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IIMAnet Provides the Technology Tools that help you Succeed.


iGO e-App for Carriers is a wizard-based, intelligent fillable forms solution for straight through processing. iGO e-App is transforming the way the industry markets, sells, and processes insurance to rapidly drive sales and profitability through error-free processing. iPipeline's enables IIMAnet, to market better, sell more, and process faster. iPipeline can satisfy your immediate and future needs.

I-Go Forms Demo Video »
I-Go E-Signature Demo Video »
Features & Benefits Click Here [+]
Features
  • iGO e-App indicate to agents those fields that are required for applications to be received "in Good Order."

  • iGO e-App is a smart, "reflexive" tool: it recognizes what forms are needed to complete the application based on applicant responses and auto-loads them.
  • XML standards allow for easy data mapping and exchange.

  • Ensures that the proper applications and forms are utilized and the information collected is entered correctly, accurately, and securely.
  • iPipeline's solution is flexible. The required forms are completed using an easy-to-follow wizard.

  • The agent or broker can e-mail a partially completed application or blank applications to the end-user for them to access securely and finalize.
Benefits
  • Eliminates NiGOs (Not in Good Order) applications for iGOs (in Good Order Applications)

  • Reduces cycle time

  • Increases placement ratio

  • LifePipeTM (Term Quote) users can now auto-populate iGO e-App
  • The right forms with the right information - A standardized, rule-based platform ensures that the proper applications and forms are utilized--the information collected is entered correctly, accurately, and securely.

  • Simplified application process - iPipeline's solution is flexible and based on agent behavior. The required forms are completed using an easy-to-follow wizard.
  • Rapid processing - The completed iGO e-App are validated for accuracy and completeness, e-signed, e-submitted, and securely transmitted.

  • A solution for all distribution channels - iGO e-App are designed to handle multiple distribution channels, products, and selling processes. Based on user logins, the user's experience can vary.

The industry leading forms solution for agent contracting. Through a web-based intelligent interview process, Kaplan Financial's
Efficient Contracting Solution™ (ECS™) is the key to accurate data collection and transmission and to flawless agent contracting. ECS is the only solution that can populate carrier required forms, bundle forms with licenses, errors and omissions coverage, and background information, and transmit agent and distributor data. Unlike any other forms solution, ECS collects and transmits agent and distributor data to carriers' legacy systems and other vendor systems. Redundant and inefficient paper based activities are eliminated, and human workload and errors are minimized.
Features & Benefits Click Here [+]
Features
  • Logic-based interview presents agent with simple, reflexive questions.

  • Agent data saves to populate future contracting requests.

  • Supplemental documents such as licenses, errors and omissions coverage, direct deposit information, and legal explanations collect through automated processes and store for future requests.
  • Agent data populates one or multiple carriers' contracts.

  • Agent electronically signs and approves contract using the Federal standard for the electronic signature: User ID, Password and PIN.

  • Solution captures electronic signature and graphic of agent's unique signature. Graphic is then used to populate all signature fields on required forms.

  • Distributor and/or process center selects appropriate package (bundle) of carrier's forms.
  • Pre-set bundles allow distributor and/or process center to quickly process contract requests.
  • Bundles place carrier-required forms in good order.

  • Solution accommodates complex hierarchy, commission level and signature placement.

  • Solution provides multiple-party access.

  • Solution integrates with carrier's legacy system and other vendors' systems
Overview

ECS™: Helping your agents do what they do best...

Sell To contract with an insurance carrier, agents have patiently endured timeconsuming, redundant and inefficient paperwork. Faced with administrative burdens, agents are looking for a userfriendly technology solution to streamline workflow. ECS offers a new, more efficient way to contract with one or multiple carriers, and it reduces excessive paperwork. As a result, your agents will spend their time doing what they do best...Selling!

Single entry multiple company interface. Using a Single Entry Multiple Company Interface (SEMCI) approach, agents select one or multiple carriers to contract with and then perform a web-based interview. And, ECS is the only forms solution offering an SEMCI approach.
Intelligent interview process. The web-based interview process provides questions based on answers previously provided. Specific questions or whole sections of an interview may be included or excluded, depending on previously answered questions. As a result, redundant questions are eliminated, and your agents only answer questions specific to them. Now, your agents can contract with one or multiple carriers in minutes.

VAM dB is the premier web based contact and sales management database for life insurance agents. It is a completely customizable office solution to improve profitability, productivity, and work flow in offices of all sizes. VAM dB keeps track of all your leads throughout the process assuring no one slips through the cracks. VAM dB also generates extensive reports to detail where cases are at in the process, and can automate contact with clients and prospective clients at different stages of the writing process.
Features & Benefits Click Here [+]
Features
  • Term Life Quote Engine. A Compulife quote engine is built into the database allowing you to run, save and send quotes to leads directly from the database.

  • Insurance Company Forms Library. Compulife's forms library is built into the database. Select and package life insurance company forms from 20 companies. Merge client data into forms and complete online.

  • Paramed Exams. Order paramed exams and receive status and images of the exam back in the database. Exam info available in client records and summary reports.

  • Agents Licensing & Appointments. Manage agents, split cases, licensing and appointments.
  • Document Storage. Stores applications from the forms library with client data merged. Images received from paramed companies. Upload all other client documents becoming a paperless office.

  • Automated Emails. Never write standard emails again, automated emails (auto responders) to leads and clients at times you determine; sales, marketing, follow ups, birthday, policy reviews etc.

  • Lead & Contact Management. CRM, lead management, importing and exporting. Search, sort and group leads/clients. Manage follow ups and calendars for each user. Batch print letters and labels.

  • Office Workflow. Control workflow, data backup and security.

  • Projects. Enter and track other projects and office work. Use for marketing, hiring, meetings and anything you can imagine.
  • Sales Tracking. Individually track lead sources, insurance companies, detailed and summary reports.

  • Extensive Reports. Over 100 summary, detail reports and graphs. Percentage, premium, production, profit based reporting. Custom reports built upon request.

  • Commission Tracking. Complete insurance commission tracking detailing each payment, past due and projected reports. Setup payment schedules and renewals.

  • Completely customizable office solution. VAM dB is designed to be exactly what you need. Quick, easy and inexpensive customizations to help you get the most out of VAM dB
Overview

VAM dB designed for life insurance agents, it also tracks health insurance, long term care, disability and annuities, and is a completely customizable office solution. ...

VAM dB was initially designed for life insurance agents, it also tracks health insurance, long term care, disability and annuities, and is a completely customizable office solution. What you can imagine, we can do. VAM dB keeps track of a wealth of lead, client and policy data, and will become the central point of your office. Extensive reports unlike any other product available shows you where everyone is at and how long they have been there. The reports also detail what is making you money and what isn't.

VAM dB gives you more of the most valuable commodity in your business, time... VAM dB gives you more of the most valuable commodity in your business, time. It automates all contacts with leads and clients at times you can determine. Never write standard emails or letters again! Batch print letters for a day or week, or do them individually. Also we can set macros throughout the database so you can accomplish multiple tasks with just one click of the mouse.