build your career and achieve financial freedom with zimco's agent programs
At Zimco Financial Group LLC, we offer tailored Agent Programs designed to help you build a successful career or business in the insurance and financial services industry. Our programs provide you with the tools, resources, and support needed to achieve your professional goals while maximizing your income potential.
Agent programs are opportunities offered by Zimco Financial Group LLC for you to build a career or business within the insurance and financial services industry. These programs provide you with a structured path to earn income and grow professionally.
agent programs 101
Zimco’s agent programs are designed to provide financial growth, professional development, and the tools needed to succeed in the insurance and financial services industry.
- income streams
- career paths
- support and resources
- customizable opportunities
- Top carriers
- Customizable Payouts
- Inflation Protection
- Principal Protection
- Predictable Growth
- Flexible Payouts
Carrier partnerships
Appointed with best carriers, 40+ years of experience
Everything in one place!
Use a single CRM to operate your entire business
Business in a Box CRM
Grow with ZFG
With ZFG we can provide leads as well as you can generate your own leads and work with them instantly
All tools available in our CRM
Quote From your CRM
Quote, Illustrate and Submit applications right form the CRM
Zimco Financial Group Quoting/Illustration
Join Zimco Financial Group’s Agent Program: Empower Your Insurance Business
How To Get Your CRM?
Fill Out the ICA Form
Begin your journey by completing the Independent Contractor Agreement (ICA) form. Click here to access the ICA form and take the first step toward becoming a Zimco agent. This quick process sets the foundation for your partnership with us.
Review Competitive Compensation Schedules
Explore our attractive compensation schedules, designed to reward your efforts with competitive rates. Whether you specialize in annuities, final expense, or commercial insurance, our transparent pricing ensures you’re set up for financial success.
Sign the ICA and Access the CRM
After filling in your details and signing the ICA, you’ll receive an invitation to our Business in a Box CRM. Gain instant access to tools for quoting, submitting applications, generating leads, and conducting financial analyses—all from a single, secure platform with OTP authentication.
Start Managing Leads and Opportunities Instantly!
Hit the ground running with leads provided based on your skill level. Our CRM is tailored to support both new and experienced agents, enabling you to manage opportunities, automate workflows, and grow your business instantly. Need help? Ask Zimco Intelligence (ZI) for real-time guidance, we have ton of resources and tutorials on how to get started instantly!
"Business in a Box" environment for your insurance business.
Illustrate & Submit Policies
You can illustrate, uqote and submit applications, policies and track them from the CRM
Lead Management
Manage leads, send emails, send text messages, schedule appointments all in one place
Premium Tools
Get access to premium tools which takes your insurance business to the next level
we’re here to answer all your questions
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What is the Business in a Box CRM offered by Zimco Financial Group’s agent program?
Zimco Financial Group’s Business in a Box CRM is an all-in-one platform designed for insurance agents to manage their business from a single screen. It includes tools for quoting, submitting applications to carriers, generating leads, making business calls via an integrated phone system, and conducting Expert Financial Analysis, all secured with OTP authentication and enhanced by daily automation updates.
How does the CRM help me generate and manage leads as an independent agent?
The CRM enables agents to generate leads directly from their own sources and manage them efficiently within the platform. Its lead management tools allow you to track prospects, automate follow-ups, and prioritize high-value leads, helping you close deals faster while maintaining control as your own boss.
How secure is the Business in a Box CRM, and what role does OTP authentication play?
The CRM prioritizes security with OTP (One-Time Password) authentication, ensuring only authorized users access sensitive client data and financial tools. This robust security feature protects your business and client information, fostering trust and compliance with industry standards.
How do the CRM’s automations support my daily operations as an insurance agent?
Built by insurance experts, the CRM offers daily-updated automations, such as streamlined quoting, automated application submissions, and scheduled client follow-ups. These features reduce manual tasks, boost efficiency, and allow you to focus on building client relationships and growing your business.