Inaugural CPO Katie Kahl to establish strategic vision and roadmap for iPipeline’s innovative life insurance and wealth management technology product portfolio

EXTON, Pa.: iPipeline®, a leading provider of digital solutions for the life insurance and wealth management industries, today announces the appointment of veteran insurance technology product leader, Katie Kahl, to develop and execute product strategies as the company’s first Chief Product Officer. Kahl takes the reins of iPipeline’s growing product management team and will be tasked with bolstering its core product capabilities and executing on its commitment to spearhead strategic digital innovation in the life insurance, annuities, and wealth management industries.

Over the course of her 15-year career in technology, Kahl has provided visionary leadership to product development teams, evolved platform capabilities, and executed leading-edge product strategies that support both ambitious corporate goals and evolving market needs. Before joining iPipeline, Kahl spent eight years at insurtech, Applied Systems, where she led the digital transformation of its flagship product suite, successfully scaling its platform. Previously, Kahl spent five years at global software-as-a-service provider Ceridian (now Dayforce), where she managed product lifecycle activities and the Profit & Loss of its Health and Welfare offering.

Pat O’Donnell, CEO at iPipeline comments: “It’s an incredible milestone for iPipeline to bring on such an enterprising product leader as Katie as our very first Chief Product Officer. Her role will be crucial in helping us capitalize on our momentum and drive enhanced product innovation in the life insurance, annuities, and wealth industries – a mission critical business priority for the next couple of years. Katie has an impressive track record of inspiring teams in large technology companies to push the boundaries of product innovation. Her first-to-market mindset will propel us, ensuring our products continue to meet -- and exceed -- the needs of our customers.”

Taking charge of a North American team of 30 product experts, Kahl will focus on strengthening iPipeline’s commitment to strategic digital innovation and accelerating speed to market for new products that address the operational needs of insurance carriers, brokerage general agencies (BGA), broker-dealers, wealth managers, and registered investment advisors.

Katie Kahl comments on her appointment: “I’m thrilled to be joining a company that I’ve respected for so long, and one that has such a broad footprint across the life insurance, annuities, and wealth management industries. iPipeline is determined to continue to transform the platform for life insurance, annuities, and wealth spaces so that customers across those industries can tap the full potential of the digital age -- and that they have the resources, unmatched end-to-end technology, and the insider understanding to do just that. I’m excited to play a key role in driving iPipeline’s growth, and I look forward to building digital solutions that help our customers grow, solve their automation problems, and position them for success.”

Kahl will shepherd a product roadmap designed to continuously improve iPipeline’s end-to-end network of financial product and customer lifecycle technology, built to help insurance and wealth management firms simplify and scale their businesses with ease. Her appointment follows iPipeline’s recent launch of the first status tracker tool in the annuities industry, OneViewTM*, that allows broker-dealers, distributors, and financial advisors to seamlessly track the status of clients’ annuity orders–in real time, unlocking a new era of operational efficiency for both carriers and distributors.

Kahl’s appointment follows another recent C-suite talent acquisition, CFO Adam Boone. Kahl and Boone will join the rest of the iPipeline leadership team, along with hundreds of attendees from the life insurance, annuities, and wealth management industries, on May 15-17 in Orlando for iPipeline’s 24th annual insurance and financial services industry conference, Connections 2024, which will feature Daymond John as keynote speaker.

*OneView is the first to the market with a multi-carrier solution utilizing newly defined standards for carrier status which was developed by an industry status working group.

About iPipeline:

iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. iPipeline couples one of the most expansive digital and automated platforms with one of the industry’s largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows—from quote to commission—with seamless integration. The company’s vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

Since its establishment in 1995, iPipeline has helped protect more than 49 million people, and today is trusted around the world by more than 100 insurance carriers, and providers, and more than 2,500 broker-dealers, financial institutions, Brokerage General Agencies (BGAs), Independent Marketing Organizations (IMOs), and Managing General Agents (MGAs). Connected to more than 500,000 agents and advisers/advisors, the company collected more than $33 billion in premium in life insurance and $55 billion in annuities in 2022. iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500® and Fortune 1000® indices.

For more information, please visit https://www.ipipeline.com.

Fonte: Business Wire