Distributor Profile Information DP Party Organization.OrgCode IMO Org Code (Supplied by iPipeline) DP CarrierAppointment-DistributionChannelCode BGA GAID (Supplied by iPipeline) DTCC Participant/Member Code (four digit code) 6358 DTCC APP Associated Firm ID BGA GAID (Supplied by iPipeline) DTCC Attachment Service (Yes/No) Yes Commission Netting (Yes/No) No eSignature Yes Marketing Name […]
Each BGA may have a different product shelf and different commission structure associated to the products they sell. There can be several BGA associated to an IMO. Because of this, carriers need to model in their DPfA’s those products and differences. Carriers can model these differences by creating BGA specific […]
2026 iPipeline Ping Maintenance Upgrade What is happening? To better support iPipeline’s authentication and authorization services and take advantage of the most recent, robust features provided by the Ping Identity© suite, iPipeline is targeting to upgrade all Ping applications to their current versions. iPipeline leverages Ping identity security services to […]
Policy Intelligence, powered by CHARLi, is an AI-driven feature within DocFast® that makes insurance e-Delivery smarter—helping consumers understand policies faster and act with confidence. With CHARLi, iPipeline’s AI foundation, consumers get what they need instantly: a smart summary of policy details, carrier-defined FAQs, and chatbot support — all without picking […]
OverviewBelow please find a current list of carriers installed on DocFast and whether they support Life, Annuity, or both.
| Carrier | Life | Annuity | DI | LTC | SMS Texting | Good Health | Payment |
|---|---|---|---|---|---|---|---|
| American National | X | X | X | ||||
| AMICA | X | X | |||||
| AuguStar | X | X | X | ||||
| BetterLife | X | ||||||
| Brighthouse Financial | X | X | |||||
| Catholic Financial Life | X | ||||||
| Catholic United Financial | X | ||||||
| Columbus Life | X | X | X | ||||
| Corebridge Annuity | X | ||||||
| Corebridge Life | X | X | X | ||||
| Erie Insurance | X | ||||||
| Farm Bureau of Michigan | X | ||||||
| GBU Life | X | ||||||
| Lafayette Life | X | ||||||
| Lincoln Annuities | X | ||||||
| Lincoln Financial | X | ||||||
| Nationwide | X | ||||||
| New York Life | X | X | X | X | |||
| One America | X | ||||||
| Pekin Life | X | X | |||||
| Penn Mutual | X | ||||||
| Prudential | X | ||||||
| Sagicor | X | X | X | X | |||
| Security Mutual | X | X | |||||
| Southern Farm Bureau | X | ||||||
| The Standard | X | ||||||
| The Standard Life Insurance Company of New York | X | ||||||
| Stellar National Life | X | ||||||
| Transamerica | X |
Overview This white paper is written for senior executives, line of business managers, legal staff, risk management staff, technical managers, and security managers involved in deploying paperwork solutions intended to leverage and comply with the US Federal E-SIGN law as codified in 15 USC 7001 et. seq., the Uniform Electronic Transactions Act at […]
Overview For iPipeline specific services utilizing AlphaTrust, iPipeline operates an Information Security Management System (ISMS) built on ISO27001 principles, managed by the iPipeline Security Team and directed by the iPipeline Global Security Committee. When utilizing AlphaTrust’s API, workflow and Ad-Hoc services to integrate into non-iPipeline product and services, AlphaTrust’s solution […]
Overview Automating document workflow shouldn’t be limited to one specific department. The AlphaTrust e-Sign ad hoc offering brings speed and ease to business operations across your enterprise. This secure, compliant online platform allows you to digitize unique documents for processing and e-Signature in just four simple steps. A User-Friendly Experience […]
OverviewWhen conducting business in a digital world, you need a safe and flexible solution to not only deliver documents to clients electronically, but also have them signed quickly and securely. AlphaTrust® e-Sign is an enterprise e-Signature solution that enables automation, ranging from simple send-a-document-for-signature, to your most complex workflows.AlphaTrust e-Sign […]
© Copyright iPipeline, Inc. All Rights Reserved. | Developed by Apis Productions