News and Updates

2 Things You Should Do Now for Upcoming AEP Success

Are you prepared for the upcoming AEP season? We’re still a bit out, but now’s the time to ensure you have two solutions in place. First, you need a system for maximizing AEP enrollment potential. Secondly, you need a way to comply with Centers for Medicare and Medicaid Services call-recording regulations. Senior Market Sales® can help with both. 

CMS Issues Final 2024 Rule: What You Need to Know

The Centers for Medicare & Medicaid Services (CMS) recently issued the final 2024 rule for Medicare Advantage and Part D Prescription Drug Plans on April 5, 2023. The final rule outlines several provisions that will impact Medicare beneficiaries and agents. In this blog post, we'll take a closer look at what's changing and how it might affect you.

Make Sales to Seniors While Eliminating a Gap in Medicare Coverage

Medicare doesn’t provide coverage for most dental care procedures. That’s why it’s important for agents to cross-sell dental insurance options designed to fit this particular market. This article highlights one exclusive solution that’s well-suited specifically to seniors.

The Annuity Review: How a Simple Process Can Uncover Opportunities for Clients and You

The SMS Financial Solutions Annuity Review Process uses our expertise and industry-leading technology and tools to review any annuity contract to see if you can provide clients better death benefits, lower fees or increased income.

2 Simple Ways to Differentiate Your Insurance Practice

In a world where so many insurance professionals offer the same products and services as everyone else, it’s important to uncover avenues that help your practice stand out. This article focuses on just two ways that Senior Market Sales^® (SMS) encourages practice differentiation for increased client loyalty and greater sales potential. 

How 1 Carrier's Technology Can Streamline Your Dental Sales Process

Dental agents who embrace new technologies expand their opportunity to save time, make more money and differentiate their business from the competition. Ameritas makes it easy to embrace its technology. They’ve developed hyperlink and QR code features that allow clients to consider your sound advice and then self-enroll in the dental plan of their choice.

Increase Medicare Sales Opportunity by Offering MSAs

What are Medicare medical savings account (MSA) plans? Why should agents consider adding them to their portfolio mix? This article provides answers.

SMS Has You Covered for Call Recording This AEP

The Centers for Medicare and Medicaid Services (CMS) mandated a new ruling that includes a call-recording component for call centers and brokers. This requirement will go into effect October 1, 2022. Agents who don’t comply will find themselves subject to enforcement. This article provides some excellent solutions to help agents comply with these new regulations.

How Insurance Agents and Financial Professionals Protect Both Business and Reputation

Sometimes, producers inadvertently omit a vital piece of information regarding recommended products. Other times, clients either aren’t paying attention, or they misunderstand a crucial fact about what the proposed solution will or won’t do. When communication breaks down, the results can be disastrous. Clients may sue for negligence. If that happens, it can be a costly venture for the producer in terms of financial loss and reputation. Fortunately, producers have a way to hedge against some of this risk.

A Proven Way to Differentiate Your Insurance Practice

Adding ancillary products to your portfolio is a relatively easy way to expand your product offering and differentiate yourself from the competition. What are ancillary products? How can you use them to gain sales? This article strives to answer these questions. 

6 Tips to Prepare for Annual Election Period (AEP) Success

When it comes to AEP, the best agents are those who make the most of each available hour. Senior Market Sales^® (SMS) is here to help you boost AEP production opportunities with six tips for saving time, making more money and putting your business in a position of distinction.

Why Senior Market Sales Is the Best Field Marketing Organization in the Insurance Industry

Choosing a field marketing organization (FMO) is one of the most important decisions you’ll make as an independent insurance agent or retirement planning advisor. Whether you’re new to the search or already working with Senior Market Sales® (SMS) for parts of your business, here’s why SMS is considered the best FMO in the industry for all of your business.

Senior Market Sales Creates First-of-Its-Kind Lead Acquisition Platform

Senior Market Sales^® (SMS) has developed and released Client Stream^® Lead Exchange, a revolutionary lead acquisition platform. With Client Stream Lead Exchange, participating agents are given the freedom to choose their price point, the type of leads they want and when they want to receive them. 

Local Agents Advertise Value Through In-Person Workshops

As a local insurance agent specializing in Medicare, how can you capitalize on your local status? How can you demonstrate to prospects that your knowledge and in-person accessibility equates to a better experience than what one might find with national call centers? Senior Market Sales® (SMS) offers a viable solution.

Grow Omaha Radio Show Features John Haver, Senior VP of Senior Market Sales

John Haver, Senior VP of Senior Market Sales, and the hosts of Grow Omaha Radio Show, talk about the company's history, culture, and future.