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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Evvox serves as a comprehensive platform tailored for the insurance sector. Our primary goal is to assist you in discovering fresh avenues for expansion and enhancing your overall business performance. We achieve this through a sophisticated blend of advanced analytics, AI and machine learning technologies, intelligent routing, customer segmentation, lifetime value assessment, cross-selling and upselling strategies, among other tools, all readily available for your organization. The standout feature of our data platform lies in its seamless capability to not only ingest new data but also to integrate it effortlessly into existing models, presenting it in a way that is most relevant to your needs. With a robust 25 years of experience in data ingestion, we have refined our processes to accelerate new data integration by five to ten times. We provide the essential data models alongside external data sources, while you contribute what you have, and collectively we establish a solid foundation for actionable insights. These insights are directly channeled to your sales team, empowering them to maximize the value they offer to customers and to secure new business opportunities. By leveraging our platform, you can transform data into a competitive edge that drives growth and fosters lasting customer relationships.

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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Azure Data Factory Yes 
Azure Data Lake Yes 
Azure Databricks Yes 
Azure Event Hubs Yes 
Azure Machine Learning Yes 
Azure SQL Database Yes 
LifePipe No 
Live Commerce Yes 
SSG Digital No 
Salesforce No 
iPipeline CRM for Distributors No 

Integrations

Azure Data Factory No 
Azure Data Lake No 
Azure Databricks No 
Azure Event Hubs No 
Azure Machine Learning No 
Azure SQL Database No 
LifePipe Yes 
Live Commerce No 
SSG Digital Yes 
Salesforce Yes 
iPipeline CRM for Distributors Yes 

Pricing Details

No price information available.
Free Trial No 
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) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Evvox

Country

United States

Website

www.evvox.ai/

Vendor Details

Company Name

iPipeline

Founded

1995

Country

United States

Website

www.ipipeline.com

Product Features

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 

Alternatives

Alternatives