Have you ever wanted to be on the cover of your very own magazine?
Join Garity’s Marketing Director, Amy Donahue, ReminderMedia’s President, Luke Acree, and Senior Vice President, Andrew Saksa, for the roll-out of an exciting new 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
Join more than 100,000 professionals who have used a ReminderMedia customizable publication to stay in touch with their contacts.
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!
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.
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.
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!
