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

Launch Lead Advantage Pro

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



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


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


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


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


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.


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.


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


See your lead activity at a glance.


Build your own lead dispositions.

User Roles

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

Quote Multiple

Quote and compare multiple carriers at once.

Click here to enter the Lead Advantage Pro® Video Tutorial Library

Video Library

Frequently Asked Questions

Not yet. You will be able to access and use both systems for the time being. However, your existing leads and client data will not get migrated to your new Lead Advantage Pro account until later this spring.
Not yet. Later this spring we will begin the data migration process, which will map all your existing data to your new account. Until then, you will be able to access your existing data in Lead Advantage.
This depends. Once your data gets migrated to Lead Advantage Pro, you will no longer have access to Lead Advantage. Migration dates vary by user, but they will be taking place throughout May and June. You will be notified of your exact migration date as it gets closer. For all other users, Lead Advantage will no longer be available starting in August.
Once your account is set up, you can continue to log in at or Current Lead Advantage users will continue to use their same username and passwords for Lead Advantage Pro.
Not necessarily. We will be migrating data for accounts with nine or more leads in them. If you have fewer than ten leads, you can still use Lead Advantage Pro, but your existing leads will not be automatically migrated to the new system.
If you would like to delay or reschedule your account migration to Lead Advantage Pro, call 800-786-5566 to speak to a marketer. Migrations need to be complete by July 31, 2019.
For accounts with 10 or more leads, all leads, status dispositions and notes will migrate together with your User Profile. Once you migrate Lead Advantage Pro, you will no longer be able to access the old Lead Advantage platform.

Work With a Marketing Expert Today

No one has more Medicare knowledge and experience than SMS. Working with one of our marketing consultants can help you streamline your sales process with Lead Advantage Pro.

Contact us: 1.800.786.5566