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What is iPipeline?

iPipeline is an AI-powered technology provider offering software solutions for life insurance, annuities, and wealth management. The platform is designed to help carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution organizations simplify complex operations and improve business performance. Its end-to-end software supports workflows across quoting, application processing, policy operations, commissions, data management, and connected distribution. iPipeline uses artificial intelligence to automate repetitive tasks, improve accuracy, reduce time to market, and help teams make faster decisions. CHARLi, its AI-powered engine, strengthens the iPipeline ecosystem by enhancing products, features, and workflows with intelligent capabilities that learn and evolve over time. The platform connects users to a large industry data library and a broad network of global agents, advisors, carriers, providers, and distribution partners. iPipeline is built on decades of industry experience and supports businesses that need reliable, scalable, and connected digital infrastructure. Its solutions help organizations streamline life insurance and annuity operations while supporting wealth management and broader financial services needs. The company also promotes industry collaboration through AiPEX, an annual event that brings together insurance, annuity, wealth, pension, and financial services professionals. iPipeline’s tools are designed to help businesses remove operational bottlenecks, improve customer experiences, and serve clients more confidently. iPipeline helps organizations digitally transform their operations so they can secure more financial futures with greater speed, intelligence, and trust.

What is Exasure?

Exasure provides a comprehensive insurance software ecosystem tailored for carriers, managing general agents (MGAs), program administrators, MGA platforms, brokers, and distributors. This ecosystem consists of various elements that improve underwriting, document management, digital engagement, data analysis, and the upgrade of core systems. The Intelligent Risk Assessment feature simplifies the process of submission intake, supports risk evaluation, and automates underwriting tasks. Moreover, the Intelligent Document Processing tool effectively extracts essential information from insurance documents. The Digital Engagement Platform offers personalized self-service options for clients, while Datalytics is dedicated to producing detailed reporting and analytics concerning insurance data. Additionally, Exasure One enhances Guidewire InsuranceNow by incorporating digital engagement, automation, analytics, and connectivity. This flexibility enables organizations to tailor their capabilities around existing core systems, facilitating the introduction of specialty and multi-line products, streamlining program operations, improving distribution, and promoting interconnected insurance workflows. Overall, Exasure’s modular design not only empowers insurers to respond to market changes but also encourages continuous innovation within the industry. In this way, Exasure positions itself as a key player in shaping the future of insurance technology.

Media

Media

No images available

Integrations Supported

LifePipe
SSG Digital
Salesforce
iPipeline CRM for Distributors

Integrations Supported

Guidewire

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Not specified

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

iPipeline

Date Founded

1995

Company Location

United States

Company Website

www.ipipeline.com

Company Facts

Organization Name

Exasure

Date Founded

2018

Company Location

United States

Company Website

exasure.ai/

Categories and Features

AI Insurance

Not specified

Insurance Agency Management

Contact Management
Quote Management

Categories and Features

AI Insurance

Not specified

Insurance

Not specified

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