7.
Let's reinvent the IMO together.
Them
Us
6.
1-Click Annual Reviews
Them
Stop jumping from one carrier website to the next, jotting down inforce policy information.
Us
With 1-click in the Signal platform, create a client-facing policy summary and carrier statement.
5.
Inforce Policy Management
Them
Your client's policies gather dust in a filing cabinet for years, even though their needs and goals may have changed.
Us
Simply upload your policies and we will help to ensure your clients are in products that continue to meet their financial objectives.
4.
Real-Time New Business Updates
Them
Always needing to call the new business department to check the status of applications.
Us
Real-time status updates on NIGO issues, carrier approvals, transfers and more.
3.
1-on-1 Coaching from Top Advisors
Them
Marketers aren't great coaches. (too many advisors, too busy recruiting, too removed from the business)
Us
Weekly 1-on-1 coaching from a top advisor, and top advisors can become coaches.
2.
Real-Time Commissions Dashboard
Them
Commission payments are often lumped together, making it difficult to attribute them to any specific policy or sub-advisor.
Us
Sort and view commissions in real time, by policy, sub-advisor, date range and more.
1.
First IMO with No Marketers
Them
IMO's typically pay 25% - 50% of their revenues straight to marketers for recruiting advisors.
Us
Rather than paying marketers to recruit, we are constantly finding ways to reinvest in our advisors.