Internet Pipeline

Internet Pipeline specializes in providing cloud-based software solutions tailored for the life insurance and financial services sectors. The company's suite of sales distribution software automates and streamlines the marketing, selling, and processing activities associated with insurance applications. By facilitating straight-through processing, Internet Pipeline helps its clients reduce the time, cost, and error rates involved in their operations. Committed to fostering strong partnerships and open communication, the company emphasizes innovation and collaboration in its work environment, positioning itself as a leader in the information technology and services industry.

Adam Boone

CFO

Pat O'Donnell

CEO

8 past transactions

Bluesun

Acquisition in 2019
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

Acquisition in 2018
AlphaTrust Corporation, established in 1998 and based in Dallas, Texas, specializes in enterprise and eSignature process automation solutions. The company's flagship products, PRONTO Enterprise Platform and PRONTO Online, facilitate secure electronic transactions, enabling the creation of legally binding documents that replicate the function of traditional ink signatures. Catering to sectors such as banking, financial services, insurance, and government, AlphaTrust's solutions are designed to integrate seamlessly with existing applications, enhancing document process automation while ensuring compliance with regulatory standards. By offering customizable workflows and robust security features, AlphaTrust helps organizations reduce costs and improve customer experiences through efficient document management. Recognized as a leader in electronic signature technology, AlphaTrust continues to innovate in delivering advanced, cloud-enabled solutions.

Laser App Software

Acquisition in 2017
Laser App Software Inc. specializes in form-filling solutions tailored for the financial industry. The company's product suite includes Laser App Enterprise, a desktop application for completing applications; Laser App WEB, which automates PDF forms from a central web server; and the Laser App Transition System designed for broker-dealer transitions. Additionally, it offers the Appointment Paperwork Generator for appointing agents, Enterprise Lite that contains product forms, Laser App Anywhere for web-based business management, and Enterprise BD-Lite with broker-dealer forms. Founded in 1996 and headquartered in Ontario, California, Laser App serves a diverse clientele, including broker-dealers, mutual fund firms, insurance companies, and agents across the United States. The company aims to streamline the paperwork process, allowing financial advisors to focus more on client interactions. As of September 2017, it operates as a subsidiary of Internet Pipeline, Inc.

Resonant

Acquisition in 2017
Resonant Software, Inc. specializes in developing Adaptive Process technology aimed at enhancing people-intensive business processes, particularly within the life insurance sector. Its technology allows business experts to create and manage operational, regulatory, and product guidelines through an application known as Guideline Manager. This enables users to oversee adaptive processes and analyze performance in unprecedented detail. Resonant's solutions focus on underwriting, case management, and reporting, streamlining compliance activities and accelerating decision-making for life, health, and annuity client acquisition. The company offers strategic consulting, implementation services, training, and hosting solutions to support its technology. Incorporated in 2002, Resonant is headquartered in New York City, with additional operations in Pleasanton, California, and operates as a subsidiary of Internet Pipeline, Inc.

Aplifi

Acquisition in 2013
Aplifi is a technology provider that specializes in simplifying the sales process for life insurance and financial services. The company offers a flexible, rule-based platform that streamlines both the selling and maintenance of insurance products. Aplifi's solutions enable compliant, straight-through processing across a wide range of insurance and annuity lines. Additionally, the platform supports client prospecting and facilitates the delivery of electronic policies, enhancing efficiency for life insurance producer organizations.

GaleForce Solutions

Acquisition in 2011
GaleForce Solutions Inc. specializes in designing and delivering customer relationship management (CRM) solutions tailored for the financial services sector. The company's product offerings include GaleForce CRM for Financial Services, which enhances the workflow of client-facing personnel, as well as tailored solutions for various banking and financial sectors, such as GaleForce CRM for Banking, Wealth Management, and Investment Banking. Additionally, GaleForce Solutions provides a CRM solution for Capital Markets, serving securities broker-dealers and investment professionals. The company also offers a user-friendly data importer and an online hosted CRM solution. Alongside its software products, GaleForce Solutions provides maintenance, support, consultation services, and training courses to its clients. Founded in 2003 and headquartered in Vancouver, Canada, the company serves a diverse clientele, including wealth management firms, banks, and capital markets organizations, through a network of system integration and reseller partners.

AgencyWorks

Acquisition in 2009
AgencyWorks is a technology company that aims to maximize profitability, sales growth and administrative efficiency for life insurance agencies, carriers, and brokers.

COSS Development

Acquisition in 2008
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 process for life and annuity products. By offering a comprehensive suite of both web and desktop applications, COSS Development aims to streamline operations and improve efficiency within these industries.
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