Protective partners with iPipeline
Protective Life , a US subsidiary of Dai-Ichi Life Holdings , announced that it has collaborated with iPipeline , a provider of digital solutions for the life insurance and wealth management industries, to streamline the order entry process for its network of financial professionals.
With iPipeline’s Laser App solution, Protective can now offer its financial professionals the ability to digitize, streamline, and automate financial documentation to improve productivity and increase efficiency across the life and annuities product lifecycles.
“We are proud to transform our manual workflows into streamlined, efficient processes that will provide advisors with seamless business interactions. Integrating iPipeline’s technology into our platform was a natural progression for us, as many financial professionalsare already familiar with — and trust — Laser App. Our financial professionals asked for an easier, faster, unified, and digital experience for life insurance and annuity order processing, and by joining forceswith iPipeline, we can offer them the level of productivity and simplicity they asked for.” – James Wagner, Senior Vice President, Chief Distribution Officer at Protective.
“We are excited to expand our relationship with Protective. We both share a mutual commitment, which is to help the life and annuities industry tap into the full potential of digital transformation. Today, the ability to provide a streamlined, digital user experience is no longer optional, but rather it is a critical component that is a necessity for success. Laser App is one of the leading digital automation tools in the industry, offering advisors the ability to pre-fill forms. By doing so, advisors can spend time focusing more on serving clients — and much less on manual paperwork. As annuities and life insurance continue to be in demand, this kind of operational efficiency is more crucial than ever. Digital automation now provides a competitive edge, and the financial professionals who can streamline operations to offer their clients an elite customer experience will be the ones best positioned to capitalize on market opportunity and drive growth.” – Pat O’Donnell, Chief Executive Officer at iPipeline.
