How We Invest in Your Success

Your success is our success, and you don’t have to go at it alone. With us, everything you need to accelerate your business is in your back pocket.

Our Featured Benefits:

Growing your book of business

Growing your book of business starts with growing your agency. With access to the industry’s top resources, SMA can help you through the entire sales process from developing your expansion strategy, agent recruitment, increasing brand awareness, lead generation, and client retention.

Expert marketing assistance

Our in-house marketing team can help build your marketing strategy through direct mail efforts, digital marketing, brand awareness, and more!

Mentorship and coaching from industry-leading producers

Through grit, determination and hard work, our industry leaders have become some of the most respected and top producing agents in the industry. They’ve earned their success - now they want to help you earn yours through in-person or virtual training efforts.

We are top of hierarchy with multiple major carriers across all product lines, so you know you’re getting the best contract opportunities in the market with the ability to contract electronically through Agentcontract.com.

Contracting

Browse through our catalog of marketing pieces, whether that be direct mail creatives, PowerPoint templates, or social media posts, business cards, swag – we have it all!

Marketing Catalog

Take advantage of our vendor relationships with direct mail shops around the country to get high response rates on quality pieces.

Direct Mail

Particularly if you sell Medicare Advantage, compliance is an incredibly important part of your business. Utilize our Compliance Officer to get advice on compliance concerns or help you navigate a sales allegation.

Compliance

Simplify the enrollment process and use the Medicare Plan Finder Enrollment Tool, powered by SunfireMatrix! Quote and compare multiple carriers then digitally enroll clients all in one platform.

Medicare Plan Finder Enrollment Tool

Our carrier and internal webinars bring the information and tools to success directly to your computer screen and allow you to ask questions along the way with various industry leaders.

Webinars

We’d Love to Hear From You!

Connect with our team and learn how SMA can become your growth partner.
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