distribution network.
• Accurate compliant information
  – Content Partner ensures accurate, compliant information is always available to participating distributors' Web sites and their agents.

PDF-based Carrier Forms are available via iPipeline's content repository. These forms are available for all lines of business, easily accessible via the carrier or distributor Web sites, and can readily be printed on demand.

Features:

• New Business, Supplemental, Policy Holder Service & Licensing forms
• Forms categorized by product type and state
• Forms packaged into a single kit
• Preview individual forms prior to downloading
• Forms kit bundled and downloaded into a single PDF package
• Package delivery options include printing and e-mail
• Integrated with your website fonts, colors and layout

Benefits:

• Distributors and their agents have access to the most up-to-date versions of applications and supplemental forms.
• All agent views are based on distributor product selections.

Carrier Forms Repository provides an insurance company with a customized and centralized forms repository for Web-based access by agents and or consumers.

Features:

• Provides carriers with the ability to have a centralized repository of up-to-date applications, disclosure forms, questionnaires, and policyholder service documents. The agent has direct access to the documents they need, all in a simple to view and downloadable format.

Benefits:

• Streamlined forms management
  – iPipeline works with you to set up your forms by market segment and state.
  – You have the ability to modify and update forms with an easy to use tool via our platform.
• Web-based access to documents stored and maintained in iPipeline's platform frees up shelf space and ensures availability.
• Eliminates unnecessary maintenance
• An invaluable resource
  – Marketing and compliance departments benefit from not having to compete with their internal IT departments for resources.
• Consistency across the value chain (for carriers using the distribution channel)
  – Use of the Carrier Forms Repository eliminates maintenance associated with keeping multiple databases with the same information up to date
  – Forms are updated one time in iPipeline's reposityry, immediately made available to agents through your distributors' sites, and automatically updated at the carrier's site.

Features

• Quick entry form with convenient drop down boxes
• Integrated "needs analysis" calculator automatically determines death benefit amount
• Quotes include access to Accidental Death, Waiver of Premium, Return of Premium, and Child Riders
• Guaranteed and Non-Guaranteed products
• Select specific Term Lengths
• Output Summary and Year-by-Year detail as a PDF

Benefits

• User friendly interface simplifies process of running quotes
• Key date once and use it to populate iPipeline/CES