To maximize AEP success, you’ve got to make the most of every available moment by enrolling clients whenever and however they prefer. Fortunately, you don’t have to go it alone. Senior Market Sales® (SMS) offers exclusive Medicare enrollment tool, Lead Advantage Pro®.
Lead Advantage Pro works no matter how clients prefer to meet. This includes in-person, over-the-phone, online and even text interactions. It simplifies your day and maximizes your time, and does it all at no cost to you.1
- Quickly send and receive applications by email
- Save time with an electronic application option
- Stay compliant while enrolling Medicare Advantage and Part D clients online
- Provide an option to easily record and archive calls for Centers for Medicare and Medicaid (CMS) compliance1, 2
- Enroll and manage leads through a user-friendly dashboard
- Get accurate pharmacy, provider and prescription drug list information
And now, due to significant enhancements, Lead Advantage Pro is even more powerful than before in letting you take prospects from lead to enrollment in one place.
Lead Advantage Pro’s latest enhancements:
- CMS Disclaimer
CMS now requires agents to include in all communications, the number of carriers and the number of plans offered in any given area. Through this new feature, the required disclaimer will automatically be included on all Lead Advantage Pro emails sent to a client, and will include all carriers and plans you have with SMS. Plus, you have the ability to add carriers and plans obtained outside of SMS, and once added, they will be accounted for in any future disclaimer verbiage.
What’s the benefit to you? You can rest assured that you’re compliant in regards to this requirement.
- Client Self-Service Portal
With the new Client Self-Service Portal, you can mass email your clients and invite them to update their prescription, pharmacy, contact and provider data in Lead Advantage Pro.
What’s the benefit to you? This process eliminates back and forth and time spent doing data entry. Depending on the size of your book of business, this could save you countless hours, especially during AEP.
- Search and Add All Available Plans
You can now capture and track a client’s current plan in Lead Advantage Pro, even if it’s not one available through SMS.
What’s the benefit to you? By knowing which plan a client has, you can more easily and accurately review said plan with them and determine if disruptions mean another plan may fit better for that particular client.
- Voice Scope of Appointment3
There’s no need to have the client physically sign a Scope of Appointment form. Now, the form can be signed by voice permission.
What’s the benefit to you? Gone are the days of waiting for the client to sign the form. This quick, easy process saves you time and expedites the appointment-setting process.
- Voice Signature Enrollment
Enroll clients without the need for a paper signature.
What’s the benefit to you? Enroll more clients in less time by allowing them to enroll via this avenue. It’s easier on you. It’s simpler for the client. It’s a win/win for all involved.
How Much Does Lead Advantage Pro Cost?
Agents contracted with SMS gain complimentary, unlimited use of Lead Advantage Pro. Request a demonstration of this dynamic tool today. SMS even provides comprehensive training so that you’re proficient with this tool when AEP begins.
SMS Wants to Partner With You
In addition to Lead Advantage Pro, SMS specializes in unique ways to help agents succeed in the health and wealth markets. Are you interested in learning more about SMS’ exclusive tools and resources? If yes, then the licensed Med Solutions marketing team wants to have a discussion.
Questions? Call SMS today at 1.888.747.3810 to start a conversation.
1 No-cost benefit applies to SMS-contracted agents. Additional cost applies if adding the call-recording technology feature.
2 Effective September 30, 2023, for coverage beginning January 1, 2024, CMS will no longer require the agent to record all calls, but will still require the recording of sales, marketing and enrollment calls with members.
3 Contact an SMS Med Solutions marketing consultant at 1.888.747.3810 for details and stipulations regarding this feature.
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