iPipeline®, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, today announces the launch of iPipeline Services CORE Methodology and its Client Value Group to bring customers a new consultative paradigm for professional services, defined by faster time-to-value, transparent timelines and costs, tailored solutions that meet specific business needs, and ongoing optimization through continuous support models. Together, the initiatives transform iPipeline’s professional services model to help customers implement technology more efficiently, increase adoption, and realize measurable business value faster.
iPipeline Services CORE Methodology addresses an important industry need for professional services to simplify complex technology transformations and deliver continuous value through a consultative approach built around four guiding principles: Client, Outcomes, Rapid, and Execution. The framework starts with understanding each client’s business goals and definition of success, measures performance by business impact rather than activity, accelerates delivery through standardized models, AI-enabled processes and proven best practices, and brings disciplined, consultative execution to every engagement. Instead of focusing solely on one-time implementations, iPipeline’s advisors will deliver ongoing AI-augmented optimization and highly transparent, personalized client engagement. AI-enabled delivery models that accelerate timelines and improve consistency underpin an outcome-driven approach to help agents, carriers, financial institutions, and wealth managers realize return-on-investment faster.
The expanded Professional Services offering includes Consulting, Implementation Packages, Quality-as-a-Service (QaaS), Managed Services, and Training-as-a-Service (TaaS), creating a connected set of services designed to support clients throughout the professional services lifecycle. iPipeline’s new QaaS capabilities use automated testing to improve quality and reduce deployment timelines, while TaaS provides flexible, on-demand education that enables clients to scale adoption across their organizations.
Mike James, EVP, Professional Services at iPipeline, commented on the new offering, “The landscape of technological innovation is changing as more insurers modernize their operations with operational and AI solutions. Our long-standing relationships with life insurance and annuities providers at every point of the financial and insurance ecosystem give us a ground-level view into their most pressing needs as they work to help everyday people with financial planning and security. Through our CORE Methodology and Client Value Group, we are responding to a growing need for more consultative services tailored to each company’s unique business requirements.”
iPipeline’s new Client Value Group complements the CORE Methodology team in elevating the traditional service provider role into that of a collaborative partner, helping clients identify where value exists within their business and determine how best to unlock it. As an expansion of iPipeline’s business development department, the Client Value Group will provide expert advisory services that align technology and workflows and apply targeted services to improve speed, efficiency, and growth outcomes.
Through a structured Value Levers framework, the Client Value Group will help clients identify and prioritize opportunities for impact, connect relevant implementation, consulting and optimization services, and provide continuous guidance as their business needs change. While CORE defines how iPipeline delivers services, the Client Value Group provides the expert guidance and insight needed to help clients make confident decisions and maintain progress over time.
Together, iPipeline’s Services CORE Methodology team and Client Value Group will act as clients’ digital transformation advocates, providing guidance on where to drive impact and measuring success through business impact and outcomes rather than project completion. Predictable pricing and scalable offerings, including packaged and managed services, give users greater control and confidence while helping improve delivery predictability and reduce implementation risk. Through end-to-end implementation, advisory, and optimization services, iPipeline will help clients achieve better business outcomes, including accelerated time-to-value, greater adoption, operational efficiency, continuous improvement, and ROI from their life insurance and annuities solutions.
“The decision to adopt and integrate new insurance technology can be a complex, high-stakes endeavor,” said Pat O’Donnell, Chief Executive Officer at iPipeline. “As operational, AI, and data solutions become more sophisticated, it is no longer enough for a solution provider to install, instruct, and go home. This evolution brings together seasoned solution providers who understand the industry, proven delivery models, and advanced technology to ensure solutions are implemented efficiently, adopted effectively, and are continuously improved over time.”
The announcement comes on the heels of iPipeline’s recent integration of iGO Evolve®, iPipeline’s AI-optimized life insurance e-application solution, as the first module on the new Novera AI-First Digital Platform for Life, Annuities and Wealth Powered by CHARLi™, the AI foundation connecting the iPipeline ecosystem. The platform underscores iPipeline’s broader commitment to combining advanced technology with consultative services that accelerate adoption and maximize long-term client value.
Visit here for more information on iPipeline Services CORE Methodology and its Client Value 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.
Since its establishment in 1995, iPipeline has helped protect more than 49 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected more than $33 billion in premium in life insurance and $55 billion in annuities in 2022. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500® and Fortune 500® indices.
For more information, please visit https://www.ipipeline.com and select your country of origin.
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