AEP

AEP Readiness Materials 2025 for Medicare Agents

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GarityAdvantage

These tools are designed to help you lead meaningful and impactful meetings with your clients — whether in person or virtually.

Materials Available Now:

  • AEP Readiness Guide

  • Sales Appointment Checklist for Agents

  • Needs analysis Editable Form

  • Agent Goal Setting Guide

  • Using a Webcam for Effective Virtual Meetings Guide

  • The Importance of Expanding Your Portfolio
Access the Tools

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

GarityAdvantage Agencies
800-234-9488

Enrollment Do & Don’ts 2024

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Important Enrollment Do’s and Don’ts

GarityAdvantage
enrollment

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

  • SoA compliance assistance

Log in Here

Tools & Support

MC Features Flyer

Electronic Submissions

DO: SUBMIT YOUR APPS THROUGH THE AGENT DASHBOARD

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

DO: USE THE FAX COVER SHEET

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.

DO: BOOKMARK OUR ENROLLMENT REFERENCE GUIDE PAGE

DO: CONTACT US WITH QUESTIONS/ISSUES

SALES SUPPORT

MedicareCENTER SUPPORT

CONTRACTING INQUIRIES

COMMISSION INQUIRIES

We appreciate your business and look forward to helping you have a successful AEP!

GarityAdvantage Agencies
800-234-9488
website | email

Integrity Suite of Solutions Technology Playbook

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Agents that use our technology write 64% more apps than agents who don’t.

GarityAdvantage
Playbook

The Integrity Technology Suite Playbook is a Must-Download!

Integrity Technology helps transform disruption into opportunity so you can serve even more clients — more efficiently!

Why use Integrity Technology?

First-year agents using our technology are 50% more productive!

Agents that use our technology write 64% more apps than agents who don’t.

Integrity’s Suite of Solutions will help you transform disruption into opportunity.

Integrity Technology is built by industry leaders to connect your most important activities, including:

  • Client Management

  • Quoting and eApplication

  • Marketing

  • Lead Generation

  • And more

playbook

Integrity’s Suite of Solutions is designed to help agents, advisors and agencies: Save Time • Be More Effective • Easily Stay Compliant
Download the Integrity Suite of Solutions Playbook

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.

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

781-616-1455 (direct)

TGlotfelty@garityadvantage.com

Jessie Gardner

Jessie Gardner

Recruiter
GarityAdvantage Agencies

681-781-4774 (direct)

JGardner@GarityAdvantage.com

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 Agencies
800-234-9488

AEP Marketing Assets to Agents

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Download these Free AEP Social Media Assets

CLIENT FACING AEP SOCIAL MEDIA ASSETS

FOR AGENT ​USE

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
MedicareCENTER

How To Download & Use These Assets:

  1. Click the link below.

  2. Download the assets you’d like to use.

  3. Use the copy in the “MarketingCENTER AEP” word document and find the corresponding image or create your own copy before uploading to social.
Download Assets

GarityAdvantage Agencies
800-234-9488

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

How to Order Client Retention Post Cards [Live Walkthrough]

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Wed 9/18 & Thurs 9/19

GarityAdvantage

How to Order Client Retention Post Cards
[Live Walkthrough]

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!*)

How to Order Client Retention Post Cards
[Live Walkthrough]

Wednesday, September 18th, 3PM EDT

Thursday, September 19th, 1PM EDT
REGISTER

Want a head start?

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. 

GarityAdvantage Agencies
800-234-9488

Retention 2025 Automated Voicemail Offer

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Deadline September 27th

Marketing Programs

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.

VM

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.
Request Automated Voicemails

FOR AUTOMATED VOICEMAILS: We need the following three things:
  1. A recorded message: We can help with scripting and instructions on how to record.
  2. Calling List: Your client list in an Excel spreadsheet that simply includes columns for Last Name and Phone Number
  3. 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 REQUESTS​ IS:
FRIDAY, SEPTEMBER 27TH!
Request Automated Voicemails
Looking for Retention Post Cards? Click here.

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.

Last chance to train before AEP! Virtual Training & Live Q&A

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Virtual Training & Live Q&A

AEP Prep BCBSRI

LAST CHANCE TO TRAIN BEFORE AEP

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!

2025 AEP Prep with BlueCross BlueShield RI

Tuesday, Sept. 24th

10:00AM – 11:30AM

Stay tuned of a live Q&A at the end.
Register

HOSTED BY

Jane Feit

Jane Feit

National Account Director

GarityAdvantage Agencies

Cheryl Tassmer

Cheryl Tassmer

Senior Broker Manager

BlueCross BlueShield RI

Questions? Contact your sales team.

Jane Feit

National Account Director
phone

800-234-9488
email

Email Jane

Taylor Burt

Agent Success Representative
phone

800-234-9488
email

Email Taylor

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

GarityAdvantage Agencies
800-234-9488

Gaylan Hendricks Queen of the Bundle to Speak at GAME

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NEW FEATURED SPEAKER on September 5th

GAME

NEW FEATURED SPEAKER!

Gaylan Hendricks: Insurance Industry Veteran and Visionary

We are thrilled to announce our featured speaker at Garity Advantage Medicare Expo (GAME) Mid-Atlantic!

Gaylan Hendricks, Queen of the Bundle, is a seasoned insurance industry leader with an impressive 38-year career. As a Managing Partner at Integrity Marketing Group LLC, and the founder and CEO of Senior Security Benefits, Inc., she has solidified her position as a driving force in the industry.

Her innovative educational trainings, such as the 30-60-90 Sales Approach, Spouse in the House, and cross-Selling techniques, equip agents with the knowledge and techniques to provide comprehensive Plans of Protection to their clients. Through these trainings, Gaylan empowers agents to go above and beyond, safeguarding clients and their loved ones.

Attend GAME on September 5th in Virginia Beach, VA and meet Gaylan!
She is a force to be reckoned with, combining her entrepreneurial success, genuine passion for helping others, and magnetic personality. She has left an indelible mark on the health insurance industry and continues to inspire and uplift those around her. We are excited and proud to bring her knowledge, energy and passion to our agents at GAME 2025!

Learn more about GAME 2025 Mid-Atlantic and save your seat!

The regular cost of admission is $199! Agents contracted with GarityAdvantage ATTEND FREE! 

Just enter your Promo Code at checkout. Need a code?
Call Tori at 781-616-1455 or Click to find out how you can attend FREE.

Thursday, September 5th • 9:30 AM – 5PM

(Check-in & Expo hall open at 8:30AM)

Marriott Virginia Beach Oceanfront Resort

4201 Atlantic Ave Virginia Beach, VA 23451
RSVP TODAY!

All overnight guests are invited to join us for:

Welcome Cocktail Party
Wednesday, September 4, 2024, Starting at 7pm

Cavalier Hotel
4200 Atlantic Ave, Virginia Beach, VA 23451

Questions? Interested in how to get started with GarityAdvantage?

Contact me!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

Save the Date & Get in the GAME! Announcing an all-NEW, multi-track conference and expo event!

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Announcing an all-NEW, multi-track conference and expo event!

GAME

Empower Your Sales for AEP 2025

Attention Medicare Insurance Brokers!

Mark your calendars and get ready to
take your AEP GAME to the next level!

We’re thrilled to announce the Garity Advantage Medicare Expo (GAME), an all-new, multi-track conference and expo event designed to equip you with the winning tools and resources you need to dominate the upcoming Annual Enrollment Period (AEP).

In one convenient day at GAME, you’ll:
  • Discover powerful selling tools and strategies to effectively connect with Medicare beneficiaries.
  • Gain exclusive insights from industry experts to stay ahead of the curve.
  • Sharpen your selling skills with a wealth of hands-on, how-to sessions
  • Learn from and network with fellow brokers and share best practices to maximize your success.
  • Leave with a winning game plan to crush your AEP goals.

Don’t miss this opportunity to:
  • Boost your sales and achieve unparalleled growth.
  • Stay informed about the latest Medicare industry trends.
  • Build your action plan with ready-to-use tools and strategies
  • Gain a competitive edge in the AEP marketplace.

Mark your calendar and save your spot!

Tuesday, July 30th
9:30 AM – 5PM

Mohegan Sun

1 Mohegan Sun Blvd,
Uncasville, CT 06382
RSVP TODAY!

Thursday, September 5th
9:30 AM – 5PM

Marriott Virginia Beach Oceanfront Resort

4201 Atlantic Ave,
Virginia Beach, VA 23451
RSVP TODAY!

The regular cost of admission is $199! Agents contracted with GarityAdvantage ATTEND FREE! 

Value

Just enter your Promo Code at checkout. Need a code?
Call Tori at 781-616-1455 or Click to find out how you can attend FREE.
REQUEST A CODE!

Need a Room? The discounted booking link for Mohegan Sun is on the registration page. Mid-Atlantic: Be sure to check the box on your RSVP and we will forward you hotel information in the coming weeks.
Training
GAME
Expo

Stay tuned for more exciting GAME updates.
We look forward to seeing you there!

~ The GarityAdvantage Team

Mutual of Omaha Announces Medicare Advantage Plans for this AEP!

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Details inside!

Broker News

We are excited to share that Mutual of Omaha — a major brand you know and trust — is announcing Medicare Advantage plans for this AEP!

Wellcare and Mutual of Omaha recently announced No-Premium and Low-Premium MAPD PPO co-branded plans in:

  • Georgia

  • Missouri

  • South Carolina

  • Texas

  • Washington State

Mutual of Omaha is committed to offering a comprehensive suite of senior health products, including Medicare Advantage, which offers all-in-one coverage that includes dental, vision, hearing and prescription drug coverage. Check out plan details for each state here:
View Plans
Overview

All you need to start selling is an active contract with Wellcare in each of these states. Need a contract? Request a Wellcare contract through Garity OR contact us if you’d like to move your existing appointment over to GarityAdvantage.

800-234-9488

Who is 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.

GarityAdvantage

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, an agent dashboard and MedicareCENTER, 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 or request your contract now.  

GarityAdvantage Agencies
800-234-9488

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