Exceptional Technology for Extraordinary Growth

Get the tech that elevates your performance and propels you light years ahead of the competition. 

SMS, A Technology Leader

Leaders in Innovation Then, Now and Always

Experience the Senior Market Sales® (SMS) technology difference: tools that help you manage your business smoothly and take it beyond your expectations. Technology is a driving force in our service to you. That’s how we led the industry and why we’ll continue to. 

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How You’ll Transform Your Business With SMS Technology

Save Time

Work faster and avoid time-consuming tasks and mistakes, so you can see more clients to grow your business. 

Show Your Value

Exceed expectations by showing clients how to save money, plan for the future and address concerns that your competition isn’t.

Grow Your Income

Avoid massive spending on external tech by using SMS’ no-cost tools, which then make you more money by increasing your value to clients.

Medicare Quoting & Enrollment Tools

Medicare Quoting and Enrollment Tools

Work with clients by text, tablet, desktop, phone or in person when you use SMS’ quoting and enrollment tools. Perform at your peak with the exclusive-to-SMS Lead Advantage Pro® platform, and see why thousands of top-selling agents swear by its ease of use, savvy integrations, quick quoting and other proprietary features. 

Financial Analysis Tools For Retirement Planners

Financial Analysis Tools

Wow prospects and clients with tax-efficient income and risk management strategies identified only by the most advanced, powerful technology. The SMS technology suite simplifies the complicated but often-overlooked pieces of a sound retirement plan and makes your recommendations easy for clients to visualize and understand.

Easily Address Client Pain Points and Grow Your Business

When to file for Social Security

Identify claiming strategies that net the most money, and offer solutions for gaps where benefits may not meet income needs.

How to pay for health care in retirement

Manage costs annually by quoting affordable quality plans, and illustrate the need for solutions to meet long-term care costs.

How to find the best Medicare plan for the best price

Quote quickly and confidently from SMS’ wide menu of plans, including proprietary products from the nation’s top carriers.

How and when to take withdrawals to minimize loss to taxes

Show clients how their decisions can trigger higher taxes, and develop a tax-efficient withdrawal strategy.

How much money is needed to retire / when to retire / how to not outlive savings

Illustrate how life events and market events impact a client’s retirement plan so you can identify gaps and propose solutions.

How to leave money to children or charities

Show clients different income strategies and products that will help them leave the legacy they want.
An Insurance Agent Using SMS' Technology To Grow Her Business

Stay Ahead of Trends and Competitors

Gain a competitive edge: choose the only partner with the industry relationships, expertise, foresight and wherewithal to deliver tech solutions before others. Whether with integrations or originals, SMS is the proven leader with first-to-market solutions that keep you compliant, improve client service and grow your business. 

Explore Upcoming Events

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Ancillary Series: Guarantee Trust Life

Webinar | January 20, 2026 11:00 AM Central Time Zone

Don’t allow your clients to live with health coverage gaps. Instead, offer them solutions from Guarantee Trust Life. This carrier’s ancillary product means you can provide clients with more...

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Ancillary Series: Aetna

Webinar | January 27, 2026 11:00 AM Central Time Zone

Do you offer health insurance solutions that cover all potential coverage gaps? Agents who do, find the most success. That’s why you should attend this Senior Market Sales® (SMS) webinar, part of...

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Ancillary Series: Ameritas

Webinar | February 3, 2026 11:00 AM Central Time Zone

Don’t walk away from potential sales and simultaneously leave gaps in your clients’ health coverage. Instead, be ready with viable dental insurance solutions. Ameritas is a good carrier to include in...

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Ancillary Series: Wellabe

Webinar | February 10, 2026 11:00 AM Central Time Zone

Do you offer a complete ancillary portfolio to ensure clients have no health coverage gaps? If not, you’re leaving money on the table. Consider Wellabe®. Their collection of products designed to meet...

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Ancillary Series: Cigna

Webinar | February 17, 2026 11:00 AM Central Time Zone

Attend this webinar to learn about Cigna's latest ancillary product offerings.

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Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | January 14, 2026 10:00 AM Central Time Zone

You need ways to save time and make more money in 2026, and Senior Market Sales® (SMS) is here to help. With SMS’ exclusive suite of technology tools, you can allow clients to enroll however they...

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Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | February 5, 2026 10:00 AM Central Time Zone

You can’t afford to waste time with tasks that don’t add to your bottom line. Fortunately, Senior Market Sales® offers complimentary enrollment and quoting technology that allows clients to do some...

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Technology Tour: Uncover How These Tools Can Propel Your Business

Technology Tour: Uncover How These Tools Can Propel Your Business

Webinar | March 11, 2026 10:00 AM Central Time Zone

You can’t afford to waste time with tasks that don’t add to your bottom line. Fortunately, Senior Market Sales® offers complimentary enrollment and quoting technology that allows clients to do some...

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Ancillary Series: NCD

Webinar | February 24, 2026 11:00 AM Central Time Zone

Medicare doesn’t cover most dental procedures, resulting in a coverage gap for many. Be the agent who’s ready to fill that gap by offering suitable dental insurance solutions from NCD. Learn how to...

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Uncovering Life Insurance Sales Opportunities Through Client Segmentation

Webinar | January 21, 2026 10:00 AM Central Time Zone

What segments do your clients fall into? If you don’t know, how can you effectively position life insurance? North American, a Sammons Financial Company, and Senior Market Sales® (SMS) are here to...

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Navigating Disruption and Market Contraction in Medicare Business in 2026 and Beyond

Webinar | January 29, 2026 10:00 AM Central Time Zone

Medicare Collective Impact Day

NAIFA’s Medicare Collective is bringing together leading voices from across the Medicare ecosystem for focused, solutions-driven conversations about the forces...

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Annuity Discussion with Lincoln Financial

Webinar | January 15, 2026 01:00 PM Central Time Zone

Please join Bill Gaffney, Regional Marketing Director with Lincoln Financial, and Jared Baker, Marketing Consultant with Senior Market Sales® (SMS), for a live webinar. Attendees will learn how this...

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Tell Us Your Technology Needs

We’re ready to connect you with technology that will make life easier, save you time and accelerate your growth. 

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