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Medicare Advantage Cheat Sheets

For your convinience, we have compiled all the important details concerning Agent Certification, New-Business Submission and MAPD Supplies, and packaged them into "Cheat Sheets" you can rely on this selling season.

Medicare Advantage Certification Instructions

Get certification instructions for every Medicare Advantage carrier Senior Market Sales offers.

Lead Advantage Pro®

Lead Advantage Pro® is our exclusive all-in-one sales management tool. Receive and manage leads, run quotes, submit online enrollments and access multiple carrier portals all in one place.

Secure Email Details

Get more information about protecting yourself and your clients with secure email solutions.

Social Security Analysis (Total Social Security)

Total Social Security provides 100% of what you need to build Social Security planning into your practice, including the industry's leading software.

GoSMS Mobile Quoting Tools

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

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.

Agent Initiated Consumer Online Enrollment (AICOE®)

A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.

Medicare Supplement e-App

Reduce incompletes and errors, increase your sales territory without increasing your gas bill and eliminate the cost of mailing and ordering supplies.

App by Email®

Facilitate paperless Medicare Supplement, Medicare Advantage and PDP enrollments with customized PDF forms emailed to consumers.

Voice Signature

Clients without email or who are more comfortable on the phone can sign their applications with their voice.

Agent Initiated Consumer Online Enrollment – AICOE®

Learn how to facilitate online Medicare Advantage and Part D enrollments using Agent Initiated Consumer Online Enrollment. This technology is proprietary to Senior Market Sales and only available in Lead Advantage Pro.

12-4-2 Principle

Learn how a structure of 12 scheduled contacts per year, four comprehensive reviews and two mandatory face-to-face meetings can lead to high client satisfaction and engagement.

How To Create Your Own Marketing Machine

What are top advisors doing to grow their business? They focus on building a marketing machine that generates a constant stream of qualified prospects and leads to sales.

5 Things You Need to Know before offering Social Security Planning

Are you among the 96% of advisors whose clients are asking about Social Security, but you don’t really know where to start when it comes to helping them?