Senior Marketing Specialists is the FMO that does more.  We offer a variety of services the go above and beyond what you can expect from the average Field Marketing Organization. Take a look at the site, check out the agent tools we have available, run a few quotes on our state of the art quote engine, save money on your errors & omissions coverage, design a new lead program, and get creative with your marketing plan!

We are here to help you with whatever you need. Don’t hesitate to call us today if you don’t find what you’re looking for or have an idea you want to share with us.

Everything we create is designed to help our agents develop their business plan while saving valuable time and increasing their bottom line.

 

Strategy Sessions

Strategy Sessions

It doesn’t matter if you are new to the senior market or are a seasoned pro, schedule a strategy session with your Sales Director to learn new ways to grow your footprint in the senior market or capitalize on your current book of business.

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Succession Planning

Succession Planning

A part of every business plan, no matter the industry should include a documented and planned succession plan. Whether it's in 1 year, or 50, now is the time to set your business up to ensure our legacy lives on once you are out of the business.

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Support Services

Support Services

Do you have a client who needs new ID cards? Didn't get paid the correct commission on a policy? One of your applications pending? SMS has an entire department dedicated to helping agents with these types of complications and so much more.

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Road 2 Retirement

Road 2 Retirement

Unlike traditional employees, independent agents had no one to contribute to their retirement, until now. Senior Marketing Specialists and JK Financial have partnered to offer SMS contracted agents start their own retirement accounts.

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Agent Marketing Portfolio

Agent Marketing Portfolio

Marketing materials can be the most difficult thing for an independent agent to produce. That's why Senior Marketing Specialists has developed AMP, a portfolio of quality, customizable marketing pieces, for access to all direct agents to utilize.

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Social Media

Social Media

Two things constantly come up in the business world: personal brand and social media. Both are incredibly important, but tackling them can seem overwhelming. Let SMS walk you through creating and strengthening your brand via social media.

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Sales Tools

Sales Tools

Let Senior Marketing Specialists arm your marketing arsenal with our proven sales tools and programs. From basic brochures to multi-step sales programs we have the tools, strategies, and sales pieces that can take your presentations to the next level.

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Quote Engine

Quote Engine

Our new Quote Engine does more. Each quote is directly linked to the carrier's electronic application (if available) and a filter for underwriting conditions can help you quickly determine what your clients will qualify for. Try it today.

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E&O

E&O

As a value-added benefit to our agents, Senior Marketing Specialists has sponsored with Calsurance Associates to bring you a low cost E&O option. This program is designed to save you money, keep you protected and immediate certificate print is available!

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Leads

Leads

Every agent needs leads. Find out what programs and opportunities exist with Senior Marketing Specialists' lead vendors. Contact us today for an analysis of which program will best fit your marketing plan needs.

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WebCE

WebCE

WebCE is the leading insurance continuing education provider in the U.S. Use our link to access WebCE's library of over 850,000 courses and enjoy a discount courtesy of Senior Marketing Specialists.

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Contests

Contests

From the sunny shores of St. Lucia and across the world to Rome, Iceland, Prague, oh the places you can go with your SMS Carriers... Plus, easy cash incentives up to $100 per app. Find out more about our carriers current incentives.

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