Leads & Marketing

SMS offers both exclusive and industry-standard lead programs to keep you in front of new prospects. Our turnkey marketing programs give you the resources, processes and messaging you need to grow your business.

Marketing Programs

SMS offers a variety of marketing programs that will help you present a clear, strong message to future and current clients.

Sales Forum

The Sales Forum features a combination of main stage and breakout session content delivered by industry experts, top producers and representatives from our carrier sponsors. The content focuses on sales concepts, case studies, and best practices to help you sell more.

Total Social Security

Social Security is complex. Get 100% of what you need to build Social Security planning into your practice, including the industry's leading software, marketing resources, training and live support. 

SilverScript Retail Program

Secure referrals at CVS Health with the SilverScript Retail Program. With minimal time commitment, you can market yourself in a high-traffic retail location, representing low-cost, high-quality Part D plans.

Legacy Safeguard

Legacy Safeguard is a powerful final expense marketing tool perfect for Medicare Supplement agents.

Postseason Game Plan

Now that you’ve served your clients with their Medicare plans, follow up on another major need and help them leave a lasting legacy. Get your copy of the Postseason Game Plan.

Broadridge Advisor Solutions

SMS has partnered with Broadridge Advisor Solutions to bring you thousands of resources that you can brand with your own picture, logo and contact information.

Radio Ads

We've recorded several ads that you can run on your local radio for dental insurance and LCBA Medicare Supplement.

Walmart Retail Program

This AEP you can partner with the world’s largest retailer to market your business.When you participate in the Walmart Retail Program you have the opportunity to meet potential clients in a high-traffic area while representing the carriers of your choice.

Lead Programs

Internet leads and direct mail programs to keep you in front of new prospects.

Internet Leads

SMS producers are eligible for steep discounts and free lead credits from a variety of top-rated Internet lead vendors.

Direct Mail

SMS offers several turnkey, low-cost, self-service direct mail campaigns. Leads are available for all products lines from several leading vendors.

Prospect Lists

Mutual of Omaha offers affordable, accurate and compliant prospects lists for Medicare Supplement agents.

The Lead Store in Lead Advantage

Purchase Internet leads from multiple vendors for multiple product lines through a single online ordering portal.

Co-op Marketing

SMS offers co-op marketing, lead generation and seminar marketing support.

Level Up Co-op Marketing Program

Qualify for a co-op on direct mail or other approved marketing efforts by writing 5 or more Med Supp or MA-PD apps in a month. 

Dedicated Partner Program

The Dedicated Partner Program is designed to help annuity agents grow their business via lead generation and seminar marketing support.