Frequently asked questions

Is Pipeline right for everyone?

No. Pipeline is not for everyone. In order to build the best-possible product we had to make some difficult decisions along the way. We cannot cater to the needs of every agency. Our product does have a broad audience and will appeal to most growing agencies.

What if I hate it?

Your data is portable. You can download the data at any time or request a CD/DVD be mailed to you. No lock-in or contractual obligation to continue to use it.

Which package should I buy?

We recommend starting out with the starter package. If you love it you will enjoy the platinum package. If you outgrow the platinum package you can graduate into the unlimited package.

I'm an exclusive agent - what do you have to offer me?

Home office has a system, but you're not a cookie cutter agency. Pipeline may fill the gaps. It can be used in conjunction with your existing systems and augment your level of customer service.

I work with multiple carriers and have brokered business. Should I use pipeline?

Pipeline bridges the gap to provide your staff with a unified headquarters for all of your client data. Whether you're the agent of the carrier, or a broker for your client, the experience is unified and organized to make doing business much easier.

Should I look elsewhere if I have multiple locations?

Clients can receive the same level of service at any of your locations. Your associates can also access the system anywhere they have internet access.

Is pipeline friendly to data-science tinkerers?

We're data-addicts ourselves. Drop us a line to talk about what you have in mind. We'll gladly work with you to feed your need to analyze the data.