AgencyBloc Integration Boosts AEP Efficiency With Lead Advantage Pro®

Discover the Power of All-in-One Medicare Enrollment Efficiency!

Imagine a world where you have everything you need in one Medicare enrollment platform. That’s your reality when using Lead Advantage Pro^®, with AgencyBloc AMS+ integration. This specific integration is only available to agents contracted through Senior Market Sales^® (SMS).

AgencyBloc’s Plus Suite includes AMS+, an all-encompassing, industry-specific sales and servicing management solution that helps independent insurance agencies, general agencies, insurance and field marketing organizations (IMOs/FMOs), and call centers be more efficient, increase sales and improve client retention. The integration between these two solutions establishes a new precedent for individual health benefits enrollment, providing an efficient, seamless and affordable experience for downline agencies. After initiating the client engagement in AMS+, agents can complete the quoting and enrollment in Lead Advantage Pro and have the information updated back to AMS+.

With AgencyBloc’s AMS+ integration, Lead Advantage Pro, is even better. Lead Advantage Pro is an SMS-exclusive Medicare enrollment platform designed to help you make sales no matter how the client wishes to meet. By integrating with AgencyBloc’s Agency Management System (AMS+) Solution you’re able to increase sales, improve client retention and stay compliant.

What does AgencyBloc’s AMS+ integration add to Lead Advantage Pro?

• 

  Lead management (leads, prospects, opportunities, etc.)
• Communication tracking with agents, leads and prospects
• Activity tracking and task assignment
• Lead routing and round-robin assignment
• Electronic compliance management
• Customizable workflow automation and email marketing
• Insurance-specific voice over Internet protocol
• Texting

“It is a huge time-saver!”

What are some features within Lead Advantage Pro?

• 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 (PDP) enrollments
• Clients can now update their own providers, prescriptions, pharmacies and preferred hospitals, by using the Client Self-Service Portal
• 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 is taken by client
• Multi-Client Pharmacy, Multi-Client Rx and AEP Disruption reports make your AEP easier
• Choose up to three Medicare Advantage plus Part D, PDP or Medicare Advantage plans to show on a single side-by-side comparison

About SMS

SMS is a field marketing organization with more than four decades as a leader in the Medicare market. They specialize in providing agents with solutions designed to save time, make more money and provide you with a layer of differentiation. Check out SMS’ complete suite of sales tools. Also, feel free to reach out if you’d like more information or have any questions.