AEP starts October 15

Most agents start prepping in August. The ones who win start now.

Get the AEP-Ready Agent Kit — free for independent life and health agents. Carriers. Scripts. Bridge360 trial.

Free until Aug 1. No upline games. No spam.

Free Agent Resource

The AEP-Ready Agent Kit

Built to help independent agents walk into Q4 ready instead of reacting.

  • The AI-Proof Playbook
  • The IAD Carrier Map
  • Bridge360 14-Day Free Trial

Everything you need to walk into Q4 ready instead of reacting.

The AEP-Ready Agent Kit gives you practical tools you can use right away.

01

The AI-Proof Playbook

Get 3 client questions, 3 follow-up scripts, and a weekly cadence top producers use to stay visible before AEP pressure hits.

02

The IAD Carrier Map

Review key life and health contracts, who they may fit best, and how to start the appointment process faster.

03

Bridge360 Free Trial

Get 3-months inside the platform IAD agents use to organize leads, manage follow-up, and stay focused on closing.

• Why Now

Last AEP, did you feel ready — or did you survive it?

By August, the good carrier slots are filled. The lead pools are picked over. Your follow-up turns into a fire drill.

June and July are the quiet window. The agents who use them win Q4. The ones who do not, scramble.

June and July

Build your carrier lineup, clean up your follow-up system, and start client conversations early.

August and September

Most agents start moving. Prepared agents already have their plan, scripts, and systems in place.

October 15

AEP starts. Prepared agents execute. Unprepared agents react.

We support independent agents who want to grow without losing control.

Insurance Advisors Direct is an independent FMO built for independent life and health agents.

AEP Kit
Real people

You are not a ticket number.

You get a consultant who knows your name, your market, and your goals.

Real contracts

Your book stays yours.

Your book is yours. Your renewals are yours. Always.

Real support

You get a team.

Marketing, technology, training, onboarding help, and people who pick up the phone.

Real systems

Tools you can use.

From Bridge360 to agent resources and carrier support, IAD gives agents field-ready systems.

Get the free AEP-Ready Agent Kit.

Fill out four fields. We’ll email the kit and send a calendar link for your 15-minute readiness call.

Best for agents who want to:
  • Prepare before the AEP rush
  • Review carrier opportunities before Q4
  • Improve follow-up before leads get cold
  • See how Bridge360 can support their sales process

Questions agents may ask first.

Yes. The kit is free for independent life and health agents through June 30.

No. You do not have to be currently contracted with IAD to request the kit.

You will receive the kit by email. An IAD team member will also send a calendar link so you can schedule your 15-minute readiness call.

No. It is especially useful for Medicare-focused agents, but it also supports life and health agents preparing for Q4 conversations, cross-selling, follow-up, and client retention.

No. The readiness call is designed to help you see where your AEP prep stands and whether IAD support makes sense for your business.

Q4 rewards the agents who prepare early.

AEP may start October 15, but your advantage starts now. Get the free AEP-Ready Agent Kit and take the first step toward a cleaner, stronger, more organized AEP season.