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AgencyBloc

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Lead Advantage Pro

Achieve Greater Medicare Success

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Senior Market Sales® (SMS) is pleased to partner with AgencyBloc's Agency Management System (AMS+) solution for its integration with Lead Advantage Pro, SMS’ exclusive Medicare quoting and enrollment tool.

Lead Advantage Pro is the next evolution in Medicare enrollment tools, designed by agents for agents. You can’t afford to lose an enrollment opportunity just because you’re not set up to cater to the meeting preferences of today’s tech-savvy client. Lead Advantage Pro enables you to be flexible, to the preferred method of how your clients want to do business.

Efficiently and Compliantly Increase Medicare Client Enrollment


Client Self-Service Portal agents can request their clients to update their own provider, prescription, pharmacy and preferred hospital information with a click of a button
Multi-Client Rx Report search by drug name to identify clients affected by drug formulary change, so you can then call or email them to propose a solution
View and Filter Extra Plan Benefits on MA and PDP plans for coverage your clients want to use: Dental, vision, hearing, fitness benefit, transportation, and in home support
Robust Forms Library easily access all carrier forms to send clients as requested
Various Scope of Appointment Options include remote, face to face, voice signature and paper
Using Lead Advantage Pro
Using Lead Advantage Pro

Stay compliant with regulations from the Centers for Medicare and Medicaid Services (CMS) by utilizing disclosures displayed on emails for Medicare Advantage (MA) and Part D (PDP) enrollments

Five Enrollment Options


Agent Initiated Consumer Online Enrollment (AICOE®)

Paper 

Voice Signature

Electronic Carrier Application 

Face To Face