Contact SET IMO today at (248) 404-6157!
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Online Tools
Today's advisors and agents understand the value of having real-time information for their clients – and the need to access quoting tools, current rates and options at the touch of a button.
SET IMO delivers these tools for advisors and agents through a couple of different resource through our Agent Portal. This secure website provides access to multiple sales resources and quick electronic contracting through SureLC.
Agent Portal
SET IMO grants access to our aligned advisors and agents through our direct SET IMO portal available here. This secure website requires a login and password to access our online tools, but you also can register online by clicking here.
This portal allows agents to generate annuity rates and compare products, create life insurance illustrations, get appointed with carriers, and access the latest carrier underwriting guidelines.
Read more about our Agent Portal!
Online Contracting
SET IMO is pleased to offer our agents and advisors simple, online contracting through SureLC on our dedicated portal. This industry leading software allows an agent or advisor to enter your main information ONCE into the system, and SureLC will populate subsequent contracting forms for any additional carriers you wish to represent. It’s that easy!
Did You Know?
With online contracting, you only need to enter your information once and you can apply to get contracted with multiple carriers.
Contact Us
(248) 404-6157
2041 E. Square Lake Road, Suite 400, Troy, Michigan 48085-3897
About Us
Since 1994, Strategic Education Technologies (SET) continues to focus on helping families get SET for College and financially SET for Life – without taking unnecessary risks. We accomplish this through our network of SET agents and advisors. Through SET IMO, we have expanded our service offerings to include additional financial products designed to help our advisors and agents better serve their current clients and add new prospecting and sales strategies to their book of business. Copyright 2025