Call-Recording Training Videos

SMS has created a tutorial video library collection, which focuses on the user-friendliness and versatility of the platform.

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CMS Call-Recording Solution Now Available With Lead Advantage Pro®*

The Lead Advantage Pro®/ integration is now live and represents one of the best ways to meet Centers for Medicare and Medicaid Services (CMS) call-recording regulations. This user-friendly solution is superior to many others because it allows you to receive and record calls on desktop, mobile phone or landline connections. Plus, you can use your contacts in Lead Advantage Pro for a quick click and call strategy.

*No-cost offer available through 2023’s AEP to SMS-producing agents

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For support visit to browse the large library of resources. 

Watch Now Overview of Tool

This five minute introductory tutorial provides an overview concerning, focusing on the user-friendliness of its navigation feature. 

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Downloading the Mobile App

Get started on your mobile phone today using this tool. It's available via the Apple or Google Play app stores. 

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Client Stream® Lead Exchange

Ready to take the frustration and guesswork out of leads? Enter Client Stream Lead Exchange, a first-of-its-kind platform that matches pre-screened lead vendors with agents.

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SMS Tech Tour Webinars

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.. 

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