iPipeline CIS

Implementation & Training

iPipeline prides itself on short development cycles. With our proven development process and our staff of actuaries and experienced insurance professionals who support the implementation, your fully configured illustration solution can be up and running in as little as 60 days. But what then?

iPipeline can help you quickly remove any training and implementation roadblocks, and speed you on your way to reaping the full benefits of higher productivity that you expect with the iPipeline CIS.

iPipeline actively helps clients plan implementation. We will work with you to assess your internal and external implementation needs, and to employ effective solutions for your home office staff, administrative and marketing teams, field management, producers and other company representatives. iPipeline implementation and training experts can install and implement your system on-site or assist you via telephone or WebEx. Use our agendas, documentation, images and support material to conduct your own training, or involve iPipeline to any extent you see fit.

Furthermore, iPipeline provides free support with each system, as well as fee-based options that include in-person training; custom and off-the-shelf computer-based training; and implementation analysis, planning, and rollout.

For additional information on the implementation and training of the iPipeline CIS, please refer to the following links below:

Included with Your System

Every iPipeline client has access to a solid foundation of support. These include:

  • User Manuals are available for home office/high-level use, as well as for marketers/end-users.
  • Online Help is built into each system. We convert our product manuals into field-sensitive help files. Additionally, our help tools can also be customized to add individual product information, or to include company-specific procedures. Help files are updated with the system to reflect all modifications, including new releases by the client.
  • Toll-free Customer Support is provided. In addition, you'll have direct access to a full-time project manager as well as access to the developers of your system.
  • E-mail help desk. Our in-house, full-time customer support staff will respond to your questions by e-mail and/or call to ensure your questions are resolved.

In-Person Implementation and Training Choices

iPipeline offers the following fee-based, face-to-face training, and implementation options. We will customize a special implementation solution for you.

  • In our "Train the Trainer" seminars, one or two iPipeline system experts visit your company to train key personnel in all aspects of our system. "Train the Trainer" is our most popular training option. It typically involves a one- or two-day session of intense hands-on work with your own iPipeline system.
  • eLearning is our most thorough training program, developed around a four-step process of analysis, plan creation, implementation and results measurement. System experts and professional trainers work with your staff to deliver the optimal training plan for your users.
  • Training and consulting services are also available through a strategic partnership with NFC Consulting. NFC and iPipeline have joined together to bring insightful classroom-style and Web-based life insurance, annuity, and securities training to their clients. NFC provides all administrative services for obtaining continuing education credits to meet insurance, CFP, CLU, ChFC, CPA, and FINRA's Firm Element requirements, including credits for the iPipeline eLearning suites.

CBT/Web-Based Implementation and Training Choices

iPipeline offers several CBT and Web-based training solutions. Our in-house training department will work with you to design a professional, affordable, and consistent message for your employees and producers. A summary of these solutions follows:

  • In our Walk & Talk system tutorials, a mentor narrates while the cursor walks across your system screens, entering data and performing typical tasks. The Walk & Talk provides an overview of system functionality and shortens the learning curve for new users. An effective tool for all system users, the Walk & Talk provides a consistent training message that can be re-played as often as necessary.
  • Our three eLearning suites are ideal companions to several iPipeline systems. The suites are fully configurable, offer CE credits, and can be accessed directly from your iPipeline system. Distribution via CD or Internet is also available. Content is typically updated each year. Each course contains two to three hours of instruction. The following courses are currently available:
    • Advanced Sales Suite: Covers Executive Bonus, Restricted Employee Bonus, Employer-owned Split-Dollar, Employee-Owned Split-Dollar, Non-Qualified Deferred Compensation, Dynamic Duo, Pension Maximization, Term vs. Permanent, Buy/Sell Funding with Life Insurance, Mortgage Assurance and Business Valuation.
    • Needs Analysis Suite: Covers Communication Skills (Sales), Working with Clients (Sales), Client Commitment (Sales), Survivorship, Education, Long Term Care, Disability, Retirement Planning.
    • Insurance Essentials Suite: Covers Value of Human Life, Term Life, Whole Life, Universal Life, Variable Universal Life, Annuities Parts I, II, and III, Ethics, Risk Assessment.

These integrated eLearning systems let producers train at their own pace and practice what they've learned with interactive quizzes and "You Decides." Case studies showcase realistic clients, provide sales tips, and demonstrate effective use of iPipeline solutions.

iPipeline is reshaping the way insurance carriers are mastering distribution. To speak to a sales executive, call 800.758.0824 and select option 2, or email sales@ipipeline.com.

Request Information today!