New iPipeline Technology Enables the Financial Industry to Seamlessly Track the Status of Clients’ Annuity Applications--in Real-Time - Seite 2

In designing OneView, iPipeline looked at successful tracking systems in other industries.

“Think about the food delivery service industry and how it has evolved over the past few years. Customers want clarity and precision. That’s helped to redefine the overall customer experience by mastering the art of keeping the customer informed, every step of the way. With OneView, we've taken that concept and elevated and applied it to the annuity industry,” added Adam Ducorsky, Senior Director, Product Manager at iPipeline, and the team lead for OneView. “OneView doesn't just facilitate real-time tracking; it revolutionizes how financial advisors manage and oversee their clients' annuity applications.”

Currently, OneView is exclusively available in the U.S.

For more information, please visit our OneView product page on our website.

SPECIAL NOTE TO EDITORS:
Adam Ducorsky to discuss OneView as part of the following conferences:

• 2024 IRI Annual Conference (11:30 a.m.-12:15 p.m. ET, April 3)
  Ducorsky will participate in a panel discussion on “Future Proofing the Annuity Market with Digital First” during the 2024 IRI Annual Conference in Nashville, where he will be joined by executives from Raymond James, Bank of America, and Global Atlantic Financial Group.
  Click here for more information.
  

• 2024 Connections Conference (1:30-2:15 p.m. ET, May 16)
  As part of iPipeline’s annual event, Ducorsky will host a discussion, “OneView: Track and Append Annuity Orders in Real-Time” to highlight how OneView directly assists advisors, agents, and distributors.
  Click here for more information.

*OneView is the first to the market with a multi-carrier solution utilizing newly defined standards for carrier status which was developed by an industry status working group.

About iPipeline
iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.