NEW Partnership for Garity Agents! 40% off regular plan pricing during 3-month launch*!
Are you looking to increase your close rate and take your insurance business to the next level?
Join our upcoming Getting Started with Constant Contact webinar where you will learn how to effectively use email marketing to grow your insurance business. Our Constant Contact partner expert, Matthew Montoya, will guide you through the process of building an effective email marketing campaign, including creating engaging content, segmenting your audience, and measuring success.
In this live one-hour webinar, we will go over the basics of how to use Constant Contact and getting your first email out the door! By attending this webinar, you will gain valuable insights and practical tips that will help you increase your prospect & client engagement and drive more sales with email and more.
The topics we will cover include:
Why email marketing is an effective channel to nurture existing clients year-round (this is an excellent retention tool!)
How automations (birthday emails!) can save you time, build relationships and close business
Effective email, social, & text message marketing best practice
Don’t miss out on this opportunity to take your insurance business to the next level and save 40% during the partnership launch window*!
Your Hosts
Karla Fennessy
Marketing Manager
GarityAdvantage Agencies
Matthew Montoya
Senior Channel Marketing
and Enablement Manager
Constant Contact
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, custom agent collateral and retention tools, 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!
* 40% discount pricing structure is valid from 7/20/23 – 10/20/23. Agents must be contracted with 3+ MAPD carriers through GarityAdvantage to be eligible for discount rates.
Don’t want to miss our next webinar – Sell Insurance Like it’s 2023: Launch A Smart Insurance Website & Watch It Work For You
Join us on Wednesday, January 18th at 1:00PM EST and see how a website built for today’s market can help you increase sales. We will cover how you can:
Look your best online and stand out from the competition
Stay compliant with CMS requirements
Increase referrals by 60% and cross sales by 78%
Compete with insurtech and online brokers
Come see how you can take your business online and make the most of 2023.
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!
Are you ready for the Open Enrollment Period (OEP)?
When is OEP?
January 1 through March 31 each year.
Who is Eligible?
Individuals enrolled in an MA-Only or MAPD plan CAN:
use the OEP to switch to or get a different MAPD plan, an MA-only plan, or Original Medicare (with or without a PDP).
Individuals enrolled in Original Medicare CANNOT:
use the OEP to join an MA or MAPD plan, add a PDP, or change their PDP.
In addition, the OEP is not available to those enrolled in Medicare Savings Accounts or other Medicare health plan types (such as cost plans or PACE).
Broker Do’s and Don’ts
Producers May NOT:
Send unsolicited materials advertising the ability/opportunity to make an additional enrollment change or referencing the OEP
Specifically target beneficiaries who are in the OEP because they made a choice during AEP, by purchase of mailing lists or other means of identification
Engage in or promote agent/broker activities that intend to target the OEP as an opportunity to make further sales
Call or otherwise contact former enrollees who have selected a new plan during the AEP
Use marketing pieces that highlight the OEP or the opportunity to change plans during the OEP
Make assumptions on which election period to use.
Producers May:
Educate consumers about the OEP if you are enrolling them into a plan, or they have reached out to you about their dissatisfaction with their current plan
At a beneficiary’s proactive request, send marketing materials, have one-on-one meetings, and provide information on the OEP
Market to age-ins (who have not yet made an enrollment decision)
Market to five-star continuous enrollment Special Enrollment Period when 5 Star Plan are available in your area
Market to dual-eligible and low-income subsidy (LIS) beneficiaries who, in general, may make changes once per calendar quarter during the first nine months of the year
PRODUCERS MUST:
Determine if the consumer has a valid election period and which election period is best for the consumer’s circumstances.
We hope you take advantage of this additional enrollment period happening in Q1 2023. Below is a link to a helpful carrier information sheet courtesy of Aetna to further clarify the do’s and don’ts you need to follow to ensure you remain compliant.
Integration with Google and Apple Maps is now available through MedicareCENTER’s Mobile App!
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The MedicareCENTER Mobile App is now integrated with Google and Apple Maps, making it easier for you to:
Get directions right to a Contacts’ addresses using your phone’s navigation app
Plan travel and efficiently manage time between appointments
Serve more clients to grow your business
Simply click on a Contact’s address in their profile, and the route to their home will come up in either the Apple Maps or Google Maps app (your choice) — making it easy for you to navigate to your next appointment!
This is a mobile-exclusive feature, so be sure you have the MedicareCENTER Mobile App downloaded and that you’ve updated to the latest version to access this helpful new enhancement!
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!
Tell Your Senators to Exclude Independent Agents and Brokers from the Recording Requirements in MA Rule!
The “Medicare Program: Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs” rule includes a provision on new requirements for “marketing” calls. The intention of this rule is to stop fraudulent or misleading actors – such as certain call centers – from manipulating Medicare beneficiaries. However, the rule’s overly broad scope also applies these new regulations to licensed agents and brokers. As a result, this rule needlessly impacts agents who are acting responsibly.
On December 1st 2022, Senators Mike Rounds (R-SD) and James Risch (R-ID) introduced S. 5149, a bill that would exclude independent agents and brokers from the recording requirements in the Medicare Marketing Rule.
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!
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.
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.
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.
Do you have a question about Contracting, Commissions or just about anything else related to your Medicare business?
Let us help you! Click on any of these links below to submit your inquiry to the appropriate team—and, in no time, your answer will be on its way! By submitting through these forms, we can better track and respond to your important questions more effectively and efficiently.
The forms are accessible from our all new Agent Dashboard or use the links below and bookmark them for future use.
