Sales Solutions

We’ve had the privilege of being featured in many industry publications, online resources; accomplished national recognition as experts in product and sales training, speakers at industry conferences, and recipients of many national awards.

At our core we focus diligently on our 7 pillars of success:

IAD GLOBE

TRAINING & EDUCATION

IAD’s goal is to not only connect you with the correct products, but to provide the training needed to be an expert in presenting them. We offer a multitude of training platforms and options across all of our product lines. These include live sales events, a virtual training academy, weekly webinars, one-on-one coaching, on demand video education, cross-selling systems and much more.

SALES TOOLS

Become a sales pro with IAD’s turnkey sales and marketing selling systems. These systems have been built for the following product lines: Medicare Solutions, Long Term Care, Life/Final Expense, Annuities, and Limited Medical.

MARKETING SERVICES

Another valuable tool that we offer to our independent agents is access to our marketing and graphics team. We have a portfolio of marketing material that can be customized to your business, or we can custom build new items and a campaign just for you. Other services include: website design and building, logo creation, business card layout, newsletters, postcards, door hangers, and other marketing items to set you apart from your competition.

LEAD GENERATION

Expand your sales reach with FREE or discounted leads through our lead and marketing co-op programs. Gain access to carrier sponsored leads, direct mail programs, appointment set leads, live transfer and internet leads, just to name a few. Additionally you will benefit from our no cost lead management and CRM system.

ADMINISTRATIVE SERVICES

Your time is extremely valuable, leave the time consuming tasks to our trained team of professionals. Anything from contracting, policy issues, commission questions and tracking, new business processing, underwriting and much more. IAD gives you more time to sell and grow your business.

TECHNOLOGY

We offer simple to use, agent and consumer friendly technology platforms that help your business grow. Make your job easier with our sales and enrollment tools, state of the art website, online training academy, simple quoting tools, and contracting platform.

PRODUCT OFFERING

Access to the right products that fit your needs is essential to your business. We have curated a premium collection of over 30+ handpicked carriers across 15+ product lines.

AGENT PORTAL

Need industry leading resources? Register for our agent portal for essential tools you can use for simplifying your sales success.

REGISTER FOR THE IAD AGENT PORTAL