The next evolution of Lead Advantage, the proprietary tool from SMS that lets agents take prospects from lead to enrollment in one place.
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Lead Advantage Pro endures as the quintessential all-in-one agent tool through constant evolution. Check out the latest innovations here.
This new feature securely imports data directly from a client's medicare.gov account.
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Lead Advantage Pro now quotes all PDP carriers, making sure your clients make the best choice.
Learn MoreComplete 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.
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.
Create and set roles within your organization for smarter access to features.
Quote and compare multiple carriers at once.
Manage Your Entire Sales Process from Lead to Enrollment Manage follow-ups with customizable dispositions, appointment calendar, notes, tasks and more. Run multi-carrier quotes for Medicare Supplement, Medicare Advantage, Part D, and final expense, term life and dental. Seamlessly transition to online enrollments via carrier portal, app-by-email or through the proprietary AICOE® process.
Your Entire Sales Process in One Platform
CRM
Quoting
Enrollment
Are you interested in learning about the many specific features of Lead Advantage Pro? Enter the extensive Video Tutorial Library.
Watch MoreLooking for answers? SMS offers additional resources designed to help you become proficient with Lead Advantage Pro®.
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