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Reach Your Peak Potential
with
Lead Advantage Pro

Technology That Propels You Ahead of Your Competition

Where Innovation Meets Excellence

Lead Advantage Pro®, a Medicare enrollment platform exclusively from Senior Market Sales® (SMS), takes prospects from lead to enrollment all in one place. It puts all your quotes, forms, client-record information and more into one user-friendly space.

Ways for You to Benefit From Lead Advantage Pro

Get a Convenient and Fast SOA Process

Complete Scope of Appointment (SOA) forms remotely or in person. Plus, the archive feature meets the 10-year requirement established by the Centers for Medicare and Medicaid Services (CMS).

Always Use the Right Forms

Rest assured that all forms within Lead Advantage Pro are the most accurate, compliance-approved, up-to-date versions.

Simplify Your Lead Management Process

Track your leads, utilize the conversation log and use the comments section for maximum effectiveness.

Ensure Your Clients Are Getting the Most Suitable Plan

Quote all Medicare Advantage plus Part D (MA-PD) plans in the market through the All-Carriers MA-PD Quoting Feature.

Complete Online Enrollments Faster and Easier

Increase control over the enrollment process and prepopulate form fields with this easy-to-use tool.

Meet Clients in Their Comfort Zone

Enroll clients in person, online and over the phone.

Quote Term, Final Expense and Long-Term Care Insurance

Compare plans from multiple carriers without logging into multiple sites.

Comply With Call-Recording Regulations

Option to record calls to stay in compliance with CMS call-recording regulations when presenting Medicare Advantage (MA) and Part D plan (PDP) options.

Save Time and Make More Money With the Power of an All-in-One Medicare Enrollment Platform!

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 the form above.

Medicare Quoting and Enrollment From SMS

A Sampling of Features and Benefits

  • SOA 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 CMS regulations by utilizing disclosures displayed on emails for MA and PDP 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 details, 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 is taken by client
  • Enhance quote results by toggling Medicare Supplement plans, filtering by carriers and enrollment type, for targeted results
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