As a trusted field marketing organization (FMO), Senior Market Sales® (SMS) helps independent insurance agents grow their businesses with the knowledge, resources and technology to compete in a changing Medicare market. Lead Advantage Pro®, SMS’ proprietary sales and marketing platform, brings essential tools together to help you work more efficiently, manage opportunities and spend more time serving clients.
The Medicare Annual Election Period (AEP) moves quickly, and administrative work can take valuable time away from helping clients. The new Agent Initiated Consumer Online Enrollment (AICOE®) Queue in Lead Advantage Pro helps you get ahead by turning Oct. 1 through Oct. 14 into productive AEP preparation time, so you can start enrollment season with clients already lined up and ready to take the next step.
Beginning Oct. 1, when next year's Medicare plan information becomes available, you can review plan options with clients and help them identify the plan that best fits their needs. From quote results in Lead Advantage Pro, you can add clients to the AICOE Queue for their selected next-year plan. That means you can prepare clients for AEP while conversations are fresh instead of documenting plan selections and returning to them later.
Starting Oct. 15, Lead Advantage Pro automatically begins sending AICOE emails for selected plans, up to 30 queued clients per agent each day. By automating this AEP Medicare enrollment follow-up, the AICOE Queue helps reduce repetitive administrative work and gives you more time to focus on serving clients and growing your business.
With a 14-day head start on AEP, you can build a ready-to-enroll pipeline before Oct. 15, streamline your Medicare enrollment workflow and create more capacity during one of the busiest times of the year. Watch the demo video below to see how Lead Advantage Pro’s AICOE Queue feature works, and how you can put those extra two weeks to work this AEP.
See the AICOE Enrollment Queue in Action
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The AICOE Queue is just one of many Lead Advantage Pro features designed to help you save time, work more efficiently and build your business. Explore the AICOE Queue along with other recent Lead Advantage Pro enhancements by visiting the Feature Updates page and check back here regularly to see the latest enhancements as new capabilities become available. If you have questions about this exclusive Medicare enrollment platform — check out the FAQ page for answers. Plus, learn how to use this tool with SMS’ library of Lead Advantage Pro training videos.
Ready to put Lead Advantage Pro to work for your business? Fill out the form to request complimentary access, or reach out to an SMS marketing consultant at 1.888.747.3810 for a full demonstration and see how Lead Advantage Pro can help you work more efficiently this AEP.
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