This year’s annual enrollment period is going to be busier than ever!
This year’s annual enrollment period is going to be busier than ever! You’re probably already thinking about how to keep your existing customers and make new sales this AEP (and keep your sanity).
Join us on Tuesday, June 10th, at 1:00 pm EDT for the next webinar: Your Website + Automation = More Sales This AEP. Aaron Kassover, Founder and CEO of AgentMethods will be presenting ways you can use technology to streamline AEP. Now you can spend less time on marketing and more time focusing on sales.
Start AEP with your calendar full of appointments (complete with signed SOA’s)
Handle 85% of existing clients automatically, so you can focus on the other 15% and new business
Set yourself up for near-perfect client retention and more referrals
Go into OEP with a success plan
Need additional contracts to qualify for AgentMethod’s Garity Agent Discount? New to Garity?Contact Tori or Jessi to learn more about expanding your portfolio and working with GarityAdvantage.
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral 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 a contract today!
We’re thrilled to unveil our new Follow-Up Campaign Materials, designed to help you strengthen client relationships and ensure long-term success after enrollment. Built around a strategic 3-30-60-90-day follow-up plan, these resources will assist you in addressing client questions, resolving concerns, and fostering trust throughout the journey.
Here’s What You’ll Get with Our New Materials:
Comprehensive Overview Guide: A detailed look at the follow-up process to keep you on track.
Quick Reference One-Sheeter: A handy sheet with key information for quick access during follow-up conversations.
Prescription Tracker: A practical tool for clients to track their prescriptions and stay on course.
Appointment Reminder: A useful leave-behind to encourage clients to book their follow-up appointments.
BONUS!AEP Reflection Worksheet: Take a moment to complete to reflect on your AEP. Identify areas for improvement and refine your strategies for future success. Be sure to review your findings with your sales support team for further guidance.
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral 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 a contract today!
Access the latest educational materials to help you support clients during AEP and beyond.
We are excited to share with you the latest Medicare Advantage Client Enrollment Guidelines. These valuable educational materials are designed to empower you in continuing to support and serve your clients throughout the year.
By downloading these updated resources, you’ll be equipped to provide the best possible guidance to consumers, helping them make informed decisions about their healthcare options.
Click below to download the materials and get started today:
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral 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 a contract today!
MedicareCENTER now lets you quickly provide a Medicare or Final Expense quote with fewer details.
What if you could provide clients with a high-level Medicare quote even faster? With our new Quick Quote feature, now you can!
Quote From Any Page
Create a new contact or start a quote from any page within MedicareCENTER. Simply click Quick Quote in the navigation bar to start.
Streamline Your Process
Quick Quote allows you to immediately create a new contact with minimal input. Simply add your client’s name and phone number or email address. From there, you can quickly generate a quote with just a few details.
Get Quotes for Both Health and Life
Whether you offer health or life products, the Quick Quote feature allows you to create quotes for both.
The MedicareCENTER platform has always been a great way to work efficiently and to help clients. And now, with Quick Quote, you can provide clients with the information they need to make decisions even faster!
Access MedicareCENTER and support tools today to get started!
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral 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 a contract today!
Download these Free Year Round Social Media Assets
Introducing Our
Year-Round, Client Facing
Social Media Asset Library!
(for agent use only)
We’re excited to help you elevate your social media strategy with our brand-new Year-Round Social Media Asset Library. This collection is packed with pre-designed, compliant content that’s ready to roll—so you can stay connected with clients and grow your online presence all year long.
What’s Inside?
Ready-to-Use Social Media Posts: Pre-designed content that’s easy to download and share.
Variety of Content Types: From engagement-driven posts to holiday greetings and updates, there’s something for every season.
Why Use These Assets:
Save Time: No need to create content from scratch – we’ve done it for you!
Boost Engagement: Use our curated posts to drive engagement and build stronger client relationships.
Stay Compliant: All assets are reapproved and compliant, so you can post with confidence
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral 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 a contract today!
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral 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 a contract today!
Follow These Helpful Enrollment Reminders for a Successful AEP
As you know, Medicare Enrollments are subject to strict submission time frames implemented by CMS. To ensure a smooth process every time, please follow this helpful list of Do’s & Don’ts when submitting your applications.
Online Enrollments
DO: USE MedicareCENTER to ENROLL ONLINE
MedicareCENTER gives you everything you need to grow and manage your book of business
Client Interaction & Policy Management:
Contact Management
Policy Management
Contact Activity Stream
Contact Management Tags
Call Recording
Quoting, eApp, Mobile App and Marketing:
Quote & eApp lets you seamlessly quote and enroll
A Mobile App streamlines your business management
PlanEnroll Personal Agent Website gives your clients the option to shop and enroll
online
LeadCENTER integration
NEW Features & Enhancements:
Improved Rx search experience in Quote & eApp
Improved Rx quote accuracy and usability
Improved Provider search
Self-Attestation: A way for you to quickly update selling permissions
Profile Linking: Leverage your PlanEnroll personal agent website to allow clients to
update their own doctor, Rx, and pharmacy preferences
The Agent Dashboard: The easiest way to ensure your paper enrollment applications are submitted accurately is to submit through GarityAdvantage for processing (Med Advantage, Med Supp and PDP). As part of our service to you, GarityAdvantage will review your enrollments for accuracy.
DON’T: EMAIL YOUR ENROLLMENTS!
We no longer accept enrollments via email for security reasons.
DO: TRACK YOUR SUBMISSIONS VIA THE AGENT DASHBOARD
By using our agent dashboard, you will be able to track your application submissions while we also track your commissions and include your business in our ongoing audit to make sure you get paid.
DON’T: SUBMIT MORE THAN ONE APPLICATION PER UPLOAD
Fax Submissions
DON’T: SUBMIT MORE THAN ONE APPLICATION FAX TRANSMISSION
Please use a separate cover page for each enrollment mark if the submission is NEW or a CHANGE/CORRECTION. This cuts down on duplicate submissions!
Ensure Accuracy
DON’T: FORGET TO SUBMIT ALL THE PAGES OF THE ENROLLMENT APPLICATION
For example; we have noticed many Aetna apps coming in without the first page. Aetna requires this page for the submission to be considered a full enrollment.
Double check your submissions!
DO: CHECK CLIENT ZIP CODES FOR ACCURACY
DON’T: FORGET TO COMPLETE ALL OF THE REQUIRED INFORMATION ON THE APPLICATION
For example; UHC applications for Medicare Advantage and PDP have an additional agent received date “signature date” that must be completed. Double check your submissions!
DO: DOUBLE CHECK RECEIPT CONFIRMATION
Double check that you received a confirmation of your enrollment submission. If you enroll by fax, check your fax confirmation pages. If you enroll through the Agent Dashboard, make sure your enrollment shows on the submitted apps page.
Have questions about GarityAdvantage and how we can benefit your Medicare business? Contact Tori or Jessie for answers and discover more advantages to becoming an agent with GarityAdvantage.
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, personalized marketing collateral 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 a contract today!