Go Back Up
iPipelineLogo_FullColor_iPipelineBlue

© iPipeline | Company Confidential | For internal use only, information not to be shared, distributed or copied

MK&G_Logo_2024
People

MARKETING ROUNDUP:

Digital Advertising is LIVE!

iPipeline's first-ever dedicated digital advertising strategy hit the ground running in Q1 of 2024. A suite of branded and product-specific campaigns launched on Paid Search, Paid Social, and Paid Display throughout the US and UK.

Our goal is to strengthen our digital reputation, increase our online presence, drive traffic to our website, and compel users to book a call with iPipeline. While it will take some time to build sustainable momentum, early indicators are quite positive. Strong performance metrics point to a good foundation targeting relevant audience members.

Check out all the exciting marketing updates below and be sure to tune-in to the July QBR for additional updates as we dive-deep into the second half of the year.

Metrics of the Month: Website Metrics

Did you know that on average, 16,492 people visit the US iPipeline website each month, and year-to-date we have had over 147,000 website visitors! 

Questions

By the Numbers:

Check out the latest metrics tied back to marketing campaigns.
CD_Icon_1

# of MQLs YTD

Icon_SQL

# of SQLs YTD

Icon_Opps

# of Opportunities YTD

Icon_$
M*

$ of Opportunities YTD

2024 Goal: 900+
2024 Goal: 350+
                   2024 Goal: 84
         2024 Goal: 7M+
*Actual Sales Opportunities YTD -  $14,972,416

In The Press

Featured Press Release:

iPipeline Appoints First Ever Chief Product Officer 

May 8

Inaugural CPO Katie Kahl to establish strategic vision and roadmap for iPipeline’s innovative life insurance and wealth management technology product portfolio.

Industry publications include: 

Finovate  |  Insurance Innovation Reporter | CNN Business | Yahoo Finance

Financial Times

 

Media Mentions: 

iPipeline Prepares for DOL Fiduciary Rule Tech Building

 ThinkAdvisor 

Product Update: XRAE®

We are excited to share that we have given XRAE® -- our revolutionary field underwriting solution -- a complete makeover! This enhancement provides a fresh and modern new look to its UI/UX interface – and we’ve designed it to be more user-friendly, while ensuring compliance with WCAG standards for accessibility.

Check out the product video below that showcases the new interface, and the lastest XRAE blog article - 5 Ways Digital Field Underwriting Can Help Agents Increase Trust, Build Reputation, and Clinch Sales - iPipeline.

 

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

 

 

Product Email Outreach: XRAE®

We’re thrilled to announce that we recenlty showcased XRAE®, our field underwriting solution, as part of our comprehensive marketing promotion plan. Our plan aims to generate excitement, particularly through social media, email campaigns, and blogs.

Check out the social media posts and email assets below.

 

XRAE Blog Post_P1       Screenshot 2024-04-12 091328      Screenshot 2024-06-27 135149

XRAE Landing PageXRAE Email

 

 

For questions about marketing/logo usage/branding/messaging please reach out to: Shruti Bist, Director of Product Marketing or for product related questions Laura D' Anna, Senior Director, Product Management.

Product Spotlight: OneView™
Scroll through our OneView social posts and marketing promotions. Click on the image to like the post in LinkedIn and reshare.

Average impressions to date: 1,282
Average engagement rate to date: 10%
Average clicks to date: 168

Product Spotlight: DocFast® 

We are excited to announce the promotion of our e-delivery solution, DocFast*, throughout June and July. This promotion will showcase the numerous new features built into the solution, emphasizing its unique advantages and market differentiators.

Our e-delivery solution transforms the manual document delivery process into a secure, seamless digital experience. With capabilities for multiple users and workflows, everyone in your distribution chain can electronically receive, review, and approve policies.

Focus Areas for the Promotion:

  • e-Delivery for Annuities: Enhancing the delivery process for annuity-related documents
  • “Did You Know” Series: Highlighting the various types of documents delivered via DocFast
  • Product Integrations:
    • Payment integrations with Lyons Account Verification Service
    • Voice and text PIN authentication with Twilio
    • Interoperability with our e-signature solution, AlphaTrust®
  • Feature Enhancements:
    • Custom branding/themes for carriers
    • Group policy modules: Empower carriers to handle group business seamlessly, providing coverage as part of an employee benefits package
    • DocFast Upsell: Allows agents, advisors, or consumers to increase policy coverage without additional underwriting requirements or medical exams

We are kicking off the product launch and promotion with a series of social media posts, outreach emails, and press releases. We invite all Pipers to join us in making DocFast a massive success.

Stay tuned for the big promotion!

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

Check out the assets below! Click on an image to view the asset and download it.
DocFast Listicle (2)

Social Media Listicle Post

DocFast Metrics Social 1

Social Media Metrics Post

DocFast Slick

Annuities Slick

Launching Our Incentive Program for Case Studies Earn $500

 

We’re excited to announce the launch of our new Case Study Incentive Program, kicking off this week!

Case studies are a powerful tool to demonstrate the real-world impact of our solutions – and now, you can earn $500 USD (local currency equivalent) for helping us land one!

This incentive program is designed to recognize Pipers who help to identify customers willing to participate in a case study. This will enable us to showcase how our solutions add value to our customers’ businesses and set them up for growth and success.

Let's work together to showcase the incredible impact of our solutions and continue driving our success!

What is a Case Study?
  • Is an in-depth analysis that examines a specific project and highlights its success, challenges, and lessons learned.
  • Includes information on background, solution integration, results, and customer quotes.
  • Provides valuable insights into how our products add value to our customers' businesses.
  • Helps build trust and credibility with potential clients and offer practical examples of our solutions. in action, making it easier for prospects to understand the benefits and applications.
How Does It Work?

An incentive of $500 USD (local currency equivalent) will be awarded to any employee who successfully assists with the completion of a case study from inception to publication from now until Friday, September 27, 2024.

Eligibility: The incentive program is not available to AVPs and above, or to any employee in marketing or sales.

The Process:

  1. Identify the ideal customer(s)
  2. Complete the case study outreach form and submit
  3. Your entry will be reviewed for viability by members of the Global Marketing Team
  4. Attend a 30-minute case study review call with Shruti Bist, Director of Product Marketing (North America) and Nick Jones, Director, Marketing (UK)
  5. Participate in the interview process and serve as the mediary between Marketing and our customer throughout the entire case study process

 

Note: Employees will not receive the incentive reward until all details are received from the customer, and the case study is finalized and approved.

View Our Most Recent Case Studies

View our most recent case studies: US | UK

Have Questions?

Should you have any questions or need additional information regarding the following, please contact:

  • Case Study Incentive Program: Lisa Shea, Vice President, Marketing
  • Case Study Execution/Customer Interviews/Marketing Related: Shruti Bist, Director of Product Marketing (North America) or Nick Jones, Director, Marketing (UK)

 

Awards & Recognition:
Celent Report 2024: Embracing the Agent Channel at Point-of-Sale Digital Agent POS Platform

We are thrilled to announce that iPipeline’s bundled solution e-SSENTIALS® is featured in the latest North America edition of Celent’s report.

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

**IMPORTANT INFORMATION ABOUT PROMOTING AND SHARING THIS NEWS**


Award - MK & Go April (1)

 

about-us-page-our-story

Global Kickoff of Our Product 360 Series: AFFIRM® for Annuities

We’re excited to announce that we launched our first Product 360 Global initiative, featuring AFFIRM for Annuities on April 10.

These sessions are designed for everyone to dive into our products, learn, and share knowledge. Open to all employees, our product managers are committed to providing basic insights -- everything from product information, target audience, product benefits, competitive analysis, and live demos.

All sessions will be recorded for easy access on iPipeline University. Incase you missed out; you can access the session recording here.

Upcoming Session: AlphaTrust® e-Sign | John Peart

 

 

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

Digital Marketing Update:
Digital Ads

The first two global evergreen iPipeline digital advertising campaigns launched in Q1 on LinkedIn Paid Social, marking the start of a dedicated channel initiative to complement existing marketing initiatives and influence the sales funnel.

There is a lot to test and learn in the coming months as we work to establish our online identity and expand our digital footprint, and we are excited to see how much digital advertising impacts our organization. More to come on performance metrics – for now, enjoy this suite of sample graphics from LinkedIn.

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

ads 3
ads 4
ads 2
Ads 1

Channel Marketing Update:
Upcoming Campaigns

We are hard at work building two multi-channel prospect campaigns featuring Agency Integrator and Laser App.

Both campaigns will launch in July and continue through the end of October. Marketing assets include email, organic social media, paid social media, digital landing pages, blogs/content marketing, a dimensional direct mailer, sales rep follow-up communications, and more.

Check out our high-level plans for each campaign to see anticipated target dates for planned assets.

Have questions? Please email Jared Bruley, Director of Channel Marketing.

Connections 2024: That's a Wrap!

Thank you to all employees who had a hand in making Connections a huge success!

We are proud of every Piper for their hard work and dedication, it shows in the positive feedback we received from attendees and customers. For an in-depth look at the post event survey results and feedback, check here.

 

Know & Go Connections Attendees-1
         Registration Final  Numbers

NOW LIVE: Post-Event Recap Site:
Our official post-event recap site includes event highlights, conference photos, session decks, and more! Check it out here.

Save the Date:
Connections 2025 | May 5-7, 2025 | Omni Orlando Resort at Championsgate

If you have any questions, please reach out to Christin DeLuzio or Jared Bruley.

0F4A6592
589A0163
0F4A6688
589A9783
0F4A6399
0F4A7524

BGA Buzz:
The Q3 Issue is in the Works

In the Q1 issue of  BGA Buzz we heard from Pat O'Donnell as he shares his vision for the future of iPipeline and our industry. Plus, you heard from Bill  Atlee as he dives into why the "paper monster" still lives and provides insight into why digital adoption is so critical. Our Q2 issue was a Connections Special Edition that can be found here. 

Be on the lookout for our Q3 issue comming soon! 

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. 

 

Upcoming Events

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

CARRIER EVENTS
 

Post Event | AHOU Annual Conference | May 5-9 | In-Person

Participation: Attendee
Attendees: Bill Hunter, Joe Paddock, Roy Goodart, and Sandy Majewski
Engagement Plan: Fenway tour & Cheers dinner - email invite and landing page 
Opportunities: More to come

Salesforce icon Salesforce Link     Event Link

Post Event | LIC Final Expense Profitability Workshop | June 5-6 | In-Person

Participation: Attendee
Attendees: Michael Deck & Emily Hiss
Opportunities: More to come

Salesforce icon Salesforce Link     Event Link

BetterLife Member Gathering | July 12-14 | Sponsor Table

Participation: Sponsor

     Event Link

LIC Marketing and Distribution Virtual Meeting | July 25 | Virtual

Participation: Attendee
Attendees: TBD

   Event Link

American Fraternal Fall Lunch | August 22 | In-Person

Participation: Attendee
Attendees: Joe Paddock

Salesforce icon Salesforce Link     Event Link

 

BGA EVENTS

Post Event | TMA Annual Conference & Meeting | April 30 - May 3 | In-Person

Participation: Attendee
Attendees: Joe Paddock, Eric Steffenson and Matt Lust
Opportunities: Integrity Life ($157K)

Salesforce icon Salesforce Link 

WEALTH EVENTS

Post Event | Pershing INSITE | June 4-6 | In-Person

Participation: Attendee
Attendees:  Rob Forish, Shaun Christensen, and Rich Fifield
Opportunities: Hornor, Townsend, & Kent ($473K)

Salesforce icon Salesforce Link     Event Link

Post Event | NAFA Annuity Leadership Forum | June 24-25 | In-Person

Participation: Speaking
Attendees: Roy Goodart

    Event Link

LFG Distribution Summit | August | In-Person

Participation: Attendee
Attendees: TBD

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! 

Social_Graphic

STAY TUNED FOR NEXT MONTH'S EDITION OF THE MARKETING KNOW & GO!
- YOUR iPIPELINE MARKETING TEAM
ContactUs_Singular
Have a question or feedback?
WaveHello
Meet the Marketing Team!

Looking for a past edition? Check out The Archives.

Get Social. Stay Social. Be in the Know!
LinkedinX Twitter_Logo_BlueBoxYouTube