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AgentOne - Insurance agent experience with iPipeline
Marketing-leading Insurance Agent Tools AND Customer 360 All-in-One
- Industries
- Financial Services
- Business Need
- Agent Productivity
- Requires
- Platform Cloud
- Compatible With
- Financial Services Cloud
Selling insurance is not an easy job. AgentOne is the ultimate insurance agent desktop with access to everything an agent needs for to sell insurance with industry leading tools, maintain a book of business, build life-long customer-relationships.
Highlights
Your CRM and industry-leading insurance sales tools - all in ONE place
Transform life insurance sales from transaction-centric to customer centric
Maximize your investment in Financial Services Cloud
Provider Details
iPipeline leads the 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 financial institutions automate activities for health class estimation, CRM, forms distribution and processing, quotes and illustrations, e-Applications, agency management, data services, policy delivery and policy holder services, enabling the entire industry to market, sell, and process faster. iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating approximately 125 carriers, 1,200 distributors and financial institutions, and their producers and licensed advisors in a Web-based environment – the iPipeline Customer Network. With headquarters in Exton, Pennsylvania, iPipeline has locations in Atlanta, Charlotte, Danville, Fort Lauderdale, Philadelphia, Salt Lake City, Tokyo, UK, and Vancouver. Visit us at www.ipipeline.com.
Pricing Details
AgentOne is an enterprise application that requires an implementation and integration engagement. Discounts based on volume, Salesforce license, and features leveraged. Please contact sales@ipipeline.com to learn more.
Default Plan
$45 USD/user/month