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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Now available: call-recording solution to help you comply with new CMS regulations this AEP. Create Your Account
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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:
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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.
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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Download your free guide to learn what Lead Advantage Pro has to offer.
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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