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!
Become a PlanEnroll Network Agent to grow, connect and serve — compliantly!
Connect with current and future clients through PlanEnroll!
What is PlanEnroll?
PlanEnroll is a consumer-facing platform that helps people have a positive Medicare and Life insurance experience and feel confident in their choices by offering them access to personalized guidance from agents like you!
When you become a PlanEnroll Network Agent, you can connect with current and future clients through:
Profile Linking: Allows you and each of your clients to keep their data securely updated, saving you both time and effort.
Personal Agent Website: Consumers can quote and enroll online — and you get the credit!
Agent Selection Map: Consumers can find you on the map and you get priority ranking if you have an active PlanEnroll Campaign in LeadCENTER.
Resources: Access marketing content and resources to help you connect with clients.
It’s simple to become a PlanEnroll Network Agent!
First, you’ll complete a short series of PlanEnroll trainings by going to Trainings.PlanEnroll.com. Then, you’ll:
Log in to MedicareCENTER or LifeCENTER to activate your Personal Agent Website
Log in to LeadCENTER and create a PlanEnroll Lead Campaign
Finally, click the “I’m Available” button to receive real-time calls or data leads
Learn more about becoming a PlanEnroll Network Agent in our helpful
user guide and flyer:
Join GarityAdvantage’s National Director of Sales, Theresa Gontarek, for an introduction to Medicare, Medicaid, and LIS. Learn the difference between Medicare, Medicaid, and what Low-Income Subsidy is. Recognize what programs your clients qualify for and how to get them enrolled. You will leave this webcast understanding what programs best suit your client’s needs and you’ll be equipped to build your book of business year-round!
Join Garity’s Marketing Director, Amy Donahue, and ReminderMedia’s Senior Vice President, Andrew Saksa, for a 2024 update on their proven 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.
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.