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Enroll AEP Clients at No Cost, No Matter How They Prefer to Meet

Are you preparing for the 2024 AEP season and looking for a tool that maximizes your Medicare enrollment power? Are you looking for an AEP partner that can help you make more sales, more money and put your business in a position of distinction? If yes, then read on.

What You Need

To maximize AEP success, you need a tool that allows for greater efficiency, round-the-clock sales potential and the ability to enroll clients no matter how they wish to meet. Also, you need access to this tool at a low cost (no cost would be best) to maximize your profit margin. Plus, wouldn’t it be nice if the tool was exclusively offered through a partner with more than four decades of Medicare success?

What You Should Get

Lead Advantage Pro LogoOne of the best AEP enrollment platforms out there is Lead Advantage Pro®. This is the next evolution in enrollment tools and allows you to take prospects from lead to enrollment in one place.

What It Does

Lead Advantage Pro increases your sales potential so you can make more money and differentiate your practice. You can’t afford to lose an enrollment opportunity because you’re not set up to cater to various meeting preferences. Today’s AEP clients are more tech-savvy than ever. Not all of them prefer to meet in person. So, you need a technology tool that enables you to complete enrollments via phone, text or online, as well as in person.

Lead Advantage Pro helps agents:

  • Save valuable time in drug lookups
  • Quickly send and receive applications by email
  • Access multiple enrollment methods beyond those offered by the carrier
  • Date stamp important conversations with clients and store Scope of Appointments
  • Enroll and manage leads through a user-friendly dashboard
  • Get accurate pharmacy, provider and prescription drug list information with the client’s permission
  • Send clients a link so they can add/update demographic, prescription, pharmacy and provider data

How to Get Lead Advantage Pro for FREE

Lead Advantage Pro is available exclusively through Senior Market Sales® (SMS) and contracted agents gain unlimited, complimentary use. Call 1.888.747.3810 for more information. An SMS marketing consultant is ready to answer your questions, provide a Lead Advantage Pro demonstration and help get you contracted for no-cost access.

How Else Does SMS Help?

SMS has been successful in the Medicare space for more than four decades. Our Med Solutions team consists of licensed and experienced marketing consultants who are ready and able to partner with you and help grow your business.

Below, you’ll find additional points of value that SMS offers its agents. When you take it all in, the choice becomes clear. Contact SMS today by calling 1.888.747.3810, or by filling out this form.

Get Help With Licensing, Appoints and Certifications

Before AEP starts, you’ll need to make sure all licenses, appointments and certification requirements have been met. SMS marketing consultants are ready to review these items with you, ensure everything is compliant and answer any questions you may have. Plus, visit SMS’ AEP Agent Central page. This page highlights additional tools, technology and resources that contribute to a productive AEP season.

Obtain Your Supplies

Once certified, SMS works with you to make sure all marketing materials and enrollment kits are in your hands when you need them. Want a customized step-by-step “cheat sheet” for ordering supplies? Just get in touch with your licensed, experienced SMS marketing consultant.

Medicare Insurance Direct® (MID)

Medicare Insurance DirectMedicare Insurance Direct is a tool that allows you to help clients help themselves, thus avoiding the need to meet in person. The idea of MID is to pair your good, sound advice regarding a client’s Medicare solution with the convenience of self-enrollment. You can use MID to match beneficiaries with available plans based on individual healthcare, prescription drug needs and estimated out-of-pocket expenses.

You send a Personalized Universal Resource Locator (PURL) to your clients that take them to a micro-site displaying the states and carriers that you are properly credentialed to sell, including Medicare Advantage prescription drug plans, Part D and Medicare Supplements. Plus, this platform gives you the ability to quote all Medicare Advantage and Part D plans.

Here’s How MID Works to help make sales:

  1. You set up a consumer-facing website through Medicare Insurance Direct, and personalize it for your business (your site will only show plans you’re licensed and appointed to offer).
  2. Your clients get the convenience of quoting and enrolling in Medicare Advantage and Part D plans online, at their leisure.
  3. You get credit for every sale because you have a custom URL and your agent writing number is associated with the site.

Gain Access to a Lead Acquisition Platform That Delivers Positive Results

Client Stream Lead Exchange LogoAll agents contracted through SMS are eligible to use Client Stream® Lead Exchange, a first-of-its-kind lead-acquisition platform that matches pre-screened lead vendors with agents. You choose your price point, the type of leads you want and when you want to receive them. It’s all done on one online platform and available to SMS agents! Platform participants will have direct access to leads verified by TrustedForm, inbound calls and warm transfers from top companies in the marketplace. Plus, Client Stream Lead Exchange integrates seamlessly with Lead Advantage Pro for a cohesive system that maximizes enrollment potential. Read more about Client Stream Lead Exchange, get access, or reach out to your Med Solutions marketing consultant. 

Maintain CMS Call-Recording Regulation Compliance

In 2022, CMS implemented a new regulation that affects Medicare Advantage, Medicare Advantage plus Part D and Part D business. This regulation requires calls to be recorded if they are part of the chain of enrollment in a Medicare Advantage or Part D plan. This even applies to client meetings conducted through video conferencing software such as Zoom.*

Effective September 30, 2023, the CMS final rule will no longer require the agent to record all calls, but only those calls involving marketing (sales) and enrollment for the 2024 contract year. Regardless of this change, agents need to be prepared to meet CMS call-recording requirements. Fortunately, Phone.com offers a great solution, and it fully integrates with Lead Advantage Pro.

Phone.com benefit details:

  • 10-year retention capability and the recommended ability to periodically download calls
  • Easy one-click call recording
  • Call recording from desktops, laptops and mobile devices
  • An agent dashboard that allows users to easily search and retrieve recorded calls
  • Additional business phone system features such as video conferencing, text messaging, voicemail transcription and mobile app

Offer Clients the Best Dental Plan for Them

QuoteDental.comSMS offers its agents exclusive and complimentary use of QuoteDental.com. This differentiating tool compares benefits based on out-of-pocket costs for the level of dental health needed. If you want more dental sales by running smarter quotes that see beyond premium, then this is your solution.

QuoteDental.com compares:

  • All participating SMS dental carriers
  • Expected cash out of pocket
  • Total cost in or out of network
  • Coverage over time

Gain Additional Carrier Enrollment Technology Options

In addition to SMS technology solutions, many carriers that work with SMS have their own technology options, some of which don’t even require the client to have access to the internet. Contact an SMS marketing consultant for specific carrier requirements and options.

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