Access to a steady lead flow is just down the street at your local retailer.
Did you know… Access to a steady lead flow is just down the street at your local retailer. Whether it be a Dollar Store, Pharmacy, Food Bank, Dentist Office, Hearing Aid Retailer, Eyeglasses Store or other local retailer, there are benefits available in many Medicare plans that beneficiaries just aren’t using to their fullest.
That’s where you can help.
Join Tricia Koteras, Senior Territory Manager as she drills down into different retail opportunities and provides you with a step-by-step guide to help you approach each location, present a compelling case for your assistance, and help you master the talking points you’ll need to engage Medicare beneficiaries and ensure a steady flow of Medicare-eligible leads.
All GarityAdvantage agents who attend our Retail Lead Generation webcast become eligible for our special Retail Field Kit to help you launch your retail strategy. Kit includes flyers, pull up banners, table runner and business cards. Tune in to learn more!
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 Medicare Select-a-Plan, 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 or request your contract now.
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.
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.
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.
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.
Hands-on Training for Independent Insurance Agents
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!
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!
Special Virtual Meet and Greet for Colorado brokers
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
Western Regional Manager
We strive to help our agents grow every day through our:
Dedicated Account Team – Targeted team focused on the Colorado market
Sales Focused Training – Always with an emphasis on tips and tools that help you sell more
Diverse Lead Programs – Feeding hungry agents with new prospects throughout the year
Virtual Agency Support – Agent dashboard and a multi-carrier quote/enroll platform
Expert Marketing Services – Creative services at your fingertips
In-field Lead Generation – We teach you to fish and give you the support you need to succeed
Agency Building Tools – Support and tools to help you recruit and grow a downline
Back Office Support – There to help with your contracting, commissions, compliance and more
Find out more at a special Virtual Meet and Greet for Colorado brokers happening on:
Join our highly popular webinar about transitioning from Group Health Insurance to Medicare.
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!
Group Brokers will learn about Medicare to be able to help clients when it’s time to transition from a Group Plan to Medicare.
Medicare Brokers will learn the important questions to ask when a client plans to leave a Group or already left and hasn’t enrolled.
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:
The Challenge
Solutions
How You Can Help
Differences with Group Sizes and Who Pays First
COBRA and HSAs and how they work with Medicare
Join us and you could be one of three lucky winners of our random prize drawings!
Hosted by:
Connie Cimler
Susan Young
Regional Sales Manager
NH/ME
Anthem
Senior Territory Manager
ME/NH/VT/Upstate NY
GarityAdvantage Agencies
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 or know someone who is?
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
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.
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.
Tips to use before, during and after each sales call
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!
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!
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!
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!
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, 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!
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!
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:
Complete the SOA process paper-free
Enroll MAPD and PDP clients online and earn FULL COMMISSION
Enter/save your customer’s prescription drugs (replacing medicare.gov)
Check to see if your client’s doctors are in network across multiple carriers
Leverage flexible remote signature technology via email or text
Send customers a Personal Enrollment URL to facilitate self-enrollment
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!
