iPipeline® – a number one supplier of cloud-based software program options for the life insurance coverage and monetary providers industry – immediately reported World Monetary Group Insurance coverage Company, Inc. (WFG), an insurance coverage company with over 50,000 brokers, has launched the AgentOne app to modernize their new enterprise platform.
The enterprise-wide deployment allows WFG’s brokers to make use of AgentOne as a cell, single-point of entry to CRM knowledge and iPipeline’s software program for the advertising and marketing, promoting and processing of life insurance coverage and annuity merchandise inside Salesforce.com. The mobility of the answer allows associates to all the time be related to the households they serve. WFG and its affiliated firms supply multi-carrier time period, common life, medical complement, fastened annuity, and incapacity merchandise to satisfy their shoppers diversified monetary wants.
“WFG’s deployment of AgentOne marks a essential milestone for iPipeline. AgentOne was designed to offer brokers and monetary advisors with a streamlined, single level of entry to our software program functions inside Salesforce.com. For cell organizations in search of to drive effectivity and the success of their people, AgentOne supplies fast entry to the instruments wanted to get the job executed,” mentioned Tim Wallace, CEO, iPipeline. “WFG’s brokers can run quotes, full e-Apps, execute order entries, entry case standing, and leverage e-Coverage supply with out signing out and in of assorted functions. Our purpose is to simplify their jobs and assist them to raised service the wants of households by offering an excellent person and buyer expertise.”
“Having the best expertise in place helps our recruitment efforts and the success of our brokers. We determined to companion with iPipeline on the launch of AgentOne to ship a unified platform to modernize how we work,” mentioned John Joseph, Chief Technique Officer for WFG. “The client journey hinges on how our cell area drive works. With AgentOne, our persons are all the time geared up with what they want and related with the households they serve. That is serving to us to enhance our relationships with the carriers we signify and with our clients for all times.”
iPipeline’s AgentOne app allows among the nation’s most profitable organizations to realize new efficiencies and optimize promoting alternatives by enhancing the agent, advisor, and buyer expertise. To reimagine the way you do enterprise and study extra about our industry-leading options, contact [email protected] immediately.
About World Monetary Group Insurance coverage Company, Inc.
World Monetary Group Insurance coverage Company, Inc. (WFG), a Transamerica Firm, is an insurance coverage company whose brokers supply a broad array of economic services by WFG and affiliated firms. Over 50,000 WFG brokers supply life insurance coverage and annuity options to middle-income people and households.
iPipeline is a number one supplier of cloud-based software program options for the life insurance coverage and monetary providers industry. Via our SaaS-based new enterprise acquisition platform, we speed up and simplify gross sales, compliance, operations and assist. We offer course of automation and seamless integration between each participant within the monetary providers industry together with carriers, brokers, basic businesses, advisors, broker-dealers, RIAs, banks, securities/mutual fund companies, and their customers. Our revolutionary options allow automated processing for pre-sales, new enterprise and underwriting, coverage administration, point-of-sale execution of functions, post-sale assist, knowledge evaluation, reporting, client supply and self-service, and company and agency administration.
iPipeline supplies the method automation and seamless integration wanted on a worldwide foundation to make a sale by aggregating greater than 130 carriers, 1,300 distributors and monetary establishments, and their brokers and licensed advisors in a cloud-based setting. With headquarters in Exton, Pennsylvania, iPipeline has places in Bromley (UK), Cheltenham (UK), Dallas, Fort Lauderdale, Huntersville, Ontario (CA), Philadelphia, Pleasanton, and Salt Lake Metropolis. Go to www.ipipeline.com.
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