Garity AEP Lead Program Terms & Conditions:

  • I have reviewed the training and understand how to disperse leads to my downline agents.
  • I agree to disperse leads weekly to my agents through a live call blitz. 
  • I agree that Any agents not attending a live call blitz will get leads sent by me, as agreed upon.
  • I agree that I must update Zoho weekly with the dispositions the agents offer me.
  • I agree that all Optima leads MUST be updated in Optima’s CRM by the agents and that I must update Zoho weekly.
  • I agree that if I don’t update Zoho in a timely manner each week, all leads will be removed for the remainder of AEP.
  • I agree that if my team does not demonstrate adequate sales with the leads, the leads will be removed for the remainder of AEP.
  • I understand that I will be given leads at the beginning of AEP and those leads will be utilized for all of AEP.
  • I understand that live call blitz’s weekly are much more effective than dispersing leads for long periods of time.

Note: This is a FREE lead program sponsored by GarityAdvantage Brokerage Agencies.  We reserve the right to alter or change the program at any time.  The decision to include or exclude individual agents from the FREE lead program will be made exclusively by GarityAdvantage.

Our goal in offering these FREE leads is to help our brokers write business with our carrier partners through our agency contracts.



By completing this form and providing your name, email, postal or residential address, and/or phone number, you hereby expressly consent to receive electronic and other communications from GarityAdvantage Agencies, over the short term and periodically, including email communications. These communications will be about their services, new product offers, promotions, and other matters. You may opt out of receiving electronic communications at any time by following the unsubscribe instructions contained in each communication, or by sending an email to seniormarket@garityadvantage.net. You agree that these electronic communications satisfy any legal requirements that communications or notices to you be in writing.