Cramer FinTech Directory
Categories We Cover: Annuity Order Entry, Annuity Platform, Books & Records / Onboarding, Commissions, Compliance Oversight, CRM Data — Aggregation, E-Signature, Forms & Management, Life Insurance Platforms, Life Insurance Quoting, Order Entry for Life Insurance, Reporting, Workflow
Our Company in 30 seconds!
Bill Atlee | Founder, Chief Strategy Officer | batlee@ipipeline.com | |
Larry Berran | CEO | lberran@ipipeline.com | |
Daphne Thomas | COO | dthomas@ipipeline.com | |
Jay Marshall | VP, Client Services | jmarshall@ipipeline.com | |
Bill Hunter | SVP, Sales | 484-870-6226 | bhunter@ipipeline.com |
Robert Powell | VP, Sales, Wealth Mgmt | rpowell@ipipeline.com | |
Joe Paddock | VP, Sales | jpaddock@ipipeline.com | |
Dan Smith | Strategic Accouts Sales Dir | dsmith@ipipeline.com |