THE CLIENT: iPipeline is a leading provider of cloud-based software solutions for the life insurance industry (including financial advisors). Through our SaaS solutions, we accelerate and simplify insurance sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker- dealers and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management. iPipeline provides the process automation and seamless integration needed o

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