GarityAdvantage is pleased to formally introduce Montana Aldridge, your new Sales Support Specialist dedicated to agents in the Mid-Atlantic area. Many of you may have met her at the Sizzles this summer!
Born and raised on the South Shore of Massachusetts, Montana comes to Garity with a passion for self-growth that we know will help her lead agents to grow as well. “I believe everyone was born with a purpose, and life is all about exploring what your purpose is and pursuing it.” Before working at GarityAdvantage, Montana was in the mortgage industry originating loans.
“Dream Big!”
The most rewarding part of her job is supporting brokers like you; “The more I can assist our brokers, the more people they can help, which is what I believe this industry is all about.” She will be teaming up with Jennifer Tyler, your Mid-Atlantic Territory Manager, to help support you through AEP and beyond.
Montana keeps a level work/life balance by spending time with family, daily exercise and winding down with a good book or podcast. Ask about her favorite True Crime pod or recent beach read!
Montana is part of your
dedicated Mid-Atlantic support team!
The goal of this 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.
Please join Aetna’s Cheryl Tassmer and GarityAdvantage Agencies’ Jane Feit for a Kit Grab ‘n Go event. Come by, grab your kits and enjoy some food! We’ll be available to answer your questions to make sure you are ready for AEP 2024.
GarityAdvantageis 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, 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.
Let’s let you in on a secret – on October 5th or 12th!
Introducing more than 200 FRESH FINDS in
UnitedHealthcare’s Agent Tool Kit.
Join Kevin Gosciak (NH), Kevin Ouellette (ME) of UHC and Susan Young of GarityAdvantage to learn how to access the latest and greatest of marketing pieces that will become available to you this October. Join us to learn about the myriad of options you’ll soon have at your fingertips to reach out to your clients and prospects.
Until then, mum’s the word!
Attention New York & Massachusetts Agents!You don’t want to miss this informative call on the new pilot program offered by Molina. Join Eric Smith, Molina Healthcare’s National Account Director to learn how GarityAdvantage is partnering with Molina to elevate your sales this AEP!
GarityAdvantageis 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, an 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 or request your contract now.
NEW Partnership for Garity Agents! 40% off regular plan pricing during 3-month launch*!
Are you looking to increase your close rate and take your insurance business to the next level?
Join our upcoming Getting Started with Constant Contact webinar where you will learn how to effectively use email marketing to grow your insurance business. Our Constant Contact partner expert, Matthew Montoya, will guide you through the process of building an effective email marketing campaign, including creating engaging content, segmenting your audience, and measuring success.
In this live one-hour webinar, we will go over the basics of how to use Constant Contact and getting your first email out the door! By attending this webinar, you will gain valuable insights and practical tips that will help you increase your prospect & client engagement and drive more sales with email and more.
The topics we will cover include:
Why email marketing is an effective channel to nurture existing clients year-round (this is an excellent retention tool!)
How automations (birthday emails!) can save you time, build relationships and close business
Effective email, social, & text message marketing best practice
Don’t miss out on this opportunity to take your insurance business to the next level and save 40% during the partnership launch window*!
Your Hosts
Karla Fennessy
Marketing Manager
GarityAdvantage Agencies
Matthew Montoya
Senior Channel Marketing
and Enablement Manager
Constant Contact
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, custom agent collateral and retention tools, 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!
* 40% discount pricing structure is valid from 7/20/23 – 10/20/23. Agents must be contracted with 3+ MAPD carriers through GarityAdvantage to be eligible for discount rates.
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!
Check out carrier specific trainings & Integrity’s
Mastering Medicare Supplement Series:
The secret sauce to increasing your revenue and customer satisfaction is GTL’s ancillary products.
You have the ingredients to effectively cross sell
The secret sauce to increasing your revenue and customer satisfaction is Guaranteed Trust Life’s (GTL) very competitive portfolio of ancillary products that cover many of the out-of-pocket expenses that Medicare may not. By utilizing a cross selling strategy you’ll learn to spot opportunities to sell this diverse set of ancillary products to your current and future senior clients.
Join Tricia Koteras, Garity’s National Recruiter & Training Advisor, and Zack Parker, GTL’s National Account Representative, as they discuss GTL’s Advantage Plus ELITE, reveal the top cross-selling tips to enhance your client’s protection, and preview a demo of the online enrollment app.
GTL offers a full suite of ancillary products for your varied client base:
Hospital Indemnity take advantage of this important second item found on most Scope forms
Short Term Home Health Care helps cover deductibles and co-payments for home health care services
Recover Cash provides short term nursing home benefits for your clients
Medicare Supplement helps fill the gap where Medicare falls short, so your clients can feel more secure about the road ahead
Precision Care™ Cancer Insurance is designed to help policyholders faced with a cancer diagnosis afford and have access to groundbreaking treatment advancements which may not be covered by other insurance.
GarityAdvantageis 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, 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.
With AEP just around the corner, you’re invited to participate in our
COMPLIMENTARY
CLIENT RETENTION
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 in two unique and effective ways.
HURRY! DEADLINE FOR REQUESTS IS FRIDAY, SEPTEMBER 1st!
Requests received after 9/1/23 will deliver later than the week of Oct 2nd.
POSTCARD
Send a retention post card to your entire Medicare client base to remind them of the upcoming AEP and reinforce your position as their Medicare insurance expert ready to help them with their Medicare Advantage plan decisions.
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.
If you’d like to focus on NEW BUSINESS this coming AEP, we highly encourage you to take advantage one or both of these special no cost client retention program—exclusive to agents contracted through GarityAdvantage.
Postcard requests received by the deadline will mail to reach your clients during the first week in October. Voicemail requests received by the deadline will be deployed on the day of your choosing October 1st or after.
DEADLINE TO SUBMIT REQUESTSFOR EITHER OPTIONIS:
FRIDAY, SEPTEMBER 1st! Please complete one or both of the following forms to make your request.
Mailing List: Your client list in an Excel spreadsheet that includes columns for First Name, Last Name, Address1, Address2, City, State, Zip Code (Download a template here)
Your Contact Info: Your name, phone number and email address exactly as you would like them to appear on the post card. Please double check before hitting submit!
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.
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.
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!
As an insurance agent, you know that 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 our upcoming webinars where you will learn all about why Lumico, ABL, Medico and Humana should be part of your sales tool kit!