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
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)
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
Program Timeline
Evaluation Period
March 1 – February 28
Tier Status Awarded
April each year
Marketing Reimbursement Stipends
Agents who qualify for Gold Circle 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
Reimbursements may only be used for approved, CMS-compliant marketing or business development activities and must follow all Boone Insurance Associates marketing guidelines.
Important reimbursement rules:
- Reimbursement requests must be submitted by December 15 of the reward year.
- Reimbursements must be paid to an agency, not to an individual agent.
- Requests submitted after December 15 may not be eligible for reimbursement.
- Boone Insurance Associates reserves the right to review, approve, deny, or audit any reimbursement request.
- Documentation must be maintained to support compliance with CMS and Department of Insurance audit requirements.
Stipends may not be used for:
- Personal expenses
- Cash or cash equivalents
- Non-compliant marketing activities
- Unapproved marketing materials