iPipeline AFFIRM for Annuities help Reliance Standard Life Insurance with selling process

Reliance Standard Life Insurance Company has selected iPipeline’s AFFIRM for Annuities to automate the selling process for fixed rate and fixed indexed annuities tied to the S&P 500.

The solution helps financial institutions to meet their requirement for FINRA, SEC and state compliance while streamlining the order-entry process and supporting customized workflows and suitability reviews.

The company said approximately 15,000 financial advisors and BAGs will have next generation solution.

“iPipeline has been able to positively impact how advisors and agents engage their clients and sell,” said David Whitehead, vice president, Accumulation Products Marketing, Reliance Standard.

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“Reliance Standard Life’s selection of AFFIRM will provide its advisors and agents with the tools they need to conduct daily business while improving the consumer buying experience,” said Tim Wallace, CEO, iPipeline.

In March, The Guardian Life Insurance Company of America selected PolicyHS, a policyholder self-services solution, to automate and streamline change requests related to inforce policies.

Last year in August, American National Insurance Company selected AFFIRM for Annuities to automate the advisor selling process.

Shilpa Khatri

[email protected]

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