Change isn’t easy. Most people are resistant to change. Depending on how long your agents have been in the business, they tend to hover inside of their personal comfort zone and could show resistance to technology and “a new way of selling.” If they sell life insurance, they sell life insurance. If they sell Medicare products, they sell Medicare products. People are creatures of habit and going outside the box doesn’t come easy at times.

What if we told you that your agents could submit 79% more applications this year? Would that convince you that the toolbox could be more important than “selling the same way?” Based on stats from Integrity, agents who use the IntegrityCONNECT platform submit up to 79% more applications. Why? IntegrityCONNECT was built to help agents submit life insurance, final expense, and Medicare business efficiently and easily by minimizing the administrative burdens of paper applications and fax machines (among other outdated technology).

What is IntegrityCONNECT?

This all-in-one CRM platform helps agents drive business through lead programs, customizable agent individual websites, Ask Integrity™ AI-driven support, integrated quote & eApp for health/life business, lead programs for life/final expense/Medicare, mobile app capability, automated scheduling, E&O Insurance discounts, exclusive agent benefits & savings for office and technology products, and many more features added daily! You can learn more about IntegrityCONNECT by clicking here.

Working smarter, not harder is a foundation that IMO Tools also was built on. For almost 45 years, we have learned a few lessons from our downline agencies and agents. Technology is essential to remain competitive within our industry and retirement planning is not going away any time soon. Today’s consumers have multiple options as part of their strategy, and they need multiple products to align their future savings with their retirement goals.

Additional Tools

Through IMO Tools, your approved agents will receive a link to a dedicated agent resource portal through our myAIP CRM proprietary platform, which also tracks most facets of your agent’s business – contracting, new business, commissions, and even notes. You can learn more about myAIP by clicking here.

Your customized recruiter portal becomes a multi-functional tool for their business needs, which includes the standard industry resources such as SureLC for contracting and iPipeline/iGO for life insurance quotes. But your agents need much more than standard technology to support their efforts.

That’s why IMO Tools powered by AIP Marketing Alliance doesn’t stop there. For comparing annuities and income riders, your agents will get access to Annuity Rate Watch, a leading annuity platform loaded with all of our contracted carriers to differentiate between fixed annuities (FA), fixed indexed annuities (FIA), multi-year guaranteed annuities (MYGA), and single premium immediate annuities (SPIA). To simplify the annuity e-App process, agents also can utilize FireLight through myAIP to submit e-Apps through certain carriers.

For life insurance, e-Apps through iPipeline, iGO mobile app, or carrier website are the norm typically, but IMO Tools also expanded their resources to include Techficient’s Dynamic Term Quote Engine. Accessible through your customized portal, Dynamic uses customer data to drive term life insurance options better suited for his/her needs. It ranks carriers and products (based on the client’s data) to determine pricing and options – plus you can submit through an e-App right from the platform!

IMO Tools also understands how training has become essential for today’s beginners, novice, and even veteran life insurance and annuity selling agents. The Accelerate training platform allows you to assign courses to learn life insurance and annuity basics and even selling skills through the business development section. These compliance-approved videos explain the essentials while progressing to more advanced product concepts. We also have created a specific annuity product specific training chart by carrier with the required courses to sell their specific annuity products. You also can check out our Life and Annuity Resource Center (LARC) for a preview of these training tools and resources.

Through our Integrity partnership, we have competitive pricing for lead generation programs through IntegrityCONNECT as your one-stop-shop for life insurance, final expense, and Medicare leads. We also have annuity lead option sources for agents looking for prequalified prospects in a growing retirement planning market.