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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.

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. 10 Reasons to Get Your E&O Through SMS

 

Radio Ads

We've recorded several ads that you can run on your local radio for Ameritas dental insurance.

Warm Transfer Leads

SMS producers are eligible for steep discounts and free lead credits from a variety of top-rated lead vendors.

GoSMS Mobile Quoting Tools

Run Medicare Supplement quotes on your mobile phone via text and via a mobile website.

George Ibanez

George grew up with insurance on his mind. Most of his family members have been involved with the insurance industry since before he was born.

Curtis Lueckenotto, RICP

Curtis enjoys building relationships with advisors, getting to know them and their business.

Direct Mail

SMS offers several turnkey, low-cost, self-service direct mail campaigns. Leads are available for all products lines from several leading vendors.

Custom 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