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.
Thank you for all of your hard work this Annual Election Period.
Please follow these reminders to make sure your final selling days go smoothly.
ENROLLMENT DEADLINES
Per CMS, as an agent, you must receive and sign the consumer’s AEP enrollment application No Later than Wednesday, Dec. 7, 2022 to fulfill AEP election.
All Enrollments MUST BE *Received at GarityAdvantage or directly to the carriers NO LATER THAN the guidelines below.
Use Reminders in MedicareCENTER to help you build client relationships!
Follow up is crucial during your sales process and helps you create trust while serving clients better. Connecting with your clients at key moments can help you add a personal touch as you grow your business year-round.
MedicareCENTER’s Reminder feature helps you do just that! Use Reminders to track important dates and client information so you never miss an opportunity to better serve your customers. They’re FREE, helpful and easy to use! Here’s how:
Click “Contacts” in the navigation bar.
Click the bell icon to add a Reminder for any client from your main Contacts list.
Additional Reminders may be added, edited or completed from a client detail view.
Get ready to make follow-up calls by filtering from the contacts list by upcoming or overdue reminders.
Reminder examples: pre-enrollment check-in, post-enrollment follow up, birthdays, send SOA and more!
Reminders are a great way to build strong client relationships and stay on top of your book of business!
MedicareCENTER and the MedicareCENTER Mobile App is built for agents just like you. This FREE CRM platform with easy and instant quoting and enrollment is simple to use so you can produce even more — during AEP and all year round!
Log in and start using Reminders to connect with your clients today!
You worked hard all AEP to enroll your clients. Make sure you keep them! Track your book of business on the carrier portals and check in with your members before AEP ends. Are they all set and happy with the plan they chose with you?
Check Your Supplies
Don’t wait until you have run out of supplies to order more. You can order supplies through most carrier portals. Contact your Sales Support Specialist at GarityAdvantage if you need ordering assistance.
Stay on Top of Your Enrollments
Keep an eye out for emails from the carriers and/or GarityAdvantage regarding any possible issues/missing information on an application. Timing is everything in Medicare – especially this last week. Review the carrier enrollment guidelines on our website. Find more tools and support on our Agent Dashboard.
MedicareCENTER is a powerful all-in-one FREE platform available to GarityAdvantage agents that includes:
Call Recording
Personal Agent Websites
CRM Tagging
Lead Integration
An all-new Mobile App
And so much more!
Looking for more leads in your final push? Get Real-time Leads in LeadCENTER. With LeadCENTER, building business is simpler than ever with:
Compliant and exclusive leads
Heatmap searching of leads by county and type
Management of existing leads
Lead notifications
Immediate access to new leads
Review Incentive Programs
Q4 is chock full of incentive programs to enhance your earnings during AEP and beyond. Stay up to date on the programs running now.
Contact us!
We are HERE FOR YOU! If you need assistance in any way, reach out! Give us a call or check the Agent Dashboard to submit an inquiry in each department.
