MedicareCENTER

NEW 30-min MedicareCENTER Training Series is now On-Demand!

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On-demand

MEDICARECENTER TRAINING – Two Part Series

On-Demand

~~ 30 min EACH ~~

GarityAdvantage’s MedicareCENTER Webinar Series led by National Sales Director, Christina Comerford, is now on-demand and ready to view at your convenience!

We understand how busy you are this time of year and every minute counts! Jump on anytime to learn two different levels of MedicareCENTER features in short 30-min segments. Whether this is your first time watching or need a refresher, this series will equip you with the essential skills to navigate MedicareCENTER CRM and streamline your Medicare sales workflow.

Part 1: MedicareCENTER CRM Basics 
REGISTER

Topics include:

Part 2: MedicareCENTER Quote & Enroll
REGISTER

Topics include:

Hosted by:
Christina Comerford

Christina Comerford

National Sales Director

Visit our website for more MedicareCENTER Support!

Contact your Sales Team with questions!

GarityAdvantage Agencies
800-234-9488

Limited Time Offer! PlanEnroll Realtime Campaigns discounted 80%!

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8/21 – 9/11

LeadCENTER

Leverage your ambitions! Become a PlanEnroll Network Agent to get access to exclusive leads through PlanEnroll Realtime Campaigns, PLUS get an 80% discount from 8/21/24 through 9/11/24!
80% discount

How you can participate:

Leads delivered between August 21st and September 11th are discounted 80%!

Visit Leads.Integrity.com today to get started!

GarityAdvantage Agencies
800-234-9488

LIVE DEMO: MedicareCENTER’S ClientSync

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Tune in for this important training session!

Client Synch

Join us for a live demo of the brand new
MedicareCENTER feature: ClientSync!

Discover how ClientSync can revolutionize the way you interact with your clients. This powerful tool allows you to quickly and easily collect essential client information (including drugs, doctors, pharmacies and hospitals), obtain necessary contact permissions, and initiate signed SOAs—all within a streamlined profile synced directly to you.

Meet the ALL NEW ClientSync: Basics & Time Saving Tips

Monday, August 5th – 10AM EDT
REGISTER

In this webcast, you’ll learn:

  • How ClientSync can save you valuable time

  • How quickly clients can set up their PlanEnroll profile

  • Key features and benefits of Quick Profile and ClientSync (such as PTC & obtaining signed SOAs)

This webcast will also feature a live demo of the latest enhancements with Christina Comerford, National Training Manager. Don’t miss this opportunity to streamline your workflow and enhance your client experience.

Hosted by:
Christina Comerford

Christina Comerford

National Training Manager

See you there!

Contact your Sales Team with questions!

GarityAdvantage Agencies
800-234-9488

CMS Compliance Made Easier with MedicareCENTER

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Every agent’s ability to stay compliant just got easier with MedicareCENTER.

CMS Compliance

The Integrity Technology Suite of Solutions is built by experts who understand the required CMS updates starting with AEP 2024.

Integrity has made it easy for agents stay up to date with all the new requirements integrated into MedicareCENTER, including:

  • Scope of Appointment updates

  • Pre-Enrollment Checklist requirements

  • TMPO disclaimer updates

  • Compliant communications

MedicareCENTER helps with CMS compliance.

MedicareCENTER already brings key client management, tasks, call recording, and quoting and enrolling together in one integrated platform with secure data protection. Now MedicareCENTER has added new solutions that help agents manage CMS requirements:

  • SOA form guidelines, 48-hour rule tracking and exception management

  • A Pre-Enrollment Checklist script to be read over the phone to prospective clients

  • Automatic inclusion of new TPMO language and carrier statistics on an agent’s

  • PlanEnroll Personal Agent Website

  • Messaging that uses PlanEnroll branding to adhere to CMS requirements for allowed domain names

Integrity is making CMS compliance simpler so agents can focus on building their business and serving clients better.

Watch a 2-minute overview video:
CMS Update

How-to Video

CMS Updates User Guide

Log in to your MedicareCENTER account today by going to medicarecenter.com .

Take advantage of this incredible opportunity by getting contracted today.

Contact your sales team for more information: 800-234-9488

GarityAdvantage Agencies
800-234-9488

Unlock Your Potential: Register for MedicareCENTER Training Today!

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Brought to you by Integrity

MedicareCENTER

MedicareCENTER has everything you need to be successful this AEP! Join Integrity Marketing throughout the month to learn more about the newest features of MedicareCENTER Contact Management, Quote & eApp.

If you cannot attend a live training, register to receive the recording.

  • New User Overview Training:
    Monday, Nov 6, 2PM EST
    Monday, Nov 29, 11AM EST

    This webinar is designed for new users.
    This is a great “let’s get started“ training at a slow pace.

  • Mobile App Overview:
    Wednesday, Nov 8, 11AM EST

    Learn how to utilize all the great features of MedicareCENTER on the mobile app.

  • CSG App Overview Training:
    Wednesday, Nov 8, 2PM EST
    Learn how to cross-sell Hospital Indemnity to your Med Adv clients this AEP.

  • Quote, Enroll & HRA Training:
    Tuesday, Nov 14, 11AM EST
    Tuesday, Nov 28, 2PM EST

    New enhanced RX quoting, multi-provider search, Ask Integrity Specialist Recommendations, completing applications and HRA. Carrier overview of enrollment and HRA availability.

  • Call Recording & eSOA Tracking:
    Wednesday, Nov 15, 11AM EST

    Record, store and listen to recorded calls. Learn how Ask Integrity provides call recording summaries. Prepopulate eSOA and track with 48-hour rule.

  • Free Personal Agent Website:
    Tuesday, Nov 21, 11AM EST

    Share your PlanEnroll Personal Agent Website with your clients and leads
    to educate them on their Medicare options.

View previous trainings here.

Get Contracted Today!

Access More MedicareCENTER Tools

Take advantage of these incredible opportunity by getting contracted today.

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

Rx Drug Cost Breakdown by month: now in MedicareCENTER!

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save your clients hassle and surprises!

RX Cost Breakdwon in MedicareCENTER

Now in MedicareCENTER, give your clients clear monthly prescription drug cost estimates for each plan they’re considering. Rx Cost Breakdown shows agents and consumers prescription drug costs – a breakdown by month through each plan’s coverage phase. You’ll even get recommendations for generic alternatives to save costs.

What you’ll be able to do:

  • See a generic alternative (when available) for brand-name prescription drugs when adding a prescription to the MedicareCENTER Contact Management record or the PlanEnroll profile.

    • Can make a difference to the beneficiary’s out-of-pocket costs since generics are much cheaper

    • Helps agents like you find generic prescription drugs more quickly

  • See estimated monthly costs based on the number of months the plan will be in effect instead of the full year

    • Cost breakdown more accurate for agents

  • See total out-of-pocket costs for each plan for any month, phases applicable to that month, tier for each prescription drug and any restrictions.

    • Helps agents see their client’s needs more clearly

Want to know more? Click the links below to download the User Guide and the How-To Video:

User Guide

How-to Video

MedicareCENTER Quote & eApp Prescription Drug Cost Breakdown

Clear and accurate Rx Cost Breakdown with built-in Quote & eApp, all in one platform. Log in to MedicareCENTER today to start using this incredible tool!

Take advantage of this incredible opportunity by getting contracted today.

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

 

Discover new MedicareCENTER features – Virtual Training

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Virtual Training

MedicareCENTER Oct Webinar

Virtual Broker Training from Integrity

October Webinar Schedule: MedicareCENTER has everything you need to be successful in this AEP. Join us to learn more about our newest features of MedicareCENTER Contact Management, Quote & eApp. If you cannot attend a live training, register to receive the recording. Click to view webinars on-demand.

MedicareCENTER Training Schedule

Overview & New Features

Monday, October 2 & 9: 1PM EDT

Monday, October 16, 23 & 30: 11AM EDT

Policy Management
& Contact Management

Tuesday, October 3 & 17 11AM EDT

Quote, Enroll & HRA Training

Wednesday, October 4 & 18 11AM EDT

Call Recording & eSOA Tracking

Tuesday, October 10 12PM EDT

Tuesday, October 24 11AM EDT

Ask Integrity, PlanEnroll, LeadCENTER & CSG Training

Ask Integrity “AI”

Tuesday, Oct. 3rd 3PM, Oct.10th 11AM EDT

Thursday, Oct. 5th 11AM, Oct 12th 3PM EDT

PlanEnroll Personalized URL and Profile Linking

Wednesday, October 11 & 25 11AM EDT

LeadCENTER Custom Marketing Pieces

Thursday, October 5  2PM EDT

Thursday, October 19  11AM EDT

LeadCENTER Health &
Life Leads

Thursday, October 12 & 26  11AM EDT

CSG App Overview Training

Tuesday, October 10 2PM EDT

CSG E-Application Training

Wednesday, October 4 & 11 2PM EDT

Questions? Contact your sales team.

GarityAdvantage Agencies
800-234-9488

 

MedicareCENTER’s Mobile App adds option to record in-person meetings!

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Find out more about the latest feature enhancement!

GarityAdvantage
MedicareCENTER’s Call Recording

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With the latest MedicareCENTER Mobile App update, you now have the unique opportunity to seamlessly record and store in-person conversations with your clients — an extra perk you can choose to use when and where you want!

You can use In-Person Recording on the MedicareCENTER Mobile App to:

  • Record, store and download your meetings
  • Review your client information for accuracy
  • Protect yourself with a documented record of the conversation
  • Capture information from clients with complex health needs for later reference
  • Follow up with ways to better meet clients’ needs
  • Identify improvements you can make to your sales process

Attached, you’ll find a guide on using the In-Person Recording feature on the MedicareCENTER Mobile App.
Download

As a reminder, recording in-person meetings is not required by CMS. This advanced feature has been provided purely as an extra benefit available for you use at your discretion. Make sure you’ve updated to the latest version to access this new capability!

Start using the powerful and FREE solutions MedicareCENTER offers today!
Visit our website for more MedicareCENTER Tools, Tips & Support!

Thank you,

The GarityAdvantage Team

GarityAdvantage Agencies
800-234-9488

 

The MedicareCENTER Mobile App is now integrated with Google and Apple Maps!

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Integration with Google and Apple Maps is now available through MedicareCENTER’s Mobile App!

GarityAdvantage
MedicareCENTER’s Call Recording

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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!

Download the attached PDF tip sheet on the MedicareCENTER Mobile App Maps and Routing feature.

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!
Download

Visit our website for more MedicareCENTER Tools, Tips & Support!

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!

Thank you,

The GarityAdvantage Team

GarityAdvantage Agencies
800-234-9488

 

MedicareCENTER’s Reminders!

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Use Reminders in MedicareCENTER to help you build client relationships!

GarityAdvantage
MedicareCENTER’s Call Recording

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!

Download our tip sheet on Reminders in MedicareCENTER.
Download

Visit our website for more MedicareCENTER Tools, Tips & Support!

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!

Thank you,

The GarityAdvantage Team

GarityAdvantage Agencies
800-234-9488

 

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