OneFamily Report July 2024 | Page 9

OneFamily and iPipeline Partner for Digitisation Programme
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 .”