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SMS Notes November 13 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Find More AEP Sales Using a Unique Solution

As the 2020 Annual Election Period (AEP) season takes off, many agents are realizing that this year represents one of change. With more than 8 million seniors affected by disruptions in their prescription drug plans for 2020, agents’ phones are ringing off the hook. Plus, updates to Medicare.gov and the Plan Finder have left many agents searching for solutions to help them make the best recommendations to their clients. Fortunately, Senior Market Sales® (SMS) has developed solutions to these challenges.

SMS Insider November 06 2019

In this issue: Lead Advantage Pro Now Quotes All PDP Carriers; The Single Biggest Devastator of a Financial Plan; Cyber Liability Insurance; Using Client Stream for Successful Seminars; Open Doors With Dental 

SMS' Lead Advantage Pro Draws Industry Attention, Attracts Agents in Record Numbers

When an intended upgrade to Medicare’s Plan Finder website left insurance agents across the country scrambling at the start of their busiest season, Senior Market Sales® (SMS) quickly provided a solution with two important enhancements to its Lead Advantage Pro® platform. 

Stephanie Renning

Stephanie got her start in the insurance industry in 2015 and joined Senior Market Sales in 2019 as a Contracting Coordinator.

SMS Notes October 23 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Lead Advantage Pro Facebook Live

There’s a big enhancement headed to Lead Advantage Pro very soon!

SMS Notes October 09 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Insider October 02 2019

In this issue: A Solution to Medicare.gov's New Plan Finder; Your AEP Preparation Check List; The SMS Powerhouse MA and PDP Carrier Lineup; Simplify Your AEP Season With Lead Advantage Pro®; Reasons to Consider Obtaining Cyber Liability Insurance, FIAs Reach Historic Milestone

SMS Notes September 25 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

SMS Notes September 11 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.

Helping Your Clients Through Volatility

Market volatility provides an opportunity for insurance and financial planning professionals to show their value to clients. Senior Market Sales can help you educate clients about market risk and offer solutions to lock in their gains — before the downturn.

SMS Insider September 04 2019

In this issue: Help Clients Through Volatility; Why Cyber Security and Cyber Liability Matter; Webinar Reveals How to Get a Steady Stream of Clients; Resources for Life Insurance Awareness Month; Solution to Medicare Plan Finder Changes

SMS Offers a Solution to Medicare.gov's Prescription Drug List Policy Changes

Have you heard the news? As of October 1, 2019 agents will no longer be able to access prescription drug lists for their clients on Medicare.gov using the new Plan Finder. This represents a significant change, making the process of obtaining this information more difficult, and less pertinent even if it is obtained. Consequently, agents who use the site for that purpose and fail to adjust their procedures, will likely see their MA-PD and Part D sales suffer.

SMS Notes August 28 2019

SMS Notes provides important twice-a-month updates on how you can leverage your time, make more money and put your business in a position of distinction.