Amy Donahue

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Access Your Garity Leads in the Zoho App

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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

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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

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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

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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

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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

Webcast: Group Health to Medicare – Making the Connection

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Join our highly popular webinar about transitioning from Group Health Insurance to Medicare.

GarityAdvantage and Anthem Live Webinar You are invited to join Group Health to Medicare, Making the Connection on Wednesday, March 24 at 10 am Register

Join our highly popular webinar about transitioning from Group Health Insurance to Medicare. Our last session was a sellout, so we’re bringing this training to you again virtually!

Whether you sell Group Health Insurance or Medicare Plans, this unique webinar is for you!
REGISTER

Join Us for this Unique Learning Opportunity to Be a Step Ahead of Your Competitors

Connie Cimler of Anthem and Susan Young of GarityAdvantage Agencies will arm you with the information you need to RETAIN YOUR CLIENTS WHEN THEY LEAVE A GROUP PLAN, including:

Random Drawing 3 Lucky Winners!

Join us and you could be one of three lucky winners of our random prize drawings!

Hosted by:

Regional Sales Manager
NH/ME
Anthem

Senior Territory Manager
ME/NH/VT/Upstate NY
GarityAdvantage Agencies

Join us to be in the know!

Group Health to Medicare

Wednesday, March 24 at 10AM
REGISTER

Have a calendar conflict? Register to receive updates post webinar. Not contracted to sell Anthem with GarityAdvantage? Request a contract.

GarityAdvantage Agencies
800-234-9488

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! 

 

Mastering the Virtual Sales Process

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A step-by-step approach to selling Medicare plans online and over the phone

Mastering the Virtual Sales Process

If the past year showed us anything, it’s that Medicare producers can operate effectively in a virtual environment. But for many brokers in the field, success has been achieved only after a lot of trial and error. And, of course, for others, the path is still a ‘work in progress’.

Whether you are new to virtual selling or have been honing your skills for years, we can help you define and/or refine your skills to ensure you survive and thrive in a virtual world.

Join Victoria Bailey, GarityAdvantage’s National VP of Sales, as she guides you through a step-by-step process that you can follow every time to engage prospects, assess their needs, present their options and compliantly quote and enroll them in a virtual setting.

Master these skills to ensure your virtual selling success!

Seniors Online Enrollment

Register today for the webinar!

Mastering the Virtual Sales Process

Tuesday, March 23 at 1PM – 2PM EDT
REGISTER

GarityAdvantage Agencies
800-234-9488

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! 

Are you thinking about Selling Medicare?

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Are you thinking about selling Medicare or know someone who is?

Webcast

Research shows that 80 million people will become Medicare-eligible over the next 20 years, making Medicare one of the fastest growing markets for enterprising agents.

Whether you’re a seasoned life/health or P&C broker tired of fielding Medicare questions from your existing clients with no reward, a financial planner feeling like you’re only telling half the story to your retiring clients or a hungry new agent looking for a product line that pays top dollar commissions year after year, the Medicare market is proven for growth and open to sales professionals of all backgrounds

Webcast: Making the Move to Medicare
Hosted by Victoria Bailey, National VP of Sales
Tuesday, March 16th | 1PM – 2PM EDT
RSVP NOW

Join us for this insightful 1-hour webinar designed to help you get up to speed on the Medicare opportunity including:

  • Understanding the A,B,C,D’s of Medicare
  • How to build a $100,000 renewable income stream in 4 years or less
  • What it takes to get ready to sell
  • How to leverage your existing client base as a goldmine for Medicare referrals
  • Finding the best ways to integrate Medicare products into your portfolio
  • How GarityAdvantage supports your path to success with leads, training, technology and more!

With 11,000 Baby Boomers turning 65 every day for at least another decade, it’s apparent that the Medicare market will continue its tremendous growth for the foreseeable future. There is no time like the present to get involved! Tune in and find out how to get started.

SAVE THE DATE!

Tuesday, March 23rd at 1PM EST:
The Virtual Sales Process

Tuesday, March 30th at 1PM EST:
Medicare Selling 101

Watch your emails or check our event calendar – more to come!

Questions?

Contact a Sales Support Specialist
GarityAdvantage Agencies
800-234-9488

GarityAdvantage

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.

Webcast: Get to Know Harvard Pilgrim Health Care

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Update on the Merger between HPHC & Tufts Health

Harvard Pilgrim

GarityAdvantage Territory Managers, Susan Young and Jane Feit, and have teamed up with Harvard Pilgrim Health Care representatives, Lenieve Henry and Kelcie Sims, to offer you this highly informative webcast focused on getting to know why HPHC is an indispensable carrier to have in your back pocket.

Topics they’ll cover:

Medicare Select-a-Plan

Top Reasons to sell HPHC in Mass/NH/Maine

Medicare Select-a-Plan

Value added benefits of having HPHC in your portfolio

Medicare Select-a-Plan

Online Enrollment Tools

Medicare Select-a-Plan

Update on the Merger between HPHC & Tufts Health

Webcast: Get to Know Harvard Pilgrim Health Care

Thursday, March 18th, 10AM – 11AM
REGISTER

Hosted by:

Senior Territory Manager – ME/NH/VT/U-NY
GarityAdvantage Agencies

Territory Manager – MA/RI
GarityAdvantage Agencies

Guest Speakers:

Senior Broker Relations Specialist
Harvard Pilgrim Health Care

Operations & Quality Program Manager
Harvard Pilgrim Health Care

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

GarityAdvantage Agencies
800-234-9488

WHY GarityAdvantage?

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, a virtual enrollment platform, complimentary leads during AEP 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! Request an HPHC contract or add another great carrier to your portfolio.

 

Webcast: Anthem CT DSNP & MSP – Did you know?

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Are you tapping into this highly lucrative market?

Nevada

About 80 percent of the national DSNP eligible population is not yet on a DSNP. Take advantage of this untapped market in your area! Join our Territory Manager, Jeanette Natale, and Anthem’s Regional Sales Manager, Theresa Gontarek, for a special ‘roll up your sleeves’ webcast 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.

Some topics we’ll review:
  • DSNP marketing best practices
  • The CT MSP Program
  • What levels qualify a client for DSNP with Anthem

Give us an hour of your time and we’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.

Webcast: Anthem DSNP & MSP in CT – Did you know?

Tuesday, March 16th, 10AM – 11AM EST
REGISTER

Contact your Connecticut Sales Team if you have any questions:

Jeanette Natale
Territory Manager, CT
800-234-9488
Email

Cassandra Lamb
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 enrollment platform, and a knowledgeable team to help you every step of the way.  Be sure to request your contract today to gain access to these valuable marketing tools – plus all the service and support.

 

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