Simplify Everything. Quote Faster. Enroll Easier.
IAD Bridge 360 brings together your lead intake, retirement planning, Medicare quoting, and client management—all in one seamless platform, built for independent agents and agencies.

The Complete Sales and Retention System—In One Login
IAD Bridge 360 is more than a CRM or quoting tool; it’s your fully integrated technology platform designed to streamline sales, reduce manual tasks, and keep clients for life.
By bringing together MedicarePro, RetireFlo, and Connecture PlanCompare Edge, you now have one unified system that supports your business from first contact to policy renewal.
Three Industry-Leading Platforms, Seamlessly Connected
MedicarePro CRM
Lead intake and development, pipeline management, client communication, task automation, follow-ups, marketing tools, texting, email, compliance tracking, and call recording.




RetireFlo
Agents can instantly streamline their processes by simply sending a questionnaire link to a client or prospect.
Includes:
- Scope of Appointment
- ACA Consent
- Permission to Contact
- Lists of Prescriptions, Doctors, Hospitals, and Pharmacies
Connecture PlanCompare Edge
A trusted enrollment engine that powers side-by-side Medicare comparisons.
Includes:
-
Quoting for MA, Med Supp, and Part D
-
Provider and drug lookup
-
Electronic SOAs
-
Carrier connectivity
-
Personalized plan suggestions


One Seamless System. Total Sales Efficiency.
MedicarePro, RetireFlo, and Connecture are now fully integrated through IAD Bridge 360. No more jumping between tabs or re-entering data; every tool works together to create a smooth, professional client experience.
Why Agents Choose Bridge360
All-in-One Access
One login for lead intake, quoting, enrollment, and follow-up
Compliance Made Easy
Built-in compliance with SOA, ACA consents, and call recording
Smart Automation
Automated workflows to save time and reduce busywork
Client-Ready Planning Tools
Visual planning tools that drive trust and retention
Fully Integrated Workflow
Seamless integration of Medicare and retirement strategies
Expert Support from IAD
Backed by IAD's expert support and ongoing training
Built for Growth-Minded Agents and Agencies
Independent life and health agents, FMOs with downlines, and cross-sellers expanding into Medicare or retirement planning can streamline growth without tech burdens.
Teams scaling their operations benefit from simplified solutions, allowing them to focus on clients and expansion.

See Why Agents Are Making the Switch


Frequently Asked Questions
Have questions about how IAD Bridge 360 works?
You’re not alone. Here are the most common questions agents ask before getting started; with quick answers to help you understand what to expect.
IAD Bridge 360 is an all-in-one technology solution that integrates MedicarePro CRM, RetireFlo, and Connecture PlanCompare Edge into a single platform. It streamlines lead intake, client management, retirement planning, quoting, and enrollment; helping agents work faster and retain more clients.
It’s built for independent agents, small agencies, FMOs, and cross-sellers looking to simplify their tech stack, boost productivity, and offer a more professional client experience.
No. MedicarePro, RetireFlo, and Connecture are now fully integrated under the IAD Bridge 360 system. Once you gain access, you’ll have one login and one seamless interface to manage your entire workflow.
You can intake leads, track pipelines, automate follow-ups, send marketing campaigns, text or email clients, record calls, and manage compliance; everything you need to stay organized and proactive.
RetireFlo lets you create visual, easy-to-understand retirement and Social Security plans, so clients see the full picture. It helps deepen conversations, build trust, and create new sales opportunities beyond Medicare alone.
You get real-time plan comparisons for Medicare Advantage, Part D, and Med Supp. It includes provider lookup, drug formulary tools, electronic SOA, ACA consents, and seamless enrollment—fully connected to your CRM.
Yes. It includes built-in tools for electronic Scope of Appointment, ACA consents, call recording, and documentation to help agents stay fully compliant.
IAD offers ongoing training, marketing support, and platform guidance to help you get the most out of Bridge360. Whether you're new or experienced, our team is here to support your growth.
Ready to Bridge the Gap Between Tools and Results?
Request Access to
IAD Bridge 360
Fill out your info and we’ll connect you with your local marketer for a personalized demo.
