CMS Call-Recording Solution Now Available in Lead Advantage Pro<sup>®</sup>
CMS Call-Recording Solution Now Available in Lead Advantage Pro®
Completing telephone enrollments is stress-free when using call-recording technology integrated into Lead Advantage Pro, the tool that lets agents take prospects from lead to enrollment in one place. This feature complies with Centers for Medicare and Medicaid Services (CMS) call-recording regulations and is available at no cost for the 2023 AEP and OEP season if contracted with Senior Market Sales® (SMS).
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Your One-Stop-Shop Lead Acquisition Platform
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Your One-Stop-Shop Lead Acquisition Platform
Consistently book quality Medicare appointments by utilizing Client Stream® Lead Exchange, a first-of-its-kind lead acquisition platform offered exclusively from SMS. This revolutionary tool is a true exchange, allowing agents to obtain leads from prevetted providers at the price they wish to pay.
SMS Acquires The Buckley Insurance Group
SMS has acquired The Buckley Insurance Group, a successful family-owned senior health and wealth planning agency licensed in 37 states and serving a strong client base in the tristate area of New York, New Jersey and Connecticut.
SMS Acquires The Buckley Insurance Group
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SMS Acquires Gerber and Associates LLC
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SMS Acquires Gerber and Associates LLC
SMS has acquired a family of full-service insurance businesses in Ohio spanning three generations of the Vic Gerber Sr. family. This agency has been helping clients with Medicare solutions since first opening back in 1965, and looks forward to a robust future under the SMS umbrella.
A Must-Have White Paper: The Rise of the Fixed Indexed Annuity
Discover how the fixed indexed annuity (FIA) has evolved into one of the most in-demand types of annuity products. Plus, learn why its popularity is expected to continue.
A Must-Have White Paper: The Rise of the Fixed Indexed Annuity
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