IMS Associates’ Comprehensive Support for Insurance Agents

Approaching business owners with insurance solutions can feel daunting, but it doesn’t have to be. Business owners represent a lucrative and often under-tapped market, making them ideal clients for insurance agents. With IMS Associates you have access to industry-leading resources, in-house expertise, and tailored support to help you close deals with confidence.

Why Focus on Business Owners?

Business owners have unique insurance needs, including protecting their assets, securing business continuity, and offering benefits to retain top talent. Whether it’s Life Insurance, Disability Insurance, or strategic solutions like succession planning, insurance plays a vital role in their financial strategy.

How IMS Associates Simplifies the Process

IMS strives to make selling to business owners less intimidating by providing robust pre-sale and point-of-sale support. Here’s how we help you succeed:

• In-House Expertise: Our advanced sales and legal specialists provide professional insights to enhance your proposals.
• Free Business Evaluations: Gain a clear understanding of your client’s business and tailor your approach accordingly.
• Customized Presentations: We prepare targeted, professional presentations for both Life and Disability Insurance solutions.
• Proven Strategies: Leverage our expertise in Executive Carve-Outs, Succession Strategies, Retirement Bonuses, Retention Strategies, and more.

With strong partnerships with top advanced sales carriers, we ensure that your pitch is clear, concise, and impactful.

The IMS Advantage for Business Insurance Agents

• Years of experience in advanced sales strategies to maximize business owners’ benefits.
• Tailored resources that simplify complex insurance concepts for your clients.
• Dedicated support to help you close deals efficiently and effectively.