iPipeline® provides Excel advisors with a unified path to access master data analytics in financial services

In The partnership with Snowflake, a provider of turnkey solutions, allows Excel advisors to combine disparate data systems, automate workflows and create efficient practices to Position Advisors for Unlimited Growth

EXTON, Pa. and TOPEKA, Kan., June 22, 2022 /PRNewswire/ — iPipeline® announces that Advisors Excel, a Topekabased on financial marketing, will leverage iPipeline’s services to gain real-time metrics to analyze product and operations performance, generate competitive benchmarking, and create market penetration opportunities. Financial advisors in the Advisors Excel network will also be able to leverage this information to automate workflows to increase practice efficiency.

iPipeline integrates its InsureSight data factory, which is powered by data cloud company Snowflake, with Advisors Excel’s customer relationship management (CRM) system. This takes data previously siled across the organization’s systems and unifies it so it can be shared across lines of business. The end result allows Advisors Excel to parse life/annuity cases, quotes and electronic application data – all in a simpler and faster process – to access streamlined data. This solution will allow Advisors Excel to generate dashboards for each advisor, providing them with their overall ranking against their peers on key metrics including cycle time, placement rate, cases paid and bonuses paid.

To learn more about how iPipeline can help you leverage analytics and create efficiencies to capitalize on business opportunities, click here to see how we’ve helped Excel Advisors increase their bonus $1.2 million in 12 months.

“Many distribution companies work with disparate data systems that have created barriers to continued growth. We provide the opportunity to explore new ways to visualize data and in a way that intelligence tools and charts Pivotals just can’t do,” said David Libesman, vice president of data analytics at iPipeline. “By unifying their data feeds through our InsureSight solution, Advisors Excel can now leverage foundational insights to scale their business, make workforce projections and provide financial advisors with the ability to maintain a competitive edge in markets that they serve. We are extremely proud to play a key role in helping Advisors Excel become a data-driven company.”

Developed by iPipeline’s Data Analytics and Data Science team, InsureSight’s Case Analysis Service leverages data from iPipeline’s Agency Management System, which includes over 300 BGAs ( general brokerage agents), 70 carriers, 800,000 annual request submissions, $8 billion in annuity deposits, and $4 billion life insurance premiums across the industry.

“We have worked with iPipeline consistently for over a decade and have grown together as our businesses continue to evolve,” said Jim Bowman, President for Life at Advisors Excel. “iPipeline is truly a leader in life insurance and annuity data. We view iPipeline as a strategic partner for us over the long term. As new solutions become available through their ecosystem, we are delighted to extend this existing relationship and the services we currently leverage as part of our strategic vision.”

In partnership with data cloud company Snowflake, iPipeline takes siled information from Advisors Excel and organizes it into a centralized location. This improves and streamlines regulatory oversight and compliance while providing financial advisors with a holistic view of the business across all channels.

“Big Data isn’t just a marketing buzzword; it’s become a necessity to give our business leaders different ways to view data from different perspectives,” said Ryan Fikel, CTO of Advisors Excel. “We can’t do this if the data is isolated from system to system. iPipeline has given us the tools and access to consolidate multiple datasets, producing insights that can affect our results, like performance and trends.”

To learn more about iPipeline’s InsureSight solution, please visit https://www.ipipeline.com/products/insuresight, or contact a sales representative through our Contact Us page: https://www.ipipeline.com/ contact us/.

About iPipeline
iPipeline is building the end-to-end digitized ecosystem for the life insurance and wealth management industries that will enable millions of uninsured and underinsured Americans to secure their financial future as part of a holistic financial planning experience. The company strives to optimize all request and fulfillment workflows, from quote to commission, and consolidate them into one of the largest straight-through processing platforms, dramatically reducing paper , saving time and increasing premiums and investments for insurance agents. iPipeline is also committed to offering best-in-class subscription tools to help financial institutions and advisors automate and digitize financial transactions, comply with regulations, and seamlessly integrate life insurance and annuities in accounts receivable.

The iPipeline digital ecosystem integrates one of the largest datasets in the industry to enable advisors and agents to optimize their business. Since its inception in 1995, iPipeline has facilitated 1.5 billion quote responses, $32 billion in savings on printing and mailing costs, collecting 55 billion in premiums and protecting 25 million lives. iPipeline operates as a unit of Roper Technologies (NYSE: ROP), a constituent of the S&P 500® and fortune 500® clues. For more information, please visit https://www.ipipeline.com/.

About Excel Advisors
Advisors Excel, founded in 2005, has redefined the role a marketing organization can play in supporting independent financial advisors. Their growth has been unprecedented in the industry and is achieved by working with a small select group of advisors. With a focus on turning great advisors into great business owners, Advisors Excel has revolutionized the way finance professionals build and operate their businesses.

In 2021, the 500 advisors working with Advisors Excel made more than $8.9 billion in annuities, health insurance and life insurance production. Their affiliated investment advisory firm, AE Wealth Management, currently manages over $18.8 billion and was named one of the fastest growing RIAs in the country.

Media contacts:

Laura Simpson
JConnelly for iPipeline
973-713-8834
[email protected]

Tracey Straton
Public Relations Manager, Excel Advisors
[email protected]

SOURCE iPipeline

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