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 and Phone.com

One Answer to All CMS Call-Recording Questions

CMS Call-Recording Solution Now Available With Lead Advantage Pro®*

The Lead Advantage Pro/Phone.com integration is now live and represents one of the best ways to meet Centers for Medicare and Medicaid Services (CMS) call-recording regulations. This user-friendly solution is superior to many others because it allows you to receive and record calls on desktop, mobile phone or landline connections. Plus, you can use your contacts in Lead Advantage Pro for a quick click-and-call strategy.

This solution offers:

  • An easy one-click call recording feature
  • The ability to record calls from desktops or mobile devices
  • 10-year archival capability
  • An agent dashboard that allows users to easily search and retrieve recorded calls
  • Additional business phone system features such as video conferencing, text messaging, voicemail transcription and mobile app
 

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*This call-recording solution is being offered at no cost to SMS-producing agents through the 2023 AEP and OEP season.

SMS has worked with its technology partners to develop solutions to assist its agents in managing call recording requirements under CMS regulations effective for the 2023 plan year. Please note that none of the information provided by SMS in regard to these technology solutions should be taken as legal advice, or as a guarantee that use of any particular technology will fulfill your regulatory or contractual requirements. You are responsible for understanding all call recording obligations that are applicable to you, and for ensuring that you are using our technology solutions in a manner that will allow you to meet those obligations. The solutions provided by SMS are not the only options available for management of your call recording obligations.

Phone.com

Senior Market Sales® (SMS) now has some of the industry’s best call-recording solutions. They not only help you comply with new Centers for Medicare and Medicaid Services (CMS) call-recording regulations but also provide valuable business phone features you may not currently have. These solutions are being offered for free through the 2023 AEP season for agents producing with SMS.
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Need More Information About Lead Advantage Pro®?

Why Use Lead Advantage Pro

Download your free guide to learn what Lead Advantage Pro has to offer.

Latest Enhancements

Lead Advantage Pro endures as the quintessential all-in-one agent tool through constant evolution. Check out the latest innovations here.

Blue Button
Your Solution to Plan Finder Changes

This new feature securely imports data directly from a client's medicare.gov account.

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Just in Time for AEP
All Carrier PDP Quoting

Lead Advantage Pro now quotes all PDP carriers, making sure your clients make the best choice.

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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.

Your Entire Sales Process in One Platform

Manage Your Entire Sales Process from Lead to Enrollment

Lead Advantage Pro

Leads

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

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Lead Advantage Pro

CRM

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

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Lead Advantage Pro

Quoting

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

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Lead Advantage Pro

Enrollment

Seamlessly transition to online enrollments via carrier portal, app-by-email or through the proprietary AICOE® process.

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Lead Advantage Pro

Forms

Lead Advantage Pro offers a robust library with up-to-date carrier forms.

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Video Library

Are you interested in learning about the many specific features of Lead Advantage Pro? Enter the extensive Video Tutorial Library.

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Resource Library

Looking for answers? SMS offers additional resources designed to help you become proficient with Lead Advantage Pro®.

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