In a new reality where in-person meetings are limited or banned because of coronavirus concerns, you need quick, easy-to-implement ways to adapt your insurance or financial planning practice. Senior Market Sales® (SMS) is here to guide you. As many successful SMS advisors who sell virtually or by phone already know, you can rely on SMS’ technology and expertise to support your sales, marketing and service.
Just as your clients rely on you for support during the crisis, you can rely on SMS to carry you through. Here is a list of resources for additional information on COVID-19.
Eight months into the pandemic, the majority of White Glove educational workshops are conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.
Watch this webinar learn about the key provisions and relief programs available in the Coronavirus Aid, Relief and Economic Security Act (CARES Act). The $2.3 trillion rescue bill brings much needed economic support to those who may be facing financial hardship now – and that could include you and your clients.
The Coronavirus Aid, Relief and Economic Security Act, or the CARES Act, includes a number of provisions that insurance agents need to know about so they can advise clients and also possibly receive aid as small business owners.
Just as your clients rely on you for support during the crisis, you can rely on Senior Market Sales® (SMS) to carry you through. Here is a list of resources for additional information on COVID-19.
Your sales process doesn’t have to suffer because of coronavirus constraints on in-person meetings. As many successful advisors already know, you can use the phone to conduct client appointments and SMS’ technology to submit applications and complete sales. You also can still meet “face-to-face” without meeting in person or even leaving your house, thanks to today’s video conferencing technology.
This proprietary SMS tool lets you take prospects from lead to enrollment in one place and features an easy and compliant way to help Medicare Advantage-Part D clients enroll online.Learn More
After you match Medicare Advantage-Part D clients with suggested plans, this SMS sales solution allows them to self-enroll online while ensuring you get credit for the sales.Learn More
The SMS e-App platform powered by FireLight’s e-App process gives you one place to submit all your annuity business, eliminating the need to navigate different carrier websites.Learn More
Gather a few basic pieces of information and submit term life apps with multiple carriers online in less than 10 minutes via the e-Ticket online portal, and the carrier follows up with the client.Learn More
You can still find new leads and connect with prospects, even if you relied on educational workshops. We’ll show you how to attract leads with your website, video, social media and traditional direct mail marketing, and how to pivot to virtual workshops or webinars.
Your clients want to hear from you now. But you need to make sure you stand out from the noise and strike the right tone at this sensitive time. We’ll show you the different channels you can use to connect with clients and provide meaningful content and ideas that will resonate with them while showing your value.
Stay informed with updates from the industry's top carriers on how to help clients during this time of social distancing.