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This new feature securely imports data directly from a client's medicare.gov account.Learn More
Imports 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, app-by-email or our proprietary AICOE® process.
Lead Advantage Pro offers a robust library with up-to-date carrier forms.
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.
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.
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.