Amy Donahue

About Amy Donahue

Posts by Amy Donahue:

Aetna 2022 New Hampshire Virtual Product Rollout

, , ,

 

WHAT’S NEW FOR ’22

Aetna 2022 New Hampshire Virtual Product Rollout

WHAT’S NEW FOR ’22!

Aetna 2022 New Hampshire Virtual Product Rollout

Receive Local Market Training with Marianne von Jess of Aetna and Susan Young of GarityAdvantage to learn about Aetna Medicare in New Hampshire.

Gain new clients by selling across the borders. Whether you’re NEWLY CONTRACTED to offer Aetna or you’re a SEASONED agent, we hope you’ll TUNE IN to learn about why you should be selling Aetna in New Hampshire:

NEW HAMPSHIRE HIGHLIGHTS

  • Lead $0 premium Explorer PPO plan available in 9 of 10 counties
  • $0 premium Elite HMO with improved cost sharing
  • NO Rx deductible!
  • Rich Dental benefit
  • Quarterly OTC benefit
  • SilverSneakers
  • Standard Hearing Aid allowance
Reserve My Seat

This is a good investment of your time to acquaint yourself with the information you need to bring in the sales.

This training is intended for AETNA contracted agents who want to understand how they can help their clients who want broader network access with great benefits. Please join us for this in-depth product rollout session from the convenience of your remote location.  Ample time included for Q&A.

Webcast:

Aetna 2022 New Hampshire Virtual Product Rollout

Thursday, September 16, 10:00AM – 11:30AM EDT
Reserve My Seat

Not contracted? Request the contract today!

PRESENTED BY

Marianne von Jess

Marianne von Jess

Broker Manager
Aetna

Susan Young

Susan Young

Senior Territory Manager
GarityAdvantage Agencies

Questions? Contact your sales team.

Susan Young
Senior Territory Manager, ME/NH/VT/Upstate NY
800-234-9488 Email

Emily Pietrasik
Sales Support Specialist
800-234-9488
Email

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! 

Connecticut Carriers 2022 Product Rollout Training Dates

, , ,

Connecticut Carriers 2022 Product Rollout Training Dates


Carrier broker training meetings have started!

Connecticut Carriers 2022 Product Rollout Training Dates

Connecticut Carriers 2022 Product Rollout Training Dates

Carrier broker training meetings have started! Please register below for specific carriers and meeting times in Connecticut. 

Sept 14

SEPTEMBER 14  |  9AM – 11AM (VIRTUAL)

CarePartners Connecticut (CPCT)

Please join the CPCT team via WebEx for a webinar on the 2022 Product Rollout training.
REGISTER NOW →

Sept 15

SEPTEMBER 15  |  9:00AM – 12PM (LIVE)

Wellcare

Please join the Wellcare team for 2022 Product Rollout training.
Hilton Garden Inn Wallingford/Meriden, 1181 Barnes Rd., Wallingford, CT
REGISTER NOW →

Sept 16

SEPTEMBER 16  |  9AM – 11AM (LIVE)

Cigna

Please join the Cigna team for 2022 Product Rollout training.
The Study at Yale, 1157 Chapel St., New Haven, CT
Parking is located at York Street Garage, 150 York St. Location is a short walk away.
REGISTER NOW →

SEPTEMBER 16  |  12PM – 2:30PM (LIVE)

ConnectiCare

Please join the ConnectiCare team for 2022 Product Rollout training.
JRoos Restaurant, 243 State St., North Haven, CT
This event is limited to 30 brokers due to space.
REGISTER NOW →

Sept 21

SEPTEMBER 21  |  10AM – 12PM (VIRTUAL)

UnitedHealthcare

Please join the UHC team via Microsoft Teams for a webinar on the 2022 Product Rollout training.
REGISTER NOW →

Sept 22

SEPTEMBER 22  |  2PM – 4PM (VIRTUAL)

Anthem

Please join the Anthem team via Microsoft Teams for a webinar on the 2022 Product Rollout training.
REGISTER NOW →

Sept 24

SEPTEMBER 24  |  9AM – 11AM (VIRTUAL)

Aetna

Please join the Aetna team via WebEx for a webinar on the 2022 Product Rollout training. 
REGISTER NOW →

Questions? Contact your sales team.

Jeanette Natale

Senior Territory Manager, CT
phone

800-234-9488
email

Email Jeanette

Cassandra Lamb

Sales Support Specialist
phone

800-234-9488
email

Email Cassandra

GarityAdvantage Agencies
800-234-9488

Nevada agents, are you enrolling MAPD members virtually?

, , , , ,

Limited Space Training

Medicare Select-a-Plan

Medicare Select-a-Plan Training

Save Your Spot – Limited Openings

Now more than ever before, Nevada Medicare agents need a solution to interact with clients virtually and sell online. GarityAdvantage and Carothers Insurance are pleased to introduce our online quoting and enrollment platform: Medicare Select-a-Plan! Join Chris Carothers and Tricia Koteras for a deep-dive training session.

With Select-a-Plan, you’ll be able to:

Medicare Select-a-Plan

Complete the SOA process paper-free

Medicare Select-a-Plan

Check and compare drug costs and doctor availability

Medicare Select-a-Plan

Enroll MAPD and PDP clients online and earn FULL COMMISSION

Medicare Select-a-Plan

Enter/save your customer’s prescription drugs (replacing medicare.gov)

Medicare Select-a-Plan

Leverage flexible remote signature technology via email or text

Medicare Select-a-Plan

Send customers a Personal Enrollment URL to facilitate self-enrollment

Register for June 23rd, 10AM PDT

Agents must attend this training in order to gain access to the enrollment platform.
SAVE YOUR SPOT

HOSTED BY

Chris Carothers

President
Carothers Insurance Agency

Tricia Koteras

Senior Territory Manager
GarityAdvantage Agencies

Questions? Contact your sales team.

Tricia Koteras

Senior Territory Manager
West Region
phone

720-617-7956
email

Email Tricia

Christina Comerford

Sales Support Specialist
phone

800-234-9488
email

Email Christina

 

CO-NV-WA-OR Get Your Retail Lead Generation Strategies in Gear

, , , , , , ,

Access to a steady lead flow is just down the street at your local retailer.

Webcast: Retail Lead Gen

Did you know… Access to a steady lead flow is just down the street at your local retailer. Whether it be a Dollar Store, Pharmacy, Food Bank, Dentist Office, Hearing Aid Retailer, Eyeglasses Store or other local retailer, there are benefits available in many Medicare plans that beneficiaries just aren’t using to their fullest.

That’s where you can help.

Join Tricia Koteras, Senior Territory Manager as she drills down into different retail opportunities and provides you with a step-by-step guide to help you approach each location, present a compelling case for your assistance, and help you master the talking points you’ll need to engage Medicare beneficiaries and ensure a steady flow of Medicare-eligible leads.

Capture lead opportunities in: 

  • Dollar Stores
  • Pharmacies
  • Food Pantries

  • Dental Practices
  • Hearing/Vision Retailers
  • More!

Get Your Retail Lead Generation Strategies in Gear for 2021
Tuesday, June 22 at 1PM PDT
Reserve My Seat

SPECIAL RETAIL FIELD KIT OFFER

All GarityAdvantage agents who attend our Retail Lead Generation webcast become eligible for our special Retail Field Kit to help you launch your retail strategy. Kit includes flyers, pull up banners, table runner and business cards. Tune in to learn more!

Medicare at Work

Retail Lead Gen

Questions?

Contact your Territory Manager for assistance.

Tricia Koteras, CLU

Senior Territory Manager, West Region

720-617-7956
CELL: 562-704-9311 PST

Email Tricia

Why GarityAdvantage?

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 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 or request your contract now.  

GarityAdvantage Agencies
800-234-9488

Memorial Day Hours 2021

, ,

Enrollment Submission Details

Presidents Day

In observation of Memorial Day,
GarityAdvantage Agencies will be
closing early at 3:00 pm Friday, May 28

and closed all day Monday, May 31.

NOTE: Carrier deadlines for enrollments still apply.

Important Notes: All Carrier deadlines for enrollments still apply. Please plan accordingly as any enrollments sent to the enrollment department after 2:00 PM Friday, May 28, will not be processed until Tuesday, June 1.

Please use the links below for directions on how to submit your applications to the carriers directly after 2:00 PM Friday, May 28.
Direct Carrier Submissions
Online and Telephonic Enrollments

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

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, June 1.

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

Answers to other enrollment questions: Enrollment FAQs

GarityAdvantage Agencies

800-234-9488

Access Your Garity Leads in the Zoho App

, , ,

Work your leads faster and smarter

ZOHO CRM

ZOHO CRM

Access Your Garity Leads in the Zoho App

All of your leads are accessible from the Zoho CRM – Sales and Marketing app – downloadable from the Apple App Store and Google Play

  • Log in with your existing Zoho Username
  • Search by name
  • Click to Dial
  • Click to Map Directions
  • Update Lead Status from your phone
  • Locate prospects nearby
  • Work your leads faster and smarter

Available at no cost to you! The App is included in your Garity supplied Zoho CRM Account.

ZOHO CRM

Click to Dial!

Contact data is just a click away. When you’re on the road or participating in a lead calling blitz, you’ll be able to do so right away with the mobile CRM app. Look up lead information with the powerful global search and initiate a call right away. Log calls and jot down the specifics by adding notes, or just go ahead and record voice notes and convert them to text.

Get started by opening a lead and clicking on the phone icon as shown here.
More Info

Click to Map Directions!

Work your leads smarter and faster. Open a lead and click on the map icon as shown here to check the most efficient sales route to navigate to your appointment. Check in at the client’s location to record your visits and maximize selling time on the road. You can also use the app to map your prospects nearby allowing you to schedule an efficient appointment route.
More Info

ZOHO CRM

ZOHO CRM

Update Lead Status from Your Phone

Medicare brokers work some of the busiest, most deadline-driven schedules and are constantly on the move, which makes it challenging to keep track of sales activities. Use the Zoho CRM app to log calls, appointments and most importantly: Update Lead Status as soon as you hang up with your prospect.
More Info

Download the App:

Apple

Google

Additional Lead Tools:

Lead Disposition Cheat Sheet

Lead Program Toolbox

Contact your Territory Manager or Sales Support Specialist if you have questions.

GarityAdvantage Agencies
800-234-9488
website | email

Aetna DSNP Training Series for NV

, , , , , , ,

Carrier Rep hosts these important learning sessions

Aetna Live Webinar

Carothers Insurance Agency and GarityAdvantage Agencies have partnered up to bring you a two part webcast series focused on the selling strategies you need to find prospects, assess their needs, offer solutions and close more business throughout the year in the lucrative DSNP market.

Session 1: Aetna DSNP Training
Tuesday, April 6, 10AM-11AM, PDT

About 80% of the national DSNP eligible population is not yet on a DSNP. Michelle Eldridge, Aetna Medicare Broker Manager, will walk you through Aetna’s DSNP program and marketing best practices. She’ll deliver a clear understanding of the DSNP opportunity and the tools you’ll need to sell this unique Medicare product to diversify your client base and income potential throughout the year.

Session 2: Aetna Benefits Checkup Tool Training
Thursday, April 8, 10AM-11AM, PDT

Want more clients? Learn how Aetna’s Checkup Tool can generate leads. You may save prospects money and find resources for them that they didn’t know exist. Distinguish yourself as an agent with solutions to some of their most basic problems. Learn how to help them with food assistance, utilities, transportation, and more.
Save My Seat

These sessions will teach you how you can save your clients money on benefits like:

Hospital

Doctor & hospital visits

Eyeglasses

Contacts & eyeglasses coverage

Prescriptions

Prescription drug & OTC coverage

Dental

Dental services and more!

Hosted by:

Medicare Broker Manager
Aetna

President
Carothers Insurance Agency

Senior Territory Manager
GarityAdvantage Agencies

Save My Seat

A Partnership that Benefits You

GarityAdvantage Agencies

800-234-9488

Carothers Insurance Agency Inc.

702-385-3684

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We have partnered with Carothers Insurance Agency to bring together our combined wide array of services to the Nevada independent agent – working side-by-side to ensure you succeed.

  • Lead programs and local market opportunities to help you prospect
  • Personalized training, ongoing marketing support and co-op funding to support your specific needs
  • Latest tech tools to help manage your business including efficient lead calling tools, agent dashboard, CRM and our Medicare Select-a-Plan virtual quote and enrollment platform.
  • Back office teams helping you every step of the way with contracting, commissions, enrollments and compliance.

 

Anthem eTools Webcast Series for ME & NH

, , , ,

Grow your Medicare business throughout the year

GarityAdvantage and Anthem Live Webinar Series Benefits & Tools to Help You Sell More Register Now!

GarityAdvantage invites you to attend our special three-part Anthem webinar series focused on several key product benefits and helpful carrier tools designed to help you grow your Medicare business throughout the year.

JOIN THE SERIES! Whether you’re a seasoned agent or new to selling in the Medicaid space, you’ll be more confident helping your low-income clients get the benefits they need!

Session 1 on April 8 at 10AM

BENEFITS SPOTLIGHT: DSNP Over-the-Counter and Essential Benefits
Find out why these key benefits make Anthem stand out among the competition and learn how to help your clients save money and stay healthy.

Session 2 on April 15 at 10AM

TOOLS OF THE TRADE, Part 1: Navigating the Producer Toolbox
Understand how to access the tools you can use to educate your clients about how Anthem has them covered.

Session 3 on April 22 at 10AM

TOOLS OF THE TRADE, Part 2: Navigating Custom Point
Learn how to customize materials to build your brand with Anthem and your clients.

Register for all three!
REGISTER

Random prize drawings for attentive attendees at the close of each webinar – We’re drawing 3 lucky winners after each session!

Partner with GarityAdvantage Agencies, the top NMA in the Northeast, to get unparalleled support including:
  • Ongoing Training
  • Top contracts & Full Commissions
  • Leads
  • Co-op marketing dollars
  • Access to multi-carrier Enrollment platform
  • Help from a live person when you need it
  • So much more…

Hosted by:

Connie Cimler
Regional Sales Manager
NH/ME
Anthem

Susan Young
Senior Territory Manager
ME/NH/VT/Upstate NY
GarityAdvantage

REGISTER

With our brand of excellent back office support, you’ll be selling in no time!

Questions? Contact your sales team.

Susan Young
Senior Territory Manager,
ME/NH/VT/Upstate NY
800-234-9488 | Email

Emily Pietrasik
Sales Support Specialist
800-234-9488
Email

Did you know… GarityAdvantage provides contracted agents with no-cost and co-op lead programs, live and virtual training, personalized marketing collateral, client retention programs, a virtual selling platform and a knowledgeable team to help you every step of the way.  Be sure to request your contracting today to gain access to these valuable marketing tools – plus all the service and support.

GarityAdvantage Agencies
800-234-9488

Webcast: Medicare Selling 101

, , , , , , , , ,

Hands-on Training for Independent Insurance Agents

Hospital Indemnity

Hands-on Training for Independent Insurance Agents

Want to start selling Medicare?  Already selling Medicare? Confused by all the options? We can help.

Join us for a comprehensive webinar focused on getting agents up to speed on the ins and outs of the Medicare marketplace.
  • Understanding the Alphabet Soup of Medicare: Part A, B, C, & D plus Medigap, DNSP and more
  • Protocols regarding “annual”, “open” and “special” enrollment periods
  • Demystifying eligibility rules — who is eligible and when/how to enroll
  • Explaining the rules for active employees reaching retirement age, as well as retirees, disabled and more
  • Which health care-related expenses various Medicare plans typically cover
  • What Medicaid is, and how it overlaps with and differs from Medicare

Plus– The steps you need to take to get involved and start helping people in need.

Understanding the complexities of Medicare can be truly overwhelming. After completing this webinar course, you will walk away with a solid understanding of the how Medicare works including insight into different plan types, what’s covered by each, eligibility requirements, enrollment periods, low income options AND an action plan to get you ready to sell fast!

Webcast: Medicare Selling 101
Tuesday, March 30th, 1PM – 2PM EDT
REGISTER TODAY!

If you have questions contact your Territory Manager or Sales Support.

WHY GarityAdvantage?

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 our Medicare-Select-a-Plan 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! 

GarityAdvantage Agencies
800-234-9488

Virtual Meet & Greet for Colorado Brokers

, , , ,

Special Virtual Meet and Greet for Colorado brokers

SEP Action Plan 2021

If you are currently selling Medicare products in Colorado (or thinking about getting into the business), we need to talk!

Hi – I am Tricia Koteras, the Western Regional Manager for GarityAdvantage Agencies.  We partner with agents and agencies of all shapes and sizes to help them succeed and would welcome the chance to speak with you about how we can help you.

We are a National Marketing Organization (NMO) focused exclusively on Medicare and have top level contracts with all the major carriers like Aetna, Anthem, Humana and UHC as well as several newer-to-the-market carriers like Cigna and Clear Spring.

Tricia Koteras

Tricia Koteras

Western Regional Manager

We strive to help our agents grow every day through our:

Find out more at a special Virtual Meet and Greet for Colorado brokers happening on:

Thursday, March 25th

10AM – 11AM MST
RSVP

I look forward to seeing you―virtually―at the meeting!

Sincerely,

Tricia Koteras, CLU
Senior Territory Manager

GarityAdvantage Agencies

(562) 704-9311 Cell PST
email

Load More