Perks Program

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Experience the
IAD Advantage!

Join IAD’s Perks Program for the ultimate agent experience! Get training assistance, FREE monthly leads, $5K annual marketing and more! Enroll now.

If you’re an insurance advisor looking to take your work to the next level, look no further than Insurance Advisors Direct Perks Program! Our program is designed to help you succeed, with benefits like a $125 reimbursement for AHIP training and certification, $100 lead credit every 5 apps or enrollments, and an extra $250 for every 10 enrollments or apps on Medicare supplement or advantage plans. And with free monthly leads and an annual marketing expense account of $5,000, you’ll have the tools and resources you need to grow your business and build your success. Don’t wait – join our program today!

Perks Program

Advisors Perks Club

Level 1

  • AHIP Reimbursement: $125

  • AHIP Training & Certification Assistance

  • Contract Transfer Bonus – $50

  • Agent Referral Bonus – $50

  • Lead Co-op Program

  • $100 Lead Credit Every 5 Apps or Enrollments

    • Medicare Supplement
    • Medicare Advantage
    • Limited Medical
    • Life

10 Enrollments Required

Business/Brand Building

Level 2

  • AHIP Reimbursement: $125

  • AHIP Training Certification Academy

  • Contract Transfer Bonus – $50

  • Agent Referral Bonus – $50

  • $500 Business Building Account

  • $250 Added for Every 10 Enrollments or Apps – Medicare Supplement or Medicare Advantage

  • Lead Orders

  • Marketing Expenses Eligible

    • Advertising
    • Website
    • Event Costs
    • Mailers
  • Business Overhead

    • E&O Coverage
    • Office Equipment
    • Postage
    • Travel Expense
    • Office Supplies
    • Lot Credits

Perks Program

Elite Advisor Member

Level 3

  • AHIP Reimbursement: $125

  • AHIP Training Certification Academy (Exclusive Carrier Certification Events)

  • Free Monthly Leads – 1,000 Piece Lead Drop or The Equivalent Through Other Lead Sources

    • Special Carrier Leads During AEP
    • Additional Carrier Supported and Sponsored Leads Will Be Offered
  • Agent Round Table Event – Live or Virtual

    • Spring/Fall
    • Cocktail Reception (When Live)
    • Advanced Sales Training
  • IAD Golf Outing/IAD Branded Sales Gift Package

  • Lead & Trainer Support – National Lead Trainer

    • Access to Lead Training University

100+ Enrollments/Apps To Be Nominated

Presidents Club

Level 4

  • AHIP Reimbursement: $125

  • $5,000 Annual Marketing – Lead – Business Expense Account (must maintain sales level to utilize)

    • See Level 2 Marketing & Business Expenses
  • Special IAD & Carrier Event Invitations

  • IAD Roundtable – Weekend Getaway

    • Additional Sales & Carrier Training
    • Team Building Excursions
  • IAD Golf Shirt – Presidents Club Branded

  • IAD Sales Pack

    • Executive Portfolio, Pen, & Travel Mug
  • Presidents Club Seal for Marketing Material, Business Card, Website, etc.

  • 1 on 1 Business & Sales Coaching By Industry Experts
  • IAD Experts

  • Custom Website

  • Annual 1 on 1 Sales Strategy Session

    • Quarterly Review

Which level are you interested in?