As AEP approaches, now is the time to prepare your client lists and begin planning your retention strategy. Taking a few simple steps now can help ensure you’re ready to connect with your clients before the busy enrollment season begins.
Step 1: Download & Review Your Book of Business
A clean and accurate client list is the foundation of any successful retention effort. Take time now to:
Download your Book of Business
Update client contact information
Remove clients who are no longer with you
Organize your records for outreach
Visit Garity’s BoB Download Page for IntegrityCONNECT and carrier-specific instructions: Here
Step 2: Request Your Guided Retention Voicemails
The Free AEPGuided Retention Voicemail Program is now open.
Our Guided Retention Voicemail Program helps you proactively reach out to clients starting on October 1st to remind them about AEP.This reinforces your relationship and reminds clients that you’re available to answer questions throughout the enrollment season.
Step 3: Watch for Additional Retention Opportunities
Our annual Client Retention Postcard Program will be opening soon.
Keep an eye on your inbox for program details, eligibility requirements, submission deadlines, and instructions on how to participate.
Retention marketing can help reinforce your value, strengthen client relationships, and keep you top of mind as Medicare beneficiaries begin evaluating their coverage options.
Getting organized now can help you spend less time tracking down information during AEP and more time focusing on your clients and growing your business.
Confidential. For broker/agent use only. Not for distribution to Medicare beneficiaries.
GarityAdvantage Agencies 800-234-9488
GarityAdvantage, 17 Accord Park Dr, Suite 107, Norwell, MA 02061, United States, 800-234-9488
✅ 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.
Many agents miss opportunities for deeper client relationships and additional sales due to a lack of thorough client care. Integrity’s expert-led webinars will provide you with the skills to conduct a perfect CNA.
Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie 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!
Tackle Med Supp this AEP with help from this playbook
Download the NEW Agent Playbook Now!
The November version of the Integrity Agent Playbook is ready for you! Inside, discover updated tools and resources crafted to make this AEP season easier and more successful — featuring Medicare Supplement availability charts, commission updates, carrier playbooks, and more.
Take a few minutes to review the newest updates and see what’s highlighted for November— this month’s playbook is filled with information to help you stay ahead.
Agent Playbook Includes:
Medicare Supplement Product Availability Chart
Carrier Playbooks
Hospital Indemnity Charts & Info
Dental Availability Chart + Carrier DVH information
Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie 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!
Many agents miss opportunities for deeper client relationships and additional sales due to a lack of thorough client care. Integrity’s expert-led webinars will provide you with the skills to conduct a perfect CNA.
Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie 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!
Join Christina Comerford, National Training Manager, as she highlights IntegrityCONNECT’s newest features.
IntegrityCONNECT is Integrity’s powerful technology platform built to help you be more successful. Save time, and sell more; agents who use IntegrityCONNECT sell 79% more apps! Tune in to discover IntegrityCONNECT’s most powerful features to get you through this AEP.
Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie to learn how you can get access to IntegrityCONNECT by 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!
Why is Plan N the Hidden Advantage Every Top Agent is Talking About? Discover why it’s surging in popularity!
Join Ted Sims, Integrity’s Partner Sales Manager, for an engaging webinar that dives into the rising popularity of Plan N. Uncover how its typically lower starting premiums, combined with the potential for sustained competitive rates, can deliver value to your clients, boost your business, and strengthen your partnerships with carriers.
Join GarityAdvantage and ManhattanLife for a brand-new webcast series designed to give agents the tools they need to grow through smart cross-selling strategies. Each week, ManhattanLife will spotlight one of their innovative ancillary products, while GarityAdvantage shares actionable ways to integrate them into your sales process.
In our kickoff session, ManhattanLife’s Regional Vice President, Aaron Thompson will provide an overview of their full ancillary portfolio and share more about the company’s mission and approach. Stay for the full session as Christina, our National Training Manager, highlights how to:
Identify core plans that may be the perfect fit for cross-selling these ancillary solutions
How to use cross-selling tags on IntegrityCONNECT
Leverage their seamless integration with Ask Integrity
Spot cross-selling opportunities in seconds
Each session will take place live at 11:00 AM EDT, giving you valuable product insights and real-world cross-selling strategies you can use right away.
Ancillary products are vital for expanding your portfolio and addressing your clients’ needs. Take advantage of this unique opportunity to learn about services that complement primary offerings, covering areas such as Cancer Heart Attack and Stroke (CHS), Hospital Indemnity, OmniFlex and Home Health Care.
Coming Up in the Series
Hospital Indemnity Select
Friday, October 24th – 11AM EDT
Learn how this flexible coverage helps protect clients from high hospital costs and why it pairs seamlessly with Medicare Advantage.
Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie 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!
Join Integrity’s Ted Sims for Mastering The Mystery of Med Supps – Part 1: How to Identify and Underwrite the Med Supp Client & Part 2: Why Med Supps in today’s market and Why Med Supps are so easy! In these webinars, Ted will dive into the strategies for pinpointing Med Supp clients, crucial for thriving in this market.
In part 1you will learn:
Reasons Behind Why: 1 in 3 clients are embracing the power of Medicare Supplements.
Compelling Reasons Why: These plans have always been an absolute must-have for anyone seeking optimal protection and peace of mind, as well as why they are one of the easiest products on the market to sell.
In part 2you will learn:
To Grasp Key Demographics: Delve into the demographic characteristics typical of Med Supp clients.
The Key Points to Make Field Underwriting a Breeze for any agent. Tips, tricks, and guides on taking the stress out of the process of underwriting Medicare Supplement Client
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!
Elevate your insurance career and client service by mastering the Client Needs Assessment (CNA). Many agents miss opportunities for deeper client relationships and additional sales due to a lack of thorough client care. Integrity’s expert-led webinars will provide you with the skills to conduct a perfect CNA.
Need additional contracts? New to GarityAdvantage? Contact Tori or Jessie 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!
