Lead Advantage Pro Training
SMS has created a tutorial video library collection, which focuses on the user-friendliness and versatility of the Lead Advantage Pro platform. The goal is to show agents the simplicity of the platform make-up, thus communicating how easy it is to get started with this platform.
Lead Advantage Pro Overview
This 60 minute tutorial goes over the bells and whistles that Lead Advantage Pro offers.
Client Self-Service Portal
Save time and effort by allowing clients to help themselves. Send them a link so they can add or update demographic, prescription, pharmacy and provider data directly to the medicine cabinet in Lead Advantage Pro.
Search and Add Any Plan
Ensure clients are in the best plan for them by searching all current Medicare plans by zip code and county, including plans that SMS doesn’t currently offer. This is an advantage because you can see what plans clients have and is a great way to prepare for AEP.
This tutorial provides an overview of how to navigate Lead Advantage Pro.
Entering A New Lead
This tutorial demonstrates some popular methods of entering leads into Lead Advantage Pro.
Managing Your Leads
This short presentation guides you through the lead management tool within Lead Advantage Pro.
Using Lead Advantage Pro to Turn Leads into Clients
Learn how Lead Advantage Pro can be used to streamline the process of converting leads into clients.
Learn how the Blue Button feature in Lead Advantage Pro can save time when importing client data.
This quick tutorial talks through all the other options that play into MA and PDP quoting.
Quoting Medicare Advantage and Part D Plans Using Medicine Cabinet (Manual Look Up Tool)
This video shows how to manually enter prescription drugs when quoting in Lead Advantage Pro.
Lead Advantage Pro’s Pharmacy Network and Quick-Links Feature Upgrade
You can now see which Medicare Advantage plus Part D plans are in your clients’ network.
Utilizing the All-Carriers Medicare Advantage Plus Part D Quoting Feature
This tutorial shows how to quote all Medicare Advantage plus Part D plans available in the market.
Running and Facilitating Medicare Advantage Plus Part D Quotes
This video shows the simplicity of taking clients from quote to enrollment with Lead Advantage Pro.
Lead Advantage Pro Enrollment Options & Overview
This video shows an overview of the multiple enrollment options available in Lead Advantage Pro.
Original: Agent Initiated Consumer Online Enrollment (AICOE®)
This video shows a CMS compliant online enrollment process to sell Medicare Advantage.
Enhanced Agent Initiated Consumer Online Enrollment (AICOE®)
This video demonstrates enhanced features available on Lead Advantage Pro’s AICOE tool.
Running Medicare Supplement Quotes
This video shows how to navigate the Medicare Supplement quoting feature within Lead Advantage Pro.
Using Lead Advantage Pro for Life Insurance Sales
Watch this tutorial and discover how to run life insurance quotes and access applications.