Business Details
44 Years
experience
Your Trusted Partner for Insurance & Retirement Planning Success
Senior Market Sales (SMS) has been a trusted partner for insurance agents and financial advisors since 1982, dedicated to empowering professionals through innovative technology, comprehensive product portfolios, and personalized support. Our platform integrates health and wealth solutions, enabling agents to address clients' retirement needs holistically. With decades of industry experience, we provide business development strategies, cutting-edge tools, and marketing resources to streamline operations and drive growth. Our commitment to ethical practices and client-centric service has established us as a leader in the insurance and financial services sector. We prioritize collaboration, accountability, and continuous improvement to help agents maximize their impact and profitability.Backed by a team of experts, we offer end-to-end support from contracting to case management, ensuring seamless client experiences. Our proprietary technologies, including Medicare quoting systems and financial analysis tools, enhance efficiency and client engagement. Through educational webinars, training programs, and compliance assistance, we equip agents with the knowledge and resources needed to succeed in a dynamic market. Our vision extends beyond transactionswe aim to transform lives by making insurance solutions accessible, understandable, and beneficial for all stakeholders. With a culture rooted in integrity and service, SMS remains focused on delivering value that transcends traditional industry standards.
Services
Medicare Supplement
Annuities
Life Insurance
Retirement Planning
Long-Term Care
Medicare Advantage
Part D Plans
Multi-Year Guaranteed Annuities
Financial Analysis Tools
Lead Generation Programs
Details
- Year established: 1982
Highlights and features
- We offer 40+ years of experience supporting insurance agents with tailored solutions.
- Our platform integrates health and wealth products from 75+ top carriers nationwide.
- We provide proprietary technology for Medicare quoting, enrollment, and financial analysis.
- Our dedicated marketing consultants create customized growth strategies for agents.
- We deliver end-to-end back-office support including contracting, compliance, and commissions.
Services
Medicare Supplement
Our Medicare Supplement solutions help clients fill coverage gaps in Original Medicare. We provide access to top-rated carriers and proprietary quoting tools that simplify plan comparisons. Agents receive comprehensive training and support to guide clients toward optimal coverage choices tailored to their healthcare needs and budget.
Annuities
We offer a comprehensive selection of annuity products including fixed index, multi-year guaranteed, and immediate annuities from leading carriers. Our advanced financial analysis tools help agents demonstrate tax-efficient income strategies and risk management solutions to clients planning for retirement security.
Retirement Planning
Our holistic retirement planning platform integrates health and wealth solutions to address clients' comprehensive needs. Agents gain access to proprietary tools that visualize retirement income strategies, healthcare cost projections, and legacy planning options while leveraging our team's industry expertise for client consultations.
Lead Generation Programs
We provide compliant lead generation systems including Client Stream Lead Exchange and targeted marketing programs. Our proprietary platform allows agents to bid on prescreened leads while offering turnkey solutions for social media campaigns, educational workshops, and direct mail initiatives to attract qualified prospects.
Technology Tools
Our technology suite includes Medicare enrollment platforms, financial analysis software, and case management systems designed to streamline agent workflows. These tools enable digital client interactions across multiple devices, improve quoting accuracy, and integrate seamlessly with existing practice management systems to enhance operational efficiency.
People
Jim Summers
Chief Executive Officer
Jim Summers leads SMS with strategic vision, leveraging decades of insurance industry experience to drive innovation and growth while maintaining the company's core values of service and integrity.
John Haver
President
John Haver oversees daily operations at SMS, focusing on enhancing agent support systems and expanding product offerings while ensuring alignment with the company's mission to empower insurance professionals.
Mark Hunter
Senior Vice President, Chief Distribution Officer
Mark Hunter directs distribution strategies at SMS, building carrier relationships and developing programs that help agents access comprehensive health and wealth solutions for their clients.
Jennifer McMahon
Senior Vice President, Operations
Jennifer McMahon manages SMS operations, implementing efficient processes for contracting, compliance, and case management to ensure seamless support for agents and optimal client experiences.
Dwane McFerrin
Senior Vice President, Med Solutions
Dwane McFerrin leads Medicare solution development at SMS, focusing on expanding product offerings and support systems that help agents effectively serve seniors' healthcare needs.
Questions
What services does Senior Market Sales offer to insurance agents?
We provide Medicare and retirement planning solutions, technology tools, marketing support, and access to 75+ top-rated carriers through our comprehensive FMO platform.
How does SMS help agents grow their businesses?
We offer the SMS 360 process for customized business plans, lead generation programs, technology solutions, and dedicated marketing consultants to enhance agents' productivity and client reach.
What technology tools are available through SMS?
Our platform includes Medicare quoting/enrollment systems, financial analysis software, case management tools, and digital marketing resources to streamline agent workflows and improve client interactions.
How does SMS support agent compliance and operations?
We provide back-office support for contracting, commission processing, case management, and regulatory compliance, allowing agents to focus on client relationships and business growth.
What educational resources does SMS offer agents?
We deliver self-directed online learning, expert-led webinars, in-person training events, and proprietary workshops to enhance agents' product knowledge and sales strategies.
How can agents access SMS support services?
Agents can request consultations through our website or contact their dedicated marketing consultant for personalized assistance with business development and operational needs.
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