Agent initiated consumer online enrollment (AICOE®) is an easy and compliant way to help your Medicare Advantage and Part D clients enroll online.
This CMS compliant, online enrollment process is exclusive to Senior Market Sales® (SMS) and has been approved by most major carriers that work with SMS. The process works extremely well for producers who are comfortable using the phone and Internet to sell.
Your clients can electronically sign our super simple eSig Scope of Appointment form online... there is no required phone script and no paper forms to fax, mail, scan or print. Of course, if you and/or your clients prefer, you can email the enrollment application as a PDF.
View this video that shows the simplicity of taking clients from quote to enrollment using the Medicare Advantage, Part D, and Medicare Advantage/Part D combined quoting feature within Lead Advantage Pro.
Lead Advantage Pro is an all-in-one sales management tool with AICOE® (Agent Initiated Consumer Online Enrollment) tool built in.Learn More