Exceptional Technology for Extraordinary Growth

Get the tech that elevates your performance and propels you light years ahead of the competition. 

SMS Technology Training

Leaders in Innovation Then, Now and Always

Experience the Senior Market Sales® (SMS) technology difference: tools that help you manage your business smoothly and take it beyond your expectations. Technology is a driving force in our service to you. That’s how we led the industry and why we’ll continue to. 

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How You’ll Transform Your Business With SMS Technology

Save Time

Work faster and avoid time-consuming tasks and mistakes, so you can see more clients to grow your business. 

Show Your Value

Exceed expectations by showing clients how to save money, plan for the future and address concerns that your competition isn’t.

Grow Your Income

Avoid massive spending on external tech by using SMS’ no-cost tools, which then make you more money by increasing your value to clients.

Medicare Quoting & Enrollment Tools

Medicare Quoting and Enrollment Tools

Work with clients by text, tablet, desktop, phone or in person when you use SMS’ quoting and enrollment tools. Perform at your peak with the exclusive-to-SMS Lead Advantage Pro® platform, and see why thousands of top-selling agents swear by its ease of use, savvy integrations, quick quoting and other proprietary features. 

Financial Analysis Tools For Retirement Planners

Financial Analysis Tools

Wow prospects and clients with tax-efficient income and risk management strategies identified only by the most advanced, powerful technology. The SMS technology suite simplifies the complicated but often-overlooked pieces of a sound retirement plan and makes your recommendations easy for clients to visualize and understand.

Easily Address Client Pain Points and Grow Your Business

When to file for Social Security

Identify claiming strategies that net the most money, and offer solutions for gaps where benefits may not meet income needs.

How to pay for health care in retirement

Manage costs annually by quoting affordable quality plans, and illustrate the need for solutions to meet long-term care costs.

How to find the best Medicare plan for the best price

Quote quickly and confidently from SMS’ wide menu of plans, including proprietary products from the nation’s top carriers.

How and when to take withdrawals to minimize loss to taxes

Show clients how their decisions can trigger higher taxes, and develop a tax-efficient withdrawal strategy.

How much money is needed to retire / when to retire / how to not outlive savings

Illustrate how life events and market events impact a client’s retirement plan so you can identify gaps and propose solutions.

How to leave money to children or charities

Show clients different income strategies and products that will help them leave the legacy they want.
An Insurance Agent Using SMS' Technology To Grow Her Business

Stay Ahead of Trends and Competitors

Gain a competitive edge: choose the only partner with the industry relationships, expertise, foresight and wherewithal to deliver tech solutions before others. Whether with integrations or originals, SMS is the proven leader with first-to-market solutions that keep you compliant, improve client service and grow your business. 

Explore Upcoming Events

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Ancillary Series Phase II: NCD

Webinar | June 16, 2026 11:00 AM Central Time Zone

 Medicare doesn’t cover most dental procedures — creating an important opportunity for agents to provide valuable protection and peace of mind.

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Exclusive FIA Launch with Annexus

Webinar | June 17, 2026 01:00 PM Central Time Zone

Join this live webinar to learn more about this exclusive FIA launch from Annexus.

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Ancillary Series Phase II: Ameritas

Webinar | July 14, 2026 11:00 AM Central Time Zone

 Don’t miss potential sales while leaving gaps in your clients’ health coverage. Learn proven strategies to strengthen your portfolio and better serve your clients’ needs.

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North American Secure Horizon FIA Suite

Webinar | June 24, 2026 10:00 AM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about the North American Secure Horizon Fixed Index Annuity Suite.

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Ancillary Series Phase II: Assurity

Webinar | June 30, 2026 11:00 AM Central Time Zone

Discover how comprehensive ancillary coverage from Assurity can strengthen client relationships while increasing your sales opportunity. Join this informative webinar to explore protection options...

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SMS Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | July 8, 2026 10:00 AM Central Time Zone

The Medicare enrollment landscape continues to change, and staying efficient is more important than ever. Join Senior Market Sales® (SMS) for an exclusive webinar showcasing complimentary tools and...

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Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | August 12, 2026 10:00 AM Central Time Zone

Inefficiency and inaccuracy can hinder the Medicare enrollment process. But with tech from Senior Market Sales® (SMS), you’ll have the tools to succeed. Get paid when clients self-enroll.* Present...

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SMS Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | September 9, 2026 10:00 AM Central Time Zone

 In today’s fast-paced Medicare-enrollment environment, leveraging the right technology can make all the difference. Join this webinar, courtesy of Senior Market Sales® (SMS), and discover exclusive...

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Policy Risk is Retirement Risk: Strategies for a More Resilient Retirement Plan

Webinar | June 25, 2026 10:00 AM Central Time Zone

 Policy risk is quickly becoming retirement risk. Join this exclusive Senior Market Sales® (SMS) webinar to explore viable strategies for helping advisors build more resilient retirement plans in a...

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Tell Us Your Technology Needs

We’re ready to connect you with technology that will make life easier, save you time and accelerate your growth. 

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