Let’s reinvent the IMO, together.
7 innovations that came from listening to our advisors
Commissions Paid in One DayWe pay commissions within 24 hours of receiving an application in good order. |
1-Click Annual ReviewsWe remind you of all approaching annual review dates and, in just one click, you can download a client-facing annual report. |
Inforce OpportunitiesWe’ll help uncover opportunities in your existing book of business - just upload your policies and let us do the work! |
Real-time New Business UpdatesReal-time status updates on NIGO issues, carrier approvals, transfers and more - all in one place! |
1-on-1 Coaching from Top AdvisorsGet weekly coaching and real advice from $30M+ advisors who know how to grow a financial practice. |
Real-time Commissions DashboardNow you can sort and view commissions in real time, by policy, sub-advisor, date range and more. |
No MarketersRather than paying marketers to recruit, we are constantly finding ways to reinvest in our advisors. |