OneFamily and iPipeline Partner for Digitisation Programme

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OneFamily approached iPipeline seeking a complete package that would support customers and advisers through the full product lifecycle

iPipeline is a pioneering global provider of innovative, integrated digital solutions for the life insurance and financial services industries.

When OneFamily first approached iPipeline, it sought not just a back-office system, but a complete package that would support customers and advisers from start to finish.

The mutual society found just that in the form of iPipeline’s SSG Digital, a market-leading, component-based platform that seamlessly performs all core provider processes, and more.

A collaborative relationship

A challenge facing OneFamily was that, through various mergers and acquisitions, it had accumulated 12 back-office legacy systems. 

The business needed to consolidate these systems and their customers into a single view to become more efficient and further develop its position within the marketplace.

“OneFamily came to iPipeline with a view to form a collaborative relationship,” explains Jon Finley, Business Development Director at iPipeline. “They didn’t want a typical supplier; they wanted a partner, somebody that was going to work with them.” 

“This fits perfectly with the iPipeline philosophy, where every client we work with is an extension of our business.”

OneFamily enjoys enhanced accessibility

With nearly 1.6m customers, OneFamily needed to move millions of records from its multiple back-office systems onto a single platform - iPipeline’s SSG Digital. 

Understandably, it wanted to be sure it was working alongside a partner that had credibility in the field of data migration, which had already been demonstrated by iPipeline’s support of some of the biggest insurers in the UK marketplace.

The results to date are impressive. Already, iPipeline has moved 1.2 million OneFamily customers, with plans to migrate the remaining smaller books of business over the next 12 months.

Other big benefits of iPipeline’s delivery are the customer and adviser portals, available 24/7, 365 days a year. These portals empower customers and advisers alike to manage their policies online. No waiting. No lost effort. Just happy customers and efficiency gained. 

Jon concludes: “What this means is that advisers and customers can go online any time and not just see their information but make appropriate changes where they need to. It sounds simple, but in many financial services sectors it remains a unique functionality.”

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