Case Study: National Life Group achieves 89% efficiency improvement with iPipeline’s iGO e-App

Ipipeline’s Igo e-app Modernizes National Life Group’s New Business Process

National Life Group, a diversified family of financial services company, needed to handle more new business without adding staff and to improve throughput and service to agents. Key challenges were reducing NiGO rates, speeding case receipt and processing, minimizing human touches, redesigning forms for automation, and driving broad e‑application adoption across carriers, distributors and agents.

National Life implemented iPipeline’s iGO e‑App with ACORD-based near‑real‑time feeds to iPipeline AMS, Microsoft CRM (with iPipeline’s insurance layer) and Salesforce, plus e‑signature, role-based security and business intelligence and a redesigned agent portal. In one year adoption reached 57%; NiGO rates fell from ~80% to 6% for life and ~70% to 13% for annuities; straight‑through processing improved efficiency by 89%; processing time dropped from 22.5 to 2.7 minutes per application, saving roughly three man‑months per month and enabling growth without major headcount increases.

National Life Group

Nimesh Mehta

Chief Technology Officer