Lead Advantage Pro^® Frequently Asked Questions

Medicare Advantage (MA) and Part D (PDP) enrollments submitted through Lead Advantage Pro are automatically added as current plans. Also, you can manually add plans not through SMS via Lead Advantage Pro’s user interface. Alternatively, they can be uploaded from a spreadsheet file.

A voice signature enrollment option is available through Lead Advantage Pro.

Clients can sign an electronic SOA. Also, there is a voice signature SOA option. And of course, clients can still sign the old-school paper version if preferred. 

Lead Advantage Pro supports online pharmacies, including Amazon PillPack. Therefore, these pharmacies are included in your for PDP and Medicare Advantage plus Part D (MA-PD) quotes.

Lead Advantage Pro’s enhanced filtering empowers you to hone in on desired search results, saving time and resulting in a more user-positive experience. You can filter by MA, MA-PD, SNP, PDP, etc. You can conduct searches based on star rating, carrier, extra benefits for MA plans and more. Plus, you can filter your Medicare Supplement plan searches by carrier and plan type.

Lead Advantage Pro’s enhanced filtering empowers you to hone in on desired search results, saving time and resulting in a more user-positive experience. You can filter by MA, MA-PD, SNP, PDP, etc. You can conduct searches based on star rating, carrier, extra benefits for MA plans and more. Plus, you can filter your Medicare Supplement plan searches by carrier and plan type.

You can conduct searches based on star rating, carrier, extra benefits for MA plans and more.

Lead Advantage Pro allows you to compile side-by-side comparisons, thus simplifying the client-decision-making process. You can choose up to three MA-PD, PDP or MA plans to show on a single side-by-side comparison. If your client is already enrolled in a plan, that option will be highlighted on the comparison. MA-PD view shows which providers are in the network along with copay options. Plus, all comparisons are printable and compliant to leave with clients.

The AEP Disruption report within Lead Advantage Pro identifies which PDP and MA-PD clients are impacted by disruption factors – factors such as premium increases^*, Rx deductible increases^*, medical max out-of-pocket increases^*, drug not on formulary, pharmacy network change, plan sunset and plan crosswalk.

* Increases above a defined threshold will trigger inclusion on the report

The AEP Disruption report within Lead Advantage Pro identifies which PDP and MA-PD clients are impacted by disruption factors – factors such as premium increases*, Rx deductible increases^*, medical max out-of-pocket increases^*, drug not on formulary, pharmacy network change, plan sunset and plan crosswalk.

* Increases above a defined threshold will trigger inclusion on the report

The product filter option found in the administrative settings can be used to exclude carriers that agents want left out of the quote results. Please be aware this is at a carrier level and not state by state.

Check non-commissionable/suppressed lists. Also, check the plan filters. If the issue persists, contact an SMS marketing consultant.

Lead Advantage Pro’s easy-to-use Multi-Client Rx Search feature allows you to type in the first three letters of the drug you want to search for across all your clients. The ensuing report provides a list of clients with the selected drug captured in the client’s Medicare cabinet. This feature proves especially useful when a drug drops off a plan’s formulary.

Quoting is available for all MA and PDP plans in the market regardless of SMS contract status.

You have the ability to date stamp the most recent Medicine Cabinet update and view the edit history. This feature allows you to see who updated (agent or client) and when said update occurred.

The Multi-Client Pharmacy report enables an agent to search for all clients with a specified pharmacy in their Medicine Cabinet. This tool can be useful for detecting disruption in Medicare drug plan pharmacy networks. With this intel, agents can identify affected clients and take appropriate action.

The Multi-Client Pharmacy report enables an agent to search for all clients with a specified pharmacy in their Medicine Cabinet. This tool can be useful for detecting disruption in Medicare drug plan pharmacy networks. With this intel, agents can identify affected clients and take appropriate action.

Agents can import or export client lists. This feature is located in the Admin section and ensures you’re always in control of your data.

MID and Lead Advantage Pro are synchronized. This means you can process MID enrollments in Lead Advantage Pro. This results in a Medicare enrollment system that allows for greater efficiency and more sales in less time. Agents with MID sites who use Lead Advantage Pro can synchronize lead data, share enrollment methods and enrollment notifications between the two platforms. Agents can manually push into MID, leads that are preexisting in Lead Advantage Pro. These leads are then automatically synchronized. New leads entered into Lead Advantage Pro are automatically created and linked to MID. Lead Advantage Pro detects and displays any discrepancies for linked leads between the two platforms. Enrollments submitted via MID that are linked to a lead record in Lead Advantage Pro, are recorded in Lead Advantage Pro and flagged as the client’s current plan. Plus, agents receive real-time email notifications when enrollments are completed in both platforms.

Agents and agencies who use AgencyBloc can now integrate their data with Lead Advantage Pro. This allows users of AgencyBloc to push lead data to Lead Advantage Pro, run a quote, enroll their client in a plan and then receive updated policy information pushed back to AgencyBloc automatically. This integration saves valuable time and reduces duplicate data entry.

Agents and agencies who use AgencyBloc can now integrate their data with Lead Advantage Pro. This allows users of AgencyBloc to push lead data to Lead Advantage Pro, run a quote, enroll their client in a plan and then receive updated policy information pushed back to AgencyBloc automatically. This integration saves valuable time and reduces duplicate data entry.

The AEP Disruption report within Lead Advantage Pro identifies which PDP and MA-PD clients are impacted by disruption factors — factors such as premium increases^*, Rx deductible increases*, medical max out-of-pocket increases^*, drug not on formulary, pharmacy network change, plan sunset and plan crosswalk.

* Increases above a defined threshold will trigger inclusion on the report

You can complete HRAs once enrollments for supported carriers have been completed. The system automatically searches for and stores the confirmation number, as well as the HRA completion date and is updated nightly. You can also click on a button to search for and store confirmation numbers along with dates of completion. Additionally, you can manually add HRA completions outside of the system.

As of now, SMS does not offer the ability to mass send marketing emails. We’d recommend using AgencyBloc for that purpose. Not only does AgencyBloc offer an email marketing option, but they also have several other solutions.

Lead Advantage Pro’s Client Self-Service portal allows clients to update provider, prescription, pharmacy and preferred hospital information prior to their appointment.

You can initiate an email that goes to multiple clients and prospects (up to 5,000 email addresses at a time) using the Self-Serve Portal (SSP). The email includes a hyperlink that directs the email recipient to the SSP and asks them to review and update personal information including drugs, pharmacy and doctors. Once an email recipient updates their information, it’s automatically added to their client profile in Lead Advantage Pro.

You’ll get notified whenever a consumer completes an online enrollment. Also, you’ll be notified when clients update any information utilizing the data self-service feature, which is the tool within Lead Advantage Pro that allows clients to update doctor, pharmacy and prescription drug information.

You have the ability to onboard any number of downline producers and limit their roles through various configuration options.

You can import your list of leads or clients directly into Lead Advantage Pro. Here are the steps to follow.

At the top right of the page, click on your name. Then once logged in, select “profile”.

Lead Advantage Pro automatically calculates the number of organizations and plans based on your selling permissions from SMS portfolio plans. You can manually configure additional organizations and carriers via a proprietary, industry-exclusive standalone website. Any added carriers and plans are aggregated with SMS portfolio plans for accurate counts. Centers for Medicare and Medicaid Services (CMS) disclosure automatically displays on the Lead Summary page. All emails coming out of Lead Advantage Pro include CMS disclosure based on your clients’ ZIP code and county.

SMS provides its agents with Lead Advantage Pro at no cost.

Lead Advantage Pro was designed to be a seamless, easy-to-use platform to help agents save time and better manage their book of business.

• Client management — create dispositions, tasks, notes and reminders to better service your clients 
• Multiple enrollment options — consumer self-enrollment and agent enrollment options are available
• Consumer self-service — features allow clients to update doctor, pharmacy and prescription drug information
• Reporting — access to disruption reports and prescription drug reporting to best serve your clients
• Automation — automatic email reminders can be sent to clients as a reminder for them to update or provide their information prior to appointments
• Compliance — Lead Advantage Pro helps you avoid compliance concerns by incorporating required disclaimers and monitoring ready-to-sell status to ensure you are complaint in regards to jurisdiction
• Call recording — integrated call-recording solutions