Grow Your Agency, Brokerage or Wholesaler Business!
With more than 40 years of experience in life insurance and financial services, IMO Tools was launched as a premier distribution partner to help brokerages, agencies and wholesalers increase their sales. Our professionals become your one-stop, dedicated resource to grow your brokerage or agency through utilizing our specifically-designed tools built for the insurance industry.
Today’s life insurance and annuity wholesalers need resources to remain competitive in the market while implementing strategies to grow their business. Specifically designed for IMOs and FMOs, IMO Tools supports any sized agency – from a boutique brokerage general agency (5-20 agents) and seasoned insurance and field marketing organizations (50 agents) to larger BGAs and independent wholesalers (100+ active agents).
IMO Tools provides access to the products your clients’ need the most – life insurance, annuities, long term care, final expense/burial insurance, and disability insurance. We also continue to evolve with our contracted carriers to develop web-based resources to make contracting, case illustrations and training more efficient by leveraging technology. What type of resources can IMO Tools provide to help your agents?
- Agency-Driven CRM Portal: IMO Tools has built an insurance-focused CRM platform to track insurance and annuity products. This myAIP application is available at no cost to agencies, and allows you to track contracting and applications online 24/7/365. You also can build a recruitment portal designed to provide tools to your downline agents for life and annuity products – plus you can customize this website with your logo and contact information.
- Service Center: IMO Tools becomes your one-stop, dedicated resource for unparalleled service. Our professional staff assists you with contracting, illustrations, case applications, strategy, and anything else we can do to help make your business successful. We leverage SureLC to streamline online contracting for your agents, plus our case management team can assist with scrubbing consumer applications if requested. Our business development team also can generate illustrations for your clients and provide multiple product options designed in their best interest.
- Carriers: IMO Tools offers agents access to more than 70 of the industry’s best-rated carriers for financial services products. Most wholesalers and agencies prefer multiple contracted carriers, so their agents can offer more competitive product options to their clients.
- Leads: Through our Integrity partnership, we have competitive pricing for lead generation programs through Integrity's LeadCENTER as your one-stop-shop for high quality leads. As the leading independent distributor of life insurance leads and products, Integrity's centralized approach allows agents a platform for growth, connecting you with lead providers from a variety of sources.
- Recruitment: How do you recruit new agents? Do you need some assistance? By leveraging IMO Tools’ resources, you can share the “bells and whistles” that most independent agents want in the competitive insurance environment! Our in-house marketing team also can create social media graphics, advertisements and other recruitment materials with your logo.
- Training: Your agents will have access to the Accelerate on-demand video training platform available through IMO Tools. Classes cover the basics to mid-level courses for annuities, life insurance, and business development.
IMO Tools offers multiple products, resources and services to fill those gaps in your sales strategy. However, we want to know what you need. You bring the drive and motivation; IMO Tools will cater our services to match your sales strategy as we pride ourselves on developing agency-focused tools to help close more cases and increase income.
Contact us at [email protected] or give us a call (248) 312-2602
Your Growth is Our Commitment!
What type of sales tools and marketing resources will help your agents? IMO Tools wants to understand your business model and sales strategy, so we can provide options to align with your business goals. Reach out to our team today to find out how IMO Tools can help you!
About Us
IMO Tools has the carriers, the product lines, support and the training tools you need to keep your agents in your backyard! Whether you are truly trying to leverage your relationships into another product line or just playing defense, IMO Tools has you covered. Copyright 2025