Dedicated Marketing Consultant

Your marketing consultant is like a business partner you don’t have to share profits with. They’ll help you with everything from product recommendations to polishing your sales presentation.
Meet our marketers


Online Forms Library

Our searchable forms library includes the ability to send pre-filled forms to your clients.
Login to MySMS to search iPipeline


Discounted E&O Insurance

Our group E&O program offers the lowest rates we've seen for non-captive agents. Protect your business with this value-added program from SMS. 5 Reasons to Get Your E&O Through SMS

 


Contracting Support

Our contracting team is here to support you in getting contracted and appointed with our carriers. Our online contracting solution means you don't have to deal with long paper contracts if you don't want to.
Easy online contracting


Training Events

We provide many training events to help you stay up-to-date on the latest sales concepts, trends, and carrier and product information.
See upcoming training opportunities


CE Discounts

SMS has teamed with WebCE® and PreLicense.com® to bring you convenient online continuing education and licensing exam prep materials. Get high-quality content from industry experts at an unbeatable price.1
WebCE courses


New Business Processing

We ensure your applications are processed efficiently and accurately because we know the slightest error can bring the sales process to a halt. 


Compliance Alerts

We organize the increasing volume of required compliance communications from multiple carriers into one place. Includes compliance, bulletins, announcements and other insurance-related news regarding the senior market.
SeniorMarketAgent.com


Quoting & Enrollment Tools

We provide a number of both proprietary and industry-standard quoting and enrollment tools to help you to easily enroll your clients in the best products.
Learn more about our quoting & enrollment tools


Secure Email

We provide agent access to a free secure email portal.
Learn more


Creative Services

Our in-house marketing and advertising department creates marketing pieces for general agent use and specific pieces for select producers.1


Supply Fulfillment

Our supply department supports agents by helping to locate and send correct forms and supplies needed to write business.


Agent Websites

Set up custom web solutions at a minimal cost. Sites are designed for insurance agents and financial advisors by web professionals who understand your business.1


Medicare BackOffice®

Just because you don't write Medicare, doesn't mean your clients don't need help with their health insurance in retirement. Partnering with Medicae BackOffice allows you to refer this business to a team of Medicare specialists who will help your client with their Medicare needs, leaving you to remain their go-to source for retirement advice and planning. 
Learn more


1Services available with production requirements or at additional cost. Back to Top


 

Case Design

We help you analyze each client's unique situation to help find the right products and solutions to help them meet their goals.


Presentation Support

We give you the tools and coaching you need to give successful presentations to your clients.


Paramed Scheduling

We handle the ordering and tracking of all paramed exams for life cases submitted to SMS.2
Tired of wasting time scheduling paramed exams?


Illustration Support

Find best-in-class fixed indexed annuity products to fit your clients' retirement needs by running illustrations and comparing income payouts and death benefits from multiple products side-by-side.


Case Management

Our case managers do the legwork once the app is submitted, making sure monies get transferred and you get paid.


Pre-Underwriting

We will pre-underwrite your LTC cases early in the process to ensure you find the right solution for your clients and avoid declines whenever possible.


2 Life insurance only.
3 Life insurance and long-term care only.
Back to Top


 

Private-Labeled Online Contracting System

Get your agents appointed quickly and easily with a private-labeled online contracting system.


Production Reports

We send you weekly, monthly or ad hoc reports showing your agents' production.


Private-Labeled Tools and Software

Get private-labeled access to our industry-leading tools and software, including Lead Advantage.


Hierarchy Protection

SMS is the leader in protecting your agents. Our business is based on trust, and we protect your hierarchy with built-in technology safeguards to prevent communication to your downlines.


Back to Top