How Do You Track Your Agency’s Business?
In today’s competitive business world, having the ability to track every aspect of your agency through a customer relationship management (CRM) platform has become essential. You have a lot of options out there, but the big question is, “Are they tailored to the insurance industry?”
The insurance industry is a complex world as your agency has a lot of items to track between your downline agents’ production, licensing and contracting, new business applications, and even commissions. Can a Salesforce or HubSpot really track all of those intricacies necessary to keep you on top of your production?
That’s why AIP Marketing Alliance built our proprietary CRM platform, myAIP. CEO Rick Kisser wanted to create a system able to handle all aspects of the insurance industry and focus on the tools that agencies need. He also wanted to make myAIP free as an added service provided to AIPMA’s members.
How can myAIP help your agency?
- Track your downline agents’ production and activity all in one location
- Review more than 60 carriers’ contact information for new business, contracting, underwriting guides, and the latest marketing materials
- Access specific AIPMA-created documents designed to assist you and your agents
As part of the myAIP platform, many of our agencies also have taken advantage of our exclusive recruiter portals.
These customizable websites contain the logo and contact information of the agency and provide secure access to life insurance, annuity, long-term care and term life quoting tools, and white-labeled training through AIPMA’s Champions platform.
Your agency can pick and choose what information is available to your agents through your recruiter portal. For example, if you only want to show life insurance tools and resources, your portal will exclude annuity tools. AIPMA can make the portal your personal website where you can grant access to your specific agents.
Are you interested in learning more about myAIP and our recruiter portals? You can schedule an online demonstration with our Business Development team by calling (800) 783-5206 press #2 or email email@example.com.
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2041 E. Square Lake Road, Suite 100, Troy, Michigan 48085-3897
For more than 40 years, AIP Marketing Alliance (AIPMA) 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. Copyright 2023