The next evolution of Lead Advantage, the proprietary tool from SMS that lets agents take prospects from lead to enrollment in one place.

Launch Lead Advantage Pro

Why use Lead Advantage Pro®?

Run the most accurate MA-PD quotes quickly and efficiently.
Online enrollments for Medicare Supplement, Medicare Advantage and Part D.
Online quoting for term life, final expense and dental.
Manage prospect lists and client follow-ups.
Build customizable administrative roles within your organization.

Leads to Enrollment in One Platform

 

Leads

Import leads directly into Lead Advantage Pro for follow-up.

CRM

Manage follow-ups with customizable dispositions, appointment calendar, notes, tasks and more.

Quoting

Run multi-carrier quotes for Medicare Supplement, Medicare Advantage, Part D, final expense, term life and dental.

Enrollment

Seamlessly transition to online enrollments via carrier portal or our proprietary App by Email® and AICOE® processes.

Forms

Access a robust library of up-to-date carrier forms.

Game-changing enhancements that will streamline your sales process.

Lead Advantage Pro® Features

App by Email®

Complete your required scope of appointment in less than three minutes and store a record of it on the client’s profile.

AICOE®

Facilitate your client’s MA-PD enrollment online.

RX Import

Allow clients to import their prescription drug information into the tool for accurate quotes with less hassle.

e-App

Complete your apps online and go from paper mess to paperless. It’s faster, more accurate and easy to use.

New
Dashboard

See your lead activity at a glance.

Lead
Disposition

Build your own lead dispositions.

Customize
User Roles

Create and set roles within your organization for smarter access to features.

Quote Multiple
Products

Quote and compare multiple carriers at once.

Click here to enter the Lead Advantage Pro® Video Tutorial Library

Video Library

Frequently Asked Questions

In order to get started in the new system, you will need to clone and upgrade your existing Lead Advantage Classic account.

Log in using your existing Lead Advantage credentials. The screen below will appear. Click on the Get Lead Advantage Pro button to create a Lead Advantage Pro account.

Lead Advantage Pro login thumbnail
Not until Aug. 1, 2019. You will have access to both system until this date.

Not necessarily. Users that have 10 more more leads will have their data migrated. You can log in to the original Lead Advantage system to view your migration date. SMS will also communicate your migration date through email as well.

Users will less than 10 leads will need to manually add data from Lead Advantage to Lead Advantage Pro. It is optional to re-enter you data into Lead Advantage Pro. If you need help getting started please call a Marketing Consultant, 1.888.747.3810.

This depends. Once your data gets migrated to Lead Advantage Pro, you will no longer have access to Lead Advantage. Migration dates vary by user, but they will be taking place throughout May and June. You will be notified of your exact migration date as it gets closer. For all other users, Lead Advantage will no longer be available starting in August.
Once your account is set up, you can continue to log in at SeniorMarketSales.com or LeadAdvantagePro.com. Current Lead Advantage users will continue to use their same username and passwords for Lead Advantage Pro.
Not necessarily. We will be migrating data for accounts with ten or more leads in them. If you have fewer than ten leads, you can still use Lead Advantage Pro, but your existing leads will not be automatically migrated to the new system.
For accounts with 10 or more leads, all leads, status dispositions and notes will migrate together with your User Profile. Once you migrate to Lead Advantage Pro, you will no longer be able to access the old Lead Advantage platform.

Work With a Marketing Expert Today

No one has more Medicare knowledge and experience than SMS. Working with one of our marketing consultants can help you streamline your sales process with Lead Advantage Pro.

Contact us: 1.800.786.5566