News & Updates


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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.

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.

Why SMS for Medicare?

We offer quality products, lead programs and online tools across all lines of Medicare insurance.

Mobile Social Security Calculator

Start the Social Security conversation anywhere. The mobile Social Security calculator lets you show anyone in seconds what's at stake when electing Social Security.

Nikki Gray

As a Financial Solutions Case Management Team Leader, Nikki strives to support all three product lines under the financial solutions umbrella.

SilverScript Code of Conduct

CVS Health Code of Conduct

Aetna-Coventry Code of Conduct

CVS Health Code of Conduct

Mutually Invested Underwriting in Long-Term Care

Underwriting Case Studies for Long Term Care with the director of underwriting DI/CI/LTC Mutual of Omaha, Allen Gregoire.

Brandon Hughbanks

Brandon has sold travel insurance; international medical insurance; accidental death and dismemberment insurance; kidnap, ransom and extortion insurance; and defense base act insurance.