Key Takeaways
- Bedrock offers independent financial professionals a comprehensive platform with technology, marketing, and compliance support.
- Joining requires meeting eligibility standards, completing onboarding, and utilizing the agent portal to unlock business-building resources.
What Is the Bedrock Platform?
Independent financial professional support
Bedrock serves as a strategic partner for independent financial professionals seeking to grow their practices with confidence. The platform provides robust support for business development, helping you stay compliant, maximize efficiencies, and focus on client needs.
Overview of platform technology
At its core, Bedrock connects you to a cloud-based portal centered on intuitive navigation, secure data access, and integrated tools. You can manage cases, submit business, track progress, and collaborate with case design support—all from a single dashboard. The platform also incorporates real-time updates and seamless connectivity to marketing and compliance resources.
Who is Bedrock for?
Bedrock is designed specifically for independent financial professionals, insurance agents, and advisors who value autonomy but seek the backing of a powerful IMO platform. Whether you’re established or newly independent, the technology and resources are crafted to suit professionals working with pre-retiree and retiree clients.
Why Join Bedrock as an Agent?
Business-building advantages
Joining Bedrock means gaining access to tools and expertise that help you grow your business. These include lead generation systems, turnkey marketing content, and support with operational questions. The platform’s business coaching options also help you identify growth opportunities unique to your client base.
Case design support explained
Bedrock distinguishes itself through in-house case design support. You have access to a dedicated team that helps review scenarios, recommend client-centric strategies, and prepare compliance-friendly presentations. This ensures each recommendation is tailored, effective, and documentation-ready.
Compliance-friendly strategies
Compliance is a cornerstone of the Bedrock approach. The platform offers guidance and education to implement product-neutral, strategy-first planning. Whether you need help understanding new regulations or want to build campaigns that align with industry standards, Bedrock provides ongoing regulatory support.
What Are the Steps to Join?
Eligibility and requirements
To join Bedrock, you must be a licensed and appointed independent financial professional in good standing. Experience in retirement planning, insurance, or financial advice is highly recommended. The application process verifies your background and confirms alignment with Bedrock’s compliance standards.
Onboarding process overview
Upon approval, you’ll move through a structured onboarding program. This includes platform orientation, formal documentation submission, and digital access setup. Bedrock’s onboarding specialists provide guidance throughout—making sure you know how to use every tool, access support, and get up to speed quickly.
Key documents and information
Prepare to provide standard licensing documents, E&O insurance verification, and business credentials. The onboarding checklist, which you’ll receive after application approval, will outline required forms and next steps. Digital resources simplify documentation upload and approval tracking.
How to Access Bedrock Platform Benefits?
Navigating the agent portal
Once your account is live, you log in through Bedrock’s secure agent portal. The portal dashboard serves as your command center, centralizing your book of business, pending items, marketing library, and support channels. Navigation is streamlined, ensuring every core service is just a click away.
Available marketing resources
A robust library of marketing resources helps you connect with both prospects and clients. You can access compliant educational pieces, digital templates, workshop materials, and customizable content. These assets are continually updated with industry regulations and emerging trends in mind.
Case design tools
Dedicated case design tools feature strategy calculators, scenario modeling, and report generation. These tools are integrated within the portal, allowing you to tailor solutions, create documentation for client meetings, and collaborate with support as needed—all in a compliant framework.
Does Bedrock Offer Co-Op Dollars or Reimbursements?
Co-op dollars explained
Bedrock provides co-op marketing dollars to qualifying independent professionals. These funds are earmarked to offset the cost of approved marketing activities, such as seminars, digital campaigns, and branded materials.
Qualifying for marketing reimbursements
To access reimbursements, you need to follow specific submission and documentation protocols. Qualification generally depends on volume thresholds, compliance requirements, and pre-approval of planned activity. All requests are evaluated through transparent, documented guidelines.
Using funds for practice growth
Utilizing co-op dollars effectively can help you expand your marketing presence, host compliant events, and broaden client outreach—allowing your practice to grow without absorbing all the upfront costs.
How Does Bedrock Support Lead Generation?
Overview of lead generation tools
The platform offers a suite of lead generation solutions, from digital advertising resources to turnkey direct mail campaigns. All tools are structured to help you connect with pre-qualified prospects while maintaining data security.
Marketing partnerships and resources
Bedrock partners with reputable marketing organizations to extend your reach. Exclusive access to their resources, including customizable campaigns and industry research, can enhance your practice’s visibility and credibility.
Tracking results and compliance
Every tool includes built-in measurement and compliance checks. Analytics dashboards allow you to track outreach success, monitor prospect engagement, and ensure adherence to best practices—all within regulatory boundaries.
What Are Bedrock’s Compliance Guidelines?
Safe marketing practices
Bedrock emphasizes clear, accurate, and approved marketing communications. The platform’s compliance framework helps ensure that your outreach is factually correct and avoids prohibited claims or terminology.
Product-neutral education focus
All resources and case support are deliberately product-neutral. By focusing on strategies that prioritize clients’ needs, the approach upholds both educational value and compliance standards.
Staying aligned with regulations
Through ongoing training, compliance alerts, and access to expert advisors, Bedrock keeps you updated on regulatory changes. This proactive stance equips you to serve clients ethically and with confidence.
Is Bedrock the Right IMO Platform for You?
Key differences from competitors
Bedrock distinguishes itself with hands-on case design support, a transparent co-op program, and advanced analytics. Unlike some platforms, the focus remains on compliance and personalized development—not just product distribution.
Pros and cons for independent professionals
Pros include a supportive service culture, comprehensive technology, and compliance-driven growth strategies. Some may prefer more direct-to-consumer marketing, which Bedrock approaches thoughtfully and within regulations.
Questions to ask before joining
Consider your business goals, preferred level of support, and compliance needs. Ask about ongoing training options, the flexibility of marketing resources, and how case design is integrated into the platform’s workflow.
Frequently Asked Questions
How to contact Bedrock support?
You can reach Bedrock’s support team through the portal’s secure messaging feature, by phone, or via email. Response times are prioritized for onboarding and case questions.
What ongoing resources are available?
Continuous access to marketing materials, training modules, compliance updates, and live support helps you stay informed and effective. Bedrock regularly updates resources according to industry changes.
Where to find further training?
Training is available directly within the agent portal. Webinars, video tutorials, and documentation cover everything from compliance to marketing best practices, ensuring you stay current in 2026.
