Lead Advantage Pro Training

This 60 minute tutorial goes over the bells and whistles that Lead Advantage Pro offers.

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.

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.

This tutorial demonstrates some popular methods of entering leads into Lead Advantage Pro.

This short presentation guides you through the lead management tool within Lead Advantage Pro.

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.

This video shows how to manually enter prescription drugs when quoting in Lead Advantage Pro.

You can now see which Medicare Advantage plus Part D plans are in your clients’ network.

This tutorial shows how to quote all Medicare Advantage plus Part D plans available in the market.

This video shows the simplicity of taking clients from quote to enrollment with Lead Advantage Pro.

This video shows an overview of the multiple enrollment options available in Lead Advantage Pro.

This video shows a CMS compliant online enrollment process to sell Medicare Advantage.

This video demonstrates enhanced features available on Lead Advantage Pro’s AICOE tool.

This video shows how to navigate the Medicare Supplement quoting feature within Lead Advantage Pro.

Watch this tutorial and discover how to run life insurance quotes and access applications.