iPipeline

At iPipeline, they champion their strong partnerships with customers, partners and employees.They are dedicated to fostering open communication, innovation and a collaborative work environment. They are passionate about what they do and take pride in leading the information technology and services industry in providing web-based software tools that drive straight-through processing for the insurance and financial services markets on a global basis.

Melchiorre, Paul

President

8 past transactions

Bluesun

Acquisition in 2019
Founded in 2001 by Simon Tomlinson and Stewart Wigg with a strong desire to make the delivery of software solutions painless for their clients. Why should it be so hard and so frustrating? It shouldn’t. Today, Bluesun handles more than 60% of all Canadian life insurance business in the independent channel. Their WealthServ product suite combines a full-function back office with revolutionary lead generation and CRM tools for advisors.

AlphaTrust

Acquisition in 2018
AlphaTrust is a privately held software publisher headquartered in Dallas, Texas. AlphaTrust's solutions create secure, permanent business documents that are the legal and functional equivalent of ink-signed paper documents. AlphaTrust is an expert and global leader in electronic signature process automation solutions. We are trusted by some of the largest enterprise and technology service provider companies worldwide. Our solutions easily integrate with existing applications and business processes enabling high volume, document process automation to reduce costs and dramatically improve the overall customer experience while adhering to strict regulatory and compliance requirements. Through continuous innovation since 1998, we are delivering the most cost effective and advanced embedded and cloud-enabled eSignature solutions on the market.

Laser App Software

Acquisition in 2017
Laser App Software creates advisor friendly solutions that combine state‐of‐the‐art forms-filling technology with a massive library of industry related forms. Forms are maintained by Laser App so representatives can focus on their clients, rather than filling out paperwork. Founded in 1995 by financial advisor Ed Beggs, Laser App has pioneered forms-filling in the financial services industry.

Resonant

Acquisition in 2017
Resonant offers process management and decision support applications for life insurance carriers that substantially improve the discipline and productivity of underwriting and new business operations. Working directly from product, operational, and regulatory guidelines, Resonant’s applications leverage existing systems to provide a unified environment that intelligently manages the overall process down to the individual case. The result is improved productivity, streamlined compliance activities, and accelerated decision making.

Aplifi

Acquisition in 2013
Aplifi simplifies selling insurance for its clients by offering a unique set of flexible rule based products that streamline the selling and maintenance process. Our easy to use platforms offer compliant straight through processing for virtually all lines of insurance and annuity products. Client prospecting through ePolicy delivery we've got you covered.

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 develops software solutions for the life insurance and financial services industries.
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