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Sales Tools

Quick and easy access to SMS® quoting and enrollment tools for all product lines. 

Don’t have an account for one these tools? Call an SMS marketing consultant at 1.800.786.5566


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17 results

MA-PDP Plans Offered Lookup Tool

Look up Medicare Advantage (MA) and Part D plans (PDPs) in a specific zip code and provide accurate disclaimers to meet regulatory guidelines.
Lead Advantage Pro

Lead Advantage Pro®

Exclusive, no-cost, all-in-one quoting and enrollment platform.
Medicare Insurance Direct

Medicare Insurance Direct®

Personalized technology where clients can quote and enroll anytime day or night.
iPipeline

iPipeline®

Run term life insurance quotes on SMS’ iPipeline mobile quoting platform with the ability to email policy options to clients.
FireLight

FireLight®

Streamline the annuity electronic application process to help avoid errors and save time.
QuoteDental.com

QuoteDental.com

Multi-carrier dental quoting tool compares benefits side by side, based on out-of-pocket costs, for the level of dental health needed.
XRAE

XRAE®

Compare multiple carriers advanced underwriting rules using simple Q&A forms.
CSG Actuarial

CSG Actuarial

Quote rates for the entire Medicare product landscape.

Mobile Quoting

Run Medicare Supplement quotes on your mobile phone via text and through a mobile website.
Annuity Rate Watch

Annuity Rate Watch

Provides MYGA, fixed and fixed indexed annuity rates and product information in real time.
Stratecision

Stratecision

Long-term care quoting and comparison tool.

Secure Email Portal

Make sure emails with sensitive client information are sent securely with our secure email portal.
MyAnnexus

MyAnnexus

Resource site that provides financial professionals with tools and resources.
Client Stream Lead Exchange

Client Stream® Lead Exchange

Bid on leads from multiple prescreened vendors at competitive prices.
Vive

Vive

Quote, compare and submit term life apps from anywhere in as little as 5 minutes.
Luma

Luma

Instantly compare and test different annuity products to ensure you're offering the most suitable solutions to the client.
AgencyBloc AMS+

AgencyBloc AMS+

Integrate with Lead Advantage Pro for your all-in-one Medicare enrollment platform.