Support for Working Virtually or By Phone During the Coronavirus Pandemic

How to Conduct Business in a Socially Distanced World

In a new reality where in-person meetings are limited or banned because of coronavirus concerns, you need quick, easy-to-implement ways to adapt your insurance or financial planning practice. Senior Market Sales® (SMS) is here to guide you. As many successful SMS advisors who sell virtually or by phone already know, you can rely on SMS’ technology and expertise to support your sales, marketing and service.

Support, Marketing, and Service for the Virtual Agent

COVID-19 Resources

Just as your clients rely on you for support during the crisis, you can rely on SMS to carry you through. Here is a list of resources for additional information on COVID-19.

Centers for Disease Control and Prevention Website Additional COVID-19 Resources

Understanding the Latest COVID-19 Relief Legislation

The Consolidated Appropriations Act of 2021, signed into law on Dec. 27, 2020, includes $900 billion earmarked to individuals and small businesses impacted by the coronavirus pandemic. Here are some of the key provisions of the legislation.

COVID-19 Resources for Insurance and Financial Planning Professionals

Just as your clients rely on you for support during the crisis, you can rely on Senior Market Sales® (SMS) to carry you through. Here is a list of resources for additional information on COVID-19.

Want a Lead-to-Appointment Conversion of 60 to 70%? Here Are 4 Secrets to Virtual Workshop Success

Eight months into the pandemic, the majority of White Glove educational workshops were conducted virtually – and with many advisors reporting the same or greater success as in-person events. This industry leader and Senior Market Sales partner shares four secrets to virtual workshop success.

When You Can't Meet Face-to-Face With Clients: How Insurance and Financial Planning Professionals Can Survive in the Coronavirus Era

Senior Market Sales® (SMS) has the support to help you quickly pivot to taking all aspects of your practice online, so you can service clients and even reach new prospects.


Technology to take you from appointment through sale

Your sales process doesn’t have to suffer because of coronavirus constraints on in-person meetings. As many successful advisors already know, you can use the phone to conduct client appointments and SMS’ technology to submit applications and complete sales. You also can still meet “face-to-face” without meeting in person or even leaving your house, thanks to today’s video conferencing technology.

Lead Advantage Pro

This proprietary SMS tool lets you take prospects from lead to enrollment in one place and features an easy and compliant way to help Medicare Advantage-Part D clients enroll online.

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Medicare Insurance Direct

After you match Medicare Advantage-Part D clients with suggested plans, this SMS sales solution allows them to self-enroll online while ensuring you get credit for the sales.

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The SMS e-App platform powered by FireLight’s e-App process gives you one place to submit all your annuity business, eliminating the need to navigate different carrier websites.

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SMS eTicket

Gather a few basic pieces of information and submit term life apps with multiple carriers online in less than 10 minutes via the e-Ticket online portal, and the carrier follows up with the client.

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Resources to get you in front of more people

You can still find new leads and connect with prospects, even if you relied on educational workshops. We’ll show you how to attract leads with your website, video, social media and traditional direct mail marketing, and how to pivot to virtual workshops or webinars.

Client Stream
Client Stream

SMS’ exclusive Client Stream educational workshops offer everything – the script, presentation and marketing materials – on topics that attract retirement age prospects.

Download The Ultimate Guide to Virtual Workshops Learn More

More Marketing Resources

Lights, Camera, Share

Start creating videos for your business

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Social Media Guidelines

Best practices checklist

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Website Review

Ensure your website is ready for traffic

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Inbound Marketing Checklist

Drive traffic & capture leads

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Tools for Virtual Workshops

Find the tools that fit your needs

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Lead Generation Webinar Series

Webinars to kickstart lead generation

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Content that stands out and connects with clients

Your clients want to hear from you now. But you need to make sure you stand out from the noise and strike the right tone at this sensitive time. We’ll show you the different channels you can use to connect with clients and provide meaningful content and ideas that will resonate with them while showing your value.


Carrier Information

The latest updates to keep you informed

Stay informed with updates from the industry's top carriers on how to help clients during this time of social distancing.