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Exceptional Technology for Extraordinary Growth

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

SMS, A Technology Leader

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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Annexus Athene BCA 2.0

Webinar | November 12, 2025 01:00 PM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about Athene BCA 2.0

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Nationwide New Heights Select

Webinar | December 10, 2025 10:00 AM Central Time Zone

Join this webinar, hosted by Annexus, to learn more about Nationwide's New Heights Select.

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Annuity Discussion with Lincoln Financial

Webinar | November 5, 2025 01:00 PM Central Time Zone

Join this webinar hosted by Lincoln Financial to learn about Partial Roth IRA conversions and Top S&P 500 accumulation strategies.

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Mutual of Omaha Ultra Advantage Fixed Indexed Annuity

Webinar | November 19, 2025 10:00 AM Central Time Zone

Do you have clients who are nearing retirement? Maybe you have clients who need additional options to help solidify their retirement plans? Whatever the situation may be, we want to share more about...

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Knowing the Underwriting Process Helps Advisors Assist Clients

Webinar | November 18, 2025 10:00 AM Central Time Zone

When advisors have knowledge of the underwriting process, they can better determine which life products might be more suitable for their clients. Join Shannon Keller, Assistant Vice President and...

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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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