Related Posts

, , ,

CO-NV-WA-OR Get Your Retail Lead Generation Strategies in Gear

Access to a steady lead flow is just down the street at your local retailer.

Webcast: Retail Lead Gen

Did you know… Access to a steady lead flow is just down the street at your local retailer. Whether it be a Dollar Store, Pharmacy, Food Bank, Dentist Office, Hearing Aid Retailer, Eyeglasses Store or other local retailer, there are benefits available in many Medicare plans that beneficiaries just aren’t using to their fullest.

That’s where you can help.

Join Tricia Koteras, Senior Territory Manager as she drills down into different retail opportunities and provides you with a step-by-step guide to help you approach each location, present a compelling case for your assistance, and help you master the talking points you’ll need to engage Medicare beneficiaries and ensure a steady flow of Medicare-eligible leads.

Capture lead opportunities in: 

  • Dollar Stores
  • Pharmacies
  • Food Pantries

  • Dental Practices
  • Hearing/Vision Retailers
  • More!

Get Your Retail Lead Generation Strategies in Gear for 2021
Tuesday, June 22 at 1PM PDT
Reserve My Seat

SPECIAL RETAIL FIELD KIT OFFER

All GarityAdvantage agents who attend our Retail Lead Generation webcast become eligible for our special Retail Field Kit to help you launch your retail strategy. Kit includes flyers, pull up banners, table runner and business cards. Tune in to learn more!

Medicare at Work

Retail Lead Gen

Questions?

Contact your Territory Manager for assistance.

Tricia Koteras, CLU

Senior Territory Manager, West Region

720-617-7956
CELL: 562-704-9311 PST

Email Tricia

Why GarityAdvantage?

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.  

GarityAdvantage Agencies
800-234-9488

,

Access Your Garity Leads in the Zoho App

Work your leads faster and smarter

ZOHO CRM

ZOHO CRM

Access Your Garity Leads in the Zoho App

All of your leads are accessible from the Zoho CRM – Sales and Marketing app – downloadable from the Apple App Store and Google Play

  • Log in with your existing Zoho Username
  • Search by name
  • Click to Dial
  • Click to Map Directions
  • Update Lead Status from your phone
  • Locate prospects nearby
  • Work your leads faster and smarter

Available at no cost to you! The App is included in your Garity supplied Zoho CRM Account.

ZOHO CRM

Click to Dial!

Contact data is just a click away. When you’re on the road or participating in a lead calling blitz, you’ll be able to do so right away with the mobile CRM app. Look up lead information with the powerful global search and initiate a call right away. Log calls and jot down the specifics by adding notes, or just go ahead and record voice notes and convert them to text.

Get started by opening a lead and clicking on the phone icon as shown here.
More Info

Click to Map Directions!

Work your leads smarter and faster. Open a lead and click on the map icon as shown here to check the most efficient sales route to navigate to your appointment. Check in at the client’s location to record your visits and maximize selling time on the road. You can also use the app to map your prospects nearby allowing you to schedule an efficient appointment route.
More Info

ZOHO CRM

ZOHO CRM

Update Lead Status from Your Phone

Medicare brokers work some of the busiest, most deadline-driven schedules and are constantly on the move, which makes it challenging to keep track of sales activities. Use the Zoho CRM app to log calls, appointments and most importantly: Update Lead Status as soon as you hang up with your prospect.
More Info

Download the App:

Apple

Google

Additional Lead Tools:

Lead Disposition Cheat Sheet

Lead Program Toolbox

Contact your Territory Manager or Sales Support Specialist if you have questions.

GarityAdvantage Agencies
800-234-9488
website | email

, , ,

Webcast: Medicare Selling 101

Hands-on Training for Independent Insurance Agents

Hospital Indemnity

Hands-on Training for Independent Insurance Agents

Want to start selling Medicare?  Already selling Medicare? Confused by all the options? We can help.

Join us for a comprehensive webinar focused on getting agents up to speed on the ins and outs of the Medicare marketplace.
  • Understanding the Alphabet Soup of Medicare: Part A, B, C, & D plus Medigap, DNSP and more
  • Protocols regarding “annual”, “open” and “special” enrollment periods
  • Demystifying eligibility rules — who is eligible and when/how to enroll
  • Explaining the rules for active employees reaching retirement age, as well as retirees, disabled and more
  • Which health care-related expenses various Medicare plans typically cover
  • What Medicaid is, and how it overlaps with and differs from Medicare

Plus– The steps you need to take to get involved and start helping people in need.

Understanding the complexities of Medicare can be truly overwhelming. After completing this webinar course, you will walk away with a solid understanding of the how Medicare works including insight into different plan types, what’s covered by each, eligibility requirements, enrollment periods, low income options AND an action plan to get you ready to sell fast!

Webcast: Medicare Selling 101
Tuesday, March 30th, 1PM – 2PM EDT
REGISTER TODAY!

If you have questions contact your Territory Manager or Sales Support.

WHY GarityAdvantage?

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! 

GarityAdvantage Agencies
800-234-9488