A step-by-step approach to selling Medicare plans online and over the phone
If the past year showed us anything, it’s that Medicare producers can operate effectively in a virtual environment. But for many brokers in the field, success has been achieved only after a lot of trial and error. And, of course, for others, the path is still a ‘work in progress’.
Whether you are new to virtual selling or have been honing your skills for years, we can help you define and/or refine your skills to ensure you survive and thrive in a virtual world.
Join Victoria Bailey, GarityAdvantage’s National VP of Sales, as she guides you through a step-by-step process that you can follow every time to engage prospects, assess their needs, present their options and compliantly quote and enroll them in a virtual setting.
Master these skills to ensure your virtual selling success!
Win the appointment and manage expectations
Complete the Scope virtually via text or email
Assess their eligibility and coverage needs
Educate them on the options available
Incorporate doctors and Rx
Present a plan that meets their needs
Complete the enrollment over the phone/obtain signature via text or email
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!
Do you have clients frustrated with out-of-pocket costs, worried about finding a new doctor or simply done with having to shop for a plan every year?
An AARP® Medicare Supplement plan, from UnitedHealthcare might be the answer you need.
Join us for an in-depth discussion with Kayser Segura the Regional Sales Manager forAARP® Medicare Supplement plan, from UnitedHealthcare as he drills down into the key benefits and selling strategies that are succeeding with top agents.
Find out about the great value-added services, handy tools and specific opportunities brokers can access to support their selling efforts.
GarityAdvantageis 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, an agent dashboard and MedicareCENTER, 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 or request your contract now.
Develop an SEP Action Plan for your Medicare business
Create your SEP Action Plan for 2023!
Join Victoria Bailey, National VP of Sales, in an intensive webcast designed to help you develop an SEP Action Plan for your Medicare business.
In one concise online session, you’ll drill down into the markets, products and strategies that are delivering results throughout the year and building your AEP Lead Pipeline. Walk away with a 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:
Identifywhat and where the opportunities are
Develop strategies to capture these opportunities
Learnhow to make all the Medicare Advantage value added benefits work for you to generate leads all year long
Create SEP opportunities with LIS/Medicaid
Generate new leads and sales throughout the year while building a pipeline of leads for AEP
Walk away with an action plan including lead opportunities, event locations, selling tools and so much more!
In one information-packed day, you’ll learn how to:
Grow your business all year round
Create SEPs with LIS/Medicaid eligible clients
Find Medicare eligibles throughout the year
Leverage the value-added benefits in MA plans for a lifetime of lead gen!
Do you have a colleague who is a licensed agent? Are they looking for training in the Senior Market or thinking about making the move to the Senior Market? Forward this email to register!
GarityAdvantage Agencies
800-234-9488
WHY GarityAdvantage?
GarityAdvantage is a National Marketing Organization (NMO) for the top local, regional and national Medicare carriers. We support our brokers with personalized training, unlimited co-op marketing dollars, a virtual enrollment platform, 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 a contract or add another great carrier to your portfolio.
Join us on Wednesday, February 15th at 1:00 pm EST, for the next webinar –
Sell Insurance Like it’s 2023: Increase Sales With Automation
We will hear from Aaron Kassover, founder of AgentMethods share how you can engage your clients year-round, strengthen relationships between enrollment periods, and how to protect your business with three different types of email campaigns.
Don’t be the agent that only sends birthday emails. It’s easy but it’s obvious and is getting worn out. Automation can help but it’s complicated so getting the help you need to grow your business should be a top priority.
Register for this webinar to see how you can use automated marketing to get the best 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!
