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Lead Advantage Pro

Lead Advantage Pro® Feature Updates

New Features

Print specific plans by carrier.

Now, you can print compliance-friendly plans by carrier, with a simple click of your mouse. This streamlines the presentation process, leading to quicker client decisions and higher sales potential for you. 

Personalized AICOE® forms and email quotes.

This new feature allows you to customize the subject line and body of Agent Initiated Consumer Online Enrollment (AICOE®) forms. Plus, you now have compliant quote emailing capability.

Get alerted when clients update their Self-Service Portal.
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Know when clients update their pharmacy, prescription or provider information through Lead Advantage Pro’s Client Self-Service portal. This automatic notification gives you the opportunity to reach out to the client and discuss how these changes affect their current plan.

Recent Features

Choose up to three Medicare Advantage plus Part D (MA-PD), Part D (PDP) or Medicare Advantage (MA) plans to show on a single side by side comparison.
Medicare Plan Comparison Step 1

Step one – select plans for comparison

 

Medicare Plan Comparison Step 2

Step two – select enrollment method

 

Medicare Plan Comparison Step 3

Step three – compare plans side by side 

 

Process Medicare Insurance Direct® (MID) enrollments in Lead Advantage Pro via synchronization.
Medicare self-enrollment tool, MID, has synchronized with Lead Advantage Pro. This means, you can now process MID enrollments in Lead Advantage Pro. The result? A Medicare enrollment system that allows for greater efficiency and more sales in less time.
Reports added to make AEP easier.
  • AEP Disruption report — shows which clients could experience a formulary change and displays a number of disruption factors affecting each member
  • Multi-Client Pharmacy Search report — identifies those likely to see alterations to their in-network pharmacies
  • Client Rx report — search multiple clients to address prescription drug concerns, including price increases and dropped coverage on plans

Leads

What is the meaning of the color blue?

Be careful using accordions. They are known to shorten pages, yet they come at a higher interaction cost. Accordions are great for FAQs. Here is a UX checklist:

  • Make sure the icon is clearly communicating there is more content
  • Don't put too much content in the accordion. If there is too much, then the content might deserve it's own page.
Accordions

Be careful using accordions. They are known to shorten pages, yet they come at a higher interaction cost. Accordions are great for FAQs. Here is a UX checklist:

  • Make sure the icon is clearly communicating there is more content
  • Don't put too much content in the accordion. If there is too much, then the content might deserve it's own page.
Wisely

Be careful using accordions. They are known to shorten pages, yet they come at a higher interaction cost. Accordions are great for FAQs. Here is a UX checklist:

  • Make sure the icon is clearly communicating there is more content
  • Don't put too much content in the accordion. If there is too much, then the content might deserve it's own page.

Highlighted Features

  • Scope of Appointment options expand beyond paper and now offer remote, face-to-face and voice signature availability
  • The Multi-Client Rx report can search multiple clients to address prescription drug concerns, including price increases or dropped coverage on plans
  • Five enrollment options — paper, AICOE®, voice signature, face-to-face and electronic carrier application
  • MA and PDP quoting provides detailed filtering options and improved visibility for plan benefits with icon indicators
  • Stay compliant with Centers for Medicare and Medicaid Services (CMS) regulations by utilizing disclosures displayed on emails for MA and PDP enrollments
  • Client Self-Service Portal PDP policy review feature triggers automated reminders if no action taken by client
  • Easily record and archive calls per CMS regulations
  • Enhance quote results by toggling Med Supp plans, filtering by carriers and enrollment type for targeted results
  • Clients can now update their own providers, prescriptions, pharmacies and preferred hospitals, by using the Client Self-Service Portal
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