Amy Donahue

About Amy Donahue

Posts by Amy Donahue:

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Stay up to date on the latest industry trends, live and virtual training, carrier news…

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GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We approach our role with brokers a bit differently than our competitors – as we provide local market teams to work with you side-by-side to ensure you succeed. This allows us to actively develop targeted lead programs and local market opportunities to help you prospect and sell as well as deliver personalized training, ongoing marketing support and co-op funding to support your specific needs. We also offer the latest tech tools to help manage your business including efficient lead calling tools, agent dashboard, CRM and Medicare Select-a-Plan, our virtual quote and enrollment platform. Rounding out our support is a back office team helping you every step of the way with contracting, commissions, enrollments and compliance. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Call us today to learn more and request your contract! 

GarityAdvantage Agencies
800-234-9488

How to Order Client Retention Post Cards [Live Walkthrough]

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Wed 9/18 & Thurs 9/19

GarityAdvantage

How to Order Client Retention Post Cards
[Live Walkthrough]

Still haven’t ordered your client retention postcards? Join our live webcast tomorrow or Thursday and learn how to easily design and order custom postcards for your entire book of business!

In this live session, Christina Comerford, National Training Manager, will walk you through step-by-step:

  • Uploading your headshot, QR code, or logo

  • Customizing the postcard of your choice

  • Ordering postcard option for agents without headshots, QR code or logo

Don’t miss this chance to:

  • Get your questions answered in real-time

  • Follow along and complete your order during the webinar

  • Ensure your postcards arrive the first week of October (order deadline: September 20th!*)

How to Order Client Retention Post Cards
[Live Walkthrough]

Wednesday, September 18th, 3PM EDT

Thursday, September 19th, 1PM EDT
REGISTER

Want a head start?

Register/Log in to the new Agent Collateral Storefront to choose your card and get a draft started. Then join Christina on the webcast where she will be there to guide you through finalizing your order.

NOTE: You will need your Book-of-Business/Client List to complete your order. Follow Step 1 on our website to get your spreadsheet ready to upload.

Can’t attend either live session?
​Register to have the recording sent and/or visit our website for written and video instructions.

* Orders placed after the deadline will be mailed but cannot be guaranteed to deliver the 1st week in October. 

GarityAdvantage Agencies
800-234-9488

All NEW 2025 Client Retention Postcards

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Deadline September 20th

Retention Postcards

With AEP just around the corner, you’re invited to participate in our

COMPLIMENTARY
CLIENT RETENTION POSTCARD PROGRAM!

Make sure your current clients remain on the books for the coming year!

GarityAdvantage is pleased to offer all agents contracted through Garity with 3+ MAPD carriers and who have 75+ MA clients on the books the opportunity to proactively touch base with your clients in two unique and effective ways.

HURRY! DEADLINE FOR REQUESTS IS FRIDAY, SEPTEMBER 20th

Requests received after 9/20/24 will deliver later tha​n the first week of Oct.

Send a retention post card to your entire Medicare client base to remind them of the upcoming AEP and reinforce your position as their Medicare insurance expert ready to help them with their Medicare Advantage plan decisions.

NEW for 2025:

  • Cards are in FULL color
  • Cards are BIGGER: Now 9″ x 6″
  • Choose from 8 image options (3 shown to the right)
  • Customize with your headshot or logo or QR code (or choose a card with no custom photos)
  • Choose from 3 different messages:
    • Option 1: Call to Action is to Call You for a Free Consultation.
    • Option 2: Call to Action is to Visit your Client Sync to Explore Plan Options or call you for a consult.
    • Option 3: Call to Action is to Register for your Seminars. You can include RSVP link or your phone/email.
Retention Postcards

Program Details

Sample Cards

Order Postcards

Important Details & Deadline

If you’d like to focus on NEW BUSINESS this coming AEP, we highly encourage you to take advantage one or both of these special no cost client retention program—exclusive to agents contracted through GarityAdvantage.

Postcard orders received by the deadline will mail to reach your
clients during the first week in October.
Orders placed after the deadline will be mailed but cannot be
guaranteed to deliver the 1st week in October.

DEADLINE TO ORDER YOUR CARDS​ IS: FRIDAY, SEPTEMBER 20th!
Order Your Cards
Additional Program Details & How To
Get contracted to participate in this program

We hope you will take advantage of this complimentary retention marketing strategies offered through GarityAdvantage. Order your cards today! 

GarityAdvantage Agencies
800-234-9488

This service is free of charge to brokers with at least 75 clients to mail and three MAPD contracts with GarityAdvantage. Agent must write most business through GarityAdvantage. We reserve the right to review/approve/deny any/all campaigns through this free offer.

2025 Certifications

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Check your Certification Status

2025 Certs

Be Ready to Sell on October 15th!

AEP 2025 is just around the corner! Don’t wait to certify!

Visit our 2025 Certification Page for:

Check your certification status on our website*.

How to view your contracts & certifications:

  1. Visit the Contract List page on our website (log in required)
  2. Enter Your NPN
  3. Hit Submit

NOTE: *Contracting and certification status on the website may be delayed up to a week based on data received from the carrier. If you certified within the week, check this page again in a few days. Outside of that time frame, if data on this page doesn’t look correct, contact our Contracting Department.

Call or email our office if you need any assistance.

We are here to help: 800-234-9488

Thank-you,

The Garity Contracting Team

Need help? Request Assistance
Request Help

GarityAdvantage Agencies
800-234-9488

Gaylan Hendricks Queen of the Bundle to Speak at GAME

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NEW FEATURED SPEAKER on September 5th

GAME

NEW FEATURED SPEAKER!

Gaylan Hendricks: Insurance Industry Veteran and Visionary

We are thrilled to announce our featured speaker at Garity Advantage Medicare Expo (GAME) Mid-Atlantic!

Gaylan Hendricks, Queen of the Bundle, is a seasoned insurance industry leader with an impressive 38-year career. As a Managing Partner at Integrity Marketing Group LLC, and the founder and CEO of Senior Security Benefits, Inc., she has solidified her position as a driving force in the industry.

Her innovative educational trainings, such as the 30-60-90 Sales Approach, Spouse in the House, and cross-Selling techniques, equip agents with the knowledge and techniques to provide comprehensive Plans of Protection to their clients. Through these trainings, Gaylan empowers agents to go above and beyond, safeguarding clients and their loved ones.

Attend GAME on September 5th in Virginia Beach, VA and meet Gaylan!
She is a force to be reckoned with, combining her entrepreneurial success, genuine passion for helping others, and magnetic personality. She has left an indelible mark on the health insurance industry and continues to inspire and uplift those around her. We are excited and proud to bring her knowledge, energy and passion to our agents at GAME 2025!

Learn more about GAME 2025 Mid-Atlantic and save your seat!

The regular cost of admission is $199! Agents contracted with GarityAdvantage ATTEND FREE! 

Just enter your Promo Code at checkout. Need a code?
Call Tori at 781-616-1455 or Click to find out how you can attend FREE.

Thursday, September 5th • 9:30 AM – 5PM

(Check-in & Expo hall open at 8:30AM)

Marriott Virginia Beach Oceanfront Resort

4201 Atlantic Ave Virginia Beach, VA 23451
RSVP TODAY!

All overnight guests are invited to join us for:

Welcome Cocktail Party
Wednesday, September 4, 2024, Starting at 7pm

Cavalier Hotel
4200 Atlantic Ave, Virginia Beach, VA 23451

Questions? Interested in how to get started with GarityAdvantage?

Contact me!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

MD LIVE: Supercharge Your Medicare Sales

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Live April training in Maryland

Supercharge

Is your upline giving you the tools you need to succeed this SEP? GarityAdvantage is hosting an intensive, one-day training session designed to equip you with powerful strategies that will get you in front of more Medicare beneficiaries.

Our BRAND NEW “Bundle Approach” is a proven step-by-step program we have developed to help you get in front of more prospects while servicing existing clients and growing your business.

Whether you are just starting out or are a seasoned pro, our approach will help you curate a year-round plan to make more Medicare sales.

Walk away with:
  • An Action Plan with Effective Strategies to Generate More Sales!
  • Community Events Scheduled on Your Calendar with financial support!
  • Lead Opportunities
  • Financial Support to Generate Leads
  • Skills to Leverage LIS/Medicaid/SPDAP and Generate Leads
  • How to Make the Value Added Benefits of a Medicare Advantage Plan work for you!

PLUS! Attendees will receive:

A FREE HEADSHOT!

1 CE Credit! “Benefits Check Up”

Course Description

The class will provide participants with the information they need to assist beneficiaries in identifying programs and services available from federal, state, and private programs.  Attendees will become knowledgeable on how to access the online screening, be able to understand the process required to complete a screening, understand the different screening options, identify the information needed for the screening, and learn how to get the message out to their clients.

Headshot

One credit hour will apply for this course as it is 60 minutes in length.

LIVE: Supercharge Your Medicare Sales

9:30AM – 2:00PM | Lunch Included

WED. APRIL 17th

Renaissance Baltimore Harbor Place

202 E Pratt St.

Baltimore, MD 21202
I Want to Attend

Don’t miss this game-changing event and contact Tori Glotfelty for more information or a one-on-one meeting if you cannot attend live:
781-616-1455 or TGlotfelty@garityadvantage.com

GarityAdvantage Agencies
800-234-9488

LIVE: SEP Boot Camp 2024

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SEP Bootcamp 2024

WE ARE COMING TO YOUR STATE!
GET READY TO CRUSH SEP & BUILD YOUR AEP PIPELINE!

Is your upline giving you the tools you need to succeed this SEP? GarityAdvantage is hosting an exclusive, intensive, one-day training session designed to equip a select group of Medicare brokers with the tools and strategies needed to take your Medicare business to the next level.

Give us the day and walk away with a personalized SEP playbook that includes new lead generation tactics—including community location assignments—customized carrier support and a roadmap for year-round growth.

Master SEP Like a Pro:
  • Craft killer sales strategies using carrier-specific insights and opportunities
  • Uncover hidden opportunities & dominate targeted markets.
  • Generate fresh leads & build a booming AEP pipeline.
  • Learn how to leverage LIS/Medicaid for SEP sales.
  • Walk away with specific locations in your community to generate
    leads ASAP

Limited seats available. Request an invitation to this game changing event!

LIVE: SEP Boot Camp 2024

9:30AM – 3:00PM | Lunch Included

CT: Wednesday, February 28th

RI: Tuesday, March 5th

ME: Thursday, March 7th

VA (Richmond): Wednesday, March 13th

VA (Virginia Beach): Thursday, March 14th

MA: Tuesday, March 19th

NH: Thursday, March 21st

New to Garity? Click below!
I Want to Attend

Existing Garity Agent?
Contact Sales for Details

Don’t miss this game-changing event!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

NEW Webcast: Generating Medicare Leads through Educational T65 Dinner Seminars

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FREE Instant Download: 2024 Seminar Calendar

Dinner Seminars

Join GarityAdvantage and our partners at LeadingResponse to find out how you can drive high quality lead flow through their powerful Medicare Educational Dinner Seminar platform.  

LeadingResponse has taken the best practices of traditional and digital marketing and combined them to form a powerhouse for lead generation in the Senior Marketplace.  Their social dinner event format offers Medicare prospects a comfortable, neutral environment in which to learn and make important lifestyle decisions for themselves and their loved ones.  For you, the broker, this translates into an effective lead generation strategy where you can showcase your Medicare expertise to a captive audience of eligible prospects.

LeadingResponse provides guidance from beginning to end! Read more about what their platform includes and join us on February 7th…

Fresh Webcast:
Generating Medicare Leads through

Educational T65 Dinner Seminars

Wednesday, February 7th, 1:00 PM – 2:00 PM EDT

All registrants receive an instant download LeadingResponse’s 2024 Seminar Calendar Guide!
REGISTER NOW →

Instant

NOTE: All event content and materials must be educational in nature and exclude
any sales/marketing content to ensure compliance with CMS guidelines. 

GarityAdvantage Agencies
800-234-9488

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We approach our role with brokers a bit differently than our competitors – as we provide local market teams to work with you side-by-side to ensure you succeed. This allows us to actively develop targeted lead programs and local market opportunities to help you prospect and sell as well as deliver personalized training, ongoing marketing support and co-op funding to support your specific needs. We also offer the latest tech tools to help manage your business including efficient lead calling tools, agent dashboard, custom agent collateral and retention tools, and a virtual quote and enrollment platform. Rounding out our support is a back office team helping you every step of the way with contracting, commissions, enrollments and compliance. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it! Call us today to learn more! 

[Training] LeadCENTER New Lead Scoring and Lead Types

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Save 15% with Automate and Save orders

Social Media Lead

LeadCENTER is changing the way agents find and purchase high-quality leads. Our Lead Scoring Model is game-changing technology built right into LeadCENTER, evaluating leads for their potential to convert based on a collection of data-driven criteria, including consumer demographics, age of lead, third-party data, engagement level and more.

JAN

17

12:00PM EST
Save My Spot

Watch a DEMO on Jan. 17th at 12PM EST!

WEBCAST: LeadCENTER New Lead Scoring and Lead Types

This webinar will cover the different types of leads available for life and health agents and the new lead scoring for Internet Life Leads. Internet Life Leads are now scored based on their likelihood to convert. Join us to learn about the different factors used to score leads. We will demonstrate how to order leads by lead type and location and how to save 15% with Automate and Save orders.

How does it work? 

You can quickly see leads grouped by tiers based on Lead Score, with pricing adjusted for the lead quality. This helps to streamline your lead acquisition efforts. You’ll be able to prioritize leads based on their value to your business and your marketing budget.

Even better, LeadCENTER increases lead quality by eliminating leads who have purchased a policy, discarding leads with a very low lead score and scoring leads lower if they’ve been previously purchased by another agent
Lead Score-Based Tiers

How can you see leads that use Lead Scoring?

It’s simple. Access your LeadCENTER account and choose product type “Life” from the Order Leads screen. Choose “Internet” for the lead category and you’ll see a list of leads, including those with score-based tiers: Diamond, Titanium, Platinum, Gold, Silver and Bronze.
We can’t wait to see how you use the new Lead Scoring results to help grow your book of business!

Visit IntegrityLeadCENTER.com today to get started!

GarityAdvantage Agencies
800-234-9488

New Year’s Office Hours – 2024

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Important Submission Details

Holiday Hours

GarityAdvantage Office Hours

Friday, Dec. 29th – CLOSED

Monday, Jan. 1st – CLOSED

Enrollment Processing Over New Year’s

NOTE: Carrier deadlines for enrollments still apply.

Please plan accordingly as any enrollments sent to the enrollment department after 5:00 PM Thursday, December 28th, will not be processed until Tuesday, January 2nd.

To ensure compliance with CMS enrollment time-frames, you should always submit your enrollments the day they are received. This requirement becomes especially important now because CMS requirements Do Not allow additional days for weekends and holidays.

Please use the links below for alternate options to submit applications after 5:00 PM Thursday, December 28th.
MedicareCENTER
Direct Carrier Submissions
Online and Telephonic Enrollments

For enrollments that are NOT time-sensitive, our Agent Dashboard and Enrollment Fax lines are open 24 hours to accept your enrollments. We will resume processing again on Tuesday, January 2nd.

ENROLLMENT FAX: 781-982-1887
Submit Through the Agent Dashboard

Answers to other enrollment questions: Enrollment FAQs

GarityAdvantage Agencies

800-234-9488

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