AIM Systems is uniquely positioned to offer a vast array of insurance services for brokerage firms and financial institutions:

Case Design

Case Design teams are a direct resource for Producers.  This group handles all illustration requests and assists in the selection of appropriate concepts, products and insurance carriers.

Case Management

Case Management teams are another resource to assist in the application process.  These teams work to obtain the most appropriate available offer for the applicant:  ordering medical requirements, providing brokers with applications and forms and ensuring that all necessary information is sent to the insurance carrier.  Additionally, Case Managers research and determine insurance carrier suitability based on the applicant’s medical history.

Licensing/Appointments

AIM’s knowledgeable Licensing/Appointment team provides the necessary forms for insurance carrier appointments and ensures that they are completed in a timely manner.  This team also provides guidance with state insurance licenses.

Point-of-Sale Specialists

Point-of-Sale Specialists work directly with our clients in their offices offering valued advice and assistance with insurance sales.  Our specialists are committed to continuing education and market research to ensure that clients are provided with up-to-date industry information.

Our Areas of Expertise Include:

1. ✦  Estate Planning
   

2. ✦  Business Succession Planning
   

3. ✦  Client Insurance Review