News : iPipeline Announces AgentOne Desktop Solution
Exton, PA, Sept 3, 2014 -- iPipeline, a provider in on-demand marketing, selling and processing solutions for insurance carriers, distributors, financial institutions and their agents and advisors, announces it is now part of the salesforce.com Partner Program to deploy the AgentOne™ Desktop for customers. The new desktop will provide captive agents selling insurance with integrations between the Salesforce Platform, iPipeline’s marketing, selling and processing solutions, and other proprietary applications. The new platform will be made available for enterprise-wide deployment in the late fall/early winter. A version of AgentOne for independent agents will follow.
"AgentOne is being offered as the primary platform used to access all agent-facing tools – including needs analysis, illustrations, electronic applications, pending case status, forms, in-force policies and Salesforce1 Platform functions," said Kevin Kemmerer, Executive Vice President, Product Development, iPipeline. "Our alliance with salesforce.com is at the heart of this deployment, and AgentOne can run on a client’s existing Salesforce implementation. Given the tight integrations, familiarity of the interface and mobility via the Salesforce1 Mobile App, we expect the new agent experience to streamline and accelerate key business activities."
"iPipeline’s vision is to dramatically improve how insurance is sold. This means that our customer-centric focus is ultimately on agent productivity and efficiency. We view our alliance with salesforce.com as a game changer because it provides agents across the enterprise with one-stop, seamless access to iPipeline’s integrated solutions—all from within the familiar Salesforce interface," said Tim Wallace, CEO, iPipeline. "Sales force automation, campaign management and call center integration can also be added any time. Through this alliance, iPipeline and salesforce.com have just supercharged the agent marketing, selling and processing experience, and our first enterprise-wide deployment is already well underway with a leading carrier."
Posted by Veronica Silva Cusi, news correspondent
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iPipeline leads its industry in providing the next-generation suite of sales distribution software to the insurance and financial services markets through its on-demand service. iPipeline''s channel solutions for carriers, distributors, and producers automate activities for CRM, forms distribution and processing, quotes and illustrations, in Good Order e-Applications, agency management, data services, policy delivery and related services, enabling the insurance industry to market, sell, and process faster.
Published: Wednesday, September 3, 2014