AgentOne - Insurance agent experience with iPipeline

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.

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Agents rely on variety of tools to gather information, select products, run quotes/illustrations, and complete applications all in preparation for client and prospect meetings. This makes for a difficult day, unless they are using iPipeline’s AgentOne solution. Everything in One Place--Via your agent portal, AgentOne enables agents to guide customers through the insurance sales process from needs analysis, quotes / illustrations, to iGO® (e-App) with e-Signature, pending case updates, and e-delivery. Your agents have everything they need in one place. They are alerted to delays, while managers remain informed through customized reporting. AgentOne can run on your existing Salesforce.com implementation or stand alone. Additional functionality, including Salesforce automation, specialized financial services capabilities, and call center integration, can be added to your initial deployment of AgentOne any time in the future. All-in-One Insurance Tools--With tight data integrations to iPipeline solutions, a familiar Salesforce.com interface, and mobility via the Salesforce1 Platform, AgentOne provides the ultimate end-to-end agent experience and accelerates product sales.