We make underwriting easy
Accelerate your production using our exclusive life insurance planning platform, staffed with trained life insurance specialists to assist you with marketing and lead generation, case design and advanced markets, as well as underwriting and new business support. We work with you throughout the entire sales process, which includes daily new business updates so you can consistently communicate with your clients and keep them up to date as their policies are being approved.
Custom Sales Library
Download and study custom sales concepts designed to maximize commission while simultaneously putting your clients in a better position as well as custom sales presentations and marketing collateral to use when meeting with clients. Designed by our top-producers, these supplies will certainly increase your overall annual production.
Underwriting Risk Assesments
Have you ever had an application declined because your marketer said to submit it with a specific carrier without checking the underwriting or suitability requirements? Well, you are not alone. Luckily, our underwriting specialists can help narrow down where to potentially write hard to place cases. Our team is here to help regardless of the complexity of your clients health, financial or criminal background.
Winflex web, available free to PIMSCO agents, is a one-stop-spot that allows you to run formal product illustrations for 30+ carriers on all lines of insurance – Final Expense, Universal Life (UL), Indexed Universal Life (IUL), Whole Life, Survivorship, Second to Die and more…
Accelerate and simplify your sales process. iPipeline automates processing for every stage of the business – from multi-line quoting to side-by-side underwriting information, downloadable carrier marketing/new business forms and e-app technology, iPipeline has you covered. Our unique and powerful aggregated community of more than 150 carriers, 1,400 distributors and financial institutions, and more than 600,000 agents is dedicated to enabling you to succeed.
Reel Big Rewards
The Reel Big Rewards Program is the easiest to qualify of it’s kind. Earn monthly marketing dollars to invest back into your business in addition to your normal commission. Unlike most FMO’s who purposely litter their programs with disqualifying disclaimers designed to keep you from earning extra cash, we did everything we can to make our rewards program the easiest to qualify. That is why all products and issue ages qualify for the 15 carriers that participate.
Earn up to $100 every time you issue $75k of annuity premium and/or $5k of all other issued premiums*
10,000+ Agent’s Can’t Be Wrong
Interested to learn more about our services and support? Click below to fill out our contact form and a member of our team will reach out to you to answer all your questions.
Need help now? Give us a call at 800-329-5799