IMOs Are Giving Time Back to Their Agents with These Powerful Technologies
Date: 2025-11-05
Agents don’t need more portals. They need partners who give them hours back. In this fast-paced session, you’ll see how Paperclip and Alyzer work together to eliminate bottlenecks, tighten compliance, and help agents move from “I’ll think about it” to “Let’s submit” in one conversation.
What you’ll see live
- Paperclip: Straight-through workflows that reduce manual data entry by up to 80% while maintaining 99.9% accuracy; Paperclip has solutions for document and data management that are purpose-built for insurance operations.
- SAFE®: Keeps sensitive data encrypted and protected without slowing users down. This solution has already been implemented and deployed across life and annuity firms to exceed financial services compliance.
- Alyzer: A complete sales-acceleration toolkit (Reviewalyzer, comparison, and allocation tools) that helps agents analyze existing FIAs/IULs and present clear, client-ready reports that shorten sales cycles.
Why it matters now
- Carriers estimate a surge in replacement business over the next year. Alyzer helps agents pinpoint and present opportunities with data-driven proof, while Paperclip’s secure document storage, intelligent data extraction, and encrypted delivery ensure every document and data point is accurate, compliant, and connected.
Top takeaways
- A Connected Front and Back Office from intake → document capture → encrypted storage/search → instant, client-facing analysis.
- Time Savings that Strengthen Relationships – See how operational efficiency directly translates to faster agent responses and improved trust.
- Compliance Without Friction – SAFE’s encryption keeps PII protected across every stage of the workflow, delivering the seamless security agents expect.
Who should attend
- IMO/FMO leaders, distribution, new business, operations, compliance, and marketing teams focused on helping agents do more in less time, without adding more systems to manage.
You’ll leave with
- An understanding of how back-office efficiencies not only save time but also build stronger agent partnerships, smoother submissions, and cleaner, compliant business.
Give your agents their time back and your back office the tools to keep it all running smoothly. Join us to see how.