Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
No more messy spreadsheets or awkward email threads. Charlie makes it easy to simplify your day and get on with what matters most. To keep your business running smoothly, collect and store vital People data. You can also bring together office-based, remote, or hybrid teams. Make sure everyone feels valued and create an environment that encourages growth. Charlie can help you create a great company culture. For total security, Charlie uses the highest standards of data security. Charlie is fully GDPR compliant and ISO 27001-accredited. Real people provide fast customer support. Our support team responds to queries in an average of 7 minutes. With startups and small businesses in mind, Charlie was designed. Charlie was specifically designed to assist small businesses based in the UK. We are a small team of 30 people. We have an office in London, but we work remotely from the UK.
Description
iPipeline is a software platform designed to simplify and accelerate operations across life insurance, annuities, and wealth management. The company provides end-to-end digital solutions that help carriers, broker-dealers, RIAs, financial institutions, agents, advisors, and distribution partners manage complex workflows more efficiently. Its platform supports the full journey from quote to commission by automating tasks, improving accuracy, and reducing operational friction. iPipeline uses artificial intelligence to create smarter, more connected experiences across its product ecosystem. CHARLi, the company’s AI-powered engine, brings intelligence into workflows, features, and products to support faster decision-making and scalable operations. The platform connects businesses to a broad industry network that includes insurance carriers, provider customers, distribution partners, and hundreds of thousands of global agents and advisors. iPipeline is built to help organizations modernize life insurance and annuity operations while improving speed, confidence, and client service. The company also supports industry collaboration through AiPEX, its annual conference for professionals in life insurance, annuities, wealth management, and pensions. iPipeline helps financial services teams digitally transform their businesses and focus more effectively on protecting clients’ financial futures.
API Access
Has API
No
API Access
Has API
No
Integrations
Appraisd
Yes
Bindbee
Yes
Carbide
Yes
ChangeEngine
Yes
Flexopus
Yes
Kindo
Yes
Learn Amp
Yes
Pento
Yes
RandomCoffee
Yes
SSG Digital
No
Integrations
Appraisd
No
Bindbee
No
Carbide
No
ChangeEngine
No
Flexopus
No
Kindo
No
Learn Amp
No
Pento
No
RandomCoffee
No
SSG Digital
Yes
Pricing Details
£4/month/user
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CharlieHR
Country
United Kingdom
Website
charliehr.com
Vendor Details
Company Name
iPipeline
Founded
1995
Country
United States
Website
www.ipipeline.com
Product Features
Human Resources
360 Degree Feedback
Yes
Applicant Tracking
No
Attendance Management
Yes
Benefits Management
No
Career Development Planning
No
Compensation Management
No
Compliance Management
No
Employee Database
Yes
Employee Lifecycle Management
No
Onboarding
Yes
Payroll Management
Yes
Performance Management
Yes
Recruiting Management
No
Self Service Portal
No
Succession Planning
No
Time & Attendance Management
Yes
Time Off Management
Yes
Timesheets
No
Training Management
No
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
Yes
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
Yes