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Sales Tools

Quick and easy access to SMS® quoting and enrollment tools for all product lines. 

Don’t have an account for one these tools? Call an SMS marketing consultant at 1.800.786.5566

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MA-PDP Plans Offered Lookup Tool

Look up Medicare Advantage (MA) and Part D plans (PDPs) in a specific zip code and provide accurate disclaimers to meet regulatory guidelines.

Lead Advantage Pro®

Exclusive, no-cost, all-in-one quoting and enrollment platform.

Medicare Insurance Direct®

Personalized technology where clients can quote and enroll anytime day or night.


Run term life insurance quotes on SMS’ iPipeline mobile quoting platform with the ability to email policy options to clients.


Streamline the annuity electronic application process to help avoid errors and save time.


Multi-carrier dental quoting tool compares benefits side by side, based on out-of-pocket costs, for the level of dental health needed.


Compare multiple carriers advanced underwriting rules using simple Q&A forms.

CSG Actuarial

Quote rates for the entire Medicare product landscape.

Mobile Quoting

Run Medicare Supplement quotes on your mobile phone via text and through a mobile website.

Annuity Rate Watch

Provides MYGA, fixed and fixed indexed annuity rates and product information in real time.


Long-term care quoting and comparison tool.

Secure Email Portal

Make sure emails with sensitive client information are sent securely with our secure email portal.


Resource site that provides financial professionals with tools and resources.

Client Stream® Lead Exchange

Bid on leads from multiple prescreened vendors at competitive prices.


Quote, compare and submit term life apps from anywhere in as little as 5 minutes.


Instantly compare and test different annuity products to ensure you're offering the most suitable solutions to the client.