COMING SOON

The next evolution of Lead Advantage, the proprietary tool from SMS that lets agents take prospects from lead to enrollment in one place.

Why use Lead Advantage Pro®?

Run the most accurate MA-PD quotes quickly and efficiently.
Online enrollments for Medicare Supplement, Medicare Advantage and Part D.
Online quoting for term life, final expense and dental.
Manage prospect lists and client follow-ups.
Build customizable administrative roles within your organization.

Leads to Enrollment in One Platform

 

Leads

Import leads directly into Lead Advantage Pro for follow-up.

CRM

Manage follow-ups with customizable dispositions, appointment calendar, notes, tasks and more.

Quoting

Run multi-carrier quotes for Medicare Supplement, Medicare Advantage, Part D, final expense, term life and dental.

Enrollment

Seamlessly transition to online enrollments via carrier portal or our proprietary App by Email® and AICOE® processes.

Forms

Access a robust library of up-to-date carrier forms.

Game-changing enhancements that will streamline your sales process.

Lead Advantage Pro® Features

App by Email®

Complete your required scope of appointment in less than three minutes and store a record of it on the client’s profile.

AICOE®

Facilitate your client’s MA-PD enrollment online.

RX Import

Allow clients to import their prescription drug information into the tool for accurate quotes with less hassle.

e-App

Complete your apps online and go from paper mess to paperless. It’s faster, more accurate and easy to use.

New
Dashboard

See your lead activity at a glance.

Lead
Disposition

Build your own lead dispositions.

Customize
User Roles

Create and set roles within your organization for smarter access to features.

Quote Multiple
Products

Quote and compare multiple carriers at once.