BENEFITS & SERVICES
At AIP Marketing Alliance, membership has its privileges. From our exclusive Champions Advantage series to our unparalleled commitment to technology, innovation, and customer service, our members enjoy a variety of exclusive benefits and services they won’t find anywhere else.
Whether you are looking to add some carriers to better round out your portfolio or are wanting to expand your business into new markets, AIPMA has the solutions. Your growth is our commitment.
AIPMA offers its members access to over 30 of the industry’s best-rated carriers. Our portfolio of products includes Fixed Annuities, Life Insurance, Long-Term Care Insurance, Disability Insurance and Medicare Supplement Insurance. We make it easier for you to build your business by offering you, your agents and their clients more customized marketing strategies to fit multiple needs.
Champions Advantage Series
AIPMA members truly have an ‘advantage’ over the competition. Final Expense Champions, Term-Life Champions and IUL Champions (AIPMA’s Champions Advantage programs) provide our members with exclusive marketing tools that can help recruit new agents. These customizable websites provide instant infrastructure and scalable training tools that can help recruit, retain and train down-line agents. Our members love the ability to add a new product line to their agency without incurring the typical upfront investment. It’s just another benefit of AIPMA membership.
Savvy Social Security Planning for Boomers program
Just like our membership levels, AIPMA believes one size never fits all. That’s why we offer our members a variety of product options and sales tools to help grow their business. Our Savvy Social Security Planning for Boomers program is a unique sales tool that can help secure more annuity sales and increase your bottom line.
AIP prides itself on offering its members the technology and tools that make getting the job done quicker and easier. That’s why we offer our members, and their agents, 24/7 access to a variety of quote engines and online tools, including:
- Term Quotes
- Annuity Quotes
- Industry Calculators
- Carrier Forms
- Carrier Interest Rates
Best of all, we can even create a personalized portal to our website, so you and your agents can access our tools via a link from your own web site.
Case Management Team
From submission to completion, our case management team is here to support you through the entire process. This responsive and resourceful group of individuals has the experience and expertise necessary to help you write business more efficiently and effectively. They will not only help you through the carrier appointment process, they will also continue to partner with you and assist with reviewing and submitting applications, case submission and follow-up and 1035 transfers. They will even partner with you on issue resolution and handling the carrier home-office headaches, so you don’t have to.
Business Development Team – Life & Annuity Divisions
Think of our business development team as a dedicated sales support staff, readily available to provide you the assistance you need to help you grow your business. Each of our Business Development Reps make it their priority to provide each member with unique case design, industry leading sales ideas and up to date product information so you can offer your agents and clients, the best options available to meet all their needs.
Operations and Marketing Team
AIPMA employs a fully-staffed team of data management specialists and marketing support personnel that are readily available to answer any questions you may have regarding commission statements, check details, marketing support materials and more.
AIPMA.com received a complete overhaul with the sole purpose of providing our members the most user-friendly website in the industry. Our new, updated log-in technology supplies our members a wealth of knowledge, 24/7, all from the comforts of their computer. From in-depth carrier information and marketing tools, to exclusive access to educational webinars, videos and marketing tools, AIPMA.com is an invaluable resource to our members.
AIPMA is considered a leader in its commitment to technology. Our exclusive customer relationship management software received an impressive facelift in 2017 and took our original e-link platform to a completely new level, now known as myAIP.
AIPMA knows that our technology platform is the backbone of our business. Every AIPMA member engages with us in their own way and myAIP allows us to customize those experiences by ensuring members get the products and support they want while blocking the content and services they don’t. The best part is that myAIP is the same system our staff uses all day in their work processes so what you see, is what we see – all in real time. From cases, orders and incentives to contracting status and agent communications, everything you need to know to help run your business, starts at myAIP.
Data Management / Reporting
What is the point of capturing data unless you use it to your advantage? Our new myAIP system provides you with the data you desire in easy to read reports regarding all facets of your business, including production, contracting, case status, trend reports and more. Best of all, the data and reporting you receive is customizable; you can choose when to receive it and how often. Our reports are presented in multi-carrier format. We’ve put it all together in one report so that you get a true feel for how your business is performing.
Is retirement on your horizon? Think you may be ready to throw in the towel? Or maybe you’d rather be sitting on a towel on the beach somewhere? Let AIPMA be your succession plan. If you are thinking about spending less time in the office, but don’t yet have a successor, give us a call. We can help you transition out of your business and maintain income, all while you enjoy your personal life a little bit more.