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.
Sales & Marketing Tools
We have the sales tools you need to grow your business and thrive in the senior market! Whether you need a brochure designed or business cards or you need a newsletter, survey, or letter to reach out to your client base, Senior Marketing Specialists can help!
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.
Onboarding
As a service to every agent new to Senior Marketing Specialists, we have an entire department dedicated to making sure you are full aware of and able to utilize all the services and tools offered to you, simply for being a member of the SMS family!
Agent Websites
Web design has a function, and that function is to communicate a message. Your website should be your message to your customers. Here at Senior Marketing Specialists we want to build your site to fit your needs as a Senior Market Agent.
Order Supplies
Need to order supplies for a carrier or specific product? You can access product forms 24/7 via the Products page or you can click the button above to order carrier forms be delivered straight from the company.
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.
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.
Agent Marketing Portfolio
Marketing Peices Done Right! Marketing materials can be difficult for independent agents to produce. That's why Senior Marketing Specialists has developed AMP, a portfolio of quality, personalizable marketing pieces, for all direct agents.
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.
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.
Marketing Credits
This exciting program is offered to agents with a proven track record of excellence! We reward agents for the business they place with us! Agents can earn credits that can be used for a variety of items to help build their business.
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!
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.
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.
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.