myAIP CRM Platform

AIP Marketing Alliance has built an insurance-focused CRM platform to track insurance and annuity products. This myAIP application is available at no cost to agencies, and allows you to track contracting and applications online 24/7/365.

You also can built a recruitment portal designed to provide tools to your downline agents for life and annuity products – plus you can customize this website with your logo and contact information.

myAIP CRM Platform

AIP Marketing Alliance has built an insurance-focused CRM platform to track insurance and annuity products. This myAIP application is available at no cost to agencies, and allows you to track contracting and applications online 24/7/365.

You also can built a recruitment portal designed to provide tools to your downline agents for life and annuity products – plus you can customize this website with your logo and contact information.

AIP Marketing Alliance has developed an agent-friendly, customer relationship management (CRM) platform tailored toward the life insurance and annuity markets.

By leveraging our proprietary myAIP system, your agency gains access to a dedicated, customizable website portal and CRM platform to help streamline your agents’ needs for contracting, quotes, illustrations, sales resources, and online training.

Based on your hierarchy and membership level, AIPMA can tailor myAIP and your portal to your business. Schedule a demo with our team today!

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 date,
  • Carriers: With our 60+ 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 Beacon gives real-time annuity rates for AIPMA-contracted carrier products, and includes an income rider calculator to assist with illustrating products for clients.
  • 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, our LTC spreadsheet and carrier rates.
  • 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: Looking to add a few product lines to your agency? Through our Champions Advantage program, AIPMA also can add links to our specific product portals for term life insurance, Medicare supplements, and final expense. These agent-only websites provide video training, sales tools, carrier information, lead programs, and other resources to start selling these products.

Contact us at chrish@aipma.com or give us a call (800) 783-5206

Stay Connected to Your Downline!

With myAIP and your customized portal, AIPMA has the resources you need. Your Growth is Our Commitment! Contact Chris Howe, Vice President of Business Development, to schedule a myAIP demo or to align your business with AIPMA! You also can schedule a conversation by clicking the button to the right.

Contact Us

800.783.5206

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

About Us

For more than 35 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.