Value

Access Your Garity Leads in the Zoho App

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Work your leads faster and smarter

ZOHO CRM

ZOHO CRM

Access Your Garity Leads in the Zoho App

All of your leads are accessible from the Zoho CRM – Sales and Marketing app – downloadable from the Apple App Store and Google Play

  • Log in with your existing Zoho Username
  • Search by name
  • Click to Dial
  • Click to Map Directions
  • Update Lead Status from your phone
  • Locate prospects nearby
  • Work your leads faster and smarter

Available at no cost to you! The App is included in your Garity supplied Zoho CRM Account.

ZOHO CRM

Click to Dial!

Contact data is just a click away. When you’re on the road or participating in a lead calling blitz, you’ll be able to do so right away with the mobile CRM app. Look up lead information with the powerful global search and initiate a call right away. Log calls and jot down the specifics by adding notes, or just go ahead and record voice notes and convert them to text.

Get started by opening a lead and clicking on the phone icon as shown here.
More Info

Click to Map Directions!

Work your leads smarter and faster. Open a lead and click on the map icon as shown here to check the most efficient sales route to navigate to your appointment. Check in at the client’s location to record your visits and maximize selling time on the road. You can also use the app to map your prospects nearby allowing you to schedule an efficient appointment route.
More Info

ZOHO CRM

ZOHO CRM

Update Lead Status from Your Phone

Medicare brokers work some of the busiest, most deadline-driven schedules and are constantly on the move, which makes it challenging to keep track of sales activities. Use the Zoho CRM app to log calls, appointments and most importantly: Update Lead Status as soon as you hang up with your prospect.
More Info

Download the App:

Apple

Google

Additional Lead Tools:

Lead Disposition Cheat Sheet

Lead Program Toolbox

Contact your Territory Manager or Sales Support Specialist if you have questions.

GarityAdvantage Agencies
800-234-9488
website | email

Webcast: Medicare Selling 101

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Hands-on Training for Independent Insurance Agents

Hospital Indemnity

Hands-on Training for Independent Insurance Agents

Want to start selling Medicare?  Already selling Medicare? Confused by all the options? We can help.

Join us for a comprehensive webinar focused on getting agents up to speed on the ins and outs of the Medicare marketplace.
  • Understanding the Alphabet Soup of Medicare: Part A, B, C, & D plus Medigap, DNSP and more
  • Protocols regarding “annual”, “open” and “special” enrollment periods
  • Demystifying eligibility rules — who is eligible and when/how to enroll
  • Explaining the rules for active employees reaching retirement age, as well as retirees, disabled and more
  • Which health care-related expenses various Medicare plans typically cover
  • What Medicaid is, and how it overlaps with and differs from Medicare

Plus– The steps you need to take to get involved and start helping people in need.

Understanding the complexities of Medicare can be truly overwhelming. After completing this webinar course, you will walk away with a solid understanding of the how Medicare works including insight into different plan types, what’s covered by each, eligibility requirements, enrollment periods, low income options AND an action plan to get you ready to sell fast!

Webcast: Medicare Selling 101
Tuesday, March 30th, 1PM – 2PM EDT
REGISTER TODAY!

If you have questions contact your Territory Manager or Sales Support.

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, CRM and our Medicare-Select-a-Plan 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! 

GarityAdvantage Agencies
800-234-9488

Virtual Meet & Greet for Colorado Brokers

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Special Virtual Meet and Greet for Colorado brokers

SEP Action Plan 2021

If you are currently selling Medicare products in Colorado (or thinking about getting into the business), we need to talk!

Hi – I am Tricia Koteras, the Western Regional Manager for GarityAdvantage Agencies.  We partner with agents and agencies of all shapes and sizes to help them succeed and would welcome the chance to speak with you about how we can help you.

We are a National Marketing Organization (NMO) focused exclusively on Medicare and have top level contracts with all the major carriers like Aetna, Anthem, Humana and UHC as well as several newer-to-the-market carriers like Cigna and Clear Spring.

Tricia Koteras

Tricia Koteras

Western Regional Manager

We strive to help our agents grow every day through our:

Find out more at a special Virtual Meet and Greet for Colorado brokers happening on:

Thursday, March 25th

10AM – 11AM MST
RSVP

I look forward to seeing you―virtually―at the meeting!

Sincerely,

Tricia Koteras, CLU
Senior Territory Manager

GarityAdvantage Agencies

(562) 704-9311 Cell PST
email

Webcast: Group Health to Medicare – Making the Connection

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Join our highly popular webinar about transitioning from Group Health Insurance to Medicare.

GarityAdvantage and Anthem Live Webinar You are invited to join Group Health to Medicare, Making the Connection on Wednesday, March 24 at 10 am Register

Join our highly popular webinar about transitioning from Group Health Insurance to Medicare. Our last session was a sellout, so we’re bringing this training to you again virtually!

Whether you sell Group Health Insurance or Medicare Plans, this unique webinar is for you!
REGISTER

Join Us for this Unique Learning Opportunity to Be a Step Ahead of Your Competitors

Connie Cimler of Anthem and Susan Young of GarityAdvantage Agencies will arm you with the information you need to RETAIN YOUR CLIENTS WHEN THEY LEAVE A GROUP PLAN, including:

Random Drawing 3 Lucky Winners!

Join us and you could be one of three lucky winners of our random prize drawings!

Hosted by:

Regional Sales Manager
NH/ME
Anthem

Senior Territory Manager
ME/NH/VT/Upstate NY
GarityAdvantage Agencies

Join us to be in the know!

Group Health to Medicare

Wednesday, March 24 at 10AM
REGISTER

Have a calendar conflict? Register to receive updates post webinar. Not contracted to sell Anthem with GarityAdvantage? Request a contract.

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, CRM and our Medicare-Select-a-Plan 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! 

 

Are you thinking about Selling Medicare?

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Are you thinking about selling Medicare or know someone who is?

Webcast

Research shows that 80 million people will become Medicare-eligible over the next 20 years, making Medicare one of the fastest growing markets for enterprising agents.

Whether you’re a seasoned life/health or P&C broker tired of fielding Medicare questions from your existing clients with no reward, a financial planner feeling like you’re only telling half the story to your retiring clients or a hungry new agent looking for a product line that pays top dollar commissions year after year, the Medicare market is proven for growth and open to sales professionals of all backgrounds

Webcast: Making the Move to Medicare
Hosted by Victoria Bailey, National VP of Sales
Tuesday, March 16th | 1PM – 2PM EDT
RSVP NOW

Join us for this insightful 1-hour webinar designed to help you get up to speed on the Medicare opportunity including:

  • Understanding the A,B,C,D’s of Medicare
  • How to build a $100,000 renewable income stream in 4 years or less
  • What it takes to get ready to sell
  • How to leverage your existing client base as a goldmine for Medicare referrals
  • Finding the best ways to integrate Medicare products into your portfolio
  • How GarityAdvantage supports your path to success with leads, training, technology and more!

With 11,000 Baby Boomers turning 65 every day for at least another decade, it’s apparent that the Medicare market will continue its tremendous growth for the foreseeable future. There is no time like the present to get involved! Tune in and find out how to get started.

SAVE THE DATE!

Tuesday, March 23rd at 1PM EST:
The Virtual Sales Process

Tuesday, March 30th at 1PM EST:
Medicare Selling 101

Watch your emails or check our event calendar – more to come!

Questions?

Contact a Sales Support Specialist
GarityAdvantage Agencies
800-234-9488

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, a virtual selling platform 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.

Webcast: Selling Medicare FACE-TO-FACE

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Tips to use before, during and after each sales call

Face-toFace

Are you getting the most out of your sales calls?  Join Victoria Bailey, GarityAdvantage VP of Sales and Training, as she walks you through the steps needed to maximize every Face-to-Face meeting – with tips to use before, during and after each sales call.
  • How to prepare in the days leading up to the appointment
  • Setting the right expectations
  • Knowing the do’s and don’t to a compliant sale
  • Closing with confidence
  • Don’t forget about referrals!
  • Ensuring success with the right post-meeting follow-up

Featuring access to:

A Live Face-to-Face Demonstration

Pull up a seat and experience an interactive meeting between Victoria and a Medicare-eligible prospect!
Register

Appointmen

Webcast: Selling Medicare FACE-TO-FACE

Tuesday, March 9th, 1:00 PM – 2:00 PM EST
REGISTER

SAVE THE DATE!

Tuesday, March 23rd at 1PM EST:
The Virtual Sales Process

Watch your emails or check our event calendar – more to come!

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 in-market opportunities to help you prospect and sell.  Throughout the year we deliver personalized training, ongoing marketing assistance 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, a CRM and our Medicare-Select-a-Plan 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!

Contact us if you have any questions.

GarityAdvantage Agencies
800-234-9488

 

Reel in Full CMS Commissions

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Gain your independence today!

Full CMS

Do you want to grow your Medicare insurance business?

Make sure you’re receiving the maximum comp on every sale!

If you’re not getting paid $539 on new cases or $270 on renewals
on your Medicare Advantage sales, you’re giving up income that belongs in YOUR pocket. Let us help you work independently and grow your Medicare business!

View CMS Agent Broker Compensation page for a full state-by-state/carrier-by-carrier list

Partner with GarityAdvantage Agencies, the top National Medicare Marketing Organization in the Northeast, to get unparalleled support such as:

GarityAdvantage

Jump in now and give yourself a raise or look back next year at the money you didn’t bring in. With our brand of excellent back office support, you’ll be selling in no time!

Ready to get started? Request a contract today!

Interested, but have some questions? Request a one-on-one appointment with your Territory Manager.

Get Contracted
Request a Call

GarityAdvantage Agencies
800-234-9488

Who is GarityAdvantage?

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We are the only NMO physically located here in New England.


GarityAdvantage

We support our brokers with personalized training, unlimited co-op marketing dollars, no-cost leads during AEP, cutting edge enrollment technology 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!

 

Webcast: Create Your 2021 SEP Action Plan

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Learn how on January 26th

SEP Action Plan 2021

Create your SEP Action Plan for 2021!

Join Victoria Bailey, Director of Sales/Training with GarityAdvantage
as she walks you through the nuts and bolts of creating an SEP Action Plan. Find out which markets, products and strategies are delivering the best results throughout the year and develop your own personalized playbook to get you up and running fast!

This in-depth strategy session is designed to give you the tools you need to tackle SEP like a pro:
  • Identify where potential clients and sales are
  • Determine the best strategy to capture these leads and close the sale
  • Create SEPs with LIS/Medicaid
  • Generate new lead sources to drive sales throughout the year

Walk away with an action plan that you can implement immediately!


GarityAdvantage

Tuesday, February 2nd

2:00 PM – 3:00 PM EST
REGISTER

In one information-packed session, you’ll learn:


Grow

How to Grow Your Business All Year Round

Create

How to Create SEPs with LIS/Medicaid Eligible Clients

Basics

DSNP Basics and Where to Find DSNP Eligibles

Schedule

Finding new prospecting avenues to drive new sales throughout the year

REGISTER

SAVE THE DATE!

We have an exciting, jam packed training schedule for you! Next up:

Tuesday, February 9th:
Offer Medicare & Don’t Leave $$ on the Table!

Tuesday, February 16th:
Medicare 101

Watch your emails or check our event calendar – more to come!

We look forward to seeing you online! Contact us if you have any questions.

GarityAdvantage Agencies
800-234-9488
website | email

 

Now You Can Enroll Harvard Pilgrim MA on Medicare Select-a-Plan

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Virtually enroll HPHC clients

Medicare Select-a-Plan

Now you can quote & ENROLL your HPHC clients!

NEW FLASH: Harvard Pilgrim Health Care (HPHC) becomes the latest carrier to offer virtual enrollment capabilities through Medicare Select-a-Plan–the popular and easy-to-use online quote and enrollment tool offered exclusively to independent agents contracted through GarityAdvantage.

HPHC joins the growing list of top Medicare insurance carriers in New England to offer enrollment capabilities on the MSAP platform including: Aetna, Anthem, Fallon, UHC and WellCare.


With Select-a-Plan, you can:

Medicare Select-a-Plan

Complete the SOA process paper-free

Medicare Select-a-Plan

Enroll MAPD and PDP clients online and earn FULL COMMISSION

Medicare Select-a-Plan

Enter/save your customer’s prescription drugs (replacing medicare.gov)

Medicare Select-a-Plan

Check to see if your client’s doctors are in network across multiple carriers

Medicare Select-a-Plan

Leverage flexible remote signature technology via email or text

Medicare Select-a-Plan

Send customers a Personal Enrollment URL to facilitate self-enrollment

Access Medicare Select-a-Plan today!

Need an account?

Start here:
REQUEST ACCESS

Have an account?
Bookmark the MSAP tools page:
MSAP SUPPORT

WHY GarityAdvantage?

GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We are the only NMO physically located here in New England. We support our brokers with personalized training, unlimited co-op marketing dollars, 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 an HPHC contract or add another great carrier to your portfolio.

Contact your Territory Manager or Sales Support Specialists if you have any questions. See you there!

GarityAdvantage Agencies
800-234-9488
website | email

 

Do’s & Don’ts of OEP

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Are you ready for the Open Enrollment Period (OEP)? ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

Are you ready for the Open Enrollment Period (OEP)?
Do's and Dont's OEP

When is OEP?

January 1 through March 31 each year.

Who is Eligible?

Individuals enrolled in an MA-Only or MAPD plan CAN:
  • use the OEP to switch to or get a different MAPD plan, an MA-only plan, or Original Medicare (with or without a PDP).

Individuals enrolled in Original Medicare CANNOT:
  • use the OEP to join an MA or MAPD plan, add a PDP, or change their PDP.

In addition, the OEP is not available to those enrolled in Medicare Savings Accounts or other Medicare health plan types (such as cost plans or PACE).

Broker Do’s and Don’ts

Producers May NOT:
  • Send unsolicited materials advertising the ability/opportunity to make an additional enrollment change or referencing the OEP
  • Specifically target beneficiaries who are in the OEP because they made a choice during AEP, by purchase of mailing lists or other means of identification
  • Engage in or promote agent/broker activities that intend to target the OEP as an opportunity to make further sales
  • Call or otherwise contact former enrollees who have selected a new plan during the AEP
  • Use marketing pieces that highlight the OEP or the opportunity to change plans during the OEP
  • Make assumptions on which election period to use.

Producers May:
  • Educate consumers about the OEP if you are enrolling them into a plan, or they have reached out to you about their dissatisfaction with their current plan
  • At a beneficiary’s proactive request, send marketing materials, have one-on-one meetings, and provide information on the OEP
  • Market to age-ins (who have not yet made an enrollment decision)
  • Market to dual-eligible and low-income subsidy (LIS) beneficiaries who, in general, may make changes once per calendar quarter during the first nine months of the year

PRODUCERS MUST:

Determine if the consumer has a valid election period and which election period is best for the consumer’s circumstances.

We hope you take advantage of this additional enrollment period happening in Q1 2021. Below are links to carrier information sheets to further clarify the do’s and don’ts you need to follow to ensure you remain compliant.

OEP FAQ

Educational Flyer

OEP Job Aid


Contact Sales Support if you have any questions!

800-234-9488

GarityAdvantage Agencies

 

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