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IPipeline: Quoting & e-Application Platform for Term and Universal Life

Quote tool for Term and UL

Updated over 2 months ago

What IPipeline Allows You to Do

Through IPipeline, agents can:

  • Generate Term life insurance quotes

  • Compare available products

  • Complete and submit electronic applications (e-App)


How to Create an IPipeline Account

Agents must create an account before accessing the platform.

Steps to Register:

  1. Go to MesserFinancial.com

  2. Click on Agent Center

  3. Select Quote Tools

  4. Click the IPipeline link

  5. Select Create an Account

  6. Complete the registration form

After registration is completed and approved, you will receive access to begin quoting and submitting business.


Assistance with Account Setup

If you need help creating your IPipeline account or experience any technical issues during registration, contact:

Producer Support
πŸ“ž 704-568-9649

Producer Support can assist with account access and setup questions.


Assistance with Term & UL Quoting

For questions related to quoting, illustrations, underwriting scenarios, or case-specific guidance for Term or Universal Life products, contact:

Benchmark
πŸ“ž 704-527-1211

Benchmark can provide support related to product selection and case design.


IPipeline is available through the Messer Financial Agent Center and can be accessed once your account is created. For setup assistance or quoting guidance, use the contact information above.

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