Retention

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

Get onboard with ReminderMedia’s Custom Magazines in time for the Holidays!

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Free Trick or Treat business card template when you register

What if you could send a personally branded Holiday magazine to your clients this year – mailed for less than the cost of a Hallmark card?

Join Garity’s Marketing Director, Karla Fennessy, and ReminderMedia’s Senior Vice President, Andrew Saksa, for a special webcast showcasing their Holiday Magazine, year-round touchpoint editions, and a NEW discount for Garity agents!  It’s important to stay top of mind with your clients this year more than ever, and ReminderMedia’s unique, personalized solution is a proven client retention and referral strategy for Medicare Agents.

Register to Download a 

Trick or Treat Candy Card Template 

(just one of the many resources provided by ReminderMedia’s Agent Portal)

Simply print, attach your business card and a piece of candy, and hand them out to your sphere or whoever stops by your office on trick or treat night!

Retention Magazines – Holiday Edition

Tuesday, Oct 22, 2024 1:00 PM EDT
Register Today!

Why ReminderMedia?

  • Build relationships with the families of clients 
  • Stand out from the competition
  • Stay compliance friendly
  • Generate Leads by leaving in the offices and waiting rooms of Providers you have relationships with

If you cannot attend live, register anyway! We will send you the recording so you can review at your convenience.

 

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

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

All NEW 2025 Client Retention Postcards

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Deadline September 20th

Retention Postcards

With AEP just around the corner, you’re invited to participate in our

COMPLIMENTARY
CLIENT RETENTION POSTCARD PROGRAM!

Make sure your current clients remain on the books for the coming year!

GarityAdvantage is pleased to offer all agents contracted through 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 20th

Requests received after 9/20/24 will deliver later tha​n the first week of Oct.

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.

NEW for 2025:

  • Cards are in FULL color
  • Cards are BIGGER: Now 9″ x 6″
  • Choose from 8 image options (3 shown to the right)
  • Customize with your headshot or logo or QR code (or choose a card with no custom photos)
  • Choose from 3 different messages:
    • Option 1: Call to Action is to Call You for a Free Consultation.
    • Option 2: Call to Action is to Visit your Client Sync to Explore Plan Options or call you for a consult.
    • Option 3: Call to Action is to Register for your Seminars. You can include RSVP link or your phone/email.
Retention Postcards

Program Details

Sample Cards

Order Postcards

Important Details & Deadline

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 orders received by the deadline will mail to reach your
clients during the first week in October.
Orders placed after the deadline will be mailed but cannot be
guaranteed to deliver the 1st week in October.

DEADLINE TO ORDER YOUR CARDS​ IS: FRIDAY, SEPTEMBER 20th!
Order Your Cards
Additional Program Details & How To
Get contracted to participate in this program

We hope you will take advantage of this complimentary retention marketing strategies offered through GarityAdvantage. Order your cards today! 

GarityAdvantage Agencies
800-234-9488

This service is free of charge to brokers with at least 75 clients to mail and three MAPD contracts with GarityAdvantage. Agent must write most business through GarityAdvantage. We reserve the right to review/approve/deny any/all campaigns through this free offer.

Exclusive Webcast: Meet LeadConcepts – BRAND NEW Garity Lead Partner

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Exclusive Webcast

Meet LeadConcepts

Direct mail today has so much more selectivity, flexibility, and exclusivity. With this marketing powerhouse, small businesses and larger can communicate directly with potential customers, specifically those most likely to convert. As a result, you can market your services with greater efficiency and help your business.

LeadConcepts specializes in crafting hyper-targeted direct mail campaigns designed specifically for the Medicare insurance industry. Their deep understanding of your unique needs allows them to deliver leads that convert.

As a NEW Garity Partner, they have a special offer ONLY for qualified GarityAdvantage agents! 500 additional cards FREE on your first order!

Exclusive Webcast:
Meet LeadConcepts – BRAND NEW Garity Lead Partner

Tuesday, August 13th | 11:00 AM EDT
REGISTER

Join this exclusive webinar to get an introduction to Lead Concepts and discover:

  • How to generate a consistent flow of high-quality Medicare leads

  • How Lead Concept’s expertise allows them to gather high-intent leads for Medicare agents

  • Proven strategies to increase response rates and offer real-time results

  • How Lead Concepts’ personalized approach can supercharge your business

PRESENTERS

Karla Fennessy

Karla Fennessy

Marketing Manager

GarityAdvantage

Ethan Ogg

Ethan Ogg

Sales Account Manager

LeadConcepts

Steve Weir

Steve Weir

Director of Business Development

LeadConcepts

Their 30+ years of experience have made them industry leaders. They are committed to your success and can’t wait to share their expertise with you.

Questions? Contact your sales team.

GarityAdvantage Agencies
800-234-9488

WHY 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. 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 MedicareCENTER, our 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! 

[Webcast] Super Charge Client Retention & Referrals with ReminderMedia

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exclusive discounts for Garity Agents

ReminderMedia Webcast

Join Garity’s Marketing Director, Amy Donahue, and ReminderMedia’s Senior Vice President, Andrew Saksa, for a 2024 update on their proven client retention and referral opportunity for Medicare Agents. – PLUS – hear about exclusive discounts for Garity Agents!

Stop losing past clients and contacts to the competition because you didn’t stay connected in a meaningful way. ReminderMedia offers a unique way to stay top of mind several times a year with your clients.

Why ReminderMedia?

  • Build relationships with the families of clients  

  • Stand out from the competition

  • Stay compliance friendly

WEBCAST
Super Charge Client Retention
& Referrals with ReminderMedia

Wednesday, March 6th

1:00 PM – 2:00 PM EST
REGISTER

Join more than 100,000 professionals who have used a ReminderMedia customizable publication to stay in touch with their contacts.

GUEST SPEAKERS

Luke Acree

Amy Donahue

Marketing Director
GarityAdvantage

Shana Conefrey

Andrew Saksa

Senior Vice President,
Financial Services Division
ReminderMedia

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

2024 Complimentary Client retention Marketing programs

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Deadline September 1st

Marketing Programs

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.

Retention Postcards

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.

Available in Spanish!
Request Your Postcards

VM

AUTOMATED 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

Important Details & Deadline

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 REQUESTS FOR EITHER OPTION IS:
FRIDAY, SEPTEMBER 1st!
Please complete one or both of the following forms to make your request.

Request Postcards

Request Automated Voicemails

Get contracted to participate in these programs

FOR POSTCARDS: We need the following two things:
  1. 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)
  2. 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:
  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.

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.

 

Live Training: Partnering with Providers to Maximize Medicare Referrals

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SAVE YOUR SEAT!

Partnering with Providers

Learn how to present your value to physician groups to drive a steady stream of prospects to your Medicare pipeline all year long.

This hands-on training will give you a dynamic set of tools and resources to present to local doctor’s offices. You’ll learn how to confidently approach doctors and office staff, attract their interest, and deliver a wealth of value including a binder full of Medicare information they can use to support their aging patient population and keep you top of mind with the provider team. 

Learn How To:
  • Make your pitch as a local Medicare expert
  • Build a binder of information to keep your engagement going month-after-month
  • Leverage in-office signage and Medicare information handouts (provided by Garity) with your contact information to drive patient leads back to you
  • Offer weekly office hours, Medicare information meetings & one-on-one appointments
  • Develop strategies to keep yourself top of mind when their patients need Medicare help

SAVE YOUR SEAT!

Partnering with Providers to Maximize Medicare Referrals

Wedneday, April 26th
10:00 AM – 1:00 PM EST

Davinci’s Eatery
150 Mill Street Lewiston, ME 04240
REGISTER

Your Hosts & Presenters
Susan Young

Susan Young

Senior Territory Manager

GarityAdvantage
Victoria Bailey

Victoria Bailey

National VP of Sales
GarityAdvantage
Bob Stocker

Bob Stocker

Broker Relationship Manager, Humana
Jared Chute

Jared Chute

Senior Manager

Humana

Get Contracted through GarityAdvantage

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!

GarityAdvantage Agencies
800-234-9488

 

Webcast: Increase Client Retention & Lead Gen with ReminderMedia

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3 powerful marketing tools for a low price

ReminderMedia Webcast

Join Garity’s Sales Support Supervisor, Christina Comerford, and ReminderMedia’s Senior Vice President, Andrew Saksa, to hear about an exciting client retention and referral opportunity for Medicare Agents.
PLUS – learn about exclusive discounts for Garity Agents!

Stop losing past clients and contacts to the competition because you didn’t stay connected in a meaningful way. ReminderMedia offers a unique way to stay top of mind several times a year with your clients.

Why ReminderMedia?

  • Build relationships with the families of clients  

  • Stand out from the competition

  • Stay compliance friendly

Join more than 100,000 professionals (and MANY Garity agents)  who have used a ReminderMedia customizable publication to stay in touch with their contacts.

Mar

24

Webcast: Increase Client Retention & Lead Gen with ReminderMedia

Friday, March 24th, 10:00 AM
REGISTER NOW →

GUEST SPEAKERS

Luke Acree

Christina Comerford

Sales Support Supervisor
GarityAdvantage

Shana Conefrey

Andrew Saksa

Senior Vice President,
Financial Services Division
ReminderMedia

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! 

 

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