July 28 2026

AEP Retention Voicemail Program is OPEN!

kleary@garityadvantage.com 2026, AEP, Broker Support, Retention

Get your Book of Business organized and request your Guided Retention Voicemails. ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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As AEP approaches, now is the time to prepare your client lists and begin planning your retention strategy. Taking a few simple steps now can help ensure you’re ready to connect with your clients before the busy enrollment season begins.

Step 1: Download & Review Your Book of Business

A clean and accurate client list is the foundation of any successful retention effort. Take time now to:

Download your Book of Business
Update client contact information
Remove clients who are no longer with you
Organize your records for outreach

Visit Garity’s BoB Download Page for IntegrityCONNECT and carrier-specific instructions: Here

Step 2: Request Your Guided Retention Voicemails

The Free AEP Guided Retention Voicemail Program is now open.

Our Guided Retention Voicemail Program helps you proactively reach out to clients starting on October 1st to remind them about AEP. This reinforces your relationship and reminds clients that you’re available to answer questions throughout the enrollment season.

👉 Request Your Guided Retention Voicemails

Step 3: Watch for Additional Retention Opportunities

Our annual Client Retention Postcard Program will be opening soon.

Keep an eye on your inbox for program details, eligibility requirements, submission deadlines, and instructions on how to participate.

Retention marketing can help reinforce your value, strengthen client relationships, and keep you top of mind as Medicare beneficiaries begin evaluating their coverage options.

Garity’s BoB Download Page

Guided Retention Voicemails

Getting organized now can help you spend less time tracking down information during AEP and more time focusing on your clients and growing your business.

AEP Retention Voicemail Program is OPEN!

Step 1: Download & Review Your Book of Business

Step 2: Request Your Guided Retention Voicemails

Step 3: Watch for Additional Retention Opportunities

Confidential. For broker/agent use only. Not for distribution to Medicare beneficiaries.

GarityAdvantage Agencies
800-234-9488

AEP Retention Voicemail Program is OPEN!

Step 1: Download & Review Your Book of Business

Step 2: Request Your Guided Retention Voicemails

Step 3: Watch for Additional Retention Opportunities

Confidential. For broker/agent use only. Not for distribution to Medicare beneficiaries.

GarityAdvantage Agencies 800-234-9488

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GarityAdvantage Agencies
800-234-9488