AIP Marketing Alliance is sharing this iPipeline announcement to benefit our wholesalers and agents who may be iPipeline users, as iPipeline login is required for some resources found on the Agent Tools section of the AIPMA website.

You may have heard that iPipeline is enhancing the security of iPipeline applications by implementing Multi-Factor Authentication (MFA) to better protect user data. The development and testing (including integration testing) are nearing completion, and iPipeline will soon begin implementing MFA in a phased approach by customer. Starting from May 30 through August 1, 2025, affected iPipeline applications will require MFA at least once every 30 days.

When to Expect MFA Enablement for your Organization?

• Initial* group of Carriers – May 30, 2025
• All Remaining Carriers – June 20
• Initial* group of BGAs – July 11
• All Remaining BGAs – August 1

* Initial customers (Carriers and BGAs) have been notified by iPipeline’s Customer Success Team.

Why Multi-factor Authentication?

• iPipeline is committed to protecting user personal data and reputation
• MFA adds an extra layer of protection for sensitive information like user personal data
• Our carrier partners are adopting MFA to meet regulations for consumer data protection

Who is Affected?

• No Impact for organizations using Single Sign-On (SSO) to access iPipeline production applications
• MFA Required for users without SSO – a one-time passcode will be sent at login
• Applies to U.S.-based applications, including: AdminPipe, AnnuityPipe, DataView, DocFast®, e-SSENTIALS®, FormsPipe, iGO®, iGO Evolve®, iPipeline Illustrations, InsureSight®, iService, iSolve®, LifePipe, Resonant®, SalesIntegrator™ (AMS add-on), and XRAE®
• By default, MFA is not enabled in test environments (such as QA and UAT)
• Important: Shared credentials are not supported. Each user must have a unique login to prevent MFA issues and maintain security. Please review your business processes across both production and staging environments to identify and eliminate any instances of shared logins

What to Expect When MFA is enabled?

• Login – The first time you sign in with your username and password, you’ll be prompted to complete authentication using a one-time passcode
• Choose Your Verification Method – Select whether you’d like to receive the passcode via email or mobile (SMS)

• Enter the One-Time Passcode (OTP) – Retrieve the six-digit code from your email or text message and enter it within 10 minutes

Tip: If you're using a shared device or prefer multi-factor authentication daily, uncheck the "Do not ask me again for 30 days" option.

• Access Your Application – Once verified, you can start using the application as usual

For additional resources and guidance on preparing your organization for MFA, visit the Release Notes on the iPipeline Customer Portal. iPipeline thanks you for your cooperation as they implement this enhancement to improve security. If you have any questions, please reach out to iPipeline at MFA.Questions@iPipeline.com.

You can also contact the AIP Marketing Alliance Business Development team at (800) 783-5206 Press #2 or marketing@aipma.com. At this time, AIPMA is not going to implement Single Sign On for this platform, so agents using AIPMA’s Agent Tools or one of our wholesaler’s recruiter portals must follow the MFA instructions. If this changes, AIPMA will communicate to our valued downline wholesalers and agents accordingly.

For more than 40 years, AIP Marketing Alliance (AIPMA), an Integrity Company, serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. NOT AFFILIATED WITH OR ENDORSED BY THE GOVERNMENT OR THE MEDICARE PROGRAM.

AIP Marketing Alliance is committed to STRIVE in ’25 as we support our independent insurance wholesalers and agents. Visit our blog on aipma.com to stay informed on these upcoming launches and learn why wholesalers nationwide choose AIPMA as their distributor for selling life insurance, annuities, long-term care insurance, final expense, and much more. Ask about our lead services, myAIP CRM platform with customizable recruiter portal, and online tools/resources designed to grow your business. The difference is personal.

AIP Marketing Alliance, an Integrity Company, has developed this electronic communication for informational and educational use only. Be advised, AIP Marketing Alliance, Inc. does not provide legal advice, tax advice, or guidance on issues involving securities laws, insurance laws nor securities or insurance regulations. This material should not be relied on as providing any such advice or guidance to either agents or retail consumers. Within this communication, AIPMA shares links for usage as information only. This content should not be interpreted as solicitation to purchase life insurance, annuities, or other products or as advice designed to meet your clients’ specific needs. Content involving fiduciary, tax, or legal advice should be directed to your legal, tax, and financial professionals for specific advice or product recommendations. AIPMA will not accept any legal liability resulting from any use of 3rd party material(s).