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MARKETING ROUNDUP:
Did you know iPipeline received 30+ media mentions across various publications in November? Did you also know that we have over 25 registrations since launching Connections 2024 earlier this month? Have you heard that iPipeline’s illustration solutions have been featured in Celent’s 2023 Life and Annuity Illustrations System Report and we received the XCelent Award for Breadth of Functionality for our WELiS solution?
Learn more and check out our top three updates for November by clicking the links below:
Curious to see everything the marketing team is working on? Scroll through the entire edition of the November Marketing Know & Go or jump to your desired section by clicking the links to the left.
Have questions or feedback for us? Drop us a line!
Sincerely,
The US Marketing Team
(Lisa, Jared, Meghan, Carol, Shruti, Christin, Tamara, and Tracy)
Metrics of the Month: Email Marketing
Did you know the Q3 average open rate for an iPipeline marketing email was 26%? That’s an increase of 10% when compared to the average open rate in Q1 (16% vs 26%) and marks the second quarter in a row where we have exceeded our average open rate goal by 5% or more!
By the Numbers:
Check out the latest metrics tied back to marketing campaigns.# of MQLs YTD
# of SQLs YTD
# of Opportunities YTD
$ of Opportunities YTD
'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:
In The Press
Featured Press Release:
iPipeline Names Technology Industry Veteran Pat O'Donnell as New Chief Executive Officer
Nov 16
Pat O’Donnell, a technology industry veteran with more than three decades of experience, has been appointed Chief Executive Officer.
25+ Industry Publications Including:
Life Insurance International | Insurance News Net | Finextra | The Globe and Mail Yahoo! Finance | COVER Magazine | The Intermediary
Additional Press Releases:
LIBRA Successfully Launches Innovative Technology from iPipeline
<View Press Release>
iPipeline Unveils Redesigned and Enhanced Website
<View Press Release>
American National Selects iPipeline's e-App Tool
November Media Mentions:
ROP Stock Price Escapes $500, Will it Extend Gains or Revert?
The Coin Republic
Conquering The Frustrations That Come with Annuities
Financial Adviser Magazine
Life Insurers Search for Ways to Better Protect the World
ThinkAdvisor
Q3 Roper Technologies, Inc. Earnings Call
Seeking Alpha | Yahoo! Finance
Getting Over the Annuities Hurdles
Financial Adviser Magazine
Product Rename Update: XRAE®
Resonant® Field Underwriting is Now … XRAE!
We are excited to announce that Resonant Field Underwriting will return to being called XRAE! This change is effective immediately.
Resonant Field Underwriting was too long, but more importantly, it did not resonate well with internal and external customers, and many were confusing Resonant Field Underwriting with our other underwriting product, Resonant.
XRAE was the product’s original name, and returning to it will help us to enhance the clarity in our communications.
Going forward, please make sure to use the new name – XRAE!
Should you have any questions, please contact Shruti Bist, Director of Product Marketing.
Product Spotlight:
Alliance with Lyons Commercial Data & e-SSENTIALS®
Awards & Recognition:
Celent’s Illustration Report and XCelent Award
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.
**IMPORTANT INFORMATION ABOUT PROMOTING AND SHARING THIS NEWS**
Should you have any questions, please contact Shruti Bist, Director of Product Marketing.
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!
NEW! Emcee Selection:
Meet Meggie Palmer, Founder of PepTalkHer, speaker, journalist and Connections 2024 Emcee. Meggie is passionate about topics such as Imposter Syndrome and driving change using technology. Meggie specializes in being a high-energy, interactive host and will be key in keeping our audience engaged and excited throughout the entirety of the conference. In addition to emceeing, she’ll be our guest speaker for the Women’s Luncheon. As the founder of PepTalkHer, an app that specializes in closing the gender pay gap, she has created a community of professional and aspirational women around the world that have come together for a greater cause. We can’t wait for what she has in store for us!
Registration Launch:
Connections 2024 Registration Opens November 8!
Sponsor Prospectus:
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.
Updated Pricing:
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.
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!
Website Updates:
Our New Global Website is Launching Monday!
We are excited and can't wait til our new global website launches! The website will expand our digital footprint, build our brand recognition, strengthen our position in the industry, and complement our sales funnel. With new features and functionality, a refreshed color palette, and an intuitive navigation bar, the new website is made with the user in mind to minimize customer decision complexity. Check out a sneak peak below.
Have questions? Please email Meghan Kolp.
Connections 2024 Updates & News:
Registration Now Open!
The Event Team is excited to announce that registration is officially open! Curious to see who has already registered? Check out the registration list – we update it every Friday morning.
With registration now open, a slew of assets are available to you to help us get the word out and to promote the event. 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:
Each Sales rep has been given 1 Golden Ticket to Connections. With this ticket you are able to invite ONE customer or prospect to Connections and we will waive their registration cost (attendee will still be required to pay for hotel/flights). Sales Golden Tickets MUST be used by February 9, 2024. After this date, they will no longer be active. Please see this list Sales Golden Ticket Codes - 2024.xlsx for your individual discount code.
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.
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
On September 7, we officially launched sponsorships for Connections 2024, and have already sold six sponsorships!
- Platinum: Paperclip and Spark IPS
- Gold: Insuretech Express
- Silver: Asurint, Washington National, and Milliman
We are aiming to provide the most incentivized experience for our sponsors so they can meet their business goals, and are now offering early-bird pricing to any sponsor that commits by December 31st. The goal with early-bird pricing is to encourage sponsors to lock in their commitment early.
To ensure you are fully equipped to answer any questions that come your way regarding sponsorships, please take a moment to review the following:
- Connections 2024 early-bird sponsorship prospectus
- 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
Connections 2024 registration prices have increased for the first time in the 23-year history of Connections. As the conference grows, we want to be able to provide the best attendee experience while keeping up with today’s market. See the chart on the right to view the 2024 registration prices.
NEW FOR 2024: Early-Bird Rates
We are excited to offer early-bird pricing for any attendee who registers before February 9th, 2024. Our goal with early-bird pricing is to encourage attendees to register early, which will allow us to better forecast attendee numbers and registration revenue.
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:
- Overview of early-bird and standard registration prices
- External talking points on justification for price increases
- Discount guidelines
The Event Team is excited to announce that registration is officially open! Curious to see who has already registered? Check out the registration list – we update it every Friday morning.
With registration now open, a slew of assets are available to you to help us get the word out and to promote the event. Check out the updates below and be sure to reach out to Christin DeLuzio or Jared Bruley if you have any questions.
- Employee Assets
- Agenda
- Sponsorships
- Registration Pricing
Golden Tickets & AMS Codes
Employee Assets and 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 launch. Feel free to share this with your contacts. - 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:
Each Sales rep has been given 1 Golden Ticket to Connections. With this ticket you are able to invite ONE customer or prospect to Connections and we will waive their registration cost (attendee will still be required to pay for hotel/flights). Sales Golden Tickets MUST be used by February 9, 2024. After this date, they will no longer be active. Please see this list Sales Golden Ticket Codes - 2024.xlsx for your individual discount code.
AMS Discount Codes:
Codes have been shared with eligible AMS Users through an email earlier this month, 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.
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!
Connections 2024 Sponsorship Sales
On September 7, we officially launched sponsorships for Connections 2024, and have already sold six sponsorships!
- Platinum: Paperclip and Spark IPS
- Gold: Insuretech Express
- Silver: Asurint, Washington National, and Milliman
We are aiming to provide the most incentivized experience for our sponsors so they can meet their business goals, and are now offering early-bird pricing to any sponsor that commits by December 31st. The goal with early-bird pricing is to encourage sponsors to lock in their commitment early.
To ensure you are fully equipped to answer any questions that come your way regarding sponsorships, please take a moment to review the following:
- Connections 2024 early-bird sponsorship prospectus
- High-level overview of sponsorship prices/levels
- External talking points on justification for price increases
- A list of Confections 2024 sponsorships can be found on the registration site.
Updated Registration Pricing for Connections 2024
Connections 2024 registration prices have increased for the first time in the 23-year history of Connections. As the conference grows, we want to be able to provide the best attendee experience while keeping up with today’s market. See the chart on the right to view the 2024 registration prices.
NEW FOR 2024: Early-Bird Rates
We are excited to offer early-bird pricing for any attendee who registers before February 9th, 2024. Our goal with early-bird pricing is to encourage attendees to register early, which will allow us to better forecast attendee numbers and registration revenue.
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:
- Overview of early-bird and standard registration prices
- External talking points on justification for price increases
- Discount guidelines
As a reminder, Connections 2024 registration opens November 8! Stay tuned for more details as we make our preparations for registration launch.
Campaign Update: Laser App
Throughout October and November, Marketing and Sales will be executing several initiatives designed to drive action and leads from those who attended one (or all) of our webinar sessions throughout August. Our initiatives include a mix of email, digital, personalized sales follow-up, and a dimensional coffee mailer.
View our post-webinar marketing plan and campaign assets
View underwriting webinar campaign assets
Have questions or want to learn more? Contact Jared Bruley.
Resonant Campaign Landing Page
info.ipipeline.com/coffee
Throughout November and December, Marketing and Sales will be executing initiatives designed to push and promote Laser App by targeting two different audiences:
- Recent Laser App cancellations in an effort to “win back” their business
- Current Laser App customers who have the opportunity to add additional reps to their existing subscription
For the Laser App Win-Back initiative, we are offering this target audience $100 off a 12-month subscription if they resubscribe by 12.31.23. See an example of the email promotion to the right.
Below is the email promotion schedule for the campaign for both target audiences. Be on the lookout in future issues of the Marketing Know & Go as we track and monitor the success of this campaign.
Should you have any questions, please reach out to Jared Bruley or Kathee Fajardo.
Laser App Email Promotion Schedule:
Target Audience: Win-Back
- November 16 | EM1 – Laser App Win-Back
- December 6 | EM2 – Laser App Win-Back
- December 13 | EM3 – Laser App Win-Back
- December 20 | EM4 – Laser App Win-Back
Target Audience: Add More Reps
- December 6 | EM1 – Laser App Add More Reps
- December 13 | EM2 – Laser App Add More Reps
- December 20 | EM3 – Laser App Add More Reps
BGA Buzz: Q4 Is Out Now!
The newest edition of the BGA Buzz is now available! Be sure to share and like our BGA Buzz social posts.
Find the latest issue here.
Upcoming Events
Select a tab to expand for details, dates, and links for upcoming events.
CARRIER EVENTS
Post Event: LIMRA Annual Conference | October 22-24 | In-Person
Participation: Sponsor
Attendees: Bill Hunter, Joe Paddock, Michelle Brands, Brian Clark, and Greg Levins
Leads: 3 Opportunities, 19 MQLs
Post Event: InsureTech Connect | October 31- November 2 | In-Person
Participation: Attendee
Attendees: Dennis LaTour
Leads: More to come
Post Event: LIC Annuity Conference Call | November 2 | In-Person
Participation: Attendee
Attendees: Michael Deck
Leads: More to come
Post Event: LIC Preneed Forum | November 15-16 | In-Person
Participation: Attendee
Attendees: Joe Paddock & Michael Deck
Leads: More to come
BGA EVENTS
Post Event: NAILBA 42 | November 1-3 | In-Person
Participation: Sponsor/Speaker
Attendees: Bill Hunter, Joe Paddock, Bill Atlee, Roy Goodart, Bobby Powell, Brian Clark, Sandy Majewski, Eric Steffensen, Patrick Grey, Greg Hurley, Jay Marshall, and Leo Davelmen
Leads: 13 MQLs & 1 Opportunity
Room Drop: A Yeti tumbler with a postcard was placed in selective rooms to promote our Solutions Session.
Speaking Session: Generative AI: What it is and what it means for the insurance industry
WEALTH EVENTS
Post Event: NAFA Annuity Distribution Summit | October 4-6 | In-Person
Participation: Sponsor/Speaker
Attendees: Robert Powell, Patrick Gray, and Andy Stengel
Leads: 2 SQLs
Post Event: ADISA 2023 Annual Conference and Tradeshow | October 9-11 | In-Person
Participation: Sponsor
Attendees: Kathee Fajardo & Rich Fifield
Leads: 3 Opportunities, 10 MQLs & 5 SQLs
Post Event: Osaic ConnectEd (formerly Advisor Group) | October 22-25 | In-Person
Participation: Attendee
Attendees: Kevin Brown
Leads: More to come
Post Event: Schwab IMPACT 2023 | October 24-26 | In-Person
Participation: Sponsor
Attendees: Robert Powell & Robert Forish
Leads: 18 SQLs
Post Event: Beacon Roundtable | November 1-3 | In-Person
Participation: Attendee
Attendees: Robert Forish & Shaun Christensen
Leads: More to come
Looking for a past edition? Check out The Archives.