Lead Advantage Pro®
Our exclusive all-in-one sales management tool. Receive and manage leads, run quotes, submit online enrollments and access multiple carrier portals all in one place.
All Carrier Quoting Med Supp, Part D, MA, or MA-PD
Know that your quotes are accurate and present them with confidence.
In person, online, telephone or text enrollment.
Submit online enrollments and access multiple carrier portals all in one place.
Pharmacy Network Status Details
Specialty and mail order flags (indicators) which will assure agent that they are making the right plan recommendations for their clients.
Client Stream® Lead Exchange
A first-of-its-kind platform that matches prescreened lead vendors with agents. You choose your price point, the type of leads you want and when you want to receive them.
Client Stream® - Med Workshops
Our collection of client-facing materials and workshops on the Medicare topics that resonate with your clients.
Medicare Insurance Direct
Our client-facing technology that pairs an agent’s advice regarding a client’s Medicare solution with the convenience of self-enrollment.
This program elevates your business with marketing dollars and tools to help you generate leads and reach clients.
Medicare Compliance Library
We have everything you need, all in one place to help keep you compliant when selling Medicare.
AEP Agent Central
We've collected all the tools, technology and resources you need to save time, eliminate mistakes and make more sales during the busy AEP. With four decades in the Medicare market, no one has more knowledge and experience than SMS.