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 youwith 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.
One credit hour will apply for this course as it is 60 minutes in length.
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
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 brokerswith 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
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…
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!
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.
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
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!
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.
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.
Are you ready for the Open Enrollment Period (OEP)?
When is OEP?
January 1 through March 31 each year.
Who is Eligible?
Individuals enrolled in an MA-Only or MAPD plan CAN:
use the OEP to switch to or get a different MAPD plan, an MA-only plan, or Original Medicare (with or without a PDP).
Individuals enrolled in Original Medicare CANNOT:
use the OEP to join an MA or MAPD plan, add a PDP, or change their PDP.
In addition, the OEP is not available to those enrolled in Medicare Savings Accounts or other Medicare health plan types (such as cost plans or PACE).
Broker Do’s and Don’ts
Producers May NOT:
Send unsolicited materials advertising the ability/opportunity to make an additional enrollment change or referencing the OEP
Specifically target beneficiaries who are in the OEP because they made a choice during AEP, by purchase of mailing lists or other means of identification
Engage in or promote agent/broker activities that intend to target the OEP as an opportunity to make further sales
Call or otherwise contact former enrollees who have selected a new plan during the AEP
Use marketing pieces that highlight the OEP or the opportunity to change plans during the OEP
Make assumptions on which election period to use.
Producers May:
Educate consumers about the OEP if you are enrolling them into a plan, or they have reached out to you about their dissatisfaction with their current plan
At a beneficiary’s proactive request, send marketing materials, have one-on-one meetings, and provide information on the OEP
Market to age-ins (who have not yet made an enrollment decision)
Market to five-star continuous enrollment Special Enrollment Period when 5 Star Plan are available in your area
Market to dual-eligible and low-income subsidy (LIS) beneficiaries who, in general, may make changes once per calendar quarter during the first nine months of the year
Include general information on your website about enrollment periods, including OEP
PRODUCERS MUST:
Determine if the consumer has a valid election period and which election period is best for the consumer’s circumstances.
We hope you take advantage of this additional enrollment period happening in Q1 2024. Below is a link to a helpful information sheet to further clarify the do’s and don’ts you need to follow to ensure you remain compliant.
Your 2024 Year-round Email Marketing Strategy Starts Here!
Your 2024 Year-round Email Marketing Strategy Starts Here!
GarityAdvantage and Constant Contact are helping you become a better marketer. Join us online to learn the basics of using email and social marketing tools to keep your clients engaged year-round.
Constant Contact’s AI and automation tools make it easy – including personalized, automated birthday emails!
Plus, GarityAdvantage agents with 3+ MAPD contracts can access 15% off all plans.
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, 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!
Staying compliant is an essential component to being successful in the Medicare market. CMS published their 2024 Policy and Technical Changes that include new marketing and communications regulatory requirements.
These changes have an impact on all agencies and brokers selling Medicare Advantage and/or Part D plans.
Integrity Marketing Group has developed two valuable guides to help you understand the latest rule changes and how they will impact your AEP 2024 preparations: a New Rules Frequently Asked Questions guide and a comprehensive Compliance Reference Guide.
PLEASE NOTE: Since the publication of Integrity’s FAQ guide, CMS has clarified the 48-hour rule to include a third exception: Unscheduled Inbound Calls. Until updates are made, please disregard answers 9-11 listed on pages 13-14 of the guide pertaining to inbound calls.
Get ahead of the competition with this dynamic webcast series that will have you poised for a winning streak during AEP and throughout the year.Susan Young, Senior Territory Manager at GarityAdvantage, joins Anthem Regional Sales Managers, Connie Cimler and Angela Sanborn, for two webcasts that will help you retain clients and grow your business.
Whether you sell Group Health Insurance or Medicare Plans, this unique webinar is for you! Group Brokers will learn about Medicare to be able to help clients when it’s time to transition from a Group Plan to Medicare. Medicare Brokers will learn the important questions to ask when a client plans to leave a Group or already left and hasn’t enrolled. We will arm you with the information you need to…RETAIN YOUR CLIENTS WHEN THEY LEAVE A GROUP PLAN!
During this information-packed hour youwill learn about the opportunity that awaits you in the LIS and DSNP markets. This ‘roll up your sleeves’ training is 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 LIS and DSNP markets.
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We are the only NMO physically located here in New England.
We support our brokers with personalized training, unlimited co-op marketing dollars, leads during AEP, cutting edge enrollment technology and exceptional support throughout the year. Plus, all broker commissions are paid directly to you. You get the whole pie, not just a piece of it!
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.