Quote, compare, enroll, record calls and stay compliant — all in one streamlined platform built for modern Medicare agents and agencies.
If you have an existing account, log in from the Sales Tools page.
Increase Sales and Grow Your Book
Reporting to Protect Renewals and Capture Rewrites Know exactly who to call first. Instantly identify rate increases and expiring plans so you can move fast, protect your book and capture rewrites before someone else does.
Multi-Channel Medicare Enrollment Platform Close deals wherever clients feel comfortable — in person, online, over the phone or by text — all inside one streamlined workflow.
Multi Product Quoting for Health and Wealth Quote health and wealth products side-by-side to uncover cross-sell opportunities and increase commission per client.
Network and Provider Lookup for MA Plans Filter Medicare Advantage (MA) plans by provider access, address and covered benefits, so you can recommend with confidence and close with authority.
White-Labeled Medicare Software for Agencies Strengthen your brand, empower your staff and run a professional agency clients trust.
See How It Works
Simplify Your Lead Management Process
Track your leads, utilize the conversation log and use the comments section for maximum effectiveness.
Comply With Call-Recording Regulations
Record calls in compliance with CMS call-recording regulations when presenting Medicare Advantage (MA) and Part D plan options.
Prioritize With Reports
Identify clients with plans that are taking a rate increase or expiring, to help prioritize who to contact.
Consumer Self-Service
Allows your clients to update their information on their own and lets you send up to 5,000 reminders at once.
Meet Clients in Their Comfort Zone
Enroll clients in person, online, over the phone and even via text messaging.
Fillable PDF Carrier Form Library
Compliant, easy-to-complete carrier forms at your fingertips for faster, more efficient Medicare enrollments.
Easy Access With Quick Links
Prepopulated quick links for the most common websites used for enrollment, with the ability to add your own.
AgencyBloc Integration
Gain lead management, communication and activity tracking, workflow automation, task assignment, compliance management, and more.
Medicare Insurance Direct Integration
Push and pull client information between the two systems to populate for continuity of records.
Network and Provider Lookup
Filter options for MA quoting by addresses, provider locations, and benefits available.
White Labeling
Agency management with options to customize with a logo and account setup for office staff visibility.
Multi Product Quoting
Run multi product quoting for health and wealth all in one convenient place.
Stay Compliant and Protected
CMS-Compliant Call Recording for MA and Part D Present MA and Part D plans with zero hesitation. Calls are automatically recorded, keeping you compliant with Centers for Medicare & Medicaid Services (CMS) regulations.
Fillable, Compliant Medicare Carrier Form Library Access and complete carrier-approved PDF forms instantly to reduce errors and maintain compliance throughout the enrollment process.
Simplify Your Lead Management Process
Track your leads, utilize the conversation log and use the comments section for maximum effectiveness.
Comply With Call-Recording Regulations
Record calls in compliance with CMS call-recording regulations when presenting Medicare Advantage (MA) and Part D plan options.
Prioritize With Reports
Identify clients with plans that are taking a rate increase or expiring, to help prioritize who to contact.
Consumer Self-Service
Allows your clients to update their information on their own and lets you send up to 5,000 reminders at once.
Meet Clients in Their Comfort Zone
Enroll clients in person, online, over the phone and even via text messaging.
Fillable PDF Carrier Form Library
Compliant, easy-to-complete carrier forms at your fingertips for faster, more efficient Medicare enrollments.
Easy Access With Quick Links
Prepopulated quick links for the most common websites used for enrollment, with the ability to add your own.
AgencyBloc Integration
Gain lead management, communication and activity tracking, workflow automation, task assignment, compliance management, and more.
Medicare Insurance Direct Integration
Push and pull client information between the two systems to populate for continuity of records.
Network and Provider Lookup
Filter options for MA quoting by addresses, provider locations, and benefits available.
White Labeling
Agency management with options to customize with a logo and account setup for office staff visibility.
Multi Product Quoting
Run multi product quoting for health and wealth all in one convenient place.
Save Time and Eliminate Admin Overload
Simplify Your Medicare Lead Management Process Track leads, log conversations and manage follow-ups in one organized system — so no opportunity slips through the cracks.
Consumer Self-Service and Bulk Reminder Tools Save time by simultaneously emailing up to 5,000 clients a link that allows them to self-update pharmacy, prescription provider info, etc.
Easy Access With Quick Links Launch enrollment sites and quoting tools in seconds to eliminate tab overload and save time during AEP.
AgencyBloc CRM Integration Sync lead management, workflows, task assignments and activity tracking into one connected operation.
Simplify Your Lead Management Process
Track your leads, utilize the conversation log and use the comments section for maximum effectiveness.
Comply With Call-Recording Regulations
Record calls in compliance with CMS call-recording regulations when presenting Medicare Advantage (MA) and Part D plan options.
Prioritize With Reports
Identify clients with plans that are taking a rate increase or expiring, to help prioritize who to contact.
Consumer Self-Service
Allows your clients to update their information on their own and lets you send up to 5,000 reminders at once.
Meet Clients in Their Comfort Zone
Enroll clients in person, online, over the phone and even via text messaging.
Fillable PDF Carrier Form Library
Compliant, easy-to-complete carrier forms at your fingertips for faster, more efficient Medicare enrollments.
Easy Access With Quick Links
Prepopulated quick links for the most common websites used for enrollment, with the ability to add your own.
AgencyBloc Integration
Gain lead management, communication and activity tracking, workflow automation, task assignment, compliance management, and more.
Medicare Insurance Direct Integration
Push and pull client information between the two systems to populate for continuity of records.
Network and Provider Lookup
Filter options for MA quoting by addresses, provider locations, and benefits available.
White Labeling
Agency management with options to customize with a logo and account setup for office staff visibility.
Multi Product Quoting
Run multi product quoting for health and wealth all in one convenient place.
Ready to Close More This AEP?
See how agents are increasing enrollments without increasing workload.
This was our best AEP in years thanks to Lead Advantage Pro. We had over 1,700 clients complete the data entry and SOA online. In doing so, it only took about five minutes per person to send out a quote and a copy and paste note suggesting to them what they should do: STAY, CHANGE, or Check drugs to see if they already have an exception.
Agent Paul Davis
This is the best technology I’ve come across in our industry.
Agent Bill Gundelfinger
Without Lead Advantage Pro and MID, [we’d] probably lose our minds.
Lisa
Lisa Reynolds Insurance Agency
This was by far the most fun I’ve ever had using Lead Advantage Pro! I blasted out 2,100 SOAs and 2,100 links to update information in about 15 minutes. I’ve already have more than 300 clients respond with completed SOA’s and similar number with drug updates.
Agent Paul Davis
AgencyBloc and Lead Advantage Pro is a huge time saver. Push all the data from AgencyBloc into Lead Advantage Pro, submit the application through Lead Advantage Pro. It sends everything back to AgencyBloc, builds a policy for you. It is freaking cool!
Agent Charley Tinsley
You can select it for the plan and the plan ID only, so if we know if a specific plan is gonna go up, I can get in front of these people a month ahead of time before they start calling us. And my estimate, we’re gonna save probably about 30% backend office time during AEP.
Agents using Lead Advantage Pro® experience faster quoting, smoother enrollments, less admin and more policies written. In other words, it’s a tool designed to maximize your Medicare enrollment efficiency.
Lead Advantage Pro is Senior Market Sales’ proprietary Medicare enrollment platform that helps agents enroll clients by phone, text, online or in-person, while staying CMS compliant.
Is Lead Advantage Pro free?
Yes. Agents contracted through Senior Market Sales can access Lead Advantage Pro at no cost.
What features are included in Lead Advantage Pro?
Features include side-by-side plan comparison, Scope of Appointment management, five enrollment methods, compliance disclosures, call recording, client self-service portal, and multiple reports for AEP.
See Lead Advantage Pro in Action
Discover the Power of All-in-One Medicare Enrollment Efficiency!
Imagine a world where you have everything you need in one Medicare enrollment platform. That’s your reality when using Lead Advantage Pro, with AgencyBloc AMS+ integration.
Health and Benefit-Specific CRM Power
Precise Commission Tracking
Lightning-Fast and Compliance-Approved Quoting and Enrollment Technology
Log In
