Technology to Help You Succeed

Senior Market Sales, Inc. is the marketing organization for tomorrow’s agent. We know agents face many challenges in today’s market. Our software and tools are designed to help you manage and simplify your practice, save time, eliminate mistakes and make your business stand out among the crowd.


Managing Your Business

Led by our proprietary Lead Advantage® sales management tool, SMS provides a number of tools to help you manage and simply your practice, save time and eliminate mistakes.

Lead Advantage®

Lead Advantage® is our exclusive all-in-one sales management tool. Receive and manage leads, run quotes, submit online enrollments and access multiple carrier portals all in one place.

Online Contracting

Save time and eliminate errors with this online solution that allows you to manage all your contracts in one place. 

Carrier Forms Database

With our forms database, you can find any form, marketing brochure or other document you need from a variety of carriers to help you market, sell and process faster.

Secure Email

Protect yourself and your clients with HIPAA-compliant secure email solutions.

Secure Email Details

Get more information about protecting yourself and your clients with secure email solutions.

Electronically Signed Scope of Appointment Forms

With SMS’ new CMS-approved eSignature Scope of Appointment process for agents who use Lead Advantage, you can get a signed SOA form in two to three minutes.

Quoting and Illustrations

SMS provides quoting and illustration tools to help you give exact quotes to your clients. For more complicated cases, we offer help developing illustrations.

Medicare Supplement QuickQuote

Get instant quotes for multiple plans from multiple carriers.

GoSMS Mobile Quoting Tools

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

MA-PD QuickQuote (with Drug Look-up)

Enter your client's prescription drugs into this tool to get the most accurate out-of-pocket cost estimate for each MA-PD or Part D plan.

Medicare Supplement Fast Track

Quickly run quotes and download Medicare Supplement outlines of coverage for the nation's top carriers.

Mobile Social Security Calculator

Start the Social Security conversation anywhere. The mobile Social Security calculator lets you show anyone in seconds what's at stake when electing Social Security.

Efficient Frontier Portfolio Calculator

This calculator takes complex forecasting scenarios and delivers simple, easy-to-digest examples to help clients understand their retirement income planning options.

Annuity Rate Watch Database

Search for up-to-date rates and fees on more than one thousand annuities so you can compare and find the best products to meet your clients' needs.

Life Insurance Quotes (iPipeline)

Get life insurance quotes through the industry-standard iPipeline quoting tools.

Long-Term Care Quote (StrateCision)

The industry standard tool for quoting long-term care insurance.

Social Security Analysis (Total Social Security)

Total Social Security provides 100% of what you need to build Social Security planning into your practice, including the industry's leading software.

Managing Enrollments

SMS is a leader in mobile technology designed to help you get through appointments and enrollments quickly and error-free.

Agent Initiated Consumer Online Enrollment (AICOE®)

A CMS-compliant online enrollment process that lets you sell Medicare Advantage and PDP over the phone and Internet.

App by Email®

Facilitate paperless Medicare Supplement, Medicare Advantage and PDP enrollments with customized PDF forms emailed to consumers.

Electronic Applications

Reduce incompletes and errors, increase your sales territory without increasing your gas bill and eliminate the cost of mailing and ordering supplies.

iPad Apps

Quote and submit business on the go with customized apps from multiple carriers.

Voice Signature

Clients without email or who are more comfortable on the phone can sign their applications with their voice.

SMS e-Ticket — Online Term Life Submissions in Less Than 10 Minutes

With SMS e-Ticket you can submit term life apps online in less than 10 minutes.

Marketing Your Business

SMS offers marketing support to make your business stand out among the crowd. We also offer product-specific marketing programs.

Custom Websites

We’ll help you set up your own website with built-in online quoting and preapproved content.