iPipeline Introduces AgentOne Desktop Solution via Salesforce.com Platform

The new desktop solution will provide captive agents selling insurance with comprehensive integrations between the Salesforce Platform, iPipeline’s marketing, selling and processing solutions, and other proprietary applications.

iPipeline has introduced its new AgentOne Desktop solution via the Salesforce.com platform as a member of the Salesforce.com Partner Program. The initial version of the new desktop will provide captive agents selling insurance with comprehensive integrations between the Salesforce Platform, iPipeline’s marketing, selling and processing solutions, and other proprietary applications. The new platform will be made available for enterprise-wide deployment in the late fall/early winter 2014, with an independent agent version to follow, according to iPipeline.

Ron Huddleston, SVP, Salesforce.com.

Ron Huddleston, SVP, Salesforce.com.

“Companies are looking to transform the way they connect with customers, partners and employees to thrive in today’s connected world,” comments Ron Huddleston, senior VP, Global AppExchange & Partner Program, Salesforce.com. “iPipeline continues to bring innovation to the insurance industry, and, by leveraging the power of the Salesforce1 Platform, iPipeline provides customers with the proven social, mobile and connected cloud technologies to accelerate business success.”

iPipeline is offering AgentOne as the primary platform for access all of its agent-facing tools – including needs analysis, illustrations, electronic applications, pending case status, forms, in-force policies and Salesforce Platform functions, according to Kevin Kemmerer, executive VP, product development, iPipeline. “Our alliance with Salesforce.com is at the heart of this deployment, and AgentOne can run on a client’s existing Saleforce implementation,” Kemmerer comments. “Given the tight integrations, familiarity of the interface and mobility via the Saleforce1 Mobile App, we expect the new agent experience to streamline and accelerate key business activities.”

Launching AgentOne through the Salesforce channel exemplifies iPipeline’s conception of customer-centricity as a vehicle of agent productivity and efficiency, according to Tim Wallace, iPipeline’s CEO. “We view our alliance with Salesforce.com as a game changer because it provides agents across the enterprise with one-stop, seamless access to iPipeline’s integrated solutions—all from within the familiar Salesforce interface,” Wallace comments. “Sales force automation, campaign management and call center integration can also be added any time. Through this alliance, iPipeline and Salesforce.com have just supercharged the agent marketing, selling and processing experience, and our first enterprise-wide deployment is already well underway with a leading carrier.”

Anthony R. O’Donnell // Anthony O'Donnell is Executive Editor of Insurance Innovation Reporter. For nearly two decades, he has been an observer and commentator on the use of information technology in the insurance industry, following industry trends and writing about the use of IT across all sectors of the insurance industry. He can be reached at [email protected] or (503) 936-2803.

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