By using iPipeline's Network and e-Policy solution with DocuSign, carriers, distributors and producers can streamline the final leg of the insurance policy sales cycle with a cost-efficient, fast and secure online eSignature process. Twenty-five insurance carriers have already deployed iPipeline's iGO e-AppTM, an intelligent fillable forms solution that safely and securely manages the online insurance application process. Once iGO e-App is 100 percent in “good order,” the carrier begins the underwriting process and issues an e-Policy for signature.

Via iPipeline's Network, carriers can easily access DocuSign's eSignature service, drag and drop familiar yellow Sign Here tabs and data fields within the policy, and send it electronically. An email notification is sent through the agent to the consumer announcing that the e-Policy is ready for e-Signature. The consumer is authenticated, adopts an eSignature, e-signs and completes the policy. Once completed, the new policyholder, agent and carrier receive an email notification with a link to the signed executed policy.

Key Features

  • Adjustable premium slide bar shows changes to coverage and premium with pre-approved maximum coverage in place
  • Hyperlinks to related products for both cross-sell and up-sell
  • Extend customer base through referral features


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About the Partner

iPipeline leads its industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets through its on-demand service. iPipeline's channel solutions for carriers, distributors, and producers automate activities for CRM, forms distribution and processing, quotes and illustrations, in Good Order e-Applications, agency management, and policy delivery and related services, enabling the insurance industry to market, sell, and process faster. iPipeline provides the process automation and seamless integration needed to make a sale by aggregating approximately 120 carriers, 1,200 distributors, and 400,000 financial professionals and advisors in a single, Web-based environment -- the iPipeline Customer Network. With headquarters in Exton, Pennsylvania, iPipeline has offices in Atlanta, Charlotte, Milwaukee, Salt Lake City, the United Kingdom, and Vancouver.



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