Power Your Practice - Your Way
IAPP gives you the flexibility to choose a plan that fits your workflow, your goals, and your pace. Whether you’re focused on simplicity, scaling, or delivering a premium client experience, each tier is designed to meet you where you are—and grow with you.
For the focused strategist who values simplicity and speed.
Ideal for advisors who want to cut through the noise, operate efficiently, and stay dialed in on what matters most. A streamlined experience built for clarity, control, and confident execution—on your terms.
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Streamlined access to core planning tools - Ideal for building momentum with an IAPP branded experience
- Designed for advisors who want clarity, confidence, and simplicity
$0
Monthly Subscription
For the builder who wants to deepen client relationships and streamline their practice. Designed for advisors who thrive on momentum and connection. This experience supports seamless collaboration, smart integration, and the ability to scale without sacrificing precision or personal touch.
- Includes everything in Starter
- Expanded planning capacity to support a growing practice
- Built for advisors ready to scale client engagement and workflow integration
$95
Monthly Subscription
For the visionary who wants full freedom to design, deliver, and dominate.
Perfect for advisors who see planning as both an art and a business. Elite is for those who want the most comprehensive experience possible—one that flexes with their creativity, sharpens their edge, and keeps them several steps ahead.
- Includes everything in Premium
- Elevated branding, insights, and support
- Tailored for advisors seeking a high-touch, enterprise-level experience
$145
Monthly Subscription
Compare Plans
IAPP offers flexible membership options tailored to how you work—whether you’re building your first proposal or managing complex, multi-strategy cases. Each tier delivers a distinct experience, combining platform access, commission benefits, and advisor support to help you grow, scale, and serve clients at the highest level. Use the comparison below to find the membership that best aligns with your goals and workflow.
Starter
Premium
Elite
Platform Access
Solutions
Client Engagement Tools
Advisor Growth & Business Tools
Analytics & Insights
Branding
Advanced Money Movement
Platform Commission Split
Platform Access
Unlimited Proposals
Interactive Proposal Center
Advisor Dashboard
Solutions
Client Engagement Tools
Client Dashboard
Interactive Reviews
Pre-Review (Coming Soon)
IAPP Academy for Clients
Advisor Growth & Business Tools
Milestone Rewards
Milestone Bonuses
IAPP Academy
Analytics & Insights
Advisor AI Assistant
Custom AI Client Personas
Persona Assignment by Client Type
Automated Client Responses
Branding
IAPP Branding
Advisor Branding
Advanced Money Movement
Integrated Payment Processing
Premium Payment Management
Interest Payment Routing
Automated Payment Scheduling
Multi-Party Payment Routing
Advisor Value
Everything you need to develop, execute, and manage advanced insurance planning.
IAPP empowers you to confidently develop, execute, and manage advanced insurance planning strategies with the tools and structure needed to simplify complex cases.
Affluent and high-net-worth clients expect sophisticated solutions delivered through professional tools, and IAPP helps simplify complex planning while elevating the client experience.
By simplifying the advanced planning process, IAPP helps you place more business, improve client conversions, and maintain stronger long-term policy persistency.
Successful advanced planning depends on advisor-led execution, and IAPP supports advisors with an invite-only platform built specifically for advanced planning strategies.