iPipeline CIS / Needs Analysis

Primary Needs

The Primary Needs module is a combination of three core modules. In one package, you can highlight the client's basic insurance needs:

  • Survivor Needs (with Education)
  • Disability
  • Retirement

For further information please contact our sales team…
call 800-758-0824 and select option 2
or email sales@ipipeline.com.

Primary Needs