IMS Associates

A Modern Brokerage Agency

IMS Associates has been providing innovative solutions to insurance and financial services advisors since 1986. Headquartered in Orange County, CA and licensed in all 50 states, we are a one-stop Brokerage General Agent serving all your Life Insurance, Annuity, Disability and Long-Term Care needs.

IMS Brings the BEST OF THE Market to YOU

 

PRODUCT PORTFOLIO

With access to over 40 carriers we have cultivated the best product portfolio in the industry – from the brand name carriers to the niche carriers to win a case IMS provides the most robust carrier portfolio in the industry.

UNDERWRITING

IMS has a wealth of underwriting resources and expertise, including in-house underwriting, proprietary pre-screen tools, and aggregate underwriting databases – combined with our underwriting expertise we can navigate any impaired risk you may have.

TECHNOLOGY

As a BGA, IMS Associates prides itself in making the sales process easier for our agents and providing no-cost access to the best vendors and propriety technology to ensure both you and your clients have a seamless insurance experience.

ADVANCED SALES

Leverage our years of experience and innovate approach to large case design and advanced sales on your next sale – whether  Premium Finance, Business Insurance, Estate Planning, or Foreign National business IMS has the intellect, relationships, and wherewithal to deliver.

IMS SIGNATURE SERVICES

LIFENOW LEAD GENERATION

Generate the highest quality leads in the business by allowing your clients and prospects to run quotes and complete a universal Drop-Ticket directly on your website or social media page.

  • Customizable with your agency branding, logo, and carrier selection
  • Intuitive and easy to use Drop-Ticket compatible with any insurance carrier
  • Agency admin portal with lead notices, reporting, case tracking, and shareable links

IMS LINES OF BUSINESS

 

LIFE INSURANCE

With access to over 40 carriers
we provide the best products and
underwriting solutions in the
market, providing advisors with a
full suite of products from low-cost
Term to the industry’s best
Accumulation products and more.

DISABILITY INSURANCE

Disability Insurance should be a focus
for any fiduciary advisor and IMS has
the expertise to assist in providing both personal and business
income protection solutions for
any of your clients’ occupations.

ANNUITIES

We offer both Fixed and Indexed
Annuities with industries most
competitive carriers and provide
in depth analysis of product and
market trends to allow you to
customize options for your clients.

LONG-TERM CARE

Our innovative approach to LTC
Insurance allows you to provide your
clients with both the best stand-alone
and hybrid LTC policies in the market to meet any LTC need.

CORE CARRIER PARTNERS

GET IN TOUCH

CONTACT US

CA LICENSE#: 0G56778

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