aimaudit™ is recognized as the premier online case management system in the life insurance industry today.  We designed it to meet the specific needs of our clients, handling all aspects of insurance cases from inception to placement and payment of commission.  It includes a hierarchy of online access and reporting by agents, managers, and administrators.  aimaudit™ supports both Individual and Survivorship Permanent Insurance, Term Insurance, Long Term Care, Disability and other insurance products by request.

Features of aimaudit™

Proposals

1. ✦  Provides a compliance trail with all pertinent historical data for product choice
   

2. ✦  Documents how the proposal was designed
   

3. ✦  Tracks multiple products from multiple carriers
   

Case Design

1. ✦  Client profile illustration data is maintained
   

2. ✦  Documents proposal details and tracks delivery
   

Case Management

1. ✦  Tracks informal and formal applications through entire process
   

2. ✦  Tracks all medical and non-medical requirements, offers, approvals, policy issue and policy delivery
   

Licensing Management

1. ✦  Tracks agent licensing and insurance carrier appointments
   

Follow-ups

1. ✦  Creates follow-up reports to track pending items
   

Reporting

1. ✦  Offers reports for sales management and forecasting such as:  Focus Reports, Activity Reports, Business Statistics and custom reporting capabilities to suit your needs
   

Management Controls and Visibility

1. ✦  Designed so that access to data is controlled by each user’s hierarchical relationship
   

Document Management

1. ✦  Links scanned documents directly to the case
   

Financial

1. ✦  Tracks commissions and follow-ups
   

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