Recognizing Excellence In Production and Client Service
Boone Insurance Associates is proud to recognize the dedication and success of our downline agents. The BIA Agent Performance Circle highlights agents who demonstrate strong production, professionalism, and commitment to serving clients across all lines of business.
Agents earn recognition annually by achieving policy production milestones during the program evaluation period. Qualification is based on the total number of new policies written and issued through Boone Insurance Associates across all product lines, including Medicare Advantage, Medicare Supplement, Individual, and Group coverage.
Agents who meet the qualifying production thresholds will enter the BIA Agent Performance Circle at one of three levels: Silver, Gold, or Platinum. Each level reflects an increased level of achievement and includes recognition and business development support to help agents continue growing their practices.
This program recognizes overall production and professional achievement while maintaining compliance with CMS marketing regulations. No specific Medicare plan, carrier, or product type is prioritized within the program.
Performance Tiers
Silver Circle
Qualification:
50+ new policies issued during the evaluation period
Recognition Includes:
• Recognition certificate
• BIA branded swag pack
Approximate Value: $100
Gold Circle
Qualification:
150+ new policies issued during the evaluation period
Recognition Includes:
• All Silver Circle recognition
• $100 Marketing Reimbursement Stipend
• Featured Agent Spotlight (newsletter and/or website)
Marketing stipends may be used for approved business development activities such as:
• Advertising
• Mail campaigns
• Educational events
• Marketing materials
• Community outreach
Approximate Value: $200
Platinum Circle
Qualification:
250+ new policies issued during the evaluation period
Recognition Includes:
• All Gold Circle recognition
• $250 Marketing Reimbursement Stipend
• Lunch or treats delivered to your team to celebrate your achievement
Approximate Value: $1,000
Program Timeline
Evaluation Period
March 1 – February 28
Tier Status Awarded
April each year
Rewards Distributed
Within 30 days of qualification
Marketing Reimbursement Stipends
Agents who qualify for Gold or Platinum Circle may request reimbursement for approved marketing or business development expenses.
Eligible expenses may include:
• Advertising or digital marketing
• Direct mail campaigns
• Educational seminars or events
• Community outreach activities
• Marketing materials or printing
Stipends may not be used for:
• Personal expenses
• Cash equivalents
• Non-compliant marketing activities
• Unapproved marketing materials
All marketing must comply with CMS and BIA marketing guidelines.
Boone Insurance Associates reserves the right to review and audit stipend usage. Documentation must be maintained to comply with CMS and DOI audit requirements.