Seamless Integration Makes Medicare Quoting and Enrollment
Faster for Insurance Agents
OMAHA,
Neb., Aug. 13, 2024 /PRNewswire/ -- Medicare
insurance agents will be able to work faster and see more clients
this historic Annual Election Period (AEP) using a new integration
of the Lead Advantage Pro® all-in-one quoting and
enrollment platform by Senior Market Sales® (SMS)
with the customer relationship management capabilities in
AgencyBloc's AMS+ platform.
Integration delivers "a superior, seamless
experience for independent insurance agents."
"This partnership leverages the strengths of both companies'
products to deliver a superior, seamless experience for independent
insurance agents," said Jim Summers,
President of SMS. "The integration of AgencyBloc's robust CRM in
AMS+ and Lead Advantage Pro's streamlined quoting and enrollment
process create scalable efficiencies with significant time and cost
savings, when agents need it most — with what could be the most
disruptive AEP just around the corner."
Agents' workloads are expected to increase this AEP because the
Inflation Reduction Act has led to changes in prescription drug
benefits and also could cause carriers to raise premiums. The
integration of SMS' and AgencyBloc's platforms will lessen the
burden of any increased workload by streamlining agent
processes.
"At AgencyBloc, we are building a quoting and enrollment
ecosystem around AMS+," said Tim
Robinson, CEO at AgencyBloc. "The integration with Lead
Advantage Pro aligns with our mission of providing invaluable
services to independent agencies in the health benefits
industry."
AgencyBloc's Plus Suite includes AMS+ an all-encompassing,
industry-specific sales and servicing management solution that
helps independent insurance agencies, general agencies, insurance
and field marketing organizations (IMOs/FMOs), and call centers be
more efficient, increase sales, and improve client retention. The
integration between these two solutions establishes a new precedent
for individual health benefits enrollment, providing an efficient,
seamless, and affordable experience for downline agencies. After
initiating the client engagement in AMS+, agents can complete the
quoting and enrollment in Lead Advantage Pro and have the
information updated back to AMS+.
Along with SMS' industry-leading back-office support, proven
marketing systems and a comprehensive product portfolio of health
and wealth solutions from top carriers, its technology solutions
like this make SMS the premier IMO for insurance agents and
financial advisors, Summers said.
"This collaboration enhances the value we provide to agents and
ensures they have the most comprehensive, efficient tools," Summers
said.
Together, AgencyBloc and SMS are driving innovation and
excellence in the Medicare space, empowering agents to achieve
greater success and satisfaction.
To learn more about the integration between AMS+ and Lead
Advantage Pro, click here.
About Senior Market Sales
Senior Market Sales® (SMS) represents top Medicare
Supplement, Medicare Advantage, annuity, life, long-term care,
individual health and travel insurance carriers in all 50 states.
More than 71,000 independent insurance agents rely on SMS for
proprietary technology, competitive insurance products, and expert
training and service to help them leverage their time, make more
money, and put their business in a position of distinction. Founded
in 1982, SMS is headquartered in Omaha,
Nebraska. In 2020, SMS joined the Alliant Insurance
Services family of companies. Visit
www.SeniorMarketSales.com or call 1.800.786.5566 for more
information.
About AgencyBloc
AgencyBloc is the #1 recommended insurance industry growth
platform that serves the health, senior, and benefits industry with
a suite of solutions that can be strategically utilized to support
the operational and growth needs of independent insurance agencies,
GAs, IMO/FMOs, call centers, and carriers. To learn more about
AgencyBloc and The Plus Suite, visit www.agencybloc.com.
Contact: Dan Trumblee
Vice President
Divisional Director, Communications & Creative Services, Senior
Market Sales®
402.343.3689
Dtrumblee@SeniorMarketSales.com
View original content to download
multimedia:https://www.prnewswire.com/news-releases/senior-market-sales-integrates-lead-advantage-pro-with-agencyblocs-ams-302218956.html
SOURCE Senior Market Sales