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

You Don’t Have to Figure This Out Alone

We give agents a clear starting point, and a path to more support as they grow.

At Insurance Advisors Direct, we support independent agents through structured systems designed to build momentum, not overwhelm you.

This page maps your growth at IAD, from the foundational support you receive on day one to the advanced marketing resources you unlock as you scale. Our structured systems work together to ensure that as your production reaches new milestones, our partnership evolves to meet your expanding needs.

Whether you’re new to the field or scaling fast, the IAD Advantage Program gives you the tools, training, and marketing power you need, matched to your level of engagement with IAD.

IAD Marketing Services
IAD Marketing Services

A quick note before we begin

Tier Comparisons: Support That Scales With You

Marketing support at IAD is structured and earned over time. New agents start with Ignite, our self-guided activation system, and unlock additional support as production grows.

IAD Marketing Services

PHASE 1

Start Strong with Ignite

Every newly contracted agent begins with Ignite — our guided activation system designed to help you take your first real steps with confidence.

Ignite is built for agents who want:

  • Clear direction
  • Simple tools
  • A realistic path forward

What Ignite Helps You Do

  • Understand what to focus on first
  • Take meaningful action (without guesswork)
  • Build early momentum in your business
  • Learn how to earn access to additional support

What’s Included

  • Step-by-step guidance
  • Ready-to-use customizable templates
  • Action-focused practical education
  • Clear milestones for next-level access

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

Whether you’re new to the field or scaling fast, the IAD Advantage Program gives you the tools, training, and marketing power you need, matched to your level of engagement with IAD.

What Ignite Is Designed For — and What It’s Not

Ignite is designed to empower you — not slow you down.

Ignite Is

  • Self-guided
  • Action-oriented
  • Built for quick movement

Ignite Is Not

  • Custom marketing services
  • Done-for-you branding
  • One-on-one design work

Those services become available through our IAD Advantage Program once production milestones are met.

PHASE 2
IAD Marketing Services

When You’re Ready for More, There’s a Clear Path

The IAD Advantage Program provides structured marketing support based on production, activity, and verified progress.

Tier 1
Core Agent Benefits

For agents establishing credibility and consistency.

Includes foundational branding and templated marketing assets once qualified.

Tier 2
Growth Track

For agents actively marketing and converting leads.

Includes event tools, sales scripts, and expanded marketing support.

Tier 3
Elite Advisors

For established agents scaling their business.

Includes advanced branding, content planning, and retention systems.

Advantage is designed to reward effort — not assumptions.

How It All Fits Together

Contract

Ignite

Produce

Advantage Review

Expanded Support

There’s no rush, and no shortcuts. Just a clear, fair system built to support agents who take action.

How to Qualify

Frequently Asked Questions (FAQ)

Frequently Asked Questions (FAQ)

You start with Ignite, which gives you direction, tools, and momentum. Expanded marketing support becomes available as production grows.

Because we’ve found that agents succeed faster when:

  • Expectations are clear
  • Support grows with effort
  • Systems replace guesswork

We still start with Ignite, it ensures everyone begins with the same foundation and understands how to unlock additional support.

That’s okay — Ignite is designed for agents who want a guided, self-directed starting point.

If you prefer done-for-you support or want to move faster with hands-on execution, paid marketing options are available through IAD’s approved marketing channels.

Ignite is the default path, but it’s not the only path.

Paid options may include:

Custom branding and design work

Website builds beyond templated systems

Campaign setup and execution

One-on-one marketing assistance

These options are separate from Ignite and the Advantage Program and are scoped, quoted, and scheduled individually.

Availability may vary based on capacity.

No.
Agents who pursue paid marketing services are not required to complete Ignite first.

However, Ignite is still recommended because it helps agents clarify goals and avoid unnecessary spend.

No.

Paid services do not replace production requirements or automatically qualify an agent for Advantage tiers.

Advantage access is based on verified production, not spend.

Yes — if you prefer to operate independently, you’re welcome to do so.

Ignite exists to help agents who want structure early, but participation is not mandatory if you’re producing on your own.

Because experience has shown that:

  • Agents succeed faster when they take ownership early
  • Support is more effective when it’s earned
  • A fair system protects both agents and staff

This approach allows IAD to provide higher-quality support to agents who are actively building their business.

Experience is valuable — and Ignite isn’t about starting over.

Ignite simply ensures:

  • Everyone understands how IAD support works
  • Expectations are clear
  • There’s a shared path forward

Experienced agents often move through Ignite quickly or qualify for Advantage review based on production.

To keep the system fair and consistent, exceptions are rare and require leadership approval.

Most agents find that following the standard path gets them where they want to go faster — without confusion or delays.

You can pause or stop at any time.

Ignite doesn’t lock you in — it simply gives you a place to start and a way to measure progress.

Your onboarding team can help you:

  • Understand where you are in the system
  • See what your next step is
  • Explore available options

Clear communication is part of how we support you.

Or you can contact us via our online chatbot or our contact page.

Our Commitment to You

We believe in supporting agents who are willing to take action. Ignite gives you a clear place to start. Advantage gives you something to grow into. Together, they create a system that’s fair, supportive, and built for long-term success.

Ready to Claim Your Advantage?