Protective Life Corporation (Protective), a U.S. subsidiary of Dai-ichi Life Holdings, Inc. announced that it has collaborated with iPipeline, a leading 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.
With iPipeline’s Laser App — an industry-leading financial forms automation solution — Protective will be able to offer its financial professionals a central platform featuring the industry’s largest library of more than 33,000 up-to-date and intelligent forms, which can be pre-filled using data from various CRM systems. For Protective’s financial professional network, this integration will now eliminate manual workloads and reduce data entry time by 80%, leading to a faster, more efficient, and easier sales process.
This partnership also enables iPipeline’s expanded network of more than 100,000 financial professionals to now immediately access Protective’s financial products – beginning with its recently enhanced flagship product, Protective® Aspirations variable annuity – for a quick and seamless process for completing digital forms that makes doing business with Protective easier than ever.
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In addition, this integration will support the immediate use of e-signatures for a streamlined legal documentation process, helping financial professionals to better meet their clients’ retirement planning needs by enhancing automation and elevating the customer experience.
Expanding on their longstanding relationship, Protective selected iPipeline’s Laser App solution, which has a 95% repeat business rate among its current clients and unparalleled technical capabilities in the market, coupled with the fintech company’s experience, expertise, and outstanding reputation for quality.
SOURCE: BusinessWire