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A NOTE FROM MARKETING:

News Flash: Read All About It!

Our PR focus in 2023 is to increase and elevate our messaging (the what) and amplify and target our activity (the where). Successfully doing both is critical in helping us reach our target audience to increase awareness of iPipeline -- and to generate an interest in how we can help them digitize their business.

We’re excited to share that as of the end of July, iPipeline has already logged 66 media hits (been included in a media story). This surpasses the 61 total media mentions for last year – and we still have 5 months to go!

Some of our recent key PR successes to date include:

Media Interviews: Life Annuity Specialist  |  Private Wealth Magazine

Partnerships Highlighting: Advisor Group  |  Vertafore  |  Navy Mutual

iPipeline Information: 3 Key Executives Join iPipeline  |  Launch of our Customer Service Team  |  Connections 2023  |  Rise Against Hunger Volunteer Event in the Exton Office

Have a question or want to suggest a PR story idea? We'd love to hear it!

Metrics of the Month: Social Media

• We have reached 16,000+ followers on LinkedIn!

• Our average engagement rate* per post is 8.5% - up 6% from 2022
  and significantly greater than the industry standard of 2% per post.

*Engagement measures how much our audience interacts with our content (likes, comments, and shares)
Questions

By the Numbers:

Check out the latest metrics tied back to marketing campaigns.
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# of MQLs YTD

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# of SQLs YTD

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# of Opportunities YTD

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M*

$ of Opportunities YTD

*Actual Sales Opportunities YTD -  $4,555,087

In the Press

Q2 2023 Roper Technologies Inc. (Nasdaq: ROP) Earnings Call 

June 21

Roper Technologies, Inc. (Nasdaq: ROP) reported financial results for the second quarter ended June 30, 2023.

Placements include:

Yahoo! Finance

Here's Why Roper (ROP) Deserves a Place in Your Portfolio 

July 3

Roper Technologies (ROP) is thriving on the back of strong customer demand and a robust pipeline of orders. Strong cash flow generation capacity supports its shareholder-friendly activities.

Placements included:

Yahoo! Finance | Zacks Investment Research 

 

'Pipers' Pitch In to Help Feed the Hungry

July 12

50 iPipeline employees volunteered over their lunch hour, to package 10,000 nutritious meals in a quest to end food insecurity around the world.

Placements include:

Daily Local News | MSN.com | Rome News-Tribune 

 

 

 

 

 

Navy Mutual Launches Innovative Technology from iPipeline® to Automate, Streamline, and Enhance Its Underwriting and New Business Processes

July 14

The nation’s oldest federally recognized Veterans Service Organization selects iPipeline’s Resonant® Solution to accelerate and improve the delivery of financial peace of mind to servicemembers and their families.

Placements included:

Insurance Edge | MyChesCo

Product Spotlight: Resonant®

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Connections 2024:
New Dates. New Location. Same AWESOME Conference.
May 15-17  |  Omni Orlando Resort at ChampionsGate  |  Orlando, FL 

The Event Team is working hard building Connections 2024 and is taking full advantage of our new dates and location to build an incredible experience (and educational lineup) for our customers, prospects, and the industry! For our 2024 event, we have been working on some pretty exciting enhancements – see below to check them out!

Steering Committee:

Last month, we officially kicked off the Connections 2024 Steering Committee -- a team of 31 iPipeline volunteers from around the organization. The goal of the Steering Committee is to build, develop, drive, and recommend industry-thought leader breakout session content and help us expand the number of customer speakers, industry presenters, and experts to present at the event. Now through September, the Steering Committee will be hard at work making session recommendations and creating the educational lineup for our 2024 event.

Keynote Selection: 

What goes best with an awesome Opening Night Reception at SeaWorld? An incredible World-Class Keynote Speaker, of course! The event team is thrilled to announce that our Connections 2024 Keynote Speaker will be Daymond John, Self-Made Billionaire, CEO of FUBU, and Star of the hit TV Show, Shark Tank! Daymond will tell our attendees his rags-to-riches story, plus give tips on how to have an entrepreneurial mindset. While we are still working out the many details of his keynote presentation, we can’t wait to hear Daymond inspire our attendees. We are also working on securing an official event emcee and will have additional details about that in upcoming announcements.

Opening Reception: 

This year, we made the exciting decision to switch up our Opening Night Reception (typically held in a Las Vegas club or restaurant) and move it to a location that will fully leverage Orlando and the Florida vibe! The Connections 2024 Opening Reception will take place at SeaWorld, one of the largest marine animal rescue organizations in the world, on Wednesday, May 15 at 7:00pm and will include exclusive, private space for our event attendees inside the theme park along with a mix of indoor/outdoor space, a DJ, a Private Orca Show, Yard Games, and even exclusive, private ride times on SeaWorld’s newest roller coaster, Pipeline! Our Connections 2024 Opening Reception will be a can’t-miss event and we are beyond excited to give our attendees an unforgettable experience.

Registration Launch: 

Connections 2024 Registration Opens November 8!

Stay tuned for more details as we continue to build out Connections 2024! If you have any questions or want to learn more, reach out to Christin DeLuzio or Jared Bruley. Looking for the slides we shared at Q3 QBR? Check them out here! 

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BGA Buzz: The Latest Issue is Out

Be sure to share the Annuity Edition of the BGA Buzz with your network on LinkedIn! This issue of the Buzz has lots of great information for the BGA community, including product updates, tech tips, and annuity market insights.

Attention BGA Team:

If you would like to help promote the BGA Buzz, you can use the email signature below. You can access the graphic by clicking here, and be sure to use this link. 

 

Now Available

e-SSENTIALS® Welcome Letter

e-SSENTIALS pic

Check Out The Newly Designed "Introduction to e-SSENTIALS® Document"

The document can be sent to respective BGAs after an e-SSENTIALS deal has closed to welcome them to our community. 

The Welcome Letter Includes:
  • Benefits of our e-SSENTIALS bundle
  • Product details behind e-SSENTIALS
  • How to access the customer portal
  • An introduction to the BGA Buzz

Click here to learn more.

Upcoming Events

Select a tab to expand for details, dates, and links for upcoming events.

CARRIER EVENTS

Post Event: LIC Marketing & Home Service Committee Meeting | July 18-20 | In-Person

Attendees: Michael Deck

Leads: 4 SQLs

Salesforce iconSalesForce Link     Event Link

 
 
BGA EVENTS

NAILBA 42 | November 2-3  | In-Person

Participation: Sponsor/Speaker

Attendees: TBD

Engagement Plan: More to come

 

WEALTH EVENTS
Post Event: Laser App Upgrade Webinar 3  | June 29  | Virtual

Participation: iPipeline Hosted Webinar
Attendees: 6 attended

Salesforce icon SalesForce Link

Post Event: FSI Regional Roundtable | July 25 | In-Person

Attendees: Rob Forish
Leads: More to come

Salesforce icon SalesForce Link     Event Link

Post Event: LFG Distribution Summit | August 1-3 | In-Person

Participation: Sponsor/Speak
Attendees: Robert Powell & Rich Fifield
Leads: More to come

Salesforce icon SalesForce Link

 

Campaign Update: 
Resonant® Underwriting Webinar Series 

On August 16 at 1PM ET, we will officially kick off our Three-Part Underwriting Webinar Series. 

This webinar series is designed for (and has been marketed to) our carrier customers and prospects, but BGA’s are welcome to join if interested. iPipeline and several key industry experts will dive deep as we discuss underwriting’s most pressing challenges (and opportunities). In this three-part series, we’ll uncover regulatory changes impacting the future of underwriting, advancements being made to the underwriting process, changes in consumer expectations, the ways artificial intelligence (AI) and underwriters are rewriting the rules in life insurance, and more.

Underwriting Webinar Series Dates & Topics:

Wednesday, August 16  |  1PM EST
Advancing the Underwriting Process, Trends, and Consumer Expectations Post-Pandemic

Wednesday, August 23  |  1PM EST
How AI and Underwriters are Rewriting the Rules in Life Insurance

Wednesday, August 30  |  1PM EST
Regulatory Changes Impacting the Future of Underwriting

Registration Update:

As of August 14, we have received 271 registrations for the entire series (92 registrations for session one, 90 registrations for session two, and 89 registrations for session three). This represents 95 unique individuals from 52 unique organizations and excludes any iPipeline registrations. View the full pre-registration list (as of 8.14.23).

Want to invite your customers and prospects to join us? Be sure to share this link and invite your opportunities to register. Interested in joining yourself, feel free to register via the same link.

Have questions or want to learn more? Contact Jared Bruley.

SM Webinar

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On the horizon:

What's in the Pipeline?

Get a glimpse of the tentative upcoming social media posts, events, and campaigns.

Check out The Weekly Social email (emailed every Monday) for more detailed information on upcoming social media posts! 

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STAY TUNED FOR NEXT MONTH'S EDITION OF THE MARKETING KNOW & GO!
- YOUR iPIPELINE MARKETING TEAM
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