Luma Financial Technologies and iPipeline Collaborate to Streamline Annuity and Life Insurance Solutions for Financial Advisors and Agents [Yahoo! Finance]
Roper Technologies, Inc. (ROP)
Last roper technologies, inc. earnings: 4/28 06:55 am
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Source: Yahoo! Finance
solutions, announces a collaboration with iPipeline®, a leading provider of digital solutions for the life insurance, annuities, and wealth management industries. Through this collaboration, Luma and iPipeline have developed a fully integrated solution that streamlines and simplifies workflows for Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and broker-dealers, while enhancing accuracy and control. The solution is designed to drive efficiencies at every stage of the annuity and life insurance sales journey. The integrated solution from Luma and iPipeline will simplify every stage of the annuity and life insurance process, from education and product comparison to transaction management and lifecycle support. Agents will now be able to access a comprehensive suite of tools, including error-free applications, e-signatures, and customizable configurations, designed to optimize workflow efficiency and enrich the overall client experience. "Our collabor
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ROP
Earnings
- 10/23/24 - Beat
ROP
Sec Filings
- 11/14/24 - Form SC
- 11/12/24 - Form 4
- 11/12/24 - Form 4
- ROP's page on the SEC website