iPipeline

BlueSun Inc. is a Canadian company that specializes in developing software solutions for the life insurance and financial services sectors. Founded in 2001, BlueSun offers a comprehensive suite of products under the WealthServ brand, which includes tools for insurance operations, mutual fund distribution, and customer relationship management. These solutions are designed to streamline back office processes, enhance compliance, and improve data management for various users such as financial advisors and brokers. The company is noted for its significant market presence, handling over 60% of the independent channel for Canadian life insurance business. In addition to its software offerings, BlueSun provides technical support services to ensure effective implementation and usage of its products. As of 2019, BlueSun operates as a subsidiary of iPipeline.

AlphaTrust Corporation is a privately held software publisher based in Dallas, Texas, specializing in enterprise and eSignature process automation solutions. Founded in 1998, AlphaTrust is recognized as a global leader in electronic signature technology, providing products such as the PRONTO Enterprise Platform and PRONTO Online. These solutions enable clients in sectors including banking, financial services, insurance, and government to create secure, legally binding documents that replicate the authenticity of ink-signed papers. AlphaTrust's offerings facilitate high-volume document automation, integrating seamlessly with existing applications and workflows while ensuring compliance with regulatory standards. The company focuses on delivering cost-effective and advanced eSignature solutions, enhancing customer experiences through continuous innovation and robust security features.

Laser App Software Inc. is a provider of form-filling solutions tailored for the financial industry, founded in 1995 by financial advisor Ed Beggs. The company specializes in automating the form-filling process, enabling financial representatives to focus on client interactions rather than paperwork. Its product suite includes Laser App Enterprise, a desktop application for filling out applications; Laser App WEB, which automates PDF forms from a central server; and Laser App Anywhere, a web-based platform that allows financial advisors to manage business from any internet-enabled device. Additional offerings include the Appointment Paperwork Generator and the Transition System for broker-dealer transitions. Laser App's extensive library of industry-related forms is continuously maintained, integrating e-signature capabilities and pre-filled fields with data from CRM platforms and customer databases. The company's services are utilized by broker-dealers, mutual fund companies, and insurance agents across the United States. Based in Ontario, California, Laser App Software operates as a subsidiary of Internet Pipeline, Inc.

Resonant Software, Inc., established in 2002 and headquartered in New York, NY, specializes in developing Adaptive Process technology for life insurance carriers. Its core offering is a suite of applications that streamline underwriting and new business operations by intelligently managing processes based on product, operational, and regulatory guidelines. This is achieved through the Guideline Manager, which enables business experts to define and manage guidelines in a familiar document form. The company's solutions also include case management, underwriting, and reporting tools, along with strategic consulting, implementation services, and training. Resonant Software's platform improves productivity, enhances compliance, and accelerates decision-making, ultimately creating more efficient and aligned business operations.

Aplifi is a technology company that specializes in streamlining the selling process for insurance and financial services. It offers a flexible, rule-based platform that enhances the efficiency of selling and managing insurance products, including life insurance and annuities. Aplifi's solutions facilitate compliant straight-through processing across various lines of insurance, thereby improving client prospecting and policy delivery. By providing sales support technology tailored for life insurance producer organizations, Aplifi aims to simplify the complexities of insurance transactions and enhance overall operational efficiency for its clients.

AgencyWorks is a technology company that aims to maximize profitability, sales growth and administrative efficiency for life insurance agencies, carriers, and brokers.

COSS Development Corporation specializes in creating software solutions tailored for the life insurance and financial services sectors. The company focuses on developing point-of-sale solutions that enhance the sales processes for life and annuity products. By providing a comprehensive suite of web and desktop applications, COSS Development aims to streamline operations and improve efficiency for its clients in the financial services industry.