Cross Selling

Boost your revenue and enhance customer satisfaction! [Webcasts]

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[Webcasts]

Cross Selling

Are you looking to boost your revenue and enhance customer satisfaction? The key lies in crafting a robust portfolio of ancillary health insurance products that seamlessly complement Medicare coverage.

Join Integrity’s Ted Sims to learn how to identify sales opportunities within your existing and potential senior client base. Discover how a diverse range of ancillary products can bridge the gaps in Medicare coverage, providing your clients with comprehensive protection and increasing your revenue potential.

Spotlight on GTL: & How Cross-selling is a Win/Win!

Monday, September 23rd

11:30 AM EDT
REGISTER

The Art of Presenting
Short-Term Care

Thursday, September 26th

11:00 AM EDT
REGISTER

Why Bankers Fidelity Hospital Indemnity Plans are the missing piece for your clients!

Monday, September 30th

1:00 PM EDT
REGISTER

Want to learn more? Check the full schedule for carrier specific training!

Have questions or curious about how GarityAdvantage can help you grow your Medicare business? Call Tori!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

Get Contracted through 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, personalized marketing collateral 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 today!

GarityAdvantage

Get Contracted today!

Cross-Sell Hospital Indemnity: Help Med Adv clients stay prepared

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Help Med Adv clients stay prepared

Unleash the Power of Ace Med Supp

Better protect your clients from their MA coverage gaps. CSG makes the Hospital Indemnity cross-sell easy with the Fill the Gaps tool. Ryan McMillan from Bankers Fidelity will be joining us to talk about Hospital Indemnity plan benefits.

We will demonstrate:

  • How you can stack Bankers Fidelity Hospital Indemnity plans
  • Adjust daily benefit amounts
  • Add plan riders to customize a plan for your client to fill their Med Adv coverage gaps.

Agents say this tool helps them explain the benefits of a Hospital Indemnity plan to their MA clients making it the perfect cross-selling tool.

Join us for one or both!

How to Cross-sell
Hospital Indemnity to Medicare Advantage Clients

Monday

May 20th

12PM EDT
REGISTER

Spotlight on
Bankers Fidelity
Hospital Indemnity

Wednesday

May 29th

3:30PM EDT
REGISTER

Explore the strategies that succeed to introduce hospital indemnity into your sales approach.  Find out how to spot the right opportunities to sell a diverse set of ancillary products to your current and future senior clients.

 Want to learn more? Check the full schedule for carrier specific training!

Tori Glotfelty

Tori Glotfelty

Recruitment Marketing Manager
GarityAdvantage Agencies

Get Contracted through 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, personalized marketing collateral 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 today!

GarityAdvantage Agencies
800-234-9488

[Webcast] Do you have the keys to cross-sell?

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Increase your revenue and customer satisfaction with GTL’s ancillary products.

The Key to Cross Selling with GTL

You have the key to effectively cross sell

The key to increasing your revenue and customer satisfaction is Guaranteed Trust Life’s (GTL) very competitive portfolio of ancillary products that cover many of the out-of-pocket expenses that Medicare may not. By utilizing a cross selling strategy you’ll learn to spot opportunities to sell this diverse set of ancillary products to your current and future senior clients.

Join GarityAdvantage and GTL’s Michael Gende, GTL’s Regional Sales Manager, as we unlock cross selling options such as:

Key

  • Hospital Indemnity take advantage of this important second item found on most Scope forms
  • Short Term Home Health Care helps cover deductibles and co-payments for home health care services
  • Recover Cash provides short term nursing home benefits for your clients
  • Medicare Supplement helps fill the gap where Medicare falls short, so your clients can feel more secure about the road ahead
  • Precision Care™ Cancer Insurance is designed to help policyholders faced with a cancer diagnosis afford and have access to groundbreaking treatment advancements which may not be covered by other insurance.

Webcast: The Key to Cross Selling With GTL
Tuesday, January  23, 11AM EST
RESERVE MY SEAT

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 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 and request your contract! 

GarityAdvantage Agencies
800-234-9488

Webcast: Cross Selling is the Secret Sauce with GTL

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The secret sauce to increasing your revenue and customer satisfaction is GTL’s ancillary products.

Cross Selling

You have the ingredients to effectively cross sell

The secret sauce to increasing your revenue and customer satisfaction is Guaranteed Trust Life’s (GTL) very competitive portfolio of ancillary products that cover many of the out-of-pocket expenses that Medicare may not. By utilizing a cross selling strategy you’ll learn to spot opportunities to sell this diverse set of ancillary products to your current and future senior clients.

Join Tricia Koteras, Garity’s National Recruiter & Training Advisor, and Zack Parker, GTL’s National Account Representative, as they discuss GTL’s Advantage Plus ELITE, reveal the top cross-selling tips to enhance your client’s protection, and preview a demo of the online enrollment app.

GTL offers a full suite of ancillary products for your varied client base:
  • Hospital Indemnity take advantage of this important second item found on most Scope forms
  • Short Term Home Health Care helps cover deductibles and co-payments for home health care services
  • Recover Cash provides short term nursing home benefits for your clients
  • Medicare Supplement helps fill the gap where Medicare falls short, so your clients can feel more secure about the road ahead
  • Precision Care™ Cancer Insurance is designed to help policyholders faced with a cancer diagnosis afford and have access to groundbreaking treatment advancements which may not be covered by other insurance.

Webcast: Top Cross Selling Tips with GTL
Tuesday, July 25th 1PM EST
RESERVE MY SEAT

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 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.  

GarityAdvantage Agencies
800-234-9488

 

GTL’s Spring & Summer Bonus Program

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$20 per App

GTL Agent Connection

Bonus

For all Cancer, Short-Term Care and Life Insurance products signed and dated within the qualification period.

  • To receive the $20 per application payout,
    submit GTL’s Cancer, Short-Term Care and Life
    Insurance product applications during the
    qualification period.

  • Policies must also be effective, issued and
    inforce as of August 15, 2023 to qualify.

  • Bonus payments will be calculated and
    distributed no later than September 1, 2023.

Not Contracted? Request a contract here to get started and take advantage of this bonus!

Already contracted? Access GTL’s Agent Portal to quote & submit apps and find supplies, training and other tools! You can also submit your apps on Garity’s Agent Dashboard.

GarityAdvantage Agencies
800-234-9488

Get Contracted through GarityAdvantage

Did you know… GarityAdvantage provides contracted agents with no-cost and co-op lead programs, live and virtual training, personalized marketing collateral, client retention programs, and a knowledgeable team to help you every step of the way.  Be sure to request your contracting today to gain access to these valuable marketing tools – plus all the service and support!

FOR AGENT USE ONLY – Cannot be distributed to the public or used in any consumer solicitation. *Must submit Cancer, Short-Term Care and Life Insurance applications to qualify between 5/1/2023 and 7/31/2023. GTL will pay the per application bonus on qualifying business on applications submitted, signed and dated between May 1, 2023 and July 31, 2023. All applications must be received at the home office no later than 8/10/23 and must be effective, issued, paid and inforce on 8/15/2023 to qualify. Bonus excludes internal replacements. Payouts will be processed no later than September 1, 2023. Guarantee Trust has the exclusive right to change the program rules and payout amounts. Participation is based on meeting production minimums and the agent must be in good standing with GTL and comply with all state insurance rules and regulations. Split cases are not eligible. Business written on self or immediate family members will not count toward qualifying production. Premiums under $15 monthly EFT or $180 annually do not count toward qualifying production. Qualifiers must maintain a minimum persistency on qualifying business.

 

Cross Selling Essentials: Expo Recap

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cross selling essentials

A Comprehensive Cross Selling Recap

If you attended one of our Medicare & Senior Market Expos this month, you learned how essential cross selling is to building your business and serving your clients. You heard from Jane Feit, Ancillary Products Manager (how did you fare during her trivia game?), the Carrier Representatives, and the experienced broker panel who all promoted the practice of cross selling.

 

If you didn\’t attend, here\’s a recap!

cross selling pyramid

Bring up the products to your clients! Even if they don\’t want to purchase at that first appointment, you have introduced the idea and the need.

Use the Generic Scope of Appointment Form to compliantly discuss Hospital Indemnity, Dental & Vision during your Medicare Advantage Appointments. You can download the Generic SoA at our Cross Selling Strategies site.

Use the tools in our Cross Selling Strategies Selling System

  • Sample Call Script
  • Senior Market Quote Engine
  • Steps to Success
  • Cross Selling Webcasts

Must Have Products for Your Portfolio


There are many valuable products to offer your clients, but we suggest getting contracted with these essential carriers first.

GTL
GET CONTRACTED
Ameritas Logo
GET CONTRACTED
img_logo_small
GET CONTRACTED

Cross-Selling Incentive Challenge Leaderboard Fourth Quarter 2018

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Cross Selling

Don’t forget the Garity 4th Quarter Cross-Selling Challenge is still ON until the end of the year! 

Who is in the running to earn our $100 incentive??? There are quite a few vying for the prize – and, in fact, some agents are killing it!

Here are some current stats as of last week – names have been changed to protect the innocent…Cross selling 2

Ed in CT – went like gangbusters throughout AEP and sold 20 GTL Hospital Indemnity Plans to 20 Medicare Advantage Clients – he is already at a $200 bonus… can he make it to $300? Plus, he’ll be earning additional bonuses and rewards from carriers – GTL, Anthem, and AARP

John in Maine – doubled his sales by adding 11 Ameritas Dental Plans to 11 of his new Medicare Advantage Plan sales – $100 Bonus

Louise in Virginia – contacted all of her existing clients last fall about final expense, and sold 10 Americo Final Expense Cases to her existing Med Supp Clients. 10 Cross Sold Cases – – $100 Bonus!

Mike in Massachusetts – Caught the GTL Wave and sold 22 Hospital Indemnity Plans to 22 Medicare Advantage clients! Earned big bucks from GTL and Garity! $200 Garity Bonus Plus $550 from GTL = $750 total

There is still time to earn your

$100+ Cross-Selling Bonus

Get Started Today!

Miss the Cross-Selling Challenge Announcement? View the details here

 

Did you know, December is Med Supp Month! Circle back and cross-sell ancillary product.

Cross-Selling Incentive Program – Now through December 31st!

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Cross Selling Incentive

Cross-Sell 10 Clients

and Receive a $100 Gift Card!

Time is running out to show off your cross-selling skills and win a $100 gift card. Each additional plan sold to an existing client between Aug 1 and Dec 31 will count toward the goal. Earn $100 for every 10 sales you make!
Incentive Program Rules:
  • Each additional sale (Medicare or ancillary) to an existing client counts toward goal
  • Agent must be contracted with GarityAdvantage for any product sold
  • Every 10th sale is eligible for another $100 gift card!! 

Click here for Contracting & Eligible plans

So don’t wait!
It’s time to take advantage of this limited time opportunity to make more money cross-selling!

Cross Selling Webinar Series Sign Up

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webinar
Our Cross Selling Webinar series happening all summer long. Sign up now for these upcoming events or review the past recordings.
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Wednesday, July 25th, 10am-11am EDT
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Tuesday, July 31st, 11am-12pm EDT
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Tuesday, August 7, 11am-12pm EDT
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Tuesday, August 14, 11am-12pm EDT
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Tuesday, August 21, 11am-12pm EDT
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Visit this page often, as we will update with new webinar dates and recordings!
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Check out other news from Garity here.
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