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2025’s AEP could be one of the most disruptive ever, partly due to unintentional consequences brought on by the Inflation Reduction Act. To overcome said disruption, you’ll need technology on your side and Senior Market Sales® (SMS) delivers with an exclusive tool that’s designed to help you save time, make more money and put your business in a position of distinction.
What does SMS offer at no cost to help you overcome Medicare disruption?
Lead Advantage Pro® is SMS’ exclusive Medicare enrollment tool. It’s been in use for more than a decade, undergoing continuous improvements to help you enroll Medicare clients regardless of how they wish to meet. Meeting preferences that Lead Advantage Pro is compatible with includes face-to-face, online, over-the-phone and text interactions. Essentially, it has you covered from lead to sale and everywhere in between.
Time-saving tools within Lead Advantage Pro:
- Multi-Carrier Medicare Quoting – quote SMS carriers only, or any carriers on the market
- Multiple Scope of Appointment (SOA) methods – completion based on how you’re meeting with clients, including over-the-phone, email, electronic SOA, voice-signature, etc.
- Medicare Advantage (MA) and Part D (PDP) Prescription, Provider and Pharmacy Lookup – verifies if a plan or pharmacy is in the network
- Multiple enrollment methods – up to five distinct enrollment methods including email, text, face-to-face, PDF and voice signature options
- Multi-Client Rx Report – identifies clients who are impacted by formulary changes and allows you to find plans that have a particular-needed drug in its medicine cabinet
- Client Self-Service Tool – allows you to mass-email clients so that they can input their prescription, pharmacy, provider and demographic information
- MA and PDP filtering by carrier, plan, extra benefits and star rating
- Medicare Supplement filtering by carrier and plan name
What’s coming soon in Lead Advantage Pro?
AgencyBloc’s Agency Management System (AMS+) Solution is an industry-specific sales and servicing agency management system that can help you increase sales, improve client retention and stay compliant. SMS is diligently working with AgencyBloc to ensure this game-changing integration is available when AEP begins.
This integration will:
- Provide seamless transition into quoting and enrollment
- Minimize duplicate data entry
- Improve your book-of-business tracking
What are some additional coming-soon integrations for Lead Advantage Pro?
- AEP Disruption Report displays disruption factors affecting each member – including drugs that may not be on the formulary, experience a change in drug deductibles, have pharmacy network changes, premium increases, plan sunsets and changes to commissionable status
- Multi-Client Pharmacy Report – if you have a pharmacy being dropped from a formulary, this report will allow you to pull up a list of clients with that pharmacy so that appropriate action can be taken
- Side-by-side MA and PDP Plan comparison tool – If you want to focus on two or three specific plans and compare them side by side, this tool will allow for this
How much does Lead Advantage Pro cost and how can you get it in time for AEP?
Lead Advantage Pro is an SMS-exclusive and is available at no cost. Connect with an SMS marketing consultant at 1.888.747.3810 to learn how you can get up and running in time to combat potential AEP disruption. Plus, discover additional sales tools that are available to SMS-contracted agents.
For Licensed Insurance Agent/Advisor Use Only. Not for General Public.
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