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Guardian Selects iPipeline Policy Holder Services Solution to Improve Customer Experience
[March 03, 2015]

Guardian Selects iPipeline Policy Holder Services Solution to Improve Customer Experience


iPipeline® - a leading provider of on-demand marketing, selling, and processing solutions for the nation's top insurance carriers, distributors, financial institutions, producers, and advisors - today announced The Guardian Life Insurance Company of America (Guardian), New York, NY 10004, one of the nation's leading mutual life insurers and a leading provider of employee benefits, has selected PolicyHS®, a policyholder self-services solution, to automate and streamline change requests related to inforce policies. The solution provides an easy way for customers to independently execute a change request and e-sign via a direct-to-consumer site or to initiate a change with call center assistance and then complete the process. Guardian has a network of over 3,000 financial representatives in more than 80 agencies nationwide whose customers will have access to the PolicyHS solution.

"Guardian's vision for the future aligns with our view of how a direct-to-consumer or client self-service can improve the brand and customer experience, drive site registration, and attract prospects who prefer an interactive site. Customers are seeking easy, straight-forward, and dynamic ways to interact with carriers. PolicyHS is a critical part of the equation," said Tim Wallace, CEO, iPipeline. "Insurance is all about giving customers peace of mind and knowing that their requests are being processed accurately and quickly. Our solution uses intelligent, electronic fillable forms and e-signature to ensure the outcome is exactly what they expect it to be. We are pleased to be partnering with Guardian on their deploymet of this next-generation solution."



"We selected iPipeline's PolicyHS solution based on its ability to leverage our existing call center and web-based forms repository to offer a fully digital experience, thereby accelerating the end-to-end process and reducing the volume of paper form change requests received," said Helen Rennie, Vice President, Life Operations at Guardian. "At Guardian, we believe that strategic improvements in technology are necessary to continually deliver on our goal of providing world class service how, when, and where our clients prefer."

About Guardian


A mutual insurer founded in 1860, The Guardian Life Insurance Company of America and its subsidiaries are committed to protecting individuals, business owners and their employees with life, disability income and dental insurance products, and offer funding vehicles for 401(k) plans, annuities and other financial products. Guardian operates one of the largest dental networks in the United States, and protects more than six million employees and their families at 115,000 companies. The company has approximately 5,000 employees in the United States and a network of over 3,000 financial representatives in more than 80 agencies nationwide. For more information about Guardian, please visit www.GuardianLife.com.

About iPipeline

iPipeline is a leading provider of cloud-based software solutions for the life insurance industry. Through our SaaS (News - Alert) solutions, we accelerate and simplify insurance sales, compliance, operations and support. We provide process automation and seamless integration between every participant in the life insurance industry including carriers, agents (such as financial advisors and independent insurance agents), distributors (such as banks, broker-dealers and general agencies) and consumers. Our innovative solutions enable automated processing for pre-sales, point-of-sale execution of applications, post-sale support, reporting, consumer delivery and agency management.

iPipeline provides the process automation and seamless integration needed on a global basis to make a sale by aggregating more than 120 carriers, 875 distributors and financial institutions, and their producers and licensed advisors in a cloud-based environment. With headquarters in Exton, Pennsylvania, iPipeline has locations in Danville, Fort Lauderdale, Huntersville, Philadelphia, Roswell, Salt Lake City, Tokyo, Cheltenham (UK), and Vancouver. Visit us at www.ipipeline.com.

File # 2015-1053


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