Advisor Technology

Empowering Advisors with Innovative Technology

AiM2 Elevate™ and LifeLinkis an intuitive, proprietary software solution designed to help Life Advisors save time, close more sales, and deliver exceptional service to their clients. Developed by industry experts, AiM2 Elevate empowers agents with cutting-edge technology to efficiently manage their business operations. Advisors who leverage AiM2 Elevate report submitting 75% more applications compared to those who don't, transforming their productivity and success.

Elevate Your Client Experience with AiM2 Elevate™ and LifeLink

  • AiM2 Elevate™ and LifeLink empowers Life advisors with innovative tools designed to simplify client interactions, enhance efficiency, and provide clarity—helping you deliver exceptional service with confidence and ease.
  • AiM2 Elevate™ Client Management (CRM)
    Keep every client interaction organized and actionable with tools that let you:
    * Track history and preferences
    * Manage policy details effortlessly
    * Access all key information in one intuitive platform
  • AiM2 Elevate™ Lead Integration
    Stay ahead by seamlessly managing new opportunities:
    * Schedule and receive leads directly into your contact profile
    * Easily monitor, organize, and follow up with leads at your convenience
  • AiM2 Elevate™ and LifeLink Application Process
    Make quoting and applications effortless with Quote & eApp:
    * Access real-time quotes
    * Submit applications directly from client profiles * Streamline workflows and reduce delays
  • Clarity at Every Step
    Gain instant visibility into each Life application with AiM2 Elevate™ and LifeLink Snapshot, providing real-time updates so you can keep clients informed and maintain momentum.

AiM2 Elevate™ and LifeLink

  • Ask AiM2™ AI-Powered Digital Assistant Revolutionize your client interactions with the insurance industry's first AI-powered digital assistant. Paired with the Call Recording feature, it delivers: Call Transcriptions: Capture every detail with precision. Client Summaries: Keep critical insights at your fingertips, ensuring nothing is overlooked. Stay ahead by turning every interaction into an opportunity to serve better.
  • Client and Policy Management Made Easy With Policy Management at the core of AiM2 Elevate™ and LifeLinkagents can: Track client history, preferences, and policy details at a glance. Deliver tailored solutions with faster insights and streamlined workflows. Managing your clients' needs has never been this effortless or intuitive
  • AiM2 Elevate™ Advisors Mobile App your way, wherever you are, Advisors Mobile App: Access all features of AiM2 Elevate™anytime, anywhere. Enjoy mobile-exclusive push notifications for Apple and Android devices. Designed for flexibility, the app empowers you to serve clients seamlessly from any location.
  • AiM2 Elevate™: Empowering Advisors. Enhancing Lives. Harness the power of cutting-edge technology to deliver intentionality -driven service and exceptional client care.

Take Control of Your Business with AiM2 Elevate™

  • Your All-in-One Solution Put yourself in command with AiM2 Elevate™, the intelligent platform that simplifies your business operations and delivers key data insights. From streamlining tasks to making informed decisions, AiM2 Elevate™ gives you the tools to succeed.
  • Easy-to-Use Interface Effortlessly navigate advanced features: Simplify your workflow with an intuitive design.Gain access to exclusive tips, guides, training, and resources to maximize productivity and growth. AiM2 Elevate™makes it easy to focus on what matters most—your clients.
  • AiM2 Elevate™ Smart and Secure Protect your business with advanced technology: State-of-the-art security safeguards your data and operations. Smart features ensure reliable and seamless performance. With AiM2 Elevate™, your business runs smoothly and securely.
  • AiM2 Elevate™ Cloud Convenience Stay connected and productive anytime, anywhere: Accessible on smartphones, tablets, desktops, and laptops. Work with confidence, no matter your device or location.
  • AiM2 Elevate™ brings the flexibility and convenience you need to thrive.

Intelligent Solutions. Simplified Success.
Take the next step in transforming your business with the platform built to empower you.