How myAIP Works

On the CRM side of the platform, myAIP provides a system to track your downline agents’ activities, contracting, commissions, and production based on your hierarchy and needs. We have built robust search capabilities to help guide you and provide quick access to information.

• Activities: You can track any of your agents within the system by multiple, dynamic search capabilities
• Carriers: With our 70+ carrier relationships, myAIP allows authorized users to review contact information for new business, contracting, underwriting guides, and the latest marketing materials.
• Documents: AIPMA creates specific documents designed to help you communicate to your downline. This section grants access to carrier underwriting guides and documents, life insurance charts, and term conversion charts.

Customized Advisor Portal

Powered by myAIP, our team can customize a website with the tools and resources your agents need for life insurance and annuity production. Your home page and portal will contain your logo, name, contact information and links to resources based on your hierarchy. We also can include custom links to your website or social media pages.

For example, if your agency is focused only on life insurance production, AIPMA can customize your portal only to allow access and viewing to AIPMA’s life insurance resources (white-labeled with your logo). Your portal becomes a secure, seamless extension of your agency that provides your downline with most of the tools needed to streamline business processing.

• Annuity: Our annuity search engine through Wink's AnnuitySpecs gives real-time annuity rates and marketing collateral for AIPMA-contracted carrier products, and includes an income rider calculator to assist with illustrating products for clients. AIPMA also can provide access to FireLight, a popular annuity e-app platform, to increase efficiency and reduce time for processing annuity applications.
• Life Insurance: AIPMA’s most popular page involves the online/mobile term quote engine. Supported through iPipeline, this gateway generates real-time life insurance quotes through multiple carriers to compare pricing and benefits for clients. AIPMA also grants access to carrier forms, underwriting guides, and carrier rates. We also added Techficient's Dynamic Quote tool which makes quoting and submitting term life insurance applications easy and efficient for agents.
• Online Contracting: Using SureLC, AIPMA makes the “getting appointed” process easier for your agents through online contracting. No more faxed forms or paperwork – your agents register once and then they can select from multiple carriers to get appointed.
• Calculators: Does your client need more than an illustration to purchase an annuity or life insurance product? AIPMA can provide multiple calculators to assist with retirement planning, social security benefits, RMD & Stretch IRA, saving distribution, comparisons, and early withdrawals.
• Training: Through Business Builder, your agents can get access to the Accelerate on-demand video training platform with many course on annuities and life insurance. Whether inexperienced or a veteran agent, these professionally designed courses provide information on most annuity and life insurance products and concepts. Learn more at learnaccelerate.com.