AiM2 Elevate™

Empowering Life Agents with  Innovative Technology
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AiM2 Elevate™ is an intuitive, proprietary software solution designed to help Life Agents 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. Agents 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™

  • AiM2 Elevate™ empowers Life agents 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™ 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™ Snapshot, providing real-time updates so you can keep clients informed and maintain momentum.

AiM2 Elevate™ helps agents throughout their day.

  • Ask AiM2™: AI-Powered Digital Assistant Revolutionize your client interactions with Ask Integrity™, 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™, agents 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™ for Agents Mobile App your way, wherever you are, for Agents 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 Agents. 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 InterfaceEffortlessly 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.

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