World Financial Group Modernizes New Business with iPipeline Technology, Salesforce.com

The solution gives agents a mobile, single-point of access to CRM data and iPipeline’s software within Saleforce.com

(Image source: WFG homepage.)

World Financial Group Insurance Agency, Inc. (WFG, a Transamerica company), a Los Angeles-based insurance agency with over 50,000 agents, has launched iPipeline’s (Exton, Pa.)  AgentOne app to modernize its new business platform.

The enterprise-wide deployment of the iPipeline solution enables WFG’s agents to use AgentOne as a mobile, single-point of access to CRM data and iPipeline’s software for the marketing, selling and processing of life insurance and annuity products within Saleforce.com, according to a vendor statement. The mobility of solution also gives sales associates the flexibility to always be connected to the families they serve.  WFG and its affiliated companies offer multi-carrier term, universal life, medical supplement, fixed annuity, and disability products to meet their clients diversified financial needs.

Tim Wallace, CEO, iPipeline.

“WFG’s deployment of AgentOne marks a critical milestone for iPipeline,” comments Tim Wallace, CEO, iPipeline.  “AgentOne was designed to provide agents and financial advisors with a streamlined, single point of access to our software applications within Salesforce.com. For mobile organizations seeking to drive efficiency and the success of their individuals, AgentOne provides immediate access to the tools needed to get the job done.”

“WFG’s agents can run quotes, complete e-Apps, execute order entries, access case status, and leverage e-Policy delivery without signing in and out of various applications, Wallace adds. “Our goal is to simplify their jobs and help them to better service the needs of families by providing an outstanding user and customer experience.”

Unified Platform to Modernize Sales

“Having the right technology in place supports our recruitment efforts and the success of our agents,” comments John Joseph, Chief Strategy Officer, WFG.  “We decided to partner with iPipeline on the launch of AgentOne to deliver a unified platform to modernize how we work. The customer journey hinges on how our mobile field force works. With AgentOne, our people are always equipped with what they need and connected with the families they serve. This is helping us to improve our relationships with the carriers we represent and with our customers for life.”

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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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