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Tools of the Trade – Increasing Efficiency with Industry Tools

What do your agents need to be successful? Based on our experience, every independent life insurance and annuity agent and agency has different needs ranging from multiple insurance carrier relationships to online quoting tools to cost-effective lead programs.

AIP Marketing Alliance, an Integrity Company, listens to our valued wholesalers and agents providing them with a diverse range of resources focused on growing your business. Today’s insurance professionals leverage multiple products, e-apps and e-contracting, prequalified lead programs, and the latest technology to stay successful today and for many years to come.

One of our major resources involves AIPMA’s proprietary myAIP CRM platform, which allows wholesalers to track contracting, applications, and commissions through our secure system. myAIP also serves as the “backbone” for a customizable recruiter portal for wholesalers.

What is a recruiter portal? These independent websites are branded with the wholesaler/agency logo, contact information, and resources for your agents. You pick what features that your agents need to process business through one dedicated, secure location – including what product lines and tools you want to feature for their use.

What are your options?

  • You select what product lines and dedicated resources to sell annuities, life insurance, term life insurance, long-term care insurance, and/or final expense insurance appear on your portal.
  • Online contracting link to your dedicated SureLC website
  • Life insurance quoting tools including iPipeline and Dynamic Quoting for term life insurance
  • Annuity comparison and e-app tools including Wink and FireLight
  • Training platforms through Accelerate and a carrier-focused video library
  • Consumer-focused retirement planning calculators

AIPMA also continues to add more insurance carriers based on feedback from our wholesalers and agents. We are nearing more than 80 carrier relationships nationwide, and some of these carriers provide AIPMA with limited distribution products not available to all IMOs/FMOs nationwide.

As a strategic partner of Integrity, AIP Marketing Alliance also leverages their technology platforms. Your agents can gain access to these resources through AIPMA.

  • LeadCENTER: Your one-stop-shop for high quality and real-time leads for life insurance, final expense, and Medicare.
  • LifeCENTER: This easy-to-use system helps Life Agents save time, sell more and better serve their clients! Built by industry experts, LifeCENTER gives agents the technology they need to manage their business. As a result, agents who use Integrity Technology submit 79% more apps than those who don’t.
  • MedicareCENTER: This platform helps agents serve clients better and take control of their workflow through lead management, plan comparisons, and integrated quoting and enrollment in one location.
  • PlanEnroll: This Personal Agent Website focuses on selling final expense and/or Medicare to consumers – branded with your picture, email, and even a customizable phone number.

Independent agents also have access to all of these tools through AIPMA’s website.

While we’ve focused on technology mostly in this LinkedIn Newsletter, AIP Marketing Alliance has more than 40 years of industry experience in helping wholesalers and agents nationwide to grow their business. Across all of our departments, AIPMA has experienced, professional team members focused on helping you and your agents throughout the sales process. We have competitive commissions, a la carte servicing options, and much more to offer you and your agents.

We focus on quality customer service to compare annuity products, develop life insurance illustrations, or come up with options that fit within your clients’ and prospects’ best interest. Our staff will work with the carriers to process your business efficiently and provide possible solutions for those niche customers you may come across during sales calls and appointments.

Is your FMO/IMO providing the right tools for your agents to be successful? Do you talk to an actual person more than once a month? Do you just need the back-end support of carriers to support your business? How can AIP Marketing Alliance provide additional resources and support to grow your business?

Let’s have a conversation about your business and strategy. It’s almost halfway through 2025. Maybe taking a few minutes to learn about what AIPMA can do to help you STRIVE in ’25 will provide the pivot necessary to make a positive difference for you and your agents. Contact Chris Howe at [email protected] or (248) 312-2602 to discuss how AIPMA makes the difference personal.


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.

AIP Marketing Alliance is committed to STRIVE in ’25 as we support our independent insurance wholesalers and agents. Visit our blog on aipma.com to stay informed on these upcoming launches and learn why wholesalers nationwide choose AIPMA as their distributor for selling life insurance, annuities, long-term care insurance, final expense, and much more. Ask about our lead services, myAIP CRM platform with customizable recruiter portal, and online tools/resources designed to grow your business. The difference is personal.

AIP Marketing Alliance, an Integrity Company, has developed this electronic communication for informational and educational use only. Be advised, AIP Marketing Alliance, Inc. does not provide legal advice, tax advice, or guidance on issues involving securities laws, insurance laws nor securities or insurance regulations. This material should not be relied on as providing any such advice or guidance to either agents or retail consumers. Within this communication, AIPMA shares links for usage as information only. This content should not be interpreted as solicitation to purchase life insurance, annuities, or other products or as advice designed to meet your clients’ specific needs. Content involving fiduciary, tax, or legal advice should be directed to your legal, tax, and financial professionals for specific advice or product recommendations. AIPMA will not accept any legal liability resulting from any use of 3rd party material(s).

Contact Us

800.783.5206

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 2025