At your brokerage/agency, what are the main tools your agents need to close cases with their clients? Are they embracing technology into their sales strategy? Are you looking to nudge them toward web-based tools instead of faxing documents? Is their client list written down on a piece of paper? Do they have email addresses for their clients? Are they interacting with clients on Facebook or other social media platforms?

IMO Tools understands the “technology learning curve” within the insurance industry. As more carriers embrace web-based tools, agencies also are jumping on board as agents see the efficiency and benefits of customer relationship management (CRM) systems, online quote calculators, electronic contracting, social media, and email drip marketing campaigns.

Our team has developed a “toolbox” of resources to assist your agency within the life insurance and annuity markets. Each tool has a specific use – like a hammer with a nail – that will provide the added benefits and positive results for your agency.

• Customized Website: Powered by our proprietary CRM app, our team can customize a website with the tools and resources your agents need for life insurance and annuity production. Your home page and portal will contain your logo, name, contact information and links to resources based on your hierarchy. We also can include custom links to your website or social media pages. We also can add industry tools like iPipeline, SureLC, AnnuitySpecs, Dynamic Quoting for Term Life Insurance, Accelerate, and much more including specialized long-term care and indexed universal life resources.
• Annuity Leads: Want to jump-start your sales? Our pre-qualified lead vendors can start you in the right direction at a special discounted rate. Through AdvisorRPM, your agents can receive thoroughly-scrubbed consumer annuity leads delivered in real-time. The average annuity premium from these leads is $250,000. We also can direct your agents to pre-qualified lead vendors for life insurance, final expense and Medicare supplements.
• Life Insurance, Final Expense, and Medicare Leads: IMO Tools has 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.
• CRM Platform: IMO Tools has built an insurance-focused CRM platform to track insurance and annuity products. This application is available at no cost to agencies, and allows you to track contracting and applications online 24/7/365.
• Accelerate: This on-demand video platform focuses on life insurance, annuity, and business development modules with the ability to track each agent's progress through the assigned courses.