Lead Advantage Pro: The Quoting and Medicare Enrollment Platform
Save Time and Make More Sales While Putting Your Clients First
Work more efficiently with a tool exclusively available to SMS agents at no cost. Lead Advantage Pro puts all your quotes, forms, client-record information and more, into one user-friendly space. You'll especially appreciate this time-saving tool during AEP, when every second counts.
How You'll Benefit From Lead Advantage Pro
Quote MA, Part D and Medicare Supplement, Life, Final Expense and Long-Term Care all in one place.
Quote and compare multiple carriers and plans in one place.
Obtain current prescription drug information (with the client’s permission) for more accurate quoting.
Even More Ways for You to Benefit From Lead Advantage Pro
Always Use the Right Forms
Comply With Call-Recording Regulations
Get a Convenient and Fast SOA Process
Simplify Your Lead Management Process
Ensure Accurate Quoting Through Blue Button Integration
Ensure Your Clients Are Getting the Most Suitable Plan
Complete Online Enrollments Faster and Easier
Meet Clients in Their Comfort Zone
Quote term, final expense and long-term care insurance
Who Uses Lead Advantage Pro?
If you offer Medicare solutions, then you need this technology to maximize success. Lead Advantage Pro saves time so that you can make more money. Plus, it helps prospects see you as a valued professional, utilizing modern methods to meet their needs.
Comply With CMS Call-Recording and Archival Regulations
Meet CMS call-recording regulations with Lead Advantage Pro’s Phone.com integration. This solution allows you to receive and record calls on desktop, mobile phone or landline connections. Use your contacts in Lead Advantage Pro for a quick click-and-call strategy (Discounted pricing applies).