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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Coming Soon

CMS Call Recording Requirement Solution
We Have You Covered This AEP

Lead Advantage Pro® will soon integrate its new call recording feature to comply with updated Centers for Medicare and Medicaid Services (CMS) call recording regulations.

This solution will offer:

  • 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

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 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.


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.

Your Entire Sales Process in One Platform

Manage Your Entire Sales Process from Lead to Enrollment

Lead Advantage Pro


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

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Lead Advantage Pro


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

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Lead Advantage Pro


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


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

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Lead Advantage Pro


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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