Top Medicare Technology
Plug into proven exclusive tools and resources designed to fill your pipeline with prospects and help you stay connected with clients.
Tools That Transform Prospects Into Enrollments
We offer technology solutions that keep agents compliant, help grow your business and improve client service. This includes industry-leading quoting and enrollment tools that make the sales process faster and easier. It's a driving force in our service to you, and how we became, and continue to be, an industry leader.
Save time and money when you streamline your enrollment process with SMS' exclusive tools.
Exude competence to prospects and clients and avoid costly errors when you use SMS' exclusive technology.
Shatter your previous enrollment records when you start using the quoting and enrollment tools offered by SMS.
Quoting and Enrollment Options
An Exclusive Enrollment Platform at No Cost to You
Take prospects from lead to enrollment in one place and with one login. Lead Advantage Pro®, a complimentary SMS exclusive, allows you to meet clients the way they prefer to meet — in person, online, on the telephone and via text. It can even comply with Centers for Medicare and Medicaid Services’ call-recording regulations.
Insurance Agency Management Platform
AgencyBloc offers a comprehensive industry-specific agency management platform with insurance sales and servicing CRM, commissions processing, and now integrates with Lead Advantage Pro for quoting and enrollment.
New users receive 15% off their first year with AMS+.
Client-Facing, Self-Enrollment Technology
Use Medicare Insurance Direct® (MID) to enroll clients any time day or night. Powered by Connecture, MID is a client-facing technology that pairs an agent’s advice regarding a client’s Medicare solution with the convenience of self-enrollment. MID is available from SMS at no cost and works regardless of your location, or the location of your client.
Dental Quoting & Comparison Tool
Make better recommendations to clients with the industry's first multi-carrier quoting tool that shows estimated out-of-pocket costs for dental plans. No more going to multiple websites to quote different carriers. Run smarter quotes that see beyond premium and provide the full cost of a plan based on benefits and expected usage.
Quote the Entire Product Landscape
Compare and quote rates for Medicare Supplement, Medicare Advantage, Part D, final expense, hospital indemnity and dental options all on one platform. SMS has partnered with CSG Actuarial to provide this crucial quoting capability so you can present clients the most suitable Medicare solutions for each specific client.
Streamline the Sales Process for Tele-Digital Agencies
Leverage one of the fastest growing quoting and enrollment platforms in the Medicare space, powered by Sunfire. This cutting edge technology streamlines the sales process for call centers, while ensuring the beneficiaries' needs are met.