Marketing Know and Go

MARKETING ROUNDUP:

Say Hello to Kendall!

Kendall Borgmann joined the US Marketing team in January as a Content Marketing Specialist. She is based in the Exton office, reporting directly to Carol Rath Gosser, Director of Content & Communications.

In her role, Kendall will be responsible for writing creative copy for internal and external audiences, including social media posts, various emails, and blogs. She will also support the company’s PR efforts and work with the product, channel, and digital teams.

Kendall's experience includes roles at Vanguard and Traditions of America. She was born and raised in Chester County and has a bachelor’s degree in media and culture with distinction in strategic communications from West Chester University. An avid traveler, she also likes hiking, reading, and baking.

Please join us in welcoming Kendall to iPipeline.

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 Rename Update: SalesIntegrator^TM

SalesIntegrator to Replace CRMLite

We are thrilled to announce that CRMLite has completed the renaming process. Effective immediately, this product will now officially be known as SalesIntegrator. SalesIntegrator is our CRM solution that is specifically designed to seamlessly work with Agency Integrator. It provides an agency’s sales team with the right balance of traditional CRM functionality – while eliminating frustrating complexities associated with agency sales staff. Take a look at the SalesIntegrator new product slick.

Please reference the new name with the ™ symbol on the first reference, and as one word: SalesIntegrator™, and use in ALL internal and external communications going forward.

This change is already reflected on our website.

Should you have any questions, please contact Shruti Bist, Director of Product Marketing.

We are excited to announce our newest product, OneView.

A comprehensive solution offering agents/advisors with a unified and real-time view of their carrier’s order statuses - all in one location. Equipped with essential tools, OneView enables them to monitor, notify, and fix annuity orders seamlessly. OneView is currently only available in the US.

Going forward, please make sure to use this new name, as well as the trademark registration logo in ALL internal and external communications, the OneView logo can be found here. Check out the assets below and added website pages for OneView!

Navigate by sliding the images to the left. Click on an image to view the asset and download it.

We are thrilled to announce that iPipeline’s illustration solutions – iPipeline Illustrations, WELiS^®, and iSolve^® – are prominently featured in the updated North American edition of Celent’s 2023 Life and Annuity Illustrations System Report.

Our WELiS Solution has also received the XCelent Awards (based on Celent’s illustration report) for Breadth of Functionality.

2024 Marketing Campaigns:

We are excited to share the high-level timing regarding Marketing Campaign efforts, plans, priorities, and focus for 2024. As shared in the 2024 Kick Off Meeting last week, we plan to launch and execute four dedicated marketing campaigns:

Campaign One: Agency Integrator (Q1 & Q2)
Campaign Two: Laser App (Year-Round)
Campaign Three: DocFast (Q2)
Campaign Four: InsureSight (Q3)

View the slides shared at QBR for additional information.

Questions? Contact Jared Bruley, Director of Channel Marketing.

iPipeline’s first ever dedicated digital advertising strategy went live at the end of January. We will launch several global campaigns across Google and LinkedIn (paid search, paid display, paid social) with the goal of driving traffic to our website, generating high quality leads, and ultimately boosting revenue.

These campaigns will run 24/7/365 to strengthen our digital presence and expand our reach.
More to come next month!

Have questions? Please email Meghan Kolp, Director of Digital Marketing.

Connections logo-1

Hey Sales Team….want to win a $100 VISA Gift Card?

It’s simple…just invite your customers and prospects to Connections using the personalized email template marketing has built in Salesforce just for you. The Carrier, BGA, and Wealth sales rep who gets the most folks registered via their personalized Salesforce email, will win a $100 VISA Gift Card! Each sales rep has a special tracking URL in their email template for marketing to keep track of how many registrations come in directly from each rep using the template.

Your personalized sales email invite is ready to go in Salesforce and you have until Friday, May 3 to get as many of your contacts registered via your personalized email. Marketing will announce the 3 winners on Monday, May 6.

Please see the Salesforce email template guide here.
Have additional questions on how to use your personalized Salesforce email template? Contact Jared Bruley or Tamara Trammell.

As of 2.27.24, we have 207 people registered for Connections 2024 with 11 weeks to go until the event. The registration breakdown is as follows:

BGAs: 76
Carriers: 71
Financial Services/Wealth Management: 27
Partner/Vendor: 20
Attendee Guest (SeaWorld Only): 14

Curious to see who has already registered? Check out the recent registration list – it's updated every Friday morning.

Check out the updates below and be sure to reach out to Christin DeLuzio or Jared Bruley if you have any questions.

EMPLOYEE ASSETS & INFORMATION

Assets For Your Use:

Conference Invitation:
Marketing will be aggressively promoting our conference but we need your help to get our customers and prospects there. The invitation can be viewed here. Download an Outlook version to forward to customers.
PowerPoint Slide:
Please use this PowerPoint slide (Connections 2024 Promo Slide.pptx) in your customer facing meetings. These meetings are a great opportunity for you to discuss the conference, drive awareness, and build attendance.
Sizzle Reel:
Here is a link to our Connections Sizzle Reel announcing registration.
Marketing Connections SharePoint Site:
Check the SharePoint page for updated registration lists on a weekly basis and for additional assets coming soon (breakout session grid, customer speaking list, session rosters, etc…and more!)
Email Signature:
Don’t forget to hyperlink to our registration site! Instructions on adding your signature can be found here and the signature image here.

Golden Tickets:

As of 2.21.24 there are 8 Connections 2024 ‘Golden Tickets’ available for use by Sales, Product, and Customer Success Teams. If you have an individual in the industry in your network that you would like to send to Connections for free, please let Christin DeLuzio know so we can assign you a code to share with that individual. Gold Ticket codes are on a first-come, first-served basis and Bill Hunter needs to approve all ticket code requests.

AMS Discount Codes:
Codes have been shared with eligible AMS Users through an email earlier this month and AMS codes can be found here: AMS Discount Codes.xlsx. Please encourage your customers to redeem their free passes and register for Connections 2024. Marketing is proactively promoting the conference to this target audience as well.

Curious to Know Who Has Registered?
Find the registration list here, it will be updated every Friday morning.

Interested to Know who Has Registered for Which Sessions?
Find the class roster here, it will be updated every Friday morning.

AGENDA

OUR CONFERENCE ATTENDEES CAN EXPECT:

4 General Sessions and Close to 50 Breakout Sessions
Keynote Speaker, Daymond John
Opening Reception at Sea World and Exhibitor Reception
Anticipating 500+ Attendees Including Featured Customer Presenters
Ample Networking Opportunities

View Full Agenda Here!

SPONSORSHIPS

As of 2.21.24, we have 22 confirmed Connections 2024 sponsors! To ensure you are fully equipped to answer any questions that come your way regarding sponsorships, please take a moment to review the following:

High-level overview of sponsorship prices/levels
External talking points on justification for price increases
A list of Connections 2024 sponsorships can be found on the registration site

REGISTRATION PRICING

Early-bird registration pricing ended Friday, February 9. Please see below for current registration rates effective February 10 – May 15, 2024:

BGAs: $519
Carriers: $1,168
Financial Services/Wealth Management: $519
Partner/Vendor: $1,560

To ensure our employees are familiar with the new prices and are equipped to answer any questions that arise from customers or past attendees, we are asking you to please take a moment to review the following: