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.

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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?

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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The Blue Button Feature in Lead Advantage Pro®Tutorial

This tutorial shows how the new Blue Button feature in Lead Advantage Pro allows Medicare participants the ability to share their prescription drug lists, pharmacies and providers directly with you, their trusted advisor. This intuitive feature can be accessed quickly, is designed to save you time and help you with accuracy pertaining to client information.

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Utilizing the All-Carriers Part D Quoting Feature in Lead Advantage Pro®

This tutorial shows how to quote all Part D plans available to a particular client based on area. Using this Lead Advantage Pro feature, the agent can rest assured, they are recommending the most suitable plan options.

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Using Lead Advantage Pro® for Life Insurance Sales

Watch this tutorial and discover how to run life insurance quotes, assist in your clients’ health class assessment, access applications and obtain marketing material. Through the electronic application feature, you can take advantage of accelerated underwriting decisions which will save time as compared to traditional underwriting methods.

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Conducting Business in a Social Distanced World for Medicare, Dental, and Other Health Products

Learn how Lead Advantage Pro® will help you sell remotely to continue to service your existing clients and meet with new prospects

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Lead Advantage Pro® Enrollment Options & Overview

Medicare clients prefer to do business with those who cater to their preferences. That’s why Lead Advantage Pro® offers so many diverse enrollment options. Watch this video and discover how to complete enrollments via online, email, over-the-phone and face-to-face interactions. Senior Market Sales® (SMS) offers Lead Advantage Pro on a proprietary basis at no cost. No matter how you meet with your clients, SMS has you covered.

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Tech Tour Webinars

Forgot to register for a live Tech Tour Pro? That’s okay. Get caught up and discover how Lead Advantage Pro® can help your business.

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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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