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Insurance Advisors DirectInsurance Advisors Direct2023-11-17T09:25:03-05:00


UNLOCK YOUR
SUCCESS WITH IAD!

– Tailored formula, expert support, and 7 pillars of success!

Get the Most Reliable FMO Services with IAD


EXPERIENCE UNMATCHED GROWTH WITH INSURANCE ADVISORS DIRECT


EXPERIENCE UNMATCHED GROWTH WITH INSURANCE ADVISORS DIRECT

Whether you are a seasoned agent or just starting out, Insurance Advisors Direct
has the tools, resources and expertise you need to succeed. Our focus is on
agent success and growth – we work with you every step of the way to help you
reach your potential.



SALES TOOLS

Achieve Your Sales Goals with IAD’s Sales Tools! Our easy-to-use turn key
selling systems for Medicare Supplements, Long Term Care, Final Expense, and
Annuities will help you increase your business. Give it a try!

WEBINARS & EVENTS

Discover the secrets to sales success with IAD’s webinars, virtual meetings and
live events. Gain valuable insights from other successful agents and get
practical sales and marketing training to boost your business.

LEADS & MARKETING

Are you ready to take your agency to the next level? IAD’s Leads & Marketing has
got you covered! With our lead and marketing co-op programs and budget-friendly
services, you can achieve your growth goals in no time.

SALES TOOLS

Achieve Your Sales Goals with IAD’s Sales Tools! Our easy-to-use turn key
selling systems for Medicare Supplements, Long Term Care, Final Expense, and
Annuities will help you increase your business. Give it a try!

WEBINARS & EVENTS

Discover the secrets to sales success with IAD’s webinars, virtual meetings and
live events. Gain valuable insights from other successful agents and get
practical sales and marketing training to boost your business.

LEADS & MARKETING

Are you ready to take your agency to the next level? IAD’s Leads & Marketing has
got you covered! With our lead and marketing co-op programs and budget-friendly
services, you can achieve your growth goals in no time.


DISCOVER LEADING CARRIERS WITH IAD

DISCOVER LEADING CARRIERS WITH IAD

Don’t settle for limited product options. IAD’s Products & Carriers offers over
30 premium carriers across 15+ product lines to fit your clients’ needs. Elevate
your business and exceed your clients’ expectations with our exceptional
offerings.

Don’t settle for limited product options. IAD’s Products & Carriers offers over
30 premium carriers across 15+ product lines to fit your clients’ needs. Elevate
your business and exceed your clients’ expectations with our exceptional
offerings.


VIEW OUR PRODUCTS & CARRIERS


WHAT OTHER AGENTS HAVE TO SAY!

WHAT OTHER AGENTS HAVE TO SAY!



At Insurance Advisors Direct, our unwavering goal is to offer unrivaled
assistance and support to independent Life and Health insurance agents. We
operate as a trusted Full Service Field Marketing Organization, focusing on your
requirements to simplify your path to success. Our established team concentrates
on providing personalized support tailored to your needs. We aim to achieve this
by identifying the right formula that works for you and providing expert
assistance every step of the way.

> I’ve had the pleasure of working with IAD now for over two years, referring
> health insurance cases to them. During that time, they’ve been both extremely
> knowledgeable and helpful with all of the health insurance cases I have had
> cross my desk. They’ve taken good care of my clients that I’ve sent their way,
> crafting health insurance options that cater to special needs. IAD is a true
> professional organization in every sense of the word. I encourage anyone who
> has not yet taken advantage of their services to do so next time you have a
> health insurance case cross your desk. You’ll be glad you did.

Michael F., Insurance Agent
> It was an awesome experience to have attended my first workshop for Life and
> Health agents that was offered by Insurance Advisors’ Direct, in early January
> of 2017! From that time, I found all seminars being offered to be very
> informative with a great team to support the agent and all products shared
> from various insurance carriers. Always updated and enlightenment about
> changes in the industry, this is a great place for independent agent to find
> much needed support.

Barbara P., Insurance Agent

> I appreciate the quick response I get whenever I have a question or need some
> forms sent my way. Their mix of products and carriers allows me to offer
> solutions to almost anyone I meet with. IAD is a valuable part of my business!

Jim B., Insurance Agent
> As an independent broker, I need my FMO to be able to provide me support, good
> commissions and the marketing assistance I need to grow my business and
> Insurance Advisors Direct provide all this and more.

Kenny B., Insurance Agent
> I first met IAD at last year’s MAP convention. My first response to them
> about offering Medicare and Life & Health products was I didn’t think I’d have
> the time or staff to sell more products. But after talking with IAD a number
> of times, I decided to give it a try. They helped me with the licensing and
> certification. I’ve been pleased, as I have found Medicare is a huge concern
> for many of my clients. New clients seek me out through referral. IAD is also
> assisting me in offering alternatives to major medical to the Under 65 market.
> The opportunities are many and the income from these products will enable me
> to hire more staff to service my P & C book. IAD is always available for
> immediate help. Surprisingly, it has been much easier than I expected.

Jim C., Insurance Agent
> Insurance Advisors Direct is one of the best Life and Health insurance
> brokerage organizations I have ever worked with. They have a team of some of
> the most knowledgeable and friendly sales and support persons that I have ever
> dealt with, and a wide range of products at their fingertips. After months of
> looking for help growing my sales, I was put in touch with this amazing team
> of people and now I have multiple lines of insurance appointments with them.
> They always keep me up to date on industry changes, offer me new ideas, and
> make sure I’ve have everything I need to be a Success. Definitely the FMO you
> want to partner with for your insurance needs!

Kristin Y., Insurance Agent
> I appreciate IAD always checking on me to make sure I have everything I need.
> I really appreciate them and the way they approach situations. IAD does a
> great job. The conversation I had with Yvonne, made a huge difference in my
> knowledge of the SNP products and how to use them. Thank you Yvonne, I feel
> very confident about my ability to do a good job for my new partners. Thanks
> again.

Rhea J., Insurance Agent
> IAD has helped me greatly enhance my business! We had been mainly a Property
> and Casualty/Financial Services Business with a large percentage of clientele
> in the senior age bracket. With IAD’s help, we are now capitalizing on the
> Medicare and Under 65 health insurance markets. IAD has helped us become a
> truly ‘one-stop shop’! Thanks IAD!

Adam W., Independent Agency Owner
> As a fairly new agent in the Life and Health markets, Iíve found IAD to be
> very hands-on in assisting me. Their personal touch is excellent! They have
> the product line-up, technology and one-on-one training that I need to grow my
> business! God bless IAD!

Janet D., Insurance Agent
> Can I just tell you how GREAT Heather is! Seriously you have one phenomenal,
> efficient, pleasant, and professional woman in your office. I’m so happy to
> have finallyyyyyyy gotten to the point that I can feel that we’ve landed a
> home spot for Medicare stuff. And, wanted to let you know how well IAD is
> represented by Heather.

Joanne R., Independent Agency Owner

BASED ON GOOGLE REVIEWS



(Trusted Score 5.0 / 5.0)

BASED ON GOOGLE REVIEWS



Trusted Score 4.8 / 5.0


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the curve to succeed in a dynamic industry. Look no further than IAD Blog, your
ultimate resource for the latest news and top-of-the-line marketing tips!

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IAD’s Agent Portal and get access to exclusive tools like our comprehensive
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 * State of the art quoting engine

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 * Marketing Materials

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STREAMLINE YOUR SUCCESS

As an insurance agent, you’re always looking for ways to gain an edge. Join
IAD’s Agent Portal and get access to exclusive tools like our comprehensive
webinar library, practical Agent Guides, and cutting-edge marketing materials.
Sign up for free today!

get started

STREAMLINE YOUR SUCCESS

As an insurance agent, you’re always looking for ways to gain an edge. Join
IAD’s Agent Portal and get access to exclusive tools like our comprehensive
webinar library, practical Agent Guides, and cutting-edge marketing materials.
Sign up for free today!

get started
 * State of the art quoting engines
 * Video Training Library
 * Life and Health Sales Tools
 * Marketing Materials
 * Secure Document Uploads


STREAMLINE YOUR SUCCESS

As an insurance agent, you’re always looking for ways to gain an edge. Join
IAD’s Agent Portal and get access to exclusive tools like our comprehensive
webinar library, practical Agent Guides, and cutting-edge marketing materials.
Sign up for free today!

get started

 * State of the art quoting engine

 * Video Training Library

 * Life and Health Sales Tools

 * Marketing Materials

 * Secure Document Uploads




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