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Take Medicare Prospects From Lead to Enrollment in One Place
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Save Time and Make More Money While Differentiating Yourself From the Competition
Lead Advantage Pro® is the next evolution in Medicare enrollment tools. It increases your sales potential so you can make more money and differentiate your practice. You can’t afford to lose an enrollment opportunity because you’re not set up to cater to various meeting preferences. Today’s clients are more tech-savvy than ever. Not all of them prefer to meet in person. So, you need a technology tool that enables you to complete enrollments via phone, text or online, as well as in person.
If you have interest in learning more, or if you would like to begin using Lead Advantage Pro on a complimentary basis, please complete this form.
NEW: Choose up to three MA-PD, PDP or MA plans to show on a single side-by-side comparison
NEW: Process Medicare Insurance Direct® enrollments in Lead Advantage Pro via synchronization
NEW: Reports added to make AEP easier:
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AEP Disruption report — shows which clients could experience a formulary change and displays a number of disruption factors affecting each member*
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Multi-Client Pharmacy Search report — identifies those likely to see alterations to their in-network pharmacies
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Multi-Client Rx report — search multiple clients to address prescription drug concerns, including price increases and dropped coverage on plans
View the New Features
Additional Features and Benefits
- Scope of Appointment options expand beyond paper and now offer remote, face-to-face and voice signature availability
- Five enrollment options — paper, Agent Initiated Consumer Online Enrollment (AICOE®), voice signature, face-to-face and electronic carrier application
- Stay compliant with Centers for Medicare and Medicaid Services (CMS) regulations by utilizing disclosures displayed on emails for Medicare Advantage and Part D enrollments
- Easily record and archive calls per CMS regulations
- Clients can now update their own providers, prescriptions, pharmacies and preferred hospitals, by using the Client Self-Service Portal
- The Multi-Client Rx report can search multiple clients to address prescription drug concerns, including price increases or dropped coverage on plans
- MA and PDP quoting provides detailed filtering options and improved visibility for plan benefits with icon indicators
- Client Self-Service Portal PDP policy review feature triggers automated reminders if no action taken by client
- Enhance quote results by toggling Med Supp plans, filtering by carriers, and enrollment type for targeted results
*This report will appear as an option once 2025 data is uploaded, approximately Oct. 1, 2024