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Helping Good Advisors Become Prosperous Business Owners

When it comes to finding a partner you can trust, it’s not always just about products, it’s about relationships.

Book of Business Growth

Succession Planning

Your Medicare FMO

Learn from the best & scale your business

Don’t settle for good, decent, or adequate when we can help you achieve ‘the best’ when it comes to a productive business. With total business support offering time-tested strategies and dedicated teams to help you at every step along the way, we can help you hit your goals and set new ones you never dreamed possible.

I've never been involved with a FMO that offers the level of training, a dedicated representative, and the sharing of information that SMS offers to help me and my team succeed.

Aaron S.

Take advantage of our expertise

We have helped facilitate the transfer of thousands of customers, whether it be a book of business transfer between agents, the sale of an entire agency, or simply the sale of a single line of business. We know what it takes to align your processes and business systems to make future transitions seamless and headache free.

We'd like you to know how helpful your service has been to us. We are very thankful for your efficiency and ease of access. You provide an invaluable service to us and save us hours of work!

Betty L.

Scale your business

Don’t settle for good, decent, or adequate when we can help you achieve ‘the best’ when it comes to a productive business. With total business support offering time-tested strategies and dedicated teams to help you at every step along the way, we can help you hit your goals and set new ones you never dreamed possible.

I've never been involved with a FMO that offers the level of training, a dedicated representative, and the sharing of information that SMS offers to help me and my team succeed.

Aaron S.

Succession planning

We can provide the tools, advice, and direction you need for business sales and transfers. If you decide it is time to sell your practice or wish to sell only a portion of it, our company is prepared to acquire it. If you have an office and staff, we help design a plan to ensure their successful future and inclusion, and most importantly, we will develop a plan for our highly trained agents and staff to care for your clients. You can relax knowing that your clients and staff will receive the ongoing support and care they need.

I am totally pleased with the process of the sale. The evaluation and actuarial assessment of the book of business by SBS was done very accurately and expertly by seasoned veterans of the insurance industry. I feel they are a very qualified management team with the ability and personnel necessary to do the job seamlessly. Thank you SBS Team!!

Richard C.

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Let’s Talk

Whether you need help getting started in the Medicare business or are ready for your next adventure—SMS has a plan to help you! Aligning your book of business with us ensures that your legacy of work will continue to thrive year after year.

Schedule a discovery call and 

receive this PDF for free.

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