Call us (407) 601-3449
info@ideainsuranceagency.com
Accelerating Your Book of Business
Elevate your Business
Grow faster with Idea Plans. Built for agents who want to sell more and work smarter, Idea combines marketing, professional support, and powerful tools to help you succeed. As an Idea Broker, you get full CRM access at no additional cost, so you can manage clients, follow up with confidence, and maximize every opportunity.
Choose your plan and start winning today.
Explore Plans & Packages
Idea Marketing Boost
1,500 texts + 5,000 emails a month*.
1 Phone Line on CRM
Automations.
Conversations.
Social Media Planner
101 CRM Trainings.
$50/month
Idea Marketing
Elite
2,000 texts + 7,500 emails a month*.
1 Phone Line on CRM
1 WhatsApp Unlimited on CRM.
Automations.
Conversations.
Social Media Planner
Website Builder
Templates
eSign Docs
101 CRM Trainings.
$100/month
Idea Agency
Plan
Unlimited Users
Unlimited Contacts
3,000 texts + 7,500 emails a month*.
1 Phone Line on CRM
1 WhatsApp Unlimited on CRM.
Automations.
Conversations.
Social Media Planner
Website Builder
Templates
eSign Docs - Unlimited Documents
Email Builder
Idea U for Agency
101 CRM Trainings.
$210/month
Add-ons
$30 - WhatsApp Unlimited on CRM - (monthly charge)
$10 - eSign Docs - Unlimited Documents (monthly charge)
$10 - Website Builder (monthly charge)
$100 - Account Set Up Fee
IMPORTANT NOTICE:
An extra charge will be made to any SMS and Email sent above the limit of a plan/package.
The packages are a one-year subscription. If you cancel before this time, there will be a $200 cancellation fee.
The plans must be canceled at least one week before the renewal date.
Idea Agency Plan (Set Up Fee Optional $497).
Are you ready for
the Next Level?
Elevate your Marketing Today!
Elevate Your Career with Broker Advantage
Get the advantage Today!
Broker Advantage is designed for agents who want peace of mind and a real competitive edge. Choose between two powerful plans that keep you compliant, certified, and protected—without the stress. Whether you need CE + AHIP or full coverage with CE, E&O, and AHIP, Broker Advantage gives you the confidence to focus on what matters most: growing your business.
Simple. Smart. Powerful.
Explore Plans & Packages
Idea Broker Advantage
Direct
AHIP (Medicare Certification)
E&O Insurance
CE (Continuing Education)
$50/month
Idea Broker Advantage
Subagencies
AHIP (Medicare Certification)
CE (Continuing Education)
$25/month
IMPORTANT NOTICE:
Outside of Idea, not all companies offer monthly payment options; however, Idea does
The packages are a one-year subscription.
Idea Broker Advantage Direct: If you cancel before this time, there will be a $200 cancellation fee.
Idea Broker Advantage Subagencies: If you cancel before this time, there will be a $100 cancellation fee.
The plans must be canceled at least one week before the renewal date.
More Protection.
Less Stress.
More Success.
Get the advantage Today!
IMPORTANT NOTICE:
Outside of Idea, not all companies offer monthly payment options; however, Idea does
The packages are a one-year subscription.
Idea Broker Advantage Direct: If you cancel before this time, there will be a $200 cancellation fee.
Idea Broker Advantage Subagencies: If you cancel before this time, there will be a $100 cancellation fee.
The plans must be canceled at least one week before the renewal date.
Elevate Your Business
Follow Us
8623 Commodity Circle
Orlando, FL 32819
Phone: 407-601-3449
Email: info@ideainsuranceagency.com
Services
Idea Academy
Idea Insurance LLC | Copyright © 2026 | All Rights Reserved
Privacy Policy | Terms & Conditions | Disclaimer
Integrity Marketing Partners, LLC and its affiliates (“Integrity”) provide certain support and services to Idea Insurance Agency, which operates independently as a licensed agency. Idea Insurance Agency does not represent Integrity.