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CASE STUDIES

Real-World Client Goals & Results

IM CASE STUDY - DM 

Client Goals: Grow Staff and Revamp Sales Center 

​IM Results: IM Delivered Record Revenue and Growth

  • Recruited, hired and trained 40+ New agents

  • Executed a re-conditioning & training program for 100+ existing agents

  • Implemented proprietary “7 Habits of Successful DM Selling” modules

  • Produced Management and Mentor videos for consistent on-boarding

  • Increased Application Out to Customer ratio by over 160%

  • Increased Net Placement of Leads to Paid ratio by 145%

  • Produced record YOY premium, revenue and profitability

  • Designed 2 proprietary, cutting-edge products for Non Med sales  

  • Created data analytics system to enhance “Propensity to Buy” metrics

  • Built new Agent facing Presentation screen with Scripting tips

DM

IM CASE STUDY - BGA

Client Goals: Develop Internal D2C Agency 

IM Results: IM Created a New Direct Model for Selling UL

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  • Produced highest percentage of Direct UL sales in D2C arena

  • Increased Premium per Policy by over 180% 

  • Increased apps sent per lead by over 150%

  • Developed Policy Owner Marketing system for 2,000+ producers

  • Launched new Non Med product; generating over 60% of new NM sales

  • Created new lead distribution and segmentation program

  • Designed new Marketing brand and collateral

  • Developed animated videos and interactive client experience

BGA

IM CASE STUDY - INSTITUTION

Client Goals: Create Best in Class CRM & AMS Tools  

IM Results: IM Architected New Quoter, Touch-Points & Carrier Data

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  • Designed and developed underwriting algorithms for 20+ Carriers

  • Produced new Quote engine accurate to Table 2 Ratings 

  • Created proprietary CRM and marketing drip campaigns 

  • Built Agent interface aligned to "7 Habits" client Presentation 

  • Implemented E-signature and E-delivery platforms

  • Integrated data e-flows with major Para-Med vendors 

  • Reduced Cycle Time by over 30% & APS ratios by over 15%

​

Institution

IM CASE STUDY - START-UP  

Client Goals: Build a Start-Up Agency to X-Sell Life Insurance 

IM Results: IM Delivered a Complete Turn-Key Operation

  • Created all infrastructure and process

  • Designed CRM, quoting system & sales tools

  • Hired and trained agents and case management team

  • Added 20+ carriers to offering

  • Produced state-of-the-art “texting” program

  • Generated all new lead campaigns

  • Implemented and integrated data, phones and web

  • Produced back office solutions and fulfillment

  • Developed digital & mobile fulfillment capabilities

Start-Up

IM CASE STUDY - AGENCY

Client Goals: Improve Production and Margins for Agency 

IM Results: IM Designed Distribution Model and Increased Returns

  • Created new Marketing program; generated 165% more leads

  • Increased Application Out to Customer ratio by over 140%

  • Increased Application Out to Paid ratio by 122%

  • Increased average premium by over 130%

  • Improved Return on Marketing Investment (ROMI) by 155%

  • Reduced cycle-time by almost 25% for policy issuance

  • Developed real time reporting to segment leads by highest close rates

  • Implemented 2 new Carriers to portfolio 

Agency

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