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Lead Advantage Pro

Lead Advantage Pro® Feature Updates

New Features

Transactional Texts to Agents

Now, you can receive transactional texts regarding a client’s scope of appointment and enrollment status. Plus, all texts will automatically be documented in Lead Advantage Pro’s conversation log. It’s easy to turn on this new feature as long as you have a valid mobile number.

Ability to Change ZIP Code Information on the Provider Search Page

This new feature allows you to alter ZIP code information for better primary care search results on the Provider Search page. 

Ability to Change ZIP Code Information on the Provider Search Page

 

Added Medicaid Number and State fields to Client Self-Service
Medicare Name Field Is Now ‘Read Only’ Mode

 

Standard Drug Pricing Now Included on Drug Tier Pricing Page

Retail, standard and mail order pricing are now shown as a side-by-side comparison on the Drug Tier Pricing page. Having this information presented in this manner helps clients make educated decisions regarding which drug tier option is most suitable for them.

Standard Drug Pricing Now Included on Drug Tier Pricing Page

 

Medicare Name Field Is Now ‘Read Only’ Mode

The Medicare Name field will automatically populate in First Name, Middle Initial, Last Name format, and show in “read only” mode.

Recent Features

The No Commissions Paid flag will show abbreviated as NCP going forward
 Current
 New
website-lapro-features-ncp-current-01 website-lapro-features-ncp-new-02
Agents will begin receiving emails when their Medicare Insurance Direct® (MID) enrollments sync to Lead Advantage Pro
The following language is now added to the Client Self-Service Portal's Medicine Cabinet page

“Please review medications below for completeness and accuracy. You can add new medications in the search below, remove drugs you are no longer taking, and/or edit strength and/or frequency as needed.”

Darkening the light blue font across the application to improve readability
Clearer Text in Lead Advantage Pro
Print specific plans by carrier

Now, you can print compliance-friendly plans by carrier, with a simple click of your mouse. This streamlines the presentation process, leading to quicker client decisions and higher sales potential for you.

Ability to personalize Agent Initiated Consumer Online Enrollment (AICOE®) email subject lines and add additional text to email

This new feature allows you to customize the subject line and body of Agent Initiated Consumer Online Enrollment (AICOE®) forms. Plus, you now have compliant quote emailing capability.

Get alerted when clients update their Self-Service Portal

Know when clients update their pharmacy, prescription or provider information through Lead Advantage Pro’s Client Self-Service portal. This automatic notification gives you the opportunity to reach out to the client and discuss how these changes affect their current plan.

Lead Advantage Pro
Choose up to three Medicare Advantage plus Part D (MA-PD), Part D (PDP) or Medicare Advantage (MA) plans to show on a single side-by-side comparison
Medicare Plan Comparison Step 1

Step one – select plans for comparison

 

Medicare Plan Comparison Step 2

Step two – select enrollment method

 

Medicare Plan Comparison Step 3

Step three – compare plans side by side 

 

Process MID enrollments in Lead Advantage Pro via synchronization
Medicare self-enrollment tool, MID, has synchronized with Lead Advantage Pro. This means, you can now process MID enrollments in Lead Advantage Pro. The result? A Medicare enrollment system that allows for greater efficiency and more sales in less time.
Reports added to make AEP easier
  • AEP Disruption report — shows which clients could experience a formulary change and displays a number of disruption factors affecting each member
  • Multi-Client Pharmacy Search report — identifies those likely to see alterations to their in-network pharmacies
  • Client Rx report — search multiple clients to address prescription drug concerns, including price increases and dropped coverage on plans

Leads

What is the meaning of the color blue?

Be careful using accordions. They are known to shorten pages, yet they come at a higher interaction cost. Accordions are great for FAQs. Here is a UX checklist:

  • Make sure the icon is clearly communicating there is more content
  • Don't put too much content in the accordion. If there is too much, then the content might deserve it's own page.
Accordions

Be careful using accordions. They are known to shorten pages, yet they come at a higher interaction cost. Accordions are great for FAQs. Here is a UX checklist:

  • Make sure the icon is clearly communicating there is more content
  • Don't put too much content in the accordion. If there is too much, then the content might deserve it's own page.
Wisely

Be careful using accordions. They are known to shorten pages, yet they come at a higher interaction cost. Accordions are great for FAQs. Here is a UX checklist:

  • Make sure the icon is clearly communicating there is more content
  • Don't put too much content in the accordion. If there is too much, then the content might deserve it's own page.

Highlighted Features

  • Scope of Appointment options expand beyond paper and now offer remote, face-to-face and voice signature availability
  • The Multi-Client Rx report can search multiple clients to address prescription drug concerns, including price increases or dropped coverage on plans
  • Five enrollment options — paper, AICOE®, voice signature, face-to-face and electronic carrier application
  • MA and PDP quoting provides detailed filtering options and improved visibility for plan benefits with icon indicators
  • Stay compliant with Centers for Medicare and Medicaid Services (CMS) regulations by utilizing disclosures displayed on emails for MA and PDP enrollments
  • Client Self-Service Portal PDP policy review feature triggers automated reminders if no action taken by client
  • Easily record and archive calls per CMS regulations
  • Enhance quote results by toggling Med Supp plans, filtering by carriers and enrollment type for targeted results
  • Clients can now update their own providers, prescriptions, pharmacies and preferred hospitals, by using the Client Self-Service Portal
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