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!
We’re excited to announce our brand-new social media asset library focused on AEP! These compliant and ready-to-use social assets are designed to help agents like you elevate your online presence and engage with clients during AEP.
These assets are easy to download and ready for immediate use on your professional social channels.
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!
Still haven’t ordered your client retention postcards?Join our live webcast tomorrow or Thursday and learn how to easily design and order custom postcards for your entire book of business!
In this live session, Christina Comerford, National Training Manager, will walk you through step-by-step:
Uploading your headshot, QR code, or logo
Customizing the postcard of your choice
Ordering postcard option for agents without headshots, QR code or logo
Don’t miss this chance to:
Get your questions answered in real-time
Follow along and complete your order during the webinar
Ensure your postcards arrive the first week of October (order deadline: September 20th!*)
Register/Log in to the new Agent Collateral Storefront to choose your card and get a draft started. Then join Christina on the webcast where she will be there to guide you through finalizing your order.
NOTE: You will need your Book-of-Business/Client List to complete your order. Follow Step 1 on our website to get your spreadsheet ready to upload.
Can’t attend either live session?
Register to have the recording sent and/or visit our website for written and video instructions.
* Orders placed after the deadline will be mailed but cannot be guaranteed to deliver the 1st week in October.
Make sure your current clients remain
on the books for the coming year!
GarityAdvantage is pleased to offer all agents contracted under Garity with 3+ MAPD carriers and who have 75+ MA clients on the books the opportunity to proactively touch base with your clients.
HURRY! DEADLINE FOR VOICEMAIL
REQUESTS IS FRIDAY, SEPTEMBER 27th!
Requests received after 9/27 will be deployed later than the week of Oct 1st.
AUTOMATED GUIDED VOICEMAILS
Send a voice message to your Medicare client base to drive your retention message home. Unlike the typical impersonal robocalls we all receive from telemarketers, this strategy works well due to the existing relationships you’ve already developed with your clients.
FOR AUTOMATED VOICEMAILS: We need the following three things:
A recorded message: We can help with scripting and instructions on how to record.
Calling List: Your client list in an Excel spreadsheet that simply includes columns for Last Name and Phone Number
Contact number and hours of availability: Past agents have experienced immediate return calls from this initiative so we typically spread your calling campaign over a number of hours/days to ensure you are available to take these valuable inbound calls.
Important Details & Deadline
If you’d like to focus on NEW BUSINESS this coming AEP, we highly encourage you to take advantage this special no cost client retention offer—exclusive to agents contracted through GarityAdvantage.
Voicemail requests received by the deadline will be deployed on the day of your choosing October 1st or after.
DEADLINE TO SUBMIT REQUESTSIS:
FRIDAY, SEPTEMBER 27TH!
We hope you will take advantage of this complimentary retention marketing strategies offered through GarityAdvantage. Please make your requests today!
GarityAdvantage Agencies
800-234-9488
These services are complimentary for brokers with at least 75 clients to call or mail and three Medicare contracts with GarityAdvantage. We reserve the right to review/approve/deny any/all requests.
Join Jane Feit, National Account Director for GarityAdvantage, and BlueCross BlueShield RI’s Senior Broker Manager, Cheryl Tassmer, for a virtual product training.
Are you ready to make the most of the 2025 AEP? During this webcast, you’ll discover how BlueCross BlueShield RI can help you succeed this AEP
We’ll cover:
What’s new for the upcoming AEP season
Detailed plan changes you need to know
Insider tips for maximizing your sale
How BCBSRI & Garity can support you every step of the way!
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!