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SMS offers several turnkey, low-cost, self-service direct mail campaigns. Leads are available for all products lines from several leading vendors.
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
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.
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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
Our searchable forms library includes the ability to send pre-filled forms to your clients.
Login to MySMS to search iPipeline
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
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
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
We ensure your applications are processed efficiently and accurately because we know the slightest error can bring the sales process to a halt.
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.
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
We provide agent access to a free secure email portal.
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Our in-house marketing and advertising department creates marketing pieces for general agent use and specific pieces for select producers.1
Our supply department supports agents by helping to locate and send correct forms and supplies needed to write business.