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

How to access, register, and use iPipeline for quoting and enrolling Term Life and Universal Life insurance.

Written by Micaela Daiana Caruccio

What is iPipeline?

iPipeline is the quoting and electronic application (e-App) platform used by Messer Financial agents for Term Life and Universal Life (GUL) insurance products. Through iPipeline, you can generate quotes, compare available products side by side, and complete and submit electronic applications β€” all in one place.

The Term and GUL quoter is still powered through iPipeline, but you can now see additional carriers, products, and e-app options. You'll need to register to access the tools.


How Do I Get Access to iPipeline?

To register for iPipeline, follow these steps:

  1. Go to MesserFinancial.com and log in to your Agent Center.

  2. Select Quote Tools.

  3. Click Get Quote next to Term Life & UL Quote. This will redirect you to iPipeline.

  4. Select "Create an Account" to register, or "Update Your Account" if you already have one.

  5. Complete the registration form and submit.

Once your registration is completed and approved, you will have access to begin quoting and submitting business.


Term & Universal Life Quoting Support

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 assist with product selection, case design, and quoting guidance.


Need Assistance?

If you need help with your iPipeline account, registration, or any technical issues, you can reach us in any of the following ways:

  • Chat: Type "talk to an agent" in the chat box (bottom-right corner of your screen) to connect with a live support representative.

  • Email: Send us an email at [email protected]

  • Phone: Call us at (888) 568-9649

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