More than financial products—solutions.
   
 
 
             
 

 

Insurance Desk

Insurance Desk

 

Virtual Back Office
Access your back office 24/7!
  Let your Virtual Back Office speed up research and keep track of the details. Click for instant access to your Insurance Desk portal.  

What's a successful agent's secret weapon for gaining more time for selling? A FREE Virtual Back Office - yours anytime when you become an Investors Marketing Services representative! It's open 24 hours a day, 7 days a week, to help you take care of business.

  • Does your client have a question? Access illustrations for Annuity, Life, Long-term Care and DI products or use our quote engine to compare carrier's plans and products.
  • Log on to the Insurance Desk and check the case status of your pending policies.
  • Need a form? Find new business forms to expedite processing and ensure you have a clean sale.
   

Check This Out

Need to advertise your Life
Insurance business? Check out
Marketing Central for Life,
Long-term care and DI printed
marketing pieces.


Knowledge
MINDY WILLIS

An agent applied for personal coverage and was rated down because of family history. I knew that another carrier had an exception program, which would take into consideration his beneficial health habits and weigh that against his family history. We moved the case and the agent was given the best approval rate, plus it cut the premium in half!
 
             
 

168 Centre Street, Danvers, Ma 01923. Copyright © Investors Marketing Services, Inc. 2008. All rights reserved.
For Financial Professional Use Only - Not For Use With the Public.