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
Before you take it, get ready with our 15-min AHIP Express Webcast
Are you gearing up to start your AHIP training for 2027? Set yourself up for success for Plan Year 2027 by taking advantage of our $50 discount on your annual training, downloading the AHIP Agent Guide, and joining the 15-minute AHIP Prep Course.
Using Garity’s link allows you to get your discount as soon as AHIP is available—no need to wait for carrier certifications to open.
Once in the AHIP portal, scroll down to the login section and either enter your existing credentials or follow the prompts to create a new account. Your $50 discount will be applied during the checkout process.
GarityAdvantage is pleased to introduce Cassandra Lamb, your new Agent Success Representative, dedicated to agents specifically in Rhode Island and Connecticut. Cassandra has worked for GarityAdvantage since 2018 in various support roles, most recently as the Sales Support Specialist for CT. “Helping agents with their needs is incredibly rewarding. I enjoy being a valuable resource for them.”
Joining forces with Jane Feit, your National Account Director, and Jennifer Solano, your Field Sales Manager, this new team is ready to offer enhanced local support to agents in Rhode Island and Connecticut
A voracious reader outside of work, Cassandra maintains a healthy work/life balance. In addition to her work, she enjoys maintaining a clean and organized home and workspace.
Cassandra is part of your dedicated
Rhode Island & Connecticut support team!
The goal of this dynamic team is to ensure we provide you with timely and consistent support at each and every point of contact. They look forward to helping you have the best AEP yet and bringing you the tools to help you grow your business year round.
GarityAdvantage is pleased to introduce Taylor Burt, your new Agent Success Representative, dedicated to agents specifically in New Hampshire, Maine and Mass. Taylor has worked for GarityAdvantage since 2014 in several service and operations roles, most recently as the Sales Support Specialist for MA/RI. Taylor brings a wealth of experience and a positive attitude to her role.
Joining forces with Susan Young, your National Account Director, and Michael Vegnani, your Field Sales Manager, this new team is ready to offer enhanced local support to agents in Maine, New Hampshire and Massachusetts.
Taylor’s dedication to her work is matched only by her love for her family. Spending time with her children is her favorite pastime. Whether it’s camping, enjoying the outdoors, or cozying up at home, Taylor cherishes these moments.
Success isn’t measured in dollars or status. It’s measured in happiness.
The goal of this dynamic team is to ensure we provide you with timely and consistent support at each and every point of contact. They look forward to helping you have the best AEP yet and bringing you the tools to help you grow your business year round.
We are thrilled to announce that 2025’s IRA Medicare Impact Client Deck is now available in multiple languages, enabling you to effectively connect with a wide range of clients. These files also offer customization, allowing you to personalize each deck with your contact details or agency information, enhancing your outreach and connection efforts.
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, 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 a contract or add another great carrier to your portfolio.
The Annual Enrollment Period (AEP) is just around the corner and it’s never too soon to start preparing! Using the right tools can save you time and energy so you can boost your sales before, during, and after AEP.
Enhancing the customer experience will help drive retention and increase cross-sales opportunities. By implementing automated systems, you can streamline sales and serve your clients better.
Provide a better experience for your customers during AEP
Automate scheduling to free up time to help more people
Increase retention and unlock cross-sales after AEP
Register for this webinar to see how you can use marketing automation to spend less time on marketing and still dominate AEP. So start preparing now and leverage automation tools to get results. Reserve your spot here!
GarityAdvantage Agencies 800-234-9488
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, and 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!
The recently passed Inflation Reduction Act (IRA) has significant implications for the Medicare insurance landscape. Are you ready to navigate the changes and empower your clients with the best possible coverage?
Join us for a FREE webinar where we’ll break down the key provisions of the IRA and their impact on Medicare Advantage (MA), Medigap plans, and prescription drug coverage.
Here’s what you’ll gain:
In-depth analysis: Understand the specific changes brought by the IRA that affect Medicare plans.
Client communication strategies: Learn how to effectively communicate these changes to your clients and address their concerns.
Sales opportunities: Discover potential new sales avenues opened up by the IRA’s impact on the market.
Q&A session: Get your questions answered by our expert panel.
Don’t miss this chance to stay ahead of the curve.
Register now for the free webinar:
Webcast: Unveiling the Inflation Reduction Act: Impact on Medicare & Your Clients
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!
Selling Medicare Supplements to seniors is a great way to grow your business. But with so many companies on the market, it can be hard to know where to start. That is why we are excited to invite you to Integrity’s upcoming webinars where you will learn all about why these Med Supp carriers should be part of your sales tool kit!
Learn about Integrity’s full technology Suite of Solutions and how the platforms work together to help agents better serve and manage their clients, grow their business and be more efficient. Integrity will highlight 5 key features that are helping agents submit 63% more apps!
Regardless of whether you’re new to Integrity’s technology suite or familiar, this webinar will provide you with an in-depth look of what GarityAdvantage has to offer through this powerful suite of technology platforms!
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!
New to Medicare Supplements or looking to learn more about them?These can’t miss webinar’s are the event for you! In Part 1 of this series, we will dive into “Why Medicare supplements in today’s market” and also “Why Medicare supplement sales are so easy”. In Part 2 of this series, we will Unlock the Secrets of Identifying Med Supp Clients and Mastering Underwriting!
Explore the growing popularity and essential benefits of Med Supps.
Understand how Medigap plans serve as the crucial piece completing Medicare coverage, offering optimal protection and peace of mind.
Learn about the unique advantages that make selling Med Supps a lucrative opportunity, including less regulation, more flexibility, and the simplicity of client and agent education.
781-616-1455 (direct)
TGlotfelty@garityadvantage.com
Get Contracted
781-616-1455 (direct)
TGlotfelty@garityadvantage.com
Get Contracted
