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SMS is dedicated to helping agents leverage time, make more money and put their business in a position of distinction.

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Using Lead Advantage Pro to Turn Leads into Clients

Learn how Lead Advantage Pro can be used to streamline the process of converting leads into clients.

Quoting Medicare Advantage and Part D Plans With Blue Button

This quick tutorial talks through all the other options that play into MA and PDP quoting.

Quoting Medicare Advantage and Part D Plans Using the Medicine Cabinet (Manual Look Up Tool)

This video shows how to manually enter prescription drugs when quoting in Lead Advantage Pro.

Lead Advantage Pro’s Pharmacy Network and Quick-Links Feature Upgrade

You can now see which Medicare Advantage plus Part D plans are in your clients’ network.

Utilizing the All-Carriers Medicare Advantage Plus Part D Quoting Feature

This tutorial shows how to quote all Medicare Advantage plus Part D plans available in the market.

Running and Facilitating Medicare Advantage Plus Part D Quotes

This video shows the simplicity of taking clients from quote to enrollment with Lead Advantage Pro.

Lead Advantage Pro Enrollment Options & Overview

This video shows an overview of the multiple enrollment options available in Lead Advantage Pro.

Original: Agent Initiated Consumer Online Enrollment (AICOE®)

This video shows a CMS compliant online enrollment process to sell Medicare Advantage.

Enhanced Agent Initiated Consumer Online Enrollment (AICOE®)

This video demonstrates enhanced features available on Lead Advantage Pro’s AICOE tool.

Running Medicare Supplement Quotes

This video shows how to navigate the Medicare Supplement quoting feature within Lead Advantage Pro.

Using Lead Advantage Pro for Life Insurance Sales

Watch this tutorial and discover how to run life insurance quotes and access applications.

E&O Insurance

SMS' exclusive Group E&O programs offers the lowest rates in the industry for noncaptive agents. Agents can customize their plan.

SilverScript Code of Conduct

CVS Health's code of ethics and principles of conduct.

Medicare or Social Security: Who to Call FAQ

This document lists common Medicare and Social Security questions and whom to call for answers.

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