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2022 Planning Series – Are You Servicing Your Agents and Clients Efficiently?

In this part of AIP Marketing Alliance's 2022 Planning Series, the focus involves servicing your clients efficiently. In today's world, customer service has become the backbone of success in the business realm.

Agents need a support system able to provide them with product information, the proper applications and documents, updated annuity rates, instantaneous quoting capabilities, and everything else to start the sales application process. After that, they also need updates on the documents, parameds, underwriting, and the necessary information to move the application into a closed sale for that product.

Your agent is an essential part of the sales process, which usually means implementing the procedures and having support staff to provide guidance, assistance, and reassurance to them and their valued clients. They need business development support for illustrations and products, and they need case management to handle new business, licensing and contracting, and application status updates.

AIP Marketing Alliance has created a variety of member styles to fit your agency's needs in terms of accessing top-rated carriers and products, sales support for your agents' appointments, and professional servicing levels for your agents to ensure a smooth transaction with their clients. We don't tell our members how to run their business – AIPMA simply provides the resources to complement your sales strategy.

  • STYLE-1 – Wholesale distributors looking for minimal service assistance: AIPMA's Style-1 members enjoy more of a "background" approach to our services. Style-1 is reserved for those Agencies who already have staff and the expertise in place to run a full-scale FMO/IMO/BGA – but need AIPMA's assistance accessing certain product lines, top-rated carriers, and/or require a CRM system to track their business.
  • STYLE-2 – Wholesale distributors looking for full-scale service options: Style-2 agencies enjoy a much more 'hands-on' approach and have the full range of our services at their disposal. Their downline agents have full access to the entire AIPMA staff as we operate as your back office to help you support your agents' marketing activities.
  • HYBRID LEVEL – Personalized Membership Package: Do you need features from both of AIPMA's membership options based on your product lines and sales strategy? With more than 60 carriers and multiple product lines, AIPMA understands how our services can balance out your specific needs. A "hybrid" level member can structure their membership to utilize both styles based on carrier and product lines.

AIPMA has the professional staff ready and willing to help your agents throughout their sales process. As agencies have grown, more members have contacted our team to take over the servicing aspect of their business to help close more cases on an annual basis.

Are you looking to improve your service levels with your agents and their clients? Review our membership styles and schedule a conversation with AIPMA to learn more about our capabilities. You can contact Christopher Howe, Vice President of Business Development, at (248) 312-2602 or email You also can schedule a meeting with him here.

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2041 E. Square Lake Road, Suite 100, Troy, Michigan 48085-3897

About Us

For more than 40 years, AIP Marketing Alliance (AIPMA), an Integrity Company, serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. NOT AFFILIATED WITH OR ENDORSED BY THE GOVERNMENT OR THE MEDICARE PROGRAM. Copyright 2024