Your First Step with Insurance Advisors Direct

Welcome to Insurance Advisors Direct (IAD) — the independent agent growth platform built to help you launch, scale, and dominate your market. This page is your activation roadmap — follow it step-by-step to unlock onboarding, tools, training, sales support, and business growth systems.

Not just an FMO. A growth partner.

Insurance Advisors Direct is designed to remove friction from your business, give you proven systems instead of random advice, and help you scale intentionally—not accidentally.

Everything we offer aligns with our 7 Pillars of Success:

⚠️ Note: We guide you through the seven in the correct order, but you don’t have to master them all at once.

Training & Education
Sales Tools

Marketing Services

Lead Generation

Admin Services

Technology

Product Offering

Get Access — Your First Priority

Agent Portal [Core Command Center]

Your portal is where everything happens: contracts, quoting tools, marketing assets, training, resources, and chat support.

Step 1
Get Registered
  • Log in or register for access
  • Save your credentials & set notification preferences
  • Explore your dashboard and tools inventory
If you don’t have portal access yet, request it below
CRITICAL STEP: DO NOT SKIP
Step 2
Set Up Your Growth Platform

CRM & Sales System — Bridge360
IAD’s CRM gives you pipeline visibility, automation, client records, reminders, sales sequences, and retention tools.

  • Activate your Bridge360 account
  • Import contacts & build follow-up sequences
  • Connect quoting tools for Medicare, ACA, Life, and Ancillary
  • Turn insights into revenue with sales tracking
Start Here
Step 3
Complete Essential Onboarding Steps

These ensure you’re ready to sell confidently and compliantly:

Licensing & Contracting

  • Verify your license(s) in all selling states
  • Review and complete all carrier contracting

Certifications

  • AHIP and other required certifications

  • Product-specific approvals (Medicare Advantage, Part D, ACA FFM, Ancillary, Life)

Compliance Checklist

  • CMS marketing compliance overview

  • Recordkeeping standards

  • Advertising and lead practices

Learn the Systems — Live + Self-Paced Training

IAD provides structured training that actually gets you producing:
Training Hub
  • Sales systems & scripts
  • Product mastery (Medicare, ACA, Life, Annuities, Ancillary)
  • Objection handling & closing frameworks
Live Sessions

  • Live sales coaching

  • Product deep dives
  • Strategy Q&A sessions with senior advisors
Beginner Playbooks
  • “Stress Free AHIP Guide”
  • “AEP Prep Checklist”
  • “Agent Call/Email Guide”

If you’re stuck, start here.

Marketing Support

We equip you with compliant, ready-to-use marketing assets designed to help you attract and convert clients.
What’s Included
  • Social media content and posting calendars
  • Email and text message templates
  • Campaign guides and execution checklists
  • Seasonal marketing kits (AEP, Life Insurance Awareness Month, etc.)
Programs
  • Lead Engine (multi-source lead generation program)
  • AEP Marketing Suite (seasonal Medicare marketing assets)
  • IAD Marketing Library (plug-and-play templates and campaigns)
Advanced builds such as custom landing pages, funnels, and paid media campaigns are available through select IAD programs or paid services.

Tools That Drive Sales

Quoting & Enrollment Access

Under 65 Materials

Sales Guidance

Support & Community

Follow this exact sequence to start selling faster
Need Help?
Community Connection
  • Peer groups & agent accountability threads
  • Best practice sharing & case studies
  • Live coaching calls

You’re Contracted — Now Let’s Get You Producing

IAD gives you the infrastructure, content, and support you need — but the real growth starts with execution.
Follow this roadmap. Activate each tool. Complete training. Build your business system.

Let’s get to work!

Reach out to one of our dedicated on-boarding specialist to get started.

Amy Chason

Sr. On-boarding Specialist

800-381-0977, ext 109

Sarah McCune

On-boarding Specialist

800-381-0977, ext 130