iPipeline: Illustrations & Needs Analysis Data

Illustration Counts for Insurance Applications with Agent and Proposed Insured Details

Description:

Access to all your Life Insurance Illustrations and Needs Analysis data, in near-real time, on a rolling 3-year basis. Illustrations and Needs Analytics allows applicants the ability to run multiple pricing scenarios on the front end of the apply process before proceeding with an electronic iGO® application. This provides the applicant real-time pricing results, speeding up the apply process. Now, Snowflake customers can access their illustration and Needs Analysis data directly in their Snowflake account.

Samples/Tables Included:
  • Illustration details
  • Needs analysis details
Fields Included:
  • App start date
  • App lock date
  • App submit date
  • Illustration count
  • Agent count
  • Product
  • Face amount
  • Premium
  • State
  • Distributor
  • Carrier
  • Signature method
  • e-Signature status
  • Proposed insured information…etc.
Example Use Cases:
  • Identify illustrations that were run by an agent where you never got an application
  • Self-serve (i.e. ingest into your own applications)
  • Integrate into your own CRM to generate targeted activities
  • Do product design analysis to allow product teams to better understand how our products are being illustrated and sold
  • Feed data into the client record (post-issue) to trigger reminders and/or make available for later inforce illustrations
About the Provider:

iPipeline is a leading provider of low code, cloud-based software solutions for the life insurance and financial services industry. Through our SSG Digital, end-to-end platform, we accelerate and simplify sales, compliance, operations, and support. We provide process automation and seamless integration between every participant in our ecosystem including carriers, agents, general agencies, advisors, broker-dealers, RIAs, banks, securities/mutual fund firms, and their consumers on a global basis.

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