Life Insurance & Annuity

Agent and Policyholder Communications

With a constantly changing regulatory environment, agents need an effortless and cost-effective way to communicate with policyholders. In the highly competitive industry, companies are face increasing pressure to boost performance while balancing the growing costs to do business. Customer acquisition, retention, vertical sales gains, and compliance requirements remain high priorities. Being a consumer driven market, customers expect to do business on their terms. Operating in the digital environment requires businesses to deliver alerts, notifications, and documents through one or multiple channels of preference; Email, SMS, IVR and Print.

A partnership with IMS will transform policyholder and agent data into meaningful touch points. Improve corporate cash flow, enhance brand loyalty, and reduce billing cost through the deployment of enhanced statements, notices, and digital communications, all in a secure environment. Provide one-to-one messaging and promote brand awareness. You control the design and delivery utilizing targeted promotions. Take advantage of our technology in every touch point to substantially improve the customer experience.

Solutions Offered:

Statements & Notices


Insurance Bill & Statement Mailing

Insurance Policy Cancellation Notices

Renewal Declarations

Notices of Reinstatement w/Proof of Mailing (POM)

Explanation of Benefits (EOB)

Lender-Placed Insurance Letters

Notices of Collateral Protection Insurance

Check Printing & Mailing

Daily Notices

Credit & Collection Notices

Tax Documents

Electronic Payments

Email Marketing


Onserts & Inserts


IMS now leverages the power of Artificial Intelligence (AI) and machine-based learning through our new platform, DirectLink™. The power of AI can be incorporated into every policyholder touchpoint from payment reminders and billing notifications to call centers and web-based chat. Significantly improve customer engagement while reducing call center volume and labor costs.

Alerts and Notifications

  • Inbound/Outbound IVR
  • Email and SMS
  • Customized messaging based on schedule types, message codes, and payment reason codes.


  • Pay-By-Phone IVR
  • Pay-By-Text SMS
  • Online Bill Payments

Web-Based Chat

  • Reduce customer inquiries through the deployment of Bots working alongside your customer service team.
  • Utilize machine based learning to enhance the customer experience through automation.
  • Reduce labor expenses by maximizing the efficiency of your customer service representatives.


Reach agents and policyholders across multiple channels with one connection.

Deliver messaging across a range of channels, including print, email, SMS, IVR all from a single data stream.


Connect with policyholders utilizing personalized, conversational experiences.

Use our proprietary interface to buildout custom communication experiences for your customers. Make it easy for customers to take action, such as initiate a claim and pay bills.


Take your messaging to another level.

With IMS Direct Link™ platform, policyholder engagements are transforming individual touch-points into interactive and enhanced customer experiences.


Safeguard your data.

Granular tracking and accurate, real-time measurement of all customers communications. Let IMS help improve transparency and efficiency while meeting compliance and security requirements, including SOC, PCI DSS Level I, FISMA/NIST, and HIPPA standards.

Increase policyholder engagement with the power of Artificial Intelligence and machine-based learning. You can be incorporate AI into every customer touchpoint from payment reminders and billing to call centers and web-based chat. Significantly improve payments and billing engagements and reduce call center volume and cost.