Grow Your Agency, Brokerage or Wholesaler Business!

With more than 35 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, Medicare supplements, 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 a user-friendly agency CRM platform to fit most brokerages’ needs for tracking their downline. This dynamic CRM portal allows you to review contracting, activities, documents, production numbers, activities, and commissions. Customizable to your agency, you can select what features and websites your agents can access through a dedicated CRM portal branded with your logo and content.
• 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 well-trained 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 50 of the industry’s best-rated carriers for financial services products. You can review each carrier in the Carriers section of this website. Most agencies prefer multiple contracted carriers, so their agents can offer more competitive product options to their clients.
• 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 are looking for! Our in-house marketing team also can create social media graphics, advertisements and other recruitment materials with your logo.

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.