iPipeline
20 Case Studies
A iPipeline Case Study
One Resource Group (ORG), a dedicated insurance agency since 2002, handles life, long-term care, disability, critical illness and annuity business and needed an easier, lower-cost way to quote and process term insurance. ORG was losing money and spending excessive admin time on small term applications, and Dustin Johnson, Director of Marketing & Operations, worried that moving to an electronic process might meet resistance from producers.
ORG implemented iGO® solutions — specifically iGO e-App and Drop Ticket — and set a premium threshold to mandate electronic processing for small term cases, backed by training, marketing and webinars. The change paid off: of 300 agents initially hesitant only 2 didn’t continue after trying it, ORG now does 37% of total business via iGO or Drop Ticket, applications arrive in good order, admin time and amendment costs have fallen, automatic case setup via Agency Integrator and iPipeline’s Agency Management System improved efficiency, and producers can profit on cases 45 minutes away; for more information visit www.orgcorp.com or www.iPipeline.com | sales@ipipeline.com | (800) 758-0824.
Dustin Johnson
Director of Marketing & Operations