AEP

How to Order Client Retention Post Cards [Live Walkthrough]

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Wed 9/18 & Thurs 9/19

GarityAdvantage

How to Order Client Retention Post Cards
[Live Walkthrough]

Still haven’t ordered your client retention postcards? Join our live webcast tomorrow or Thursday and learn how to easily design and order custom postcards for your entire book of business!

In this live session, Christina Comerford, National Training Manager, will walk you through step-by-step:

  • Uploading your headshot, QR code, or logo

  • Customizing the postcard of your choice

  • Ordering postcard option for agents without headshots, QR code or logo

Don’t miss this chance to:

  • Get your questions answered in real-time

  • Follow along and complete your order during the webinar

  • Ensure your postcards arrive the first week of October (order deadline: September 20th!*)

How to Order Client Retention Post Cards
[Live Walkthrough]

Wednesday, September 18th, 3PM EDT

Thursday, September 19th, 1PM EDT
REGISTER

Want a head start?

Register/Log in to the new Agent Collateral Storefront to choose your card and get a draft started. Then join Christina on the webcast where she will be there to guide you through finalizing your order.

NOTE: You will need your Book-of-Business/Client List to complete your order. Follow Step 1 on our website to get your spreadsheet ready to upload.

Can’t attend either live session?
​Register to have the recording sent and/or visit our website for written and video instructions.

* Orders placed after the deadline will be mailed but cannot be guaranteed to deliver the 1st week in October. 

GarityAdvantage Agencies
800-234-9488

Retention 2025 Automated Voicemail Offer

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Deadline September 27th

Marketing Programs

Make sure your current clients remain
on the books for the coming year!

GarityAdvantage is pleased to offer all agents contracted under Garity with 3+ MAPD carriers and who have 75+ MA clients on the books the opportunity to proactively touch base with your clients.

HURRY! DEADLINE FOR VOICEMAIL
REQUESTS IS FRIDAY, SEPTEMBER 27th!

Requests received after 9/27 will be deployed later than the week of Oct 1st.

VM

AUTOMATED GUIDED VOICEMAILS

Send a voice message to your Medicare client base to drive your retention message home. 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.
Request Automated Voicemails

FOR AUTOMATED VOICEMAILS: We need the following three things:
  1. A recorded message: We can help with scripting and instructions on how to record.
  2. Calling List: Your client list in an Excel spreadsheet that simply includes columns for Last Name and Phone Number
  3. Contact number and hours of availability: Past agents have experienced immediate return calls from this initiative so we typically spread your calling campaign over a number of hours/days to ensure you are available to take these valuable inbound calls.

Important Details & Deadline

If you’d like to focus on NEW BUSINESS this coming AEP, we highly encourage you to take advantage this special no cost client retention offer—exclusive to agents contracted through GarityAdvantage.

Voicemail requests received by the deadline will be deployed on the day of your choosing October 1st or after.

DEADLINE TO SUBMIT REQUESTS​ IS:
FRIDAY, SEPTEMBER 27TH!
Request Automated Voicemails
Looking for Retention Post Cards? Click here.

We hope you will take advantage of this complimentary retention marketing strategies offered through GarityAdvantage. Please make your requests today!

GarityAdvantage Agencies
800-234-9488

These services are complimentary for brokers with at least 75 clients to call or mail and three Medicare contracts with GarityAdvantage.  We reserve the right to review/approve/deny any/all requests.

All NEW 2025 Client Retention Postcards

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Deadline September 20th

Retention Postcards

With AEP just around the corner, you’re invited to participate in our

COMPLIMENTARY
CLIENT RETENTION POSTCARD PROGRAM!

Make sure your current clients remain on the books for the coming year!

GarityAdvantage is pleased to offer all agents contracted through Garity with 3+ MAPD carriers and who have 75+ MA clients on the books the opportunity to proactively touch base with your clients in two unique and effective ways.

HURRY! DEADLINE FOR REQUESTS IS FRIDAY, SEPTEMBER 20th

Requests received after 9/20/24 will deliver later tha​n the first week of Oct.

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.

NEW for 2025:

  • Cards are in FULL color
  • Cards are BIGGER: Now 9″ x 6″
  • Choose from 8 image options (3 shown to the right)
  • Customize with your headshot or logo or QR code (or choose a card with no custom photos)
  • Choose from 3 different messages:
    • Option 1: Call to Action is to Call You for a Free Consultation.
    • Option 2: Call to Action is to Visit your Client Sync to Explore Plan Options or call you for a consult.
    • Option 3: Call to Action is to Register for your Seminars. You can include RSVP link or your phone/email.
Retention Postcards

Program Details

Sample Cards

Order Postcards

Important Details & Deadline

If you’d like to focus on NEW BUSINESS this coming AEP, we highly encourage you to take advantage one or both of these special no cost client retention program—exclusive to agents contracted through GarityAdvantage.

Postcard orders received by the deadline will mail to reach your
clients during the first week in October.
Orders placed after the deadline will be mailed but cannot be
guaranteed to deliver the 1st week in October.

DEADLINE TO ORDER YOUR CARDS​ IS: FRIDAY, SEPTEMBER 20th!
Order Your Cards
Additional Program Details & How To
Get contracted to participate in this program

We hope you will take advantage of this complimentary retention marketing strategies offered through GarityAdvantage. Order your cards today! 

GarityAdvantage Agencies
800-234-9488

This service is free of charge to brokers with at least 75 clients to mail and three MAPD contracts with GarityAdvantage. Agent must write most business through GarityAdvantage. We reserve the right to review/approve/deny any/all campaigns through this free offer.

Webcast: How Molina Will Elevate Your AEP Sales!

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Why you should be selling Molina

Get to Know Devoted

Attention New York & Massachusetts Agents! You don’t want to miss this informative call on the new pilot program offered by Molina. Join Eric Smith, Molina Healthcare’s National Account Director to learn how GarityAdvantage is partnering with Molina to elevate your sales this AEP!

Webcast: How Molina Will Elevate Your AEP Sales

Wednesday, September 27th, 10:00 AM – 11:00 AM EST
REGISTER

  • Over 5 million members

  • Easy certification process – 10 minutes / 14 questions

  • Footprint is MAPD and DSNP in 18 markets

  • MyChoice debit MC may include:

    • groceries, transportation

    • OTC, pest control

    • service animal supplies

    • non-Medicare covered genetic test kits

    • dental, vision and hearing… and more!

Questions? Contact your sales team.

Jane Feit

Senior Territory Manager, MA/RI
phone

800-234-9488
email

Email Jane

Victoria Bailey

National VP of Sales
phone

781-616-1477
Cell: 240-310-8817
email

Email Victoria

Who is 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.

GarityAdvantage

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 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.  

GarityAdvantage Agencies
800-234-9488

 

Webcast: Update Your Website to Make More Sales this AEP

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Register Today!

Digital Marketing

This year’s annual enrollment period (AEP) is going to be busier than ever! You’re probably already thinking about how to make it better than last year. If you want to keep your existing customers and make new sales this AEP (and keep your sanity), now is the time to put a new plan in place.

Join us on Wednesday, June 28th, at 1:00 pm EST for the next Webinar: Update Your Website to Make More Sales this AEP. Our partners at AgentMethods will be presenting ways you can use technology and your website to automate AEP so you can spend less time on marketing and more time focusing on sales.

You will see how insurance agents are using the AgentMethods platform to:

  • Start AEP with your calendar full of appointments (complete with signed SOA’s)
  • Handle 85% of existing clients automatically, so you can focus on the other 15% and new business
  • Set yourself up for near-perfect client retention and more referrals
  • Go into OEP with a success plan

Register for this webinar to see how you can use marketing automation
to get better results!

July

28

Webcast: Update Your Website
to Make More Sales this AEP

Wednesday, July 28th at 1PM EST
REGISTER NOW →

GarityAdvantage Agencies
800-234-9488

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! 

 

AEP 2023 – 10 DAYS TO GO

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Tips for the Final Push

10 Days to Go

AEP Ends on December 7th

Maintain Your Members

You worked hard all AEP to enroll your clients. Make sure you keep them! Track your book of business on the carrier portals and check in with your members before AEP ends. Are they all set and happy with the plan they chose with you?

Check Your Supplies

Don’t wait until you have run out of supplies to order more. You can order supplies through most carrier portals. Contact your Sales Support Specialist at GarityAdvantage if you need ordering assistance.

Stay on Top of Your Enrollments

Keep an eye out for emails from the carriers and/or GarityAdvantage regarding any possible issues/missing information on an application. Timing is everything in Medicare – especially this last week. Review the carrier enrollment guidelines on our website. Find more tools and support on our Agent Dashboard.

Need help with a specific enrollment? Get Enrollment Support Here

Utilize MedicareCENTER & LeadCENTER

MedicareCENTER is a powerful all-in-one FREE platform available to GarityAdvantage agents that includes:

  • Call Recording
  • Personal Agent Websites
  • CRM Tagging

  • Lead Integration
  • An all-new Mobile App
  • And so much more!

Looking for more leads in your final push? Get Real-time Leads in LeadCENTER. With LeadCENTER, building business is simpler than ever with:

  • Compliant and exclusive leads
  • Heatmap searching of leads by county and type
  • Management of existing leads
  • Lead notifications
  • Immediate access to new leads

Review Incentive Programs

Q4 is chock full of incentive programs to enhance your earnings during AEP and beyond. Stay up to date on the programs running now.

Contact us!

We are HERE FOR YOU! If you need assistance in any way, reach out! Give us a call or check the Agent Dashboard to submit an inquiry in each department.

GarityAdvantage Agencies
800-234-9488

 

Are you winning this AEP?

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How is your AEP going?

winning

Navigating the twists and turns of the Medicare market has never been more challenging or rewarding.  While CMS is keeping agents on their toes with new call recording requirements and compliance expectations, the opportunities available for sales growth are massive – as interest in Medicare Advantage plans continues to explode.

ARE YOU WINNING THIS AEP?

If you are not achieving the success you’ve anticipated, you may want to take a look at the opportunities your FMO is bringing to you.  At GarityAdvantage, we work closely with our broker partners to deliver a customized package of tools, services, support and in-the-field selling opportunities to help you succeed including:

  • FREE call recording technology

  • FREE quote & enroll, CRM and lead ordering tools

  • FREE inbound leads ringing direct to your phone

  • Access to retail and provider marketing opportunities

  • Educational dinner seminar strategies

  • Personalized marketing collateral

  • More $$$’s invested in you via financial incentives, unlimited co-op and additional marketing dollars

  • Commissions paid at the top CMS defined rates for independent agents/brokers ($601 new/$301 renewal)

  • Agency building tools and support

Plus, daily access and to our dedicated team of sales, support, contracting, commissions, compliance, marketing and enrollment specialists – all working with you to help you take your Medicare business to new heights.

HOW CAN WE HELP YOU?

Give us a call at 800-234-9488 or request a call from your Territory Manager.

 

Go The Distance! We are cheering you on this AEP!

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Garity is here to help you to the end zone.

Go The Distance!

We are cheering you on!

Helmet

AEP ENDS ON DECEMBER 7th

KEEP YOUR HEAD IN THE GAME

You got this! Don’t lose momentum now. Your clients need you to help to find them the best plan. Use MedicareCENTER to Quote and Enroll.
MedicareCENTER TOOLS

Timer

ENROLLMENT TOOLS

EYES ON THE PRIZE

Garity will help you get into the end zone. Use the tools on our website to map your playbook and track your score!
ENROLLMENT GUIDELINES
SUBMIT AND VIEW APPLICATIONS

Timer

WE HAVE YOUR BACK

GO THE DISTANCE

Everyone at GarityAdvantage is on your Team. Together, we will go all the way! Call us for assistance and access the Agent Dashboard for help with enrollment, contracting, marketing, lead programs, co-op and more! 800-234-9488
AGENT DASHBOARD

We are here and committed to making sure that you WIN this AEP! If you need to huddle, reach out to your Territory Manager. We look forward to an amazing and successful AEP. Now get back in the game!

Best,

Victoria Bailey
National VP of Sales

GarityAdvantage Agencies

800-234-9488
REQUEST A CALL

GarityAdvantage Agencies
800-234-9488

 

WellSense Medicare Advantage Now Available

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Contract in time for AEP

Get Contracted
&

Ready to Sell
WellSense

Request your contract today to be ready to sell for AEP!

By contracting through GarityAdvantage, you’ll receive:
  • Easy to complete contracting and certifications
  • Full broker commissions paid to you as mandated by CMS
  • Override commissions and incentives available for agencies and high producers
  • Free quote and enroll software and CMS compliant call recording technology
  • Award winning service and support from the Garity team
REQUEST CONTRACT
WELLSENSE FIRST LOOKS

To learn more about WellSense Medicare Advantage and/or the benefits of working with GarityAdvantage, please call us today!

GarityAdvantage Agencies
800-234-9488

 

Trinity Health of New England Medicare Advantage Now Available

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Contract in time for AEP

Get Contracted
&

Ready to Sell
MediGold

Request your contract today to be ready to sell for AEP!

By contracting through GarityAdvantage, you’ll receive:
  • Easy to complete contracting and certifications
  • Full broker commissions paid to you as mandated by CMS
  • Override commissions and incentives available for agencies and high producers
  • Free quote and enroll software and CMS compliant call recording technology
  • Award winning service and support from the Garity team
REQUEST CONTRACT

To learn more about Trinity Health of New England and/or the benefits of working with GarityAdvantage, please call us today!

GarityAdvantage Agencies
800-234-9488

 

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