iPipeline

Pipeline is an on-demand service providing suite of sales distribution software to insurance and financial services markets. That is the short version of iPipeline. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. Related areas on their profile: Financial Services and Insurance. As a large company team themselves (501 to 1,000 people), they tend to serve customers of a similar scale best. Bigger vendor, more process. Budget time for procurement.

iPipeline is based in Exton, Pennsylvania and founded in 1995. More on ipipeline.com.

Our checklist for this category: portfolio relevance, who owns the code, and how they handle changes. Ask for a trial on your own data, not a canned demo.

The facts above come from public company records. The score will come from people like you. Used iPipeline? Rate it.