Lead Advantage Pro Training

SMS has created a tutorial video library collection, which focuses on the user-friendliness and versatility of the Lead Advantage Pro platform. The goal is to show agents the simplicity of the platform make-up, thus communicating how easy it is to get started with this platform.

Learn More about Lead Advantage Pro®

Lead Advantage Pro® Overview

Lead Advantage Pro, the proprietary tool from SMS, lets agents take prospects from lead to enrollment in one place. This 60 minute tutorial goes over the bells and whistles that Lead Advantage Pro offers, and answers the following questions: Why should I use Lead Advantage Pro? How can it save me time? How can it help me close more sales?

Watch Now

Navigating Lead Advantage Pro® Tutorial

This 5 minute introductory tutorial provides an overview concerning Lead Advantage Pro, focusing on the user-friendliness of its navigation feature. The goal is to show agents the simplicity of the platform make-up, thus showing how easy it is to get started with this platform.

Watch Now

Entering A New Lead Into Lead Advantage Pro®

This tutorial demonstrates the various methods of entering your leads into the Lead Advantage Pro platform including quick lead, and import lead options.

Watch Now

Managing Your Leads Within Lead Advantage Pro®

This short webinar presentation walks you through the lead management tool within Lead Advantage Pro® including instruction on the new “add tags” feature.

Watch Now

Using Lead Advantage Pro® to Turn Leads into a Clients

This presentation highlights how Lead Advantage Pro® can be used to streamline and simplify the process of converting leads into clients using the Electronic Scope of Appointment Form feature.

Watch Now

Running Med Sup Quotes Using Lead Advantage Pro®

This video shows how to navigate the Medicare Supplement quoting feature within Lead Advantage Pro. It demonstrates the user-friendliness of the feature, not only in terms of getting the quotes, but also in being able to email the quote directly to the client via this program.

Watch Now

Rx Import, Set up the Service

This 5 minute tutorial goes over the process of setting up an Rx Import account. Rx Import helps simplify every MA-PD quote by letting you help your clients to pull a list of their prescription drugs securely, in just a few easy steps.

Watch Now

Get up and Running With Rx Import

Learn, in less than 5 minutes, how easy it is to begin using Rx Import. Historically, agents have always had to rely on their clients to provide them with an accurate list of medications and prescriptions. This sometimes resulted in certain inaccuracies. Now though, through the use of Rx Import, agents can increase the accuracy of this process. Once you have obtained your client’s permission, their prescription lists can be compiled in minutes.

Watch Now

Running and Facilitating MA-PD Quotes with Lead Advantage Pro®

This video shows the simplicity of taking clients from quote to enrollment using the Medicare Advantage, Part D, and Medicare Advantage/Part D combined quoting feature within Lead Advantage Pro.

Watch Now