Join Garity’s Marketing Director, Amy Donahue, and ReminderMedia’s Senior Vice President, Andrew Saksa, for a 2024 update on their proven client retention and referral opportunity for Medicare Agents. – PLUS – hear about exclusive discounts for Garity Agents!
Stop losing past clients and contacts to the competition because you didn’t stay connected in a meaningful way. ReminderMedia offers a unique way to stay top of mind several times a year with your clients.
GarityAdvantageis 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, 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.
With AEP just around the corner, you’re invited to participate in our
COMPLIMENTARY
CLIENT RETENTION
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 in two unique and effective ways.
HURRY! DEADLINE FOR REQUESTS IS FRIDAY, SEPTEMBER 1st!
Requests received after 9/1/23 will deliver later than the week of Oct 2nd.
POSTCARD
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.
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.
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 requests received by the deadline will mail to reach your clients during the first week in October. Voicemail requests received by the deadline will be deployed on the day of your choosing October 1st or after.
DEADLINE TO SUBMIT REQUESTSFOR EITHER OPTIONIS:
FRIDAY, SEPTEMBER 1st! Please complete one or both of the following forms to make your request.
Mailing List: Your client list in an Excel spreadsheet that includes columns for First Name, Last Name, Address1, Address2, City, State, Zip Code (Download a template here)
Your Contact Info: Your name, phone number and email address exactly as you would like them to appear on the post card. Please double check before hitting submit!
FOR AUTOMATED VOICEMAILS: We need the following three things:
A recorded message: We can help with scripting and instructions on how to record.
Calling List: Your client list in an Excel spreadsheet that simply includes columns for Last Name and Phone Number
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.
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.
Have you ever wanted to be on the cover of your very own magazine?
Join Garity’s Sales Support Supervisor, Christina Comerford, and Senior Vice President, Andrew Saksa, for the roll-out of an exciting client retention and referral opportunity for Medicare Agents – PLUS – hear about exclusive discounts for Garity Agents!
Stop losing past clients and contacts to the competition because you didn’t stay connected in a meaningful way. ReminderMedia offers a unique way to stay top of mind several times a year with your clients.
Why ReminderMedia?
Build relationships with the families of clients
Stand out from the competition
Stay compliance friendly
Join more than 100,000 professionals who have used a ReminderMedia customizable publication to stay in touch with their contacts.
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!
Have you ever wanted to be on the cover of your very own magazine?
Join Garity’s Marketing Director, Amy Donahue, ReminderMedia’s President, Luke Acree, and Senior Vice President, Andrew Saksa, for the roll-out of an exciting new client retention and referral opportunity for Medicare Agents – PLUS – hear about exclusive discounts for Garity Agents!
Stop losing past clients and contacts to the competition because you didn’t stay connected in a meaningful way. ReminderMedia offers a unique way to stay top of mind several times a year with your clients.
Why ReminderMedia?
Build relationships with the families of clients
Stand out from the competition
Stay compliance friendly
Join more than 100,000 professionals who have used a ReminderMedia customizable publication to stay in touch with their contacts.
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!
You worked hard to gain your clients. Don’t lose them to the competition.
Client Retention: The act of keeping your clients engaged.
Join Jennifer Barros, your UHC Sales & Market Manager, and Jane Feit, your Territory Manager, as they discuss how to keep your clients engaged with you and your brand so that they’ll return to do business with you and only you.
We’ll help you make a plan to stay in front of existing clients and gain referrals.
You worked hard to gain your clients. Don’t lose them to the competition.
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, a virtual selling platform 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.