Sales Tools
Quick and easy access to SMS® quoting and enrollment tools for all product lines.
MA-PDP Plans Offered Lookup Tool
Look up Medicare Advantage (MA) and Part D plans (PDPs) in a specific zip code and provide accurate disclaimers to meet regulatory guidelines.
Medicare Insurance Direct®
Personalized technology where clients can quote and enroll anytime day or night.
iPipeline®
Run term life insurance quotes on SMS’ iPipeline mobile quoting platform with the ability to email policy options to clients.
FireLight®
Streamline the annuity electronic application process to help avoid errors and save time.
QuoteDental.com
Multi-carrier dental quoting tool compares benefits side by side, based on out-of-pocket costs, for the level of dental health needed.
Mobile Quoting
Run Medicare Supplement quotes on your mobile phone via text and through a mobile website.
Annuity Rate Watch
Provides MYGA, fixed and fixed indexed annuity rates and product information in real time.
Secure Email Portal
Make sure emails with sensitive client information are sent securely with our secure email portal.
Client Stream® Lead Exchange
Bid on leads from multiple prescreened vendors at competitive prices.
Luma
Instantly compare and test different annuity products to ensure you're offering the most suitable solutions to the client.
AgencyBloc AMS+
Integrate with Lead Advantage Pro for your all-in-one Medicare enrollment platform.
