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.
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 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.
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.
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
Technology Tour: How You Can Pile Up Medicare Enrollments in Record Time
Webinar | July 16, 2025 10:00 AM Central Time Zone
Interested in shattering your previous AEP enrollment record? Then attend this Senior Market Sales® webinar detailing exclusive Lead Advantage Pro®, a premier Medicare enrollment and quoting tool...
Technology Tour: Uncover How These Tools Can Propel Your Business
Webinar | August 6, 2025 10:00 AM Central Time Zone
Senior Market Sales® invites you to take your business to the pinnacle of what’s possible through our exclusive Technology Tour. Join us as we uncover how Lead Advantage Pro® and Medicare Insurance...
Technology Tour: Uncover How These Tools Can Propel Your Business
Webinar | September 17, 2025 10:00 AM Central Time Zone
Senior Market Sales® invites you to take your business to the pinnacle of what’s possible through our exclusive Technology Tour. Join us as we uncover how Lead Advantage Pro® and Medicare Insurance...
Webinar | July 28, 2025 10:00 AM Central Time Zone
Join us as we our team goes over key updates to plans with Cigna, Aetna and Wellcare for the 2026 plan year. You will also learn how Senior Market Sales will help you save time and grow your business.
AEP 2026 Carrier Rollout Recap: Humana & UnitedHealthcare®
Webinar | August 18, 2025 01:00 PM Central Time Zone
Join us as we our team goes over key updates to plans with Humana and UnitedHealthcare® for the 2026 plan year. You will also learn how Senior Market Sales will help you save time and grow your...
Webinar | September 8, 2025 10:30 AM Central Time Zone
Attracting and converting prospects is tough enough, but client retention is getting even tougher by the minute. How do you both attract clients and hold their attention and loyalty when everyone’s...
How This Cross-Sell Strategy Helps Agents and Clients Alike
Webinar | July 23, 2025 10:00 AM Central Time Zone
Premium hikes and lower commissions are becoming common in the Medicare solutions market. But you can avoid this by pairing high-deductible Medicare Supplement or Medicare Advantage plans with...
Why Offer Life Insurance Solutions From Columbus Life
Webinar | July 15, 2025 10:00 AM Central Time Zone
Sales come easier if you present clients with solutions that meet their needs. That’s just one of the reasons why agents offer life insurance from Columbus Life. Get details about all the ways this...
Pairing High-Deductible Plans With This Hospital Indemnity Creates Sales Opportunity
Webinar | August 14, 2025 10:30 AM Central Time Zone
Combining hospital indemnities with high-deductible Medicare Supplement Plan G is a good way to avoid the current premium hike/commission reduction trend. That’s why Senior Market Sales® (SMS)...
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