Forms & e-Applications

Forms & e-Applications

Up to date and easy to access  paper forms, e-applications, and electronic agent contracting are essential to smoothly running any financial planning firm or insurance agency. As a life brokerage agency, IMS Associates makes all of these tools available to our agents and advisors.

  Applications & Forms

You can View/Print/Save applications and forms for 30+ insurance carriers for the following product lines: Accident, Annuity, Disability Income, Health Supplements, Life Insurance, Long-Term Care, and More.

Drop-Ticket-Flow Drop Ticket™

Complete a life insurance application in just minutes. Our carrier call centers schedule your client’s exam and obtains signatures for you. Drop Ticket makes it easy to sell life insurance.

  iGO e-Applications

Complete a full life insurance application utilizing the iGO e-Application platform. Obtain both client and agent signatures electronically.

  Electronic Contracting

Agents and Advisors are able to complete both Contracting forms and Product Applications with E-Signatures for many of the industry’s leading insurance carriers.