1. Leading provider of
next generation solutions
and services to the life
and pensions market
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2. iPipeline is founded.
e-App is launched into
the marketplace for e-Application,
e-Submission and e-Signature.
Newspring Capital and Volition Capital
re-invest in iPipeline to finance acquisitions.
iPipeline acquires Agency Works, adds solution
for agency management services. iPipeline
introduces e-Policy, self-service, CRM, and multi-
carrier illustrations products into US marketplace.
Newspring Capital and Volition Capital invest
in iPipeline.
iPipeline acquires Coss, adding illustrations
services to product suite.
1995 2008
2006 2009
Tim Wallace
CEO, iPipeline
Message from the CEO
Message from Ian Teague, MD, iPipeline,
UK & Europe
Company Snapshot
iPipeline’s customers are the backbone of our
success and the inspiration for our products
and services. We champion our relationships
with our customers, partners, and employees
and look forward to the continual growth of our
global network of over 125 insurance carriers/
providers, 875 distributors, and over 22,000
advisers. We thank our customers for their
business and support that has enabled us to
be recognised with over 50 industry awards.
We look forward to working with you to develop
a unique business plan, drive a collaborative
implementation, and support a continued
partnership with you to optimise the success
of iPipeline’s technology for your business.
iPipeline’s European portfolio has expanded to
help revolutionise how providers, distributors,
and IFAs market, sell and process their
diversified financial products.
In addition to the market leading portal –
Assureweb, which is already used by over 22,000
advisers, we now offer XRAE® (our indicative
underwriting tool), SolutionBuilder® (our intelligent
adviser quote tool), RetirementBuilder® (our innovative
retirement planning tool), iGO® e-App (an intelligent
fillable e-application), DocFast® (policy and business
document e-delivery) and Business Intelligence, with
many more new innovative products and services in
the pipeline.
We look forward to working with our customers,
current and new to help accelerate the selling of
insurance within the life and pensions market.
Company Name:
Internet Pipeline, Inc.
European Location:
Dr. Neergaards Vej 5 A, DK-2970 Hørsholm, Denmark
UK Location:
Eagle Tower, Montpellier Drive,
Cheltenham, Gloucestshire GL50 1TA, UK
Corporate Headquarters:
222 Valley Creek Boulevard, Suite 300,
Exton, Pennsylvania, USA
Employees: 450+
iPipeline’s customers are the backbone of our success
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3. iPipeline UK launches Email My Quote
and XRAE via its Assureweb Portal.
iPipeline introduces iGO e-Apply technology
to the UK marketplace.
iPipeline acquires Assureweb, UK, expanding
technology presence into Europe.
iPipeline opens office in Tokyo,Japan.
Technology Crossover Ventures invests in iPipeline.
iPipeline acquires XRAE, supplements quote
functionality with indicative underwriting tool.
iPipeline acquires Galeforce,
expands portfolio with
CRM suite.
iPipeline acquires Aplifi, creating the
industry’s most comprehensive life and
annuities platform.
iPipelinelaunchesSolutionBuilderand
RetirementBuildertotheUKmarketplace.
iPipelineappointsEuropeanDirectorto drive
expansionofiPipeline’ssolutionsintoEurope.
2011 2013 2015
20142012
Company Overview
At iPipeline, we take pride in leading the information technology and services industry in providing web-based
software tools that drive straight-through-processing for providers and advisers in the financial services marketplace.
Our products cover more than 35 leading product providers across Protection, Annuities, Pensions, Bonds and
Equity Release services. Our products can be used by providers and advisers. In 2014, iPipeline’s UK platform
serviced over 56 million quotes.
iPipeline’s provider and adviser products include: a quote and apply portal, intelligent quoting tool, a tool to assist
at-retirement planning, business intelligence, an indicative underwriting tool, e-Apply technology, policy e-Delivery
and policy holder services. We provide the process automation and seamless integration needed to simplify and
accelerate sales by aggregating approximately 125 providers/carriers, 875 distributors and over 22,000 advisers on
a global basis in a web-based environment – the iPipeline Customer Network.
Global Executive Team
Tim Wallace, Chief Executive Officer
Paul Melchiorre, President
Bill Atlee, Chief Strategy Officer | Larry Berran, Chief Operating Officer / Chief Financial Officer | Paul Greenberg,
Country Manager – iPipeline Japan and Asia Pacific | Kevin Kemmerer, Executive Vice President, Product Management
| Steve Meade, Vice President, Illustrations and Policy Holder Solutions | Michael Persiano, Chief Marketing Officer |
Brian Seidman, Chief Technology Officer | Dan Smith, Executive Vice President, Financial Institutions | Ian Teague,
UK & Europe Managing Director | Daphne Thomas, Executive Vice President, Professional Services
and the inspiration for our products and services. –Tim Wallace, CEO
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4. iPipeline and their partners are collaboratively paving the way to success and innovation
NewSpring Capital, founded in 1999, invests in
dynamic companies with the goal of partnering
with management teams to develop their
businesses into market leaders. NewSpring
Capital has raised over $950 million of
committed capital supporting more than 80
portfolio companies across our growth equity,
control buyout and mezzanine debt funds.
Technology Crossover Ventures (TCV), founded
in 1995, is a leading provider of growth capital
to technology companies, providing funds to
later-stage private and public companies. With
$7.7 billion in capital under management, TCV
has invested in over 150 technology companies
leading to 50 initial public offerings and more
than 40 strategic sales or mergers.
Volition Capital is a growth equity firm founded
in 2010 and based in Boston, Massachusetts
that invests in high potential, founder-owned
companies across different technology sectors,
including software, internet, information
services, and tech-enabled services. The team
at Volition previously led the U.S. operations
of Fidelity Ventures and has 75 years of
collective investing experience helping dozens
of companies navigate to successful IPOs and
acquisitions. Volition is currently managing
assets of approximately $400 million.
Investors
We believe in valuable business
relationships and partnerships
Partners
iPipeline is committed to fostering high-level partnerships
with trusted organisations. We believe in valuable
business relationships and partnerships that are mutually
beneficial. Innovation, experience and integration are at
the core of our existence and we seek opportunities to
partner with organisations that share these values.
The iPipeline Partner Program categorises our strategic
partnerships into three groups: Consulting, Solution and
Technology. Consulting partners are those who assist
our customers with the selection and implementation of
iPipeline solutions. Technology partners are those whose
technologies we leverage or build iPipeline solutions upon.
Solutions partners are complementary technologies or
services that complete or enhance iPipeline offerings.
We have strong alliances with over 50 global partners
and our experience with these partners has proven that
collaboration paves the way to success and innovation.
We are Engaged in Your Success
We pledge to partner with you to influence your organisation and ecosystem with best practices, creativity and
teamwork. We prioritise goals and objectives based on your ROI drivers, whether it is expense reduction, improved
adviser experience, increased placement ratios, or other business drivers. We engage with your appointed
team members to provide actionable planning steps based on data and usage analytics to champion successful
implementation and adoption of technology.
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5. Distributors
Consumers
Providers
Advisers / Brokers
In The Cloud:
In-House Systems
3rd Parties
• Underwriting
• Illustration Systems
• Calculation Engines
• Policy Administration
• CRM
• eSignature
• System Integrators
In The Cloud:
Insurance Cloud
• Quotes & Applications
• CRM
• Forms
• iGO e-App & AFFIRM
• Business Intelligence
• e-Policy
• Underwriting
• Policy Services
• 50 days to 30 days for term life • 49 days to 24 days for whole life
• €367 – €192 per application received
• 70% to 16% for term life • 70% to 19% for whole life
Solutions
Industry Trends
iPipeline offers a comprehensive suite enabling providers and advisers to simplify and accelerate marketing,
selling and processing activities. Our product portfolio supports the full lifecycle of the selling process, including
indicative underwriting, business intelligence, quotes, e-Application, e-Policy and policy holder services.
The industry is rapidly moving away from paper processing to e-Applications and e-Delivery. Research, conducted
by industry analyst, Celent, reported the following key findings in a 2012 Life and Annuities Report: Understanding
the Benefits of Electronic Applications and Policy Issue.
• €247 – €153 per application received
38% reduction in unit cost 48% reduction in unit cost
54% reduction in rate 51% reduction in rate
40% reduction in cycle time 50% reduction in cycle time
The Unit Costs to Handle New Business Dropped From:
The Percentage of Incomplete Application Rates Dropped From:
The Average New Business Cycle Time was Reduced From:
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6. The competition didn’t stack up against the board – no one else has the
complete package. It wasn’t a price play. It was iPipeline’s understanding
of the sales process and the flow of information in a life insurance sale.
We wanted a vendor who will be a partner and not just provide a service.
We value an experienced and accessible project team.
They keep thinking of new and smart ways to improve our business.
They are genuinely interested in our business and how they can help.
They are willing to double up on work to get projects done on time.
A true team environment. They’re a partner.
What factors were important to you when choosing a software solution?
In 2014 we conducted provider and adviser research which
highlighted excellent customer satisfaction rates at 94% overall.
How has working with iPipeline exceeded expectations?
next generation insurance selling
Determining What’s Best for Your Business
Every business has different needs and motivations to
drive change. Our mission is to develop the software
and provide the services to solve those needs and use
our expertise to determine a vision to drive change
in your organisation. Our proposals are carefully
and collaboratively outlined with you to meet your
expectations. Every proposal is unique. We use our
experience and best practices to advise on what we
believe is best for your organisation, based on your
motivations and goals.
In 2013, we engaged a third party to conduct interviews
with existing provider/carrier customers. The focus
of the anonymous interviews was to gain a realistic
perspective on why our customers do business with
us. Below are some highlights from the research that
emphasise the certainty our customers have about
partnering with us as their technology provider.
Why did you choose iPipeline and not a competitor?
iPipeline is genuinely interested in our business and how they can help.
We have had success with iPipeline’s forms, illustrations, and iGO solutions. With PolicyHS, our customers benefit by being able to complete
changes and requests online, or by having our call center representatives initiate the process and then electronically route documents to
them for signature. We benefit by being able to plug PolicyHS directly into our consumer facing website and call center with very little IT
development on our side. This outcome is a big win-win for us and our customers, and we can move forward quickly without distracting our
internal development teams from their work on other critical projects. (National Press Release | March 19, 2013)
– Gregg Poston
Vice President, Individual Operations at OneAmerica
“
”
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7. Red Herring – Winner of 2014 US Top 100
2013 Professional Adviser Award – Winner for
Best Quotation Provider for Advisory Firms
Deloitte – 2013 Technology Fast 500
PACT – Enterprise Award: 2013 CEO of the Year
Golden Bridge Award Winner 2013 – Best
Deployments and Case Studies
Inc. 5000 – Five-Time Inc. 5000 Winner Inc,
Magazine’s Top-Job Creating Companies
2013 Award
SmartCEO Voltage Awards – 2013 Philadelphia
Large Technology Innovator of the Year
SmartCEO Future50 Award – 2010, 2011, 2012,
2013 Winner based on revenue and employee
growth and execution of mission to provide
exceptional products and services to customers.
Celent – 2012 Leading North American Vendor
in Software Deal Volume in Life/Health Category
Ernst & Young – 2011 Entrepreneur of the
Year-Technology
Rave Awards – 2010 Award for Overall
Customer Satisfaction in Illustrations
Microsoft WFS – 2009 Innovator Award for
Business Transformation
Industry Recognition
CompanyProfile_June15.indd 7 24/06/2015 09:07

8. United States
Headquarters — Exton, Pennsylvania
222 Valley Creek Blvd., Suite 300
Exton, PA 19341
Phone: (484) 348-6555 / Fax: (484) 348-6559
Danville, California
4185 Blackhawk Plaza Circle, Ste. 220, Danville, CA 94506
Phone: (877) 438-9723
Huntersville, North Carolina
9820 Northcross Center Court, Huntersville, NC 28078
Phone: (704) 948-4103 / Fax: (704) 464-5989
Philadelphia, Pennsylvania
1818 Market St., Suite 3300, Philadelphia, PA 19103
Roswell, Georgia
1303 Bombay Lane, Roswell, GA 30076
Phone: (770) 667-3001 / Fax: (770) 667-3900
Salt Lake City, Utah
155 North 400 West Suite 150, Salt Lake City, UT 84103
Phone: (800) 482-9924 / Fax: (801) 834-6162
UK & Europe Executive Team
Ian Teague, Managing Director
Allan Cervin, Director, Europe
Steve Canning, VP Sales, EMEA
Andrew Riddett, IT Director
Gina Cowen, Director of Marketing, UK & Europe
Helen Jones, HR Director
Paul Yates, Product Strategy Director
Europe
Dr. Neergaards Vej 5 A, DK-2970 Horsholm, Denmark
United Kingdom
Eagle Tower, Montpellier Drive, Cheltenham,
Gloucestershire, GL50 1TA
Phone: (44) 845 408 4011
www.ipipeline.com/uk
uk.salesteam@ipipeline.com
Canada
Vancouver, BC, Canada
1406-700 West Pender Street Vancouver, BC V6C 1G8
Phone: (800) 758-0824 / Fax: (604) 629-3394
Japan
Shibuya Mark City W 19F
1-12-1 Dogenzaka, Shibuya-ku,
Tokyo 150-0043
Phone: 03-4360-5301
www.ipipeline.com/jp | infojapan@ipipeline.com
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