AIM Systems, Inc. offers innovative and comprehensive life insurance services to the financial and securities industry. As insurance professionals who have been in the business for more than a decade, we are dedicated to providing the best programs, products and support to help you meet the specific insurance needs of your clients.

We have built our company on a foundation of solid, long-term relationships. It is our practice to listen carefully to your needs and design the most appropriate solutions to meet the insurance requirements of your clients.

Our knowledge of the industry is backed up by our extensive, proprietary software system that has been recognized as among the very best in the business. Our aimaudit™ case management database, which can be accessed from the world-wide web, is a sophisticated, easy-to-use system that is an invaluable tool for our clients.

AIM Systems, Inc. was a leader in pioneering the concept of working with the broker dealer community. We remain a leader in innovation and service to the industry. We now assist with insurance sales at hundreds of branches in virtually every state.

OUR CLIENTS ARE INSTITUTIONS rather than private individuals. We have carved a name for ourselves in the industry through our commitment to our clients, our integrity, the breadth of our experience and our consistent professionalism in delivering our services.

Our field specialists work directly with you in your office to give you expert advice, superior service and the competitive edge you need. Our services encompass the process from initial analysis to point of sale to closing and beyond.

  • Client Profiling and Consultation
  • Case Design
  • Product and Insurance Carrier Selection
  • Application Processing and Underwriting
  • Case Management
  • Online Case Tracking – aimaudit™ system
  • Plan Implementation

WE CAN APPLY THE STRENGTH of our partnership to the wide range of insurance products your clients need. Our expertise is available to you so that you can be the single source for these vital areas of total investment planning. The result will strengthen your book of business and deepen your relationship with every client you have. Our understanding of the life insurance industry together with your commitment to provide full investment services to your clients forms the core of our partnership. The catalyst is knowledge. The result is a solid foundation for loyalty and future business. We can assist you with these vital areas of financial planning:

  • Estate Planning

    We gather data, coordinate, document and review the data, provide estate tax analysis and discuss estate planning strategies.

    We provide summary recommendations for each of your customers.

  • Business Succession Planning

    We evaluate your customer profiles to determine the types of business insurance most appropriate for each, including

    Buy-sell Agreements
    Key Man Protection
    Split Dollar
    Deferred Compensation

  • Client Insurance Review

    We determine what is appropriate for each of your clients and develop their insurance package based on

    Suitability
    Cost Efficiencies
    Ownership
    Beneficiary Designations

HOW DO WE MAKE YOU PROFITABLE? Our field specialists are your partners in action. They are some of the best experts available in the business and they will help you throughout the process. They will teach you how to book insurance business and how to market for this business.

They are in turn supported by the best back office in the industry. Our trademarked aimaudit™ system is recognized as the premier online case management system in the insurance industry today. We designed it to meet the specific needs of our clients. It is the only fully online system on the open market.

aimaudit™ is a case management database designed to handle all aspects of insurance cases from their inception to placement and payment of commissions. Accessible from the worldwide web, the system addresses both the marketing and administrative needs of our clients. It includes layering of online access and reporting by agents, managers, administrators and carriers. This valuable tool helps you forecast and evaluate where you are every business day.

AIM Systems, Inc. has the knowledge and expertise to help you meet the insurance needs of your clients. Build your business with a leader.

Your client will purchase insurance. Why not from you?

AIM Systems, Inc.

Phone 678 297-0700 - Fax 678 297-2666
www.aimaudit.com

11675 Rainwater Drive
Suite 200
Alpharetta, Georgia 30009