ILIA agents in Judy's and Josh's IMOs want to sell IUL with a Kai-Zen boost. Simplicity provides no IUL-upsell marketing in ILIA, so agents do their own marketing in J's Partner Hub CMS, outside ILIA. An ILIA agent account is required to use the CMS: each agent adds their two ILIA Agent Link codes (Allianz Kai-Zen + Allianz IUL), checked against ILIA. When a prospect chooses a plan, the CMS sends them to ILIA's existing sign-up page with that agent's code, so the client is created under that agent. ILIA is only the enrollment engine. No new ILIA code.
Left to right: who markets, where the marketing lives, what the prospect sees, the handoff, and enrollment.
NIW sets up an IMO for Judy (IMO admin) and one for Josh's group.
On the existing NIW agent registration page, they search for and pick Judy's or Josh's IMO. NIW approves them.
Each agent's ILIA Agent Links page has a code per product. Needs Allianz Kai-Zen + Allianz IUL enabled on the IMO.
Email verified (code) → paste the Kai-Zen + IUL Agent Link codes → looked up with ILIA's existing public lookup → must match the email, Allianz, and an IMO. No match, no access.
The CMS stays locked. Link to the existing NIW agent registration page ("pick Judy's or Josh's IMO"), then come back with Agent Links.
J's library plus their own marketing. Every link and QR code carries a CMS link ID + asset ID, which the CMS maps to the agent.
TikTok/Meta/YouTube ads run in the IMO's or J's own ad account with a tracked campaign link. Leads route to an agent licensed in the prospect's state: ⚡ auto-assign at sign-up, or 📬 a Leads tab to assign, where the agent then sends their personal link.
Visits, funnel steps and IUL vs Kai-Zen choices, by agent, IMO and asset. Prospects stay anonymous until the account step.
The agent's name is shown. Tracked to the CMS link.
About 60 seconds: goal, age/sex, health, yearly amount + household income, income start. No contact form (Judy).
Calculator results. The prospect can edit the numbers. Affordability flag.
The same numbers with leverage, side by side, if they qualify.
Their first time sharing name + email. Plan and numbers already chosen.
The prospect goes to myilia.com/register?agentLink=<agent's code> (Kai-Zen or IUL), creates their own login, and is tied to that agent instantly. They show in the agent's Client Management.
The agent gets a to-do and uses ILIA's Add Client (Lead Source: OTHER → "Partner Hub"). Also no ILIA code.
Kai-Zen or IUL with Allianz in ILIA's existing flows. Normal servicing.
Main path: only the agent's Agent Link code, in the sign-up URL.
How every client is traced from outside marketing to the agent in ILIA.
| # | Decision |
|---|---|
| Scope | Allianz only. ILIA does enrollment only, with no marketing in ILIA. Simplicity provides no IUL-upsell marketing. |
| Structure | IMOs in ILIA for Judy and Josh. Agents register in ILIA under one of them. |
| CMS | J builds a custom CMS outside ILIA. Agents do their own marketing there and are responsible for it. |
| Access | ILIA account required. Email verified + Kai-Zen and IUL Agent Link codes checked with ILIA before any CMS access. J verifies IMO admins once with NIW. |
| Not in ILIA | The CMS stays locked; link to the existing NIW agent registration page (pick Judy's or Josh's IMO). |
| Handoff | Main: ILIA sign-up via the agent's Agent Link code (client tied instantly). Fallback: the agent uses Add Client. Both need no ILIA code. |
| Funnel | Josh's flow. No contact form before results (Judy). Details are asked only at the ILIA account step. |
| Tracking | Pre-wall tracking in the CMS by agent, IMO and asset. |
| Campaigns | Paid social campaigns owned by the IMO/admin; leads routed by licensed state (auto at sign-up, or a Leads tab to assign). Prospect state is asked in Q2. No ILIA code. |
| Area | Question |
|---|---|
| ILIA | No code. Setup: Allianz Kai-Zen + IUL on the IMOs; agents stay Preferred; run the staging sign-up test. |
| Tracking | Status back from ILIA after the account step. |
| Funnel | Real calculator numbers. Co-branding. Affordability thresholds (to confirm with Allianz). |
| CMS | Who J's team is and who hosts the CMS. Data retention + privacy. |
| Business | Pilot size, timeline, people involved. |