Don’t Store Information.
Put It to Work.
Paperclip turns fragmented information into secure, connected workflows that help Insurance and Financial Services move faster and grow with confidence.
One place for everything your business runs on.
Stream brings your documents, cases, workflows, and team into one operational workspace, so Distribution teams can run their business instead of chasing it.
Every distributor relationship, fully in view.
Signal gives carriers a single, consolidated view across every distributor relationship. Track submissions, monitor performance, and manage your network seamlessly.
Every system, finally on the same page.
Sync is the integration layer that connects your applications, partners, and data — securely, reliably, and without the usual three-month implementation saga.
Start
How Distributors turn data into trusted information.
How Carriers turn information into action.
Where Integration Partners bring data together.
One Platform to Help People Do Their Best Work.
Most document platforms are built to organize files.
Paperclip is built to turn complex operations into connected workflows across the Insurance and Financial Services lifecycle—connecting people, systems, and workflows while supporting compliance, automation, and future growth.
That’s a much bigger job than storage.
Insurance
Distributors
Keep information moving securely between advisors, carriers, and the systems that power your business. Spend less time searching for information and more time moving your cases forward.
Real-Time Visibility
Quicker Completion
More Client Time
Insurance
Carriers
Turn connected data into clearer insight, smarter decisions, and stronger business outcomes and run your insurance ecosystem from a single operational command center.
One View
Faster Processing
Improved SLAs
Integration
Partners
Connect systems and data with secure infrastructure built for the Life & Annuity ecosystem. Build faster with APIs designed for insurance. And, put enterprise AI to work—securely, responsibly, and at scale.
A.I. At Scale
Build Faster
Reliable Connectivity
Purpose-built for you.
The Paperclip platform includes custom views depending on your role in the insurance ecosystem. It’s one unified platform designed for the way insurance data flows.
1,500+ Global Clients
70+ Million secure transactions annually
9 of the Top 10 Life Insurers
35+ Years serving the industry
Security is built into how Paperclip connects, moves, and manages information. Across the ecosystem, sensitive information your business depends on is protected with enterprise-grade security and compliance standards, including SOC 2.
Because security is about more than protecting information. It’s about giving your teams and partners the confidence to keep business moving.
Secure by Design.
Trusted by the
Industry.
Signal™: The Modern Collaboration Platform for Insurance Carriers.
Unified Distributor Visibility
Real-time Network Intelligence
One View. Every Relationship.
See your entire distribution network clearly, act on performance data confidently, and manage every carrier-distributor relationship from a single operational command center.
Stream™: Your Intelligent Distribution Command Center.
Faster Case Processing
Fewer Manual Touchpoints
One Place. Every Workflow.
Turn fragmented operations into streamlined workflows, faster case decisions, and a business your team can actually run, all from one workspace built for the way distribution works.
Sync™: Connect Everything That Matters.
Secure Data Exchange, Always
Faster, Cleaner Integrations
One Framework. Every Connection.
Connect systems and data with secure infrastructure built for the Life & Annuity ecosystem. Build faster with APIs designed for insurance. And, put enterprise AI to work—securely, responsibly, and at scale.
The Paperclip Ecosystem: Built to Collaborate.
Run Your Insurance Ecosystem
with Confidence.
Paperclip for Business Leaders
Running a growing business on disconnected systems is a bit like navigating with five different maps, none of which agree. Limited visibility makes it hard to see what’s working, fix what isn’t, and scale what should.
Paperclip connects your people, data, and workflows into one operational ecosystem — giving you the clarity to simplify operations, strengthen partner performance, and grow without the guesswork.
Move Your Business Forward
Real conversations. Practical solutions.
No pressure. No generic sales pitch. Just a conversation about your business, your challenges, and how Paperclip can help you connect data, empower people, and move forward with confidence.
Whether you’re modernizing operations, strengthening security, connecting partners, or preparing for AI, we’re here to help. Fill out the form below and we’ll get back to you to schedule a call.
