Grow Your Agency, Brokerage or Wholesaler Business!

For almost 45 years (and counting!), our team has understood the nature of independent agencies competing against the larger captive insurance “names” out there as some of the same topics come up during our initial and ongoing conversations. Commission usually ranks as the #1 reason why agents join or leave agencies/wholesalers. The second topic ranges from carriers/products available to qualified lead programs to agent support system. For others, the support system is in place, but based on the current size of their business, they can’t get the top level contracts or carrier relationships they need.

That’s why IMO Tools has these conversations – and why we build a support system focused on addressing any of these common pain points that affect your business. These same problems also affect most independent life insurance, annuity, and even P&C and Medicare agencies throughout the United States. More wholesalers and agencies are choosing to align with an IMO/FMO with financial strength, adapting technology, agent resources, and personalized service, which may contribute to retaining current agents and also attract qualified agents to build their future business.

Currently, AIPMA through IMO Tools supports thousands of independent agencies and agents nationwide. To provide a bigger picture, here’s a couple of examples of how we’ve helped some of these downline wholesalers and agents by leveling the playing field – or even expanding it – against the competition.

• With the growth in annuity sales during the last couple of years, more life insurance agents want to add these products to strengthen their relationships with current clients and add potential new prospects. Through our carrier relationships, we’ve helped get agents contracted, complete required carrier/state training, and position these products in the best interest of their customers’/prospects’ retirement planning needs.
• We’ve worked with property & casualty (P&C) wholesalers and agents to add new product lines (life insurance, long-term care insurance, annuities, hybrid products, etc.) to generate additional opportunities using their current clients or potential referrals through family, friends, or acquaintances. Data for the P&C products typically can open up other retirement planning options or reveal potential gaps in their clients’ current strategy.
• For Medicare-focused wholesalers and agents, IMO Tools can make the literal connection through IntegrityCONNECT, the all-in-one CRM platform that combines Medicare-focused resources including prequalified leads, online quoting, appointment scheduling, agent consumer-focused website, and an AI-driven Ask Integrity support system. Agents using IntegrityCONNECT submit 79% more applications!

The IMO Tools system and philosophy isn’t built toward a specific style or system that wholesalers and agents have to follow. It’s a complementary support platform driven to help financial professionals grow their business through technology, service, and a multitude of insurance carriers and products.

You drive the conversation with the IMO Tools team. We explain what we can do and how we can do it. Size doesn’t matter. You and your downline agents become our clients – and we follow your instructions and support your needs to help grow your business. The difference is personal and we will work to position you and your agents for the good days ahead.