Insurance and Finance Client Management and Marketing
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I-Relay is truly unique by offering our customers the ability to get pending and in force policy data from more than 400 plus Managing General Agencies, IMOs and FMOs.  This data will update your I-Relay environment in real-time providing you accurate policy information to keep your clients abreast of changes and at the same time providing you with excellent marketing opportunities.

 

On a one time basis any business you have submitted to these agencies in the past will be automatically loaded for you providing you an instant database of clients. On an on-going basis any new business or updates to in force policies will automatically be updated for you.  That's right, no manual work on your part what so ever!

 

We are continually adding new agency partners.  If you do not see the agencies you do business with please call us at 800.908.9707 or email us at info@i-relay.com for verification.

 

National surveys say producers waste as much as 15 days a year visiting websites just to get pending business updates.  Stop wasting time and join the I-Relay revolution!

 

 

 
   
 

 

Platinum Agencies for Downloads

 I-Relay is pleased to announce our Platinum Level Agencies.  These agencies consistently meet or exceed our rigid standards for clean policy updates and service with our customers - they even offer subsidized plans to help pay for your I-Relay setups, training, and users licenses. 

In addition to quality service these organizations also tend to go the extra mile by providing I-Relay users with quality customer oriented marketing campaigns to help keep your sales pipeline full.   We highly recommend you evaluate these agencies if you are considering switching your business to a new brokerage operation.  

For a complete list of Agencies that we currently accept pending and in force policy updates from please check out our core agency list.

 

MVP Insurance

www.themvpclub.com

Contact:  Jeff Vann - 888.687.2946

 

Notes:  MVP Insurance is a full service brokerage operation located in Los Angeles, CA.  MVP pays top commissions, has an excellent policy review program, and over 25 pre-designed quality marketing campaigns ready to go for you in I-Relay.   MVP will pay for your setups, trainings, and up to 3 user licenses every year when you submit $20,000 in premium or more annually.

 

LifeStar Financial

www.lifestarfn.com

Contact:  Nate Williams - 866.888.5736

 

Notes:  LifeStar Financial is a full service brokerage operation located in Salt Lake City, UT that provides unmatched quality and service to producers nationwide.  They run the spectrum in products from annuities to life settlements.  With top commission payouts and dedicated marketing managers to help create custom marketing campaigns in I-Relay for you LifeStar provides outstanding value for their producers.  LifeStar will subsidize your I-Relay system and provide you with great unique marketing campaigns.   Give Nate a call today for details!

 

Berson-Sokol

www.berson-sokol.com

Contact: Craig Berson - 800.543.6000

 

Notes: Berson-Sokol is a full service brokerage agency located in Cleveland, OH.  Since 1973 the agency has been continually recognized for its service and continued commitment in helping their producers succeed.  Berson-Sokol provides I-Relay users with a variety of pre-designed marketing campaigns and letters that are proven to help you get more business out of your current customers and keep prospects calling!   Berson-Sokol will subsidize your I-Relay licensing.  Give Craig a call today for more information!

 

Jerry Lawyer and Associates

www.jerrylawyer.com

Contact: Debbie Lawyer - 800.284.0542

 

Notes:  Since 1962 Jerry Lawyer & Associates, Inc. is a full service Life Brokerage Agency, specializing in life insurance, annuities, disability insurance, and long term care insurance products for insurance brokers.  Jerry Lawyer and Associates focuses on creating quality and unique consumer oriented marketing campaigns for their producers who use I-Relay and subsidize the I-Relay system for you and your office.  Give Debbie a call for more details!

 

 

Again for a complete list of Agencies, IMOs and FMOs that I-Relay currently accepts pending and in force policy updates from check out our core agency list.

 

 
 
 
     

 

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