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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.

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.

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 Pro.

Private-Labeled Online Contracting System

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

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 Medicare 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

Prospect Lists

Mutual of Omaha offers affordable, accurate and compliant prospects lists for Medicare Supplement agents.

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