Innovative Agency Management Software for Insurance Agents

Are you ready to join an advantageous career with endless possibilities for success? Collect incredible residual income year after year when you partner with SSNA and utilize our agency management software for insurance agents. We recognize the landscape of this business has changed. Just 20 years ago, technology was astonishingly different, especially in the insurance industry. Enrollment technology has shifted, with online carriers transforming the way Property, Casualty, and Life insurance is purchased. This online presence has created a highly competitive landscape for agents and brokers alike. So how does the agent and broker of the future become more up to date? It’s simple; using innovative business reporting software to your advantage just like the online carriers of today’s world do so.

Medicare Enrollment Technology 

Technology has changed how we market to people, communicate with clients, and cross-sell other product lines. The overall impact of it all has shaken the number of agents and brokers who are productive. If you are not embracing and incorporating technology in a career within the insurance industry, your future could be in jeopardy. Our Industry-Leading new technology platform, iEnroll Medicare, can:

• Check Doctor, Hospital, and RX for ALL plans in one platform 
• Find Preferred Pharmacies for all plans 
• Sort plans by features such as: 
  • Dental 
  • Vision 
  • Doctors 
  • RX Costs 
  • Part B Givebacks 
• Send an E-Scope via email or text 
• Side by side comparison of plans 
• Email Plan comparison 
• Enroll prospects via email or text in ONE PLATFORM 

Learn how agents can complete enrollment in less than 7 minutes!

Business Reporting Tools and Software 

SSNA has incorporated various technology platforms designed to assist you in many areas. Explore the platforms we offer below: 

• Income ArchiTECH™

• • Income
  • Cash Flow Analysis
  • Harvest Patterns
  • Social Security
  • Taxes
  • Risk Mitigation
  • Stress Tests

• total® Social Security

• • Software that builds Social Security Planning into your Practice

• SMARTRISK™

• • Time-saving features
  • On-screen portfolio comparison
  • Best-in-class algorithms
  • Easy-to-explain reports
  • Simple-to-use software

• LA Pro®

• • App by Email®
  • AICOE® – Facilitate your client’s MA-PD enrollment online
  • RX Import
  • e-App
  • Lead Disposition
  • Customize User Roles
  • Quote Multiple Products

• Tax Clarity®

• • An effective tax rate analysis
  • Study expected income needs
  • Understand required minimum distributions
  • Bring all sources of income into the evaluation
  • Estimate 10-20 years of expected tax

Why Choose SSNA for Your Medicare Enrollment Technology and Business Reporting Tools?

If you’re looking for a company that can provide the best agency management software for insurance agents, you’ve come to the right place. Senior Services of North America is one of the fastest-growing FMO’s in the country. We are dedicated to you and your success, and that’s why we provide the best free enrollment technology, leads and marketing tools, mentoring and training, and all the support to take your business to the next level. We guarantee when you partner with us, you will be on the fast track to success. We provide every independent agent with an incredible opportunity that will help attract new clients, sell more of your core products, and successfully create a six-figure residual income that you will be proud of. Our innovative technologies will assist you in many areas, so you can be different, smarter, and better than your competitors. Choose SSNA and be a part of our revolutionary technologies that will transform your business and take your commissions to new heights. Connect with an Area Representative today.