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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

Lookup MA-PDP plans in a specific zip code so you can provide accurate disclaimers that comply with CMS guidelines.

Lead Advantage PRO

An Exclusive Enrollment Platform at No-Cost to You Take prospects from lead to enrollment in one place and with one login. Lead Advantage Pro®, a...

Medicare Insurance Direct

Client-Facing, Self-Enrollment Technology Use Medicare Insurance Direct® (MID) to enroll clients any time day or night. MID is a client-facing...

iPipeline Life Quotes

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


SMS and FireLight® join forces to streamline the annuity electronic application process to help you avoid errors and save time.


The industry's first multi-carrier quoting tool that shows estimated out-of-pocket costs for dental plans.


With XRAE® you can compare multiple carriers advanced underwriting rules using a simple Q&A forms.

SMS eTicket

With SMS e-Ticket you can submit term life apps online in less than 10 minutes. No filling out long applications with your clients. No medical...


Increase annuity and life insurance sales and assets under management with the CirrusView™ system, which helps you show clients tax-saving...

CSG Actuarial

Quote the Entire Product Landscape Compare and quote rates for Medicare Supplement, Medicare Advantage, Part D, final expense, hospital indemnity and...

Mobile Quoting

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

Annuity Rate Watch

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


This long-term care carrier quoting comparison tool compares rates with the carriers represented by SMS and allows you to view more.

Secure Email Portal

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


This dynamic resource site was designed to provide Annexus financial professionals with the tools and resources they need to help their clients grow...

Client Stream® Lead Exchange

Bid on leads from multiple prescreened sources with this revolutionary lead marketplace.