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Lead Programs
& Retention Tools

GarityAdvantage now provides agents with several valuable tools allowing agents to build their book of business and reach a greater amount of highly-qualified leads.  Plus, stay in touch with existing clients through various retention options. Please take a look at our newest lead programs and contact us if you have any questions on getting started.

Available Programs

First $1000 Co-Op

Co-Op opportunities are available to actively producing agents interested in investing in their future. 

AEP Lead Programs

GarityAdvantage is negotiating with carriers NOW to offer free leads to our agents – distributed through ZOHO Lead Platform, Community Meetings advertised by carriers, provider marketing, and much more!

Retention Magazines with ReminderMedia

Connect with your past clients and prospects on a regular basis by sending them a free bimonthly subscription to your very own magazine! Special pricing for GarityAdvantage Agents.

Free Prospect Lists

GarityAdvantage has exclusive access to consumer data to help you jumpstart your business. Access free lists of prospective customers based on your criteria (city, state, zip, county, age, income, etc). Leverage your list to promote your services, upcoming meetings and, specific product offerings.   
*Please be advised that you cannot “cold call” for Medicare Advantage Plans, it is a violation of CMS Guidelines.  These lists are only for Medicare Supplement Plans, Life Insurance & Hospital Indemnity only.

Automated Voicemails for Existing Clients

GarityAdvantage offers our contracted agents the ability to connect with your existing client base through recorded voice mail messages.  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.

Retention Post Cards for Existing Clients

Submit your request to 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.


Getting hold of a targeted list of seniors to call is only half the battle for insurance producers who rely on telemarketing.  The other half is finding the time to dial through the entire list.  GarityAdvantage knows this struggle quote well and has partnered with to provide our experienced telesales brokers with a tool to help them substantially increase productivity and, ultimately, sales.