Update Your IFG Marketing Platform

Update Your IFG Marketing Platform

To Version V2.0!

Please complete the form below to submit an update request.

Once our team has completed your system update we will send you an email.

Find Your CRM Location ID:

In order for us to process your CRM update please follow these steps to locate your CRM ID:

Watch! How To Locate Your CRM ID:

Update CRM | Location ID: *

Agent First Name *

Agent Last Name *

Agents Mobile Phone *

Agents Work Email *

NPN *

Add Your Professional Title *

Your Agency Information:

Your Agency or Managing Agency's Name *

Every IFG CRM comes equipped with an online booking calendar you can customize with both your business logo and a professional headshot.

Upload Your Professional Headshot (Optional)

This will be used on your scheduling page - click to upload image!

Upload Your Agency Logo (Optional)

This will be used on your scheduling page - click to upload image!

Please Note: After the account has been created or updated, you'll receive an agent activation email with step by step instructions to complete your agent profile & system set up! Once your logged in you can add or update these details anytime!

To Skip Click > Next

Thank you for submitting your IFG - CRM update request. We will send you an email once your system update has been completed with the details and next steps!

By clicking submit, I agree to terms & conditions provided by the company. By providing my phone number and email, I agree to receive text messages and email status updates from the Innovative Financial Group.

Home Office:

3147 S 17th Street, Suite 300

Wilmington, NC 28412

Local: 910-834-6410
Toll Free: 888-200-1777 | TTY 711

Office Hours:

Monday - Friday | 9 am to 5 pm, ET

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Innovative & Friends

We work with the following companies as an independent broker: Aetna Inc., Cigna Healthcare, Humana Inc., UnitedHealthcare®, and Wellcare Health Plans, Inc.

A non-government entity powered by Innovative Financial Partners, LLC, a health insurance agency. We do not offer every plan available in your area. Currently we represent 6 carrier organizations which offer 2,352 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

admin@teamifg.com

888-241-1470

admin@teamifg.com

888-241-1470