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Welcome to the SMS Agent Tools Portal

From powerful selling systems and illustration software to online sales platforms and our proprietary contact management system, SMS offers a variety of innovative tools designed to help you save time and increase production.

Webcast: How to Use SMS Web Site Tools

Lead Programs We give you places to go and people to see.
  • Discounted Internet Leads
  • Field-tested Direct Mail Programs
  • Turn-key Solutions
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SMS Lead Advantage Streamline your sales process with a tool that does all this:
  • Manages lead follow-up
  • Creates and sends online quotes
  • SMS Exclusive App-by-email process
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MA & Part D Quoting Tool The quick and easy way to compare plans in your area.
  • Enter your client's Rx drugs for est. out-of-pocket
  • Compare premiums, out-of-pocket costs for all SMS plans in your area
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Social Security Timing Help your clients maximize their Social Security benefits.
  • Patent-Pending Software
  • Co-branded Mini Site
  • Approved Seminar Materials
  • Approved direct mail pieces

>> Learn More

Affordable Web Sites Get your own web site for as little as $69 a month!
  • Quote request forms for Medicare, LTCi, Life and more
  • Medicare Supplement Quotes
  • Agent Recruiting Options
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Retirement Income Grow your clients’ principal while protecting it against market volatilit.y
  • BalancedAllocation Annuity® + BalancedAllocation Lifetime Income Rider™
  • Income Planning Kit Available
  • >> Learn More
Online Sales Platforms Make your sales paperless and painless.
  • Sell on the phone or in person
  • Expand your market to multiple states
  • Become more efficient
  • >> Learn More