Your First Step with
Insurance Advisors Direct

Welcome to Insurance Advisors Direct (IAD) — the independent agent growth platform built to help you launch, scale, and dominate your market. This page is your activation roadmap — follow it step-by-step to unlock onboarding, tools, training, sales support, and business growth systems.

Not just an FMO. A growth partner.

Insurance Advisors Direct is designed to remove friction from your business, give you proven systems instead of random advice, and help you scale intentionally—not accidentally.

Everything we offer aligns with our 7 Pillars of Success:

⚠️ Note: We guide you through the seven in the correct order, but you don’t have to master them all at once.

Training & Education
Sales Tools

Marketing Services

Lead Generation

Admin Services

Technology

Product Offering

You’re Contracted — Now Let’s Get You Producing

IAD provides the infrastructure, tools, and support you need to build and grow your insurance business.

Our team is here to help you get started. Your Onboarding Specialists will guide you through the setup process, answer questions, and make sure you have access to the systems and resources available to you.

Once you’re set up, our Sales Advisors are available to assist with product guidance, case support, and sales strategies to help you start writing business.

Follow the steps below to activate your tools, complete training, and begin building your production pipeline.

Let’s get to work!

Reach out to one of our dedicated on-boarding specialist to get started.

Amy Chason

Sr. On-boarding Specialist

800-381-0977, ext 109

Sarah McCune

On-boarding Specialist

800-381-0977, ext 130

Get Access — Your First Priority

Agent Portal [Core Command Center]

Your portal is where everything happens: contracts, quoting tools, marketing assets, training, resources, and chat support.

Step 1
Get Registered
  • Log in or register for access
  • Save your credentials & set notification preferences
  • Explore your dashboard and tools inventory
If you don’t have portal access yet, request it below
Step 2
Set Up Your Growth Platform

CRM & Sales System — Bridge360
Bridge360 is IAD’s optional CRM platform designed to help agents organize contacts, track opportunities, and automate follow-ups.

Agents who choose to use Bridge360 can manage client records, sales activity, reminders, and retention campaigns in one place.

With Bridge360 you can
  • Set up your CRM workspace
  • Import contacts and organize your pipeline
  • Connect quoting tools based on the products you sell
  • Track activity and manage client follow-ups
Start Here

Bridge360 is optional.
Some tools and integrations depend on the product lines you plan to sell.

Step 3
Complete Essential Onboarding Steps

These ensure you’re ready to sell confidently and compliantly:

Licensing & Contracting

  • Verify your license(s) in all selling states
  • Review and complete all carrier contracting

Certifications

  • AHIP and other required certifications

  • Product-specific approvals (Medicare Advantage, Part D, ACA FFM, Ancillary, Life)

Compliance Checklist

  • CMS marketing compliance overview

  • Recordkeeping standards

  • Advertising and lead practices

Learn the Systems — Live + Self-Paced Training

IAD provides structured training that actually gets you producing:
Training Hub
  • Sales systems & scripts
  • Product mastery (Medicare, ACA, Life, Annuities, Ancillary)
  • Objection handling & closing frameworks
Live Sessions

  • Live sales coaching

  • Product deep dives
  • Strategy Q&A sessions with senior advisors
Beginner Playbooks
  • “Stress Free AHIP Guide”
  • “AEP Prep Checklist”
  • “Agent Call/Email Guide”

If you’re stuck, start here.

Marketing Support

IAD provides compliant, ready-to-use marketing resources to help agents promote their business and connect with clients.
What’s Included
  • Social media content and posting calendars
  • Email and text message templates
  • Campaign guides and marketing checklists
  • Seasonal marketing kits (AEP, Life Insurance Awareness Month, etc.)
Programs
  • Lead Engine (multi-source lead generation program)
  • AEP Marketing Suite (seasonal Medicare marketing assets)
  • IAD Marketing Library (plug-and-play templates and campaigns)
Some advanced services such as custom landing pages, funnels, and paid media campaigns may be available through select IAD programs or paid services.

Tools That Drive Sales

Quoting & Enrollment Access

Under 65 Materials

Sales Guidance

Support & Community

Follow this exact sequence to start selling faster
Need Help?
Community Connection
  • Peer groups & agent accountability threads
  • Best practice sharing & case studies
  • Live coaching calls