IAD Advantage Program
IAD Advantage Program

One Program. Three Tiers. Built to Grow With You.

Whether you’re just starting out or scaling fast, the IAD Advantage Program delivers the tools, training, and marketing power you need; based on your level of engagement with IAD.

IAD Advantage Program

For Beginner agents

IAD Advantage Program

for novice agents

WHY WE BUILT THIS

Every Service. Every Perk. One Place.

We’ve combined our Free Marketing Assets, Perks, and Elite Advisors Program into one powerful support system. No more guessing what you qualify for. No more scattered services. Just one streamlined experience; tailored to your growth.

IAD Advantage Program

Tier Comparisons

Support That Scales With You

 

 

Tiers Who It's For Key Focus Qualifications Core Benefits
IAD Advantage Program Tier 1: Core Agent Benefits New or transitioning agents Branding & onboarding support 3 active IAD contracts
(no production requirement)		 Business card, logo & email signature design, social post templates, onboarding help
IAD Advantage Program Tier 2: Growth Track Consistently producing agents Lead generation & visibility 5 contracts + $25K+ in annual health/life production All Tier 1 + seminar flyers, car magnets, planning calls, co-op eligibility
IAD Advantage Program Tier 3: Elite Advisors Top producers scaling a brand Strategic marketing & exclusive perks 5+ contracts and $75K+ production or 100+
Medicare enrollments		 All Tier 1 & 2 + brochures, video templates, social calendar, VIP access, featured spotlights

What's Included by Tier

IAD Advantage Program

Tier 1:
Core Agent Benefits

  • Business Card Design
  • Basic Logo Design
  • Email Signature Design
  • 5 Social Media Templates
  • Postcard & Lead Card Design
  • Pre-Approach Letter Template
  • Onboarding Help + Agent Portal Access
  • Carrier News & Updates
  • Dedicated Point of Contact
Printing Budget: Not included
IAD Advantage Program

Tier 2:
Growth Track

  • Includes all Tier 1 services, PLUS:
  • Banner, Rack Card, Seminar Flyer, Car Magnet Design
  • Presentation & Sales Script Templates
  • Client Success Kit
  • Quarterly Sales Report Templates
  • Annual Business Planning Call
  • Lead Co-Op Eligibility (25–50%)
  • AHIP Reimbursement
Printing Budget: Up to $50/year
IAD Advantage Program

Tier 3:
Elite Advisors

  • Includes all Tier 1 & 2 services, PLUS:
  • Brochure & Poster Design
  • 12-Month Social Media Content Calendar
  • Promo Video Template: “Why Choose Us?”
  • Client Retention Kit
  • Executive Planning Calls (2x/year)
  • Lead Co-Op Eligibility (50–100%)
  • VIP Event Access
  • Monthly Custom Sales Reports
  • Priority Co-Op Approval
  • Featured Spotlights
Printing Budget: Up to $100/year

How to Qualify

You’re automatically enrolled in tier 1 when you have established 3 active contracts with IAD. Each tier is based on your contract status and production level. Not sure what you qualify for? Contact us or just Submit a Service Request via the form on this page and we’ll handle the rest.

Frequently Asked Questions (FAQ)

No. Once you're contracted with IAD with 3 active contracts, you're automatically eligible for Tier 1. Tiers 2 and 3 are based on production and contracts — we'll monitor and notify you when you qualify for upgrades.

It’s the evolved version—now smarter, cleaner, and more personalized with clear qualification paths.

You can still submit a request! If it’s outside your tier, we’ll review and provide options.

Nope. We track your production and contract levels in our CRM and will notify you of any tier changes or benefits you're eligible for.

Yes! Your tier is updated annually or upon request based on your current production and contract status.

Most Tier 1 and 2 requests are completed in 5–10 business days. Tier 3 clients receive priority scheduling.