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!
This year’s annual enrollment period (AEP) is going to be busier than ever! You’re probably already thinking about how to make it better than last year. If you want to keep your existing customers and make new sales this AEP (and keep your sanity), now is the time to put a new plan in place.
Join us on Wednesday, June 28th, at 1:00 pm EST for the next Webinar: Update Your Website to Make More Sales this AEP. Our partners at AgentMethods will be presenting ways you can use technology and your website to automate AEP so you can spend less time on marketing and more time focusing on sales.
You will see how insurance agents are using the AgentMethods platform to:
Start AEP with your calendar full of appointments (complete with signed SOA’s)
Handle 85% of existing clients automatically, so you can focus on the other 15% and new business
Set yourself up for near-perfect client retention and more referrals
Go into OEP with a success plan
Register for this webinar to see how you can use marketing automation
to get better results!
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!
As the Medicaid redetermination process rolls out, thousands of Medicare-eligible beneficiaries will learn they no longer qualify for Medicaid and face losing their current health coverage.
As a Medicare insurance broker, you need to be prepared to help your clients and prospects navigate this changing landscape. Join GarityAdvantage and your local carrier representatives in CT, ME & NH for an important review of the redetermination process and learn about all the solutions you can provide to ensure coverage continuity for those affected.
Our discussion will include:
Understanding the Medicaid redetermination process
What’s happening? Who’s affected?
How you can assist your affected clients and prospects
When does a MAPD fit in the redetermination process?
A review of the eligibility requirements for Dual Eligible (DSNP), Low Income Subsidy (LIS), and Medicare Savings Programs (MSPs) beneficiaries
Did you know… GarityAdvantage provides contracted agents with no-cost and co-op lead programs, live and virtual training, personalized marketing collateral, client retention programs, and a knowledgeable team to help you every step of the way. Be sure to request your contracting today to gain access to these valuable marketing tools – plus all the service and support!
Join us to learn about Senior Whole Health by Molina Healthcare SCO and MAPD Plans! Hosted by Jane Feit, Senior Territory Manager (MA/RI) at GarityAdvantage and presented by Molina Healthcare’s Northeast Regional Sales Director, Michael Cain, and Field Sales Manager, Helen Moreira.
SWH by Molina SCO has strong market share and presence in Bristol, Plymouth, Norfolk, and Suffolk
Market footprint is growing in Essex, Middlesex, Worcester, and Hampden
$1580 annual OTC/Food in total (highest for all SCO’s)
$100 paid to broker for each HRA for both SCO and MAPD!
MAPD offers $2000 in comprehensive dental, $90 per quarter OTC, $0 cost hearing aids, and more VERY competitive benefits for a HMO MAPD product for MASS
Did you know… GarityAdvantage provides contracted agents with no-cost and co-op lead programs, live and virtual training, personalized marketing collateral, client retention programs, and a knowledgeable team to help you every step of the way. Be sure to request your contracting today to gain access to these valuable marketing tools – plus all the service and support
Are you an active Medicare agent or looking to get into Medicare sales?
Are you searching for an NMO who can help you grow your business?
If you sell insurance in or around Massachusetts or Rhode Island, you are invited to visit our office each month for a special Networking & Learning Event.
Meet your Senior Territory Manager, Jane Feit
Meet your dedicated Sales Support Specialist, Taylor Burt, and Contracting Specialist, Doug Mahan, plus additional Garity staff.
Talk to the team about lead programs, co-op options, personalized marketing collateral, provider marketing opportunities, and action planning
Get in-person assistance with open contracts, certifications, commissions and more
Network with your agent peers (coffee & light snacks provided)
SPECIAL GUEST:
This month we welcome Tufts Health Plan in to talk to you about their 2023 Tufts Health Plan SCO benefits, Connecting Seniors to Coverage program and more! Come with questions and feedback!
Do you have a peer in the insurance market who you think would be a good fit with Garity? Bring them along or forward this invitation! Your referral could earn you cash through our New Agent Referral Program.
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.
How, when & why a MA plan is a good fit for veteran clients
Did you know?… More and more carriers are offering MA-only plans in order to meet the rising demand from the Veteran population. This increased demand is a clear opportunity for motivated brokers who understand how and when to offer Medicare plans to their Veteran clients.
Join Victoria Bailey, National VP of Sales at GarityAdvantage and Aaron McCoy, Veterans Executive at Humana as they walk you through the steps you need to take to take to spot Veterans opportunities, articulate how Medicare works with their VA benefits (whether it be through the Veterans Administration (VA), TRICARE For Life (TFL) or otherwise), determine their eligibility, and help them enroll in the right plan.
Some of the key benefits of attending include:
Understand how Medicare works with VA coverage
Identify when it makes sense to have both types of coverage
Decipher the enrollment periods and potential penalties for Veterans seeking Medicare plan options
Determine when prescription drug coverage is needed
Leverage each Veteran engagement as an opportunity to generate additional referrals
Get up to speed on how, when and why a Medicare Advantage plan is a good fit for your Veteran clients.
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.
Find out more about the latest feature enhancement!
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With the latest MedicareCENTER Mobile App update, you now have the unique opportunity to seamlessly record and store in-person conversations with your clients — an extra perk you can choose to use when and where you want!
You can use In-Person Recording on the MedicareCENTER Mobile App to:
Record, store and download your meetings
Review your client information for accuracy
Protect yourself with a documented record of the conversation
Capture information from clients with complex health needs for later reference
Follow up with ways to better meet clients’ needs
Identify improvements you can make to your sales process
As a reminder, recording in-person meetings is not required by CMS. This advanced feature has been provided purely as an extra benefit available for you use at your discretion. Make sure you’ve updated to the latest version to access this new capability!
Start using the powerful and FREE solutions MedicareCENTER offers today! Visit our website for more MedicareCENTER Tools, Tips & Support!
Understanding everything a beneficiary can do with a UCard™: a single source pass to their healthcare
UCard™ helps Medicare Advantage including Dual Special Needs Plan members unlock the benefits and programs included with their health plan. It combines many member benefit and reward programs into a simpler experience.
For brokers, UCard™ provides an added layer of loyalty to your members experience which can lead to greater retention.
Join Susan Young, Senior Territory Manager at GarityAdvantage, and Kevin Gosciak, Market Sales Manager, at UnitedHealthcare, to hear how your client’s UnitedHealthcare UCard™ unlocks the benefits and programs of their Medicare Advantage plan and drives greater satisfaction and retention.
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.