Smart Solutions to Power Your Insurance Business

Driven by Innovation,
Focused on You

At IPS, we saw what others missed—a broken, inefficient workflow that was costing advisors and producers time, money, and momentum. So, we built the solution. Our platform closes the productivity gap with smarter systems, faster execution, and a team that works as hard as you do. Experience the future of insurance operations—seamless, scalable, and designed entirely around you.

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Communication That Fuels Advisor Performance

In insurance distribution, speed and clarity can make—or break—every deal. IPS keeps you one step ahead with a tightly structured notification rhythm that maximizes efficiency, transparency, and growth.

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Stay Ahead of Market Changes

Instant updates on carrier pricing, underwriting shifts, and new product features so you always bring clients the best option first.

One concise briefing of trends, regulatory moves, and program launches—stay informed without drowning in data.

Accelerate Case Processing

Real-time visibility into pending apps, outstanding requirements, and approvals—no more “just following up” emails.

A snapshot of every active case, bottleneck, and deadline so you can triage and prioritize like a pro.

Own Risk & Compliance

Daily Compliance Alerts – Instant flags for missing signatures, disclosures, or forms to keep cases moving and regulators happy.

Weekly Regulatory Roundup – State and federal updates distilled into plain English, protecting your book before issues surface.

Strengthen Carrier & Client Relationships

Daily Commission & Bonus Tracking – Immediate insight into every earned dollar—boost cash-flow forecasting and motivation.

Weekly Performance Report – Data on submission volume, close rates, and top-selling products to sharpen conversations with carriers and clients.

Save Time. Increase Productivity. Stay Ahead

By streamlining every critical touchpoint—from application processing to commissions, our platform helps individuals and firms save time, eliminate costly delays, and operate with enterprise-level precision.

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Next-Morning Turnaround on Applications

98% of life and annuity applications submitted during business hours are fully processed by the next business morning—keeping your pipeline on schedule and your agents satisfied.

2-Hour Processing for Same-Day Requests

95% of life and annuity applications received before 2 PM CST are processed within just 2 hours, accelerating business cycles and reducing idle time.

Real-Time Agent & Case Manager Support

92% of real-time requests from agents and case managers are handled within the same business day—ensuring zero backlogs and uninterrupted workflows.

24-Hour Service Commitments

99% of agent inquiries, CRM/AMS updates, and medical/non-medical order requests are completed within 24 business hours, minimizing friction and improving turnaround.

Daily Commission Downloads & Reconciliation

100% of commission statements are downloaded and imported daily. Discrepancies are flagged and reported within 1 business day, leading to a 40%+ reduction in payout delays and missing payments.

Same-Day Licensing & Contracting (L&C)

95% of agent contracting links are reviewed and sent within 24 hours, and confirmed contracts are submitted the same day. Carrier follow-ups begin within 3–5 business days, ensuring continuous movement without client-side micromanagement.

Always Current CRM/AMS Updates

100% of carrier call results and case updates are available the same day, improving team coordination and reducing information gaps by over 60%.

Automated Follow-Ups & Task Management

Follow-ups with agents and carriers are systematized and tracked—reducing missed actions by up to 75% and increasing accountability across your operations.

Smart Technology

The insurance landscape is evolving fast—and advisors who leverage modern tools move faster, close more, and deliver a better client experience. IPS integrates the latest innovations in AI, automation, and real-time data to eliminate delays, reduce manual work, and give you complete control from submission to issue.

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Intelligent Underwriting

AI-Powered Risk Scoring – Assess applicant risk using predictive modeling from medical history, Rx, and MIB data.

Automated Record Retrieval – Expedited APS and medical records retreival.

Auto-Approval for Clean Cases – Healthy applications are cleared with no underwriter touch.

Digital Suitability Checks – Embedded logic scans annuity submissions for compliance issues before submission.

Real-Time Case Management

Dynamic Case Dashboards – Track every case in real time with status indicators, action flags, and approval stages.

Automated Triggers & Notifications – Alerts for missed exams, incomplete tasks, or approvals sent direct to your inbox.

Integrated Client Follow-Up – Built-in workflows send reminders for outstanding signatures, forms, or exam scheduling.

Carrier API Integration – Real-time sync with carrier systems for status updates, approvals, and commission tracking.

The Power of Exclusive Partnership

In a market saturated with transactional relationships, IPS delivers something different: an elite, performance-driven partnership designed for advisors who demand more—more support, more strategy, more growth. We don’t work with everyone. We work with the best—because better partnerships produce better results.

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Elevated Standards, Superior Results

Curated Advisor Network – We selectively partner with top producers who meet strict standards for professionalism, experience, and production.

Custom Strategy, Not Templates – Every advisor gets a tailored growth plan built around their unique strengths.

Carrier Prioritization – Our high-quality submissions earn top-tier treatment and payouts from carriers.

Partner directly with RGA—one of the world’s top reinsurers—for competitive offers on impaired risk cases, faster approvals, and access to exclusive underwriting programs. This collaboration streamlines the underwriting process, improves placement success, and delivers better outcomes for your clients.

White-Glove Service, Built for Top Performers

Dedicated Case Teams – You’ll work with a specialist who knows your business inside and out.

Priority Submission Handling – Skip the line—your business moves first.

Quarterly Strategic Reviews – Regular business intelligence sessions to assess carrier performance, uncover opportunities, and guide growth.

A seamless experience that functions like an extension of your team—not a generic service desk.

Growth Beyond the Next Case

Tech-Driven Efficiency – Leverage our proprietary tools to automate, track, and grow.

Brand Elevation – Position yourself as a market leader through co-branded campaigns and thought leadership platforms.

Sustainable growth, stronger positioning, and a partner invested in your long-term success—not just your next commission.

Expert Support

Most BGAs focus on transactions—we focus on transformation. At IPS, we combine deep technical expertise, cutting-edge tools, and personalized support to help you win complex cases, retain high-value clients, and expand your business. Our team becomes an extension of yours—strategists, underwriters, and partners aligned with your goals.

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Advanced Planning Strategy – Not Just Product Placement

Complex Case Design – Expert support for estate planning, succession, premium financing, and tax-advantaged insurance strategies (IUL, VUL, SPWL, annuities).

Solution-First, Carrier-Neutral – We recommend what’s best for the client, not what’s easiest to place.

Underwriting Advocacy – We actively negotiate with carriers for preferred ratings and approvals—especially for impaired risk and large face cases.

You become the trusted advisor for affluent, business-owner, and sophisticated clients.

Situational Expertise – The Right Strategy at the Right Time

Scenario-Driven Planning – Navigate real-world needs:

Carrier Targeting – Insider knowledge on underwriting preferences by condition, product, and face amount.

Market Intelligence – Stay ahead of product shifts, rider advantages, and regulatory changes.

You solve client problems others can’t—and win the relationship for life.

Simplicity Through Smart Process – Less Paperwork, More Progress

Informal Underwriting Reviews – Avoid surprises with early insights and risk classification.

Compliance-Integrated Submissions – We build applications to match state, product, and carrier rules from the start.

End-to-End Case Management – From submission to policy delivery, our team handles the load.

Fewer delays. Fewer errors. More time for advising clients.

Expand Your Capacity – Tap Into Our Specialist Team

Niche Case Support

Strong Carrier Relationships – We know which underwriters move quickly and which carriers bend on guidelines.

Ongoing Education – Stay sharp with advanced concept training and access to emerging strategy briefings.

You offer more, learn faster, and compete at a higher level.

Ready to Elevate Your Insurance Practice?

Unlock elite-level support, smart technology, and strategic partnership designed to accelerate growth, simplify operations, and close more business.

Smart Solutions to Power Your Insurance Business

Driven by Innovation, Focused on You

Ready to Elevate Your Insurance Practice?

Our Mission

Driven by Innovation,
Focused on You