News & Updates


Showing results for: and health


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.

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

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

Contracting Support

Our contracting team is here to support you in getting contracted and appointed with our carriers. Our online contracting solution means you don't have to deal with long paper contracts if you don't want to.
Easy online contracting

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.