{"id":13263,"date":"2018-12-17T09:00:00","date_gmt":"2018-12-17T14:00:00","guid":{"rendered":"http:\/\/lifeinsurance-orleans.ca\/Life-Insurance-Blog\/world-financial-group-agents-get-ipipeline-software-capability\/"},"modified":"2018-12-17T09:00:00","modified_gmt":"2018-12-17T14:00:00","slug":"world-financial-group-agents-get-ipipeline-software-capability","status":"publish","type":"post","link":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/2018\/12\/17\/world-financial-group-agents-get-ipipeline-software-capability\/","title":{"rendered":"World Financial Group Agents Get iPipeline Software Capability"},"content":{"rendered":"
\n

iPipeline\u00ae \u2013 a leading provider of cloud-based software solutions for the life insurance and financial services industry \u2013 today reported World Financial Group Insurance Agency, Inc. (WFG), an insurance agency with over 50,000 agents, has launched the AgentOne app to modernize their new business platform.<\/p>\n

The enterprise-wide deployment enables WFG\u2019s agents to use AgentOne as a mobile, single-point of access to CRM data and iPipeline\u2019s software for the marketing, selling and processing of life insurance and annuity products within Salesforce.com. The mobility of the solution enables associates to always be connected to the families they serve. WFG and its affiliated companies offer multi-carrier term, universal life, medical supplement, fixed annuity, and disability products to meet their clients diversified financial needs.<\/p>\n

\u201cWFG\u2019s deployment of AgentOne marks a critical milestone for iPipeline. AgentOne was designed to provide agents and financial advisors with a streamlined, single point of access to our software applications within Salesforce.com. For mobile organizations seeking to drive efficiency and the success of their individuals, AgentOne provides immediate access to the tools needed to get the job done,\u201d said Tim Wallace, CEO, iPipeline. \u201cWFG\u2019s agents can run quotes, complete e-Apps, execute order entries, access case status, and leverage e-Policy delivery without signing in and out of various applications. Our goal is to simplify their jobs and help them to better service the needs of families by providing an outstanding user and customer experience.\u201d<\/p>\n

\u201cHaving the right technology in place supports our recruitment efforts and the success of our agents. We decided to partner with iPipeline on the launch of AgentOne to deliver a unified platform to modernize how we work,\u201d said John Joseph, Chief Strategy Officer for WFG. \u201cThe customer journey hinges on how our mobile field force works. With AgentOne, our people are always equipped with what they need and connected with the families they serve. This is helping us to improve our relationships with the carriers we represent and with our customers for life.\u201d<\/p>\n

iPipeline\u2019s AgentOne app enables some of the nation\u2019s most successful organizations to achieve new efficiencies and optimize selling opportunities by improving the agent, advisor, and customer experience. To reimagine how you do business and learn more about our industry-leading solutions, contact marketing@ipipeline.com<\/a> today.<\/p>\n

<\/p>\n

About World Financial Group Insurance Agency, Inc.<\/b><\/span><\/p>\n

World Financial Group Insurance Agency, Inc. (WFG), a Transamerica Company, is an insurance agency whose agents offer a broad array of financial products and services through WFG and affiliated companies. Over 50,000 WFG agents offer life insurance and annuity solutions to middle-income individuals and families.<\/p>\n

About iPipeline<\/b><\/span><\/p>\n

iPipeline is a leading provider of cloud-based software solutions for the life insurance and financial services industry. Through our SaaS-based new business acquisition platform, we accelerate and simplify sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the financial services industry including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities\/mutual fund firms, and their consumers. Our innovative solutions enable automated processing for pre-sales, new business and underwriting, policy administration, point-of-sale execution of applications, post-sale support, data analysis, reporting, consumer delivery and self-service, and agency and firm management.<\/p>\n

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 130 carriers, 1,300 distributors and financial institutions, and their agents and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Bromley (UK), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake City. Visit www.ipipeline.com<\/a>.<\/p>\n

\"\"<\/p>\n

View source version on businesswire.com<\/a>: <\/span>https:\/\/www.businesswire.com\/news\/home\/20181217005071\/en\/<\/a><\/span><\/p>\n

For iPipeline:<\/b>
\nChristin Meikle
\nMarketing
\ncmeikle@ipipeline.com<\/a>
\n484 870 6232<\/p>\n

Source: iPipeline<\/p>\n

<\/p>\n

The post World Financial Group Agents Get iPipeline Software Capability<\/a> appeared first on InsuranceNewsNet<\/a>.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

iPipeline\u00ae \u2013 a leading provider of cloud-based software solutions for the life insurance and financial services industry \u2013 today reported World Financial Group Insurance Agency, Inc. (WFG), an insurance agency with over 50,000 agents,...<\/p>\n","protected":false},"author":578,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[],"tags":[],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/13263"}],"collection":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/users\/578"}],"replies":[{"embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/comments?post=13263"}],"version-history":[{"count":0,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/posts\/13263\/revisions"}],"wp:attachment":[{"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/media?parent=13263"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/categories?post=13263"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blog.lifeinsurance-orleans.ca\/index.php\/wp-json\/wp\/v2\/tags?post=13263"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}