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A NOTE FROM MARKETING:

The Sitch Transformed...

Welcome to your new Monthly Marketing Know & Go!

Over the past year, the marketing team has grown and evolved, and with that, it was time for us to put a fresh spin on our monthly newsletter to help better communicate the initiatives we’re driving, the marketing resources available to you, and to highlight events and campaigns that are on the horizon. We hope you enjoy diving deep into our revamped newsletter and have fun exploring all the new marketing materials and initiatives available.

Have a question or some feedback? We'd love to hear it!

 - Lisa, Jared, Carol, Meghan, Shruti, Christin, Tracy, Lauren, and Tamara

Metrics of the Month:

• Laser App increases the speed of filling orders by 10x*

• Laser App has 95% repeat clients

• Laser App has 200+ fields prefilled directly from your CRM 

*These are average numbers and are not indicative of definite future results.

 
Questions

By the Numbers:

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 -  $4,398,345
In the press

In the Press

Roper Technologies, Inc. beats earnings expectations (Roper Technologies, Inc. (NYSE: ROP) Q1 2023 Earnings Call Transcript April 27, 2023)

May 4

iPipeline is mentioned in the Roper earning call/transcript for 1Q 2023.

Webcast Link

Placements included:

Insider Monkey

iPipeline Continues Its Commitment to Strategic Growth by Adding Three Key Industry Leaders  

May 12

iPipeline announced that it recently added three experienced professionals to its leadership team. These appointments are part of the company’s ongoing commitment to creating a fulfilling, inclusive, and productive environment for its team of Pipers—as the firm continues to strategically transform the life insurance and financial services industries through its innovative technology solutions.

Placements include:

Bloomberg Law (ESG)  |  Bloomberg Law (Business & Practice)

Bloombergy Law (ESG/Tax)  |  HRO Today  |   Plan Sponsor

Plan Adviser  |  MyChesco  |   Legal Dive  |  Legal Dive - Hiring Roundup

iPipeline Creates Dedicated Team to Enhance the Customer Experience and Help Customers Achieve Their Business Goals

June 15

As part of its ongoing commitment to strategically transform the life insurance and financial industries through its innovative technology solutions, iPipeline established a dedicated customer success initiative. Leading this firm-wide initiative to ensure customers realize maximum value from the company’s solutions is Leonid Davelman, iPipeline’s new Vice President of Customer Success.

Placements included:

Insurance Innovation Reporter | Financial Times

Global Fintech Series | MyChesCo

iPipeline and Vertafore partner to simplify life insurance distribution for carriers and independent agents; New integration between iGO e-App and Sircon

June 21

Vertafore® and iPipeline, leading providers of software solutions for the insurance industry, today announced a strategic alliance to make the sales process for life insurance policies quicker and more streamlined.

Placements include:

Life Insurance International | Benzinga | MyChesCo

Product Spotlight: Laser App

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

Now Available:
Official Global Accessibility Statement

An official Accessibility Statement has been added to iPipeline’s website. This statement communicates our organizational policies and goals around digital accessibility compliance (WCAG).

The link is public – located in the footer section of the iPipeline website site – and can be shared with customers or other external parties.

For questions, please contact Meghan Kolp.

Check out the new format and be sure to catch some of the new features like the Agency Spotlight featuring Mac Chrystal from Gen3 Advisors or the Case Study featuring Levinson and Associates’ experience with DocFast®. We will be posting the BGA Buzz on LinkedIn, so be sure to share with your network!

Attention BGA Team:

Help us promote the BGA Buzz by adding the below to your email signature! You can access the graphic by clicking here.

 

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Welcome, New Hires

Meet the newest Pipers to join iPipeline! Please join us in congratulating them. 

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Upcoming Events

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

CARRIER EVENTS

Post Event: American Fraternal Spring Symposium | May 8-10 | In-Person

Participation: Attend

Engagement Plan: Pre-event email communication from Michael Deck to MQLs letting them know we are attending the event and he would like to meet with them and introduce himself.

Attendees: Michael Deck

Leads: 28 MQLs & 7SQLs - View

Opportunities: 1 Royal Arcanum ($35K) 

Salesforce iconSalesForce Link       Event Link

Post Event: Spring Virtual Happy Hour | May 18 | iPipeline Hosted

Purpose: Get virtual facetime with key individuals to build relationships.

Attendees: 15 Attended & 3 No Shows - View

Opportunities: 2 - Prudential ($75K) & Athene ($100K)  

Salesforce icon  SalesForce Link     Event Link

Post Event : Pekin 35th Annual St. Jude Golf Classic | June 5 | In-Person

Participation: Sponsor

Attendees: Bill Hunter and Sandy Majewski

 

Post Event: LIC Final Expense | June 7-8 | In-Person

Participation: Sponsor/Speak

Attendees: Michael Deck

Leads: 5 - View

Salesforce iconSalesForce Link     Event Link

LIC Home Committee Meeting | July 18-19 | In-Person

Attendees: Michael Deck

Salesforce iconSalesForce Link     Event Link

LIC Marketing Committee Meeting | July 19-20 | In-Person

Attendees: Michael Deck

Salesforce iconSalesForce Link     Event Link

 
 
BGA EVENTS

Post Event: NBA Spring Conference | May 10-12 | In-Person

Participation: Sponsor/Speaker

Attendees: Eric Steffensen

Engagement Plan: Post-event meeting with Eric Steffensen - View

Leads: 4 SQLs - View

  Salesforce icon SalesForce Link

Post Event: Spring Virtual Happy Hour | May 18 | iPipeline Hosted

Purpose: Get virtual facetime with key individuals to build relationships

Attendees: 15 Attended & 3 No Shows - View

Opportunities: 2 - Prudential ($75K) & Athene ($100K)

Salesforce icon  SalesForce Link     Event Link

WEALTH EVENTS

Post Event: Spring Virtual Happy Hour | May 18 | iPipeline Hosted

Purpose: Get virtual facetime with key individuals to build relationships
Attendees: 15 Attended & 3 No Shows - View
Opportunities: 2 - Prudential ($75K) & Athene ($100K)

Salesforce icon SalesForce Link     Event Link

Post Event: Laser App Webinar 1 | May 2 | Virtual

Participation: iPipeline Hosted Webinar

Attendees: 36

Opportunities: 6 - Star Capital ($1.8K), NW Community Credit Union ($2.4K), Aurelius ($12K), Fiorio ($3K), Prestige ($5.5K), & Aptus ($3.7K) 

Salesforce icon SalesForce Link  

Post Event: Laser App Webinar 2 | May 15 | Virtual

Participation: iPipeline Hosted Webinar

Attendees: 17

Salesforce icon SalesForce Link  

Post Event: Pershing INSITE | June 6-8 | In-Person

Participation: In-Person Event/Speaker 

Engagement Plan: Bowling Off-Site Event - View

Attendees: 12 Bowling Attendees & 1 No Show - View

Opportunities: 3 - Independent Financial Group ($96K & $10k) & First Citizens Bank ($10K)

Salesforce icon SalesForce Link     Event Link

Laser App Upgrade Webinars 3 & 4 | June 29 & July 14 | Virtual

Participation: iPipeline Hosted Webinar

Salesforce icon SalesForce Link Webinar 3   Salesforce icon SalesForce Link Webinar 4

FSI Regional Roundtable | July 25 | In-Person

Attendees: Rob Forish

Salesforce icon SalesForce Link     Event Link

LFG Distribution Summit | August 1-3 | In-Person

Participation: Sponsor/Speak
Attendees: TBD

Salesforce icon SalesForce Link

 

New Campaign Launch:
Resonant® Underwriting Webinar Series

Launching July 12th, iPipeline, in partnership with Celent, TLAG, MVP Advisory Group, National Life Group, GBU Life, and F&G Life will be hosting a three-part underwriting webinar series. Check out the exciting topics and dates below and watch your inbox for additional announcements, details,  promotional assets, and registration information!

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

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

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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! 

Social_Graphic

Check out the new format and be sure to catch some of the new features like the Agency Spotlight featuring Mac Chrystal from Gen3 Advisors or the Case Study featuring Levinson and Associates’ experience with DocFast®. We will be posting the Buzz on LinkedIn, so be sure to share with your network!

BGA BUzz-1
example sig

 

Attention BGA Team:

Help us promote the BGA Buzz by adding the below to your email signature! You can access the graphic by clicking here.

 

Event Recap

Connections 2023: New Event Recap Document Now Available

We’re excited to share that the Connections 2023 recap document is now available! This recap is intended to capture the highlights of this year’s event and can be shared with your customers and prospects. From the Main Stage to the Opening Reception, Connections 2023 brought together the insurance and financial services industry with innovation, networking, and fun.

Look for related posts on LinkedIn and Twitter – and please like and share!

For questions related to Connections, please contact Jared Bruley or Christin DeLuzio.

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