Tips

MedicareCENTER: Build your book of business year-round

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MedicareCENTER is FREE & offers powerful, easy-to-use solutions!

GarityAdvantage
MedicareCENTER

Congratulations on a successful AEP! We are grateful for all you have done to serve so many clients, and the important guidance you have provided to them during this decision-making time. As you already know, the best client relationships are those you nurture throughout the year — so make sure you’re using the best technology to make serving your clients easier than ever!

MedicareCENTER and the on-the-go convenience of the MedicareCENTER Mobile App offer:
  • CRM with Integrated Quote & eApp to build your book of business
  • Call Recording for CMS compliance
  • CRM Tags to prioritize client actions
  • Personal Agent Websites
  • Lead Integration with LeadCENTER
  • Notes & Reminders to keep you organized
  • And more, all for FREE!

Download the PDF for a feature highlight of this powerful technology.
Download

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

Discover why thousands of agents have made the switch to MedicareCENTER and the MedicareCENTER Mobile App to help build their business year-round. It’s FREE and easy to use, helping you to produce more and serve clients even better. Log in today!

Thank you,

The GarityAdvantage Team

GarityAdvantage Agencies
800-234-9488

 

Webcast: Take Your Medicare Marketing Strategy Online!

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Strategies to help Medicare agents build an effective online marketing plan

Medicare Marketing Online

Brand New Webcast Tuesday, January 25 at 12PM!

Join Aaron Kassover, the Founder of AgentMethods, for an insightful tour through the tools and strategies they offer to help Medicare agents build and manage an effective online marketing strategy to help you:
  • Easily build a cutting-edge, modern looking website
  • Connect with new prospects
  • Drive more Medicare sales

Webcast: Take Your Medicare Marketing Strategy Online!

Tuesday, January 25, 2022 12:00 PM – 1:00 PM EST
REGISTER NOW
Agent Methods

Everything you need to compete

Agent Methods

You’re serious about growing your Medicare business. You know baby-boomers are increasingly looking online for Medicare answers. Join us and learn how a professional insurance website combined with an innovative and easy-to-maintain online marketing strategy can combine to strengthen existing relationships, generate new leads and help you close more sales.

Key takeaways you’ll gain by attending include:

client

Lock in your client relationships to make sure you don’t lose them during OEP.

agent

Lean how to automate cross-marketing to create 78% more sales from their existing customers.

automate

Access a fully automated customer relationship strategy that brings agents an average of 60% more referrals.

leverage

Leverage existing tools to decrease the time you spend on marketing by 47%… while getting better results.

Modernize your online presence to better serve your customers and protect yourself from Insuretech.

2022 is going to be a wild ride. With billions pouring into insuretech (over $10 billion in 2021 alone!), agents that don’t adapt fast may be left behind!
REGISTER TODAY

SPECIAL PRICING FOR GARITYADVANTAGE AGENTS

Ready to get started?  

GarityAdvantage

Garity has negotiated discounted pricing for all AgentMethods services including Website Development, Marketing Engine and One Page Express Sites. Find out more here!

GarityAdvantage Agencies
800-234-9488

Webcast: Create your SEP Action Plan for 2022!

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Develop an SEP Action Plan for your Medicare business

SEP Action Plan 2022

Create your SEP Action Plan for 2022!

Join Victoria Bailey, National VP of Sales, in an intensive webcast designed to help you develop an SEP Action Plan for your Medicare business.

In one concise online session, you’ll drill down into the markets, products and strategies that are delivering results throughout the year and building your AEP Lead Pipeline. Walk away with a personalized playbook to get you up and running fast!

This in-depth strategy session is designed to give you the tools you need to tackle SEP like a pro:
  • Identify what and where the opportunities are
  • Develop strategies to capture these opportunities
  • Learn how to make all the Medicare Advantage value added benefits work for you to generate leads all year long
  • Create SEP opportunities with LIS/Medicaid
  • Generate new leads and sales throughout the year while building a pipeline of leads for AEP

Walk away with an action plan including lead opportunities, event locations, selling tools and so much more!

Webcast: Create Your SEP Action Plan for 2022

Wednesday, February 2 | 1PM – 2:30PM EST
Save Your Spot

In one information-packed day, you’ll learn how to:

Do you have a colleague who is a licensed agent? Are they looking for training in the Senior Market or thinking about making the move to the Senior Market? Forward this email to register!

Can’t make it?

Session will be recorded and emailed to all registrants the next day.

GarityAdvantage Agencies

800-234-9488

WHY 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, complimentary leads during AEP 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 or add another great carrier to your portfolio.

 

Do’s and Dont’s of OEP 2022

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Are you ready for the Open Enrollment Period (OEP)? ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ 

Are you ready for the Open Enrollment Period (OEP)?
Do's and Dont's 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 2022. Below are links to carrier information sheets to further clarify the do’s and don’ts you need to follow to ensure you remain compliant.
2022 OEP Overview Flyer
OEP Guardrails Guide

Contact Sales Support if you have any questions!

800-234-9488

GarityAdvantage Agencies

CO-NV-WA-OR Get Your Retail Lead Generation Strategies in Gear

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Access to a steady lead flow is just down the street at your local retailer.

Webcast: Retail Lead Gen

Did you know… Access to a steady lead flow is just down the street at your local retailer. Whether it be a Dollar Store, Pharmacy, Food Bank, Dentist Office, Hearing Aid Retailer, Eyeglasses Store or other local retailer, there are benefits available in many Medicare plans that beneficiaries just aren’t using to their fullest.

That’s where you can help.

Join Tricia Koteras, Senior Territory Manager as she drills down into different retail opportunities and provides you with a step-by-step guide to help you approach each location, present a compelling case for your assistance, and help you master the talking points you’ll need to engage Medicare beneficiaries and ensure a steady flow of Medicare-eligible leads.

Capture lead opportunities in: 

  • Dollar Stores
  • Pharmacies
  • Food Pantries

  • Dental Practices
  • Hearing/Vision Retailers
  • More!

Get Your Retail Lead Generation Strategies in Gear for 2021
Tuesday, June 22 at 1PM PDT
Reserve My Seat

SPECIAL RETAIL FIELD KIT OFFER

All GarityAdvantage agents who attend our Retail Lead Generation webcast become eligible for our special Retail Field Kit to help you launch your retail strategy. Kit includes flyers, pull up banners, table runner and business cards. Tune in to learn more!

Medicare at Work

Retail Lead Gen

Questions?

Contact your Territory Manager for assistance.

Tricia Koteras, CLU

Senior Territory Manager, West Region

720-617-7956
CELL: 562-704-9311 PST

Email Tricia

Why 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. 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 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 or request your contract now.  

GarityAdvantage Agencies
800-234-9488

Webcast: Selling Medicare FACE-TO-FACE

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Tips to use before, during and after each sales call

Face-toFace

Are you getting the most out of your sales calls?  Join Victoria Bailey, GarityAdvantage VP of Sales and Training, as she walks you through the steps needed to maximize every Face-to-Face meeting – with tips to use before, during and after each sales call.
  • How to prepare in the days leading up to the appointment
  • Setting the right expectations
  • Knowing the do’s and don’t to a compliant sale
  • Closing with confidence
  • Don’t forget about referrals!
  • Ensuring success with the right post-meeting follow-up

Featuring access to:

A Live Face-to-Face Demonstration

Pull up a seat and experience an interactive meeting between Victoria and a Medicare-eligible prospect!
Register

Appointmen

Webcast: Selling Medicare FACE-TO-FACE

Tuesday, March 9th, 1:00 PM – 2:00 PM EST
REGISTER

SAVE THE DATE!

Tuesday, March 23rd at 1PM EST:
The Virtual Sales Process

Watch your emails or check our event calendar – more to come!

WHY 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. This allows us to actively develop targeted lead programs and in-market opportunities to help you prospect and sell.  Throughout the year we deliver personalized training, ongoing marketing assistance 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, a CRM and our Medicare-Select-a-Plan 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!

Contact us if you have any questions.

GarityAdvantage Agencies
800-234-9488

 

ConnectiCare Webcast January 6th

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Save your spot

CPCT 2021

Join ConnectiCare’s Broker Managers Serena Bucchi and James Lopez for an introduction to ConnectiCare including:
  • Market Highlights
  • Plan Highlights
  • ConnectiCare Selling Points
  • Tips for OEP

Why ConnectiCare?
ConnectiCare knows the needs of the Medicare community here in Connecticut. And people in Connecticut know ConnectiCare!  As one of the only family plans built and managed exclusively for the state of CT, offering ConnectiCare to your clients is easy – as they probably have a friend or family member already on the plan.  Plus, they offer a great portfolio of plans for most every situation your clients need.

Register Today!

Wednesday, January 6th , 10AM – 11AM
Register

Not yet contracted?
Request your ConnectiCare contract.
Reach out to your CT Sales Team if you have any questions:

Jeanette Natale
Territory Manager, CT
800-234-9488
Email

Cassandra Lamb
Sales Support Specialist
800-234-9488
Email

 

Enrollment Dos and Don’ts 2021

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Important Enrollment Tips


Enrollment
Enrollment

Follow These Helpful Enrollment Reminders for a Successful AEP

As you know, Medicare Enrollments are subject to strict submission time frames implemented by CMS. To ensure a smooth process every time, please follow this helpful list of Do’s & Don’ts when submitting your applications.

Electronic Submissions

DO: SUBMIT YOUR APPS THROUGH THE AGENT DASHBOARD


The Agent Dashboard: The easiest way to ensure your paper enrollment applications are submitted accurately is to submit through GarityAdvantage for processing (Med Advantage, Med Supp and PDP).  As part of our service to you, GarityAdvantage will review your enrollments for accuracy.

DON’T: EMAIL YOUR ENROLLMENTS!

We no longer accept enrollments via email for security reasons.

DO: TRACK YOUR SUBMISSIONS VIA THE AGENT DASHBOARD

By using our agent dashboard, you will be able to track your application submissions while we also track your commissions and include your business in our ongoing audit to make sure you get paid.

DON’T: SUBMIT MORE THAN ONE APPLICATION PER UPLOAD

Online Enrollments

DO: USE MEDICARE SELECT-a-PLAN to ENROLL ONLINE

With MSAP, you can:

  • Complete the SOA process paper-free
  • Enroll MAPD and PDP clients online and earn FULL COMMISSION
  • Enter/save your customer’s prescription drugs (replacing medicare.gov)
  • Leverage flexible remote signature technology via email or text
  • Send customers a Personal Enrollment URL to facilitate self-enrollment

Existing Users: Log in here | New Users: Request Access

Fax Submissions


DON’T: SUBMIT MORE THAN ONE APPLICATION FAX TRANSMISSION

DO: USE THE FAX COVER SHEET

Please use a separate cover page for each enrollment mark if the submission is NEW or a CHANGE/CORRECTION. This cuts down on duplicate submissions!

Ensure Accuracy


DON’T: FORGET TO SUBMIT ALL THE PAGES OF THE ENROLLMENT APPLICATION

For example; we have noticed many Aetna apps coming in without the first page. Aetna requires this page for the submission to be considered a full enrollment.

Double check your submissions!

DO: CHECK CLIENT ZIP CODES FOR ACCURACY

DON’T: FORGET TO COMPLETE ALL OF THE REQUIRED INFORMATION ON THE APPLICATION

For example; UHC applications for Medicare Advantage and PDP have an additional agent received date “signature date” that must be completed. Double check your submissions!

DO: DOUBLE CHECK RECEIPT CONFIRMATION

Double check that you received a confirmation of your enrollment submission. If you enroll by fax, check your fax confirmation pages. If you enroll through the Agent Dashboard
, make sure your enrollment shows on the submitted apps page.

DO:
BOOKMARK OUR 2021 ENROLLMENT REFERENCE GUIDE PAGE

DO: CONTACT US WITH QUESTIONS/ISSUES

SALES SUPPORT

MSAP SUPPORT

CONTRACTING INQUIRIES

COMMISSION INQUIRIES

We appreciate your business and look forward to helping you have a successful AEP!

GarityAdvantage Agencies
800-234-9488
website | email

 

EnrollDoDont

Enrollment Do’s & Don’ts

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Enrollment

Happy AEP! Annual Election Period is in full swing! Now is a good time for Enrollment Reminders. This helps us process your applications quickly. As you know, medicare Enrollments are subject to strict submission time frames implemented by CMS.

DO: Review and Reference our Enrollment FAQ page on our Website.

DON’T: Forget to submit ALL pages of the enrollment application.
For example; we have noticed many Aetna apps coming in without the first page. Double check your submissions!

DO: Check client zip codes for accuracy. 

DON’T: Submit more than one application per fax/email transmission.

DO: Label the fax and email subject line as the Client’s First and Last name.

DON’T: Forget to complete ALL of the required information on the application. For example; New in 2019: UHC applications for Medicare Advantage and PDP have an additional agent received date “signature date” that must be completed.

Double check your submissions!

DO: Use the Fax Cover Sheet and mark if the submission is NEW or a CHANGE/CORRECTION. This cuts down on duplicate submissions!

DO: Double check that you received a confirmation of your enrollment submission. If you enroll by fax, check your fax confirmation pages. If you enroll by email, make sure you received the automated email confirmation.

DO: Contact us with any questions/issues. 
800-234-9488 or info@garityadvantage.com

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PLAN AHEAD and cross the finish line strong! [AEP Submission Deadlines]

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1390860

Thank you for all of your hard work this Annual Election Period.

This year’s sales have exceeded our expectations!

Please follow the reminders at the link below to make sure your final selling days go smoothly.

Get the important end of AEP Submission Guidelines and Deadlines by Carrier here.

IMPORTANT REMINDERS:

  • This year’s Annual Enrollment Period (AEP) ends Thursday December 7, 2017 and all AEP marketing efforts must cease after that date
  • Beneficiaries that enroll after December 7th, must have a Special Election Period (SEP) or an Initial Election Period (aging in)
  • We encourage you to check the enrollment status, carrier approval and enrollment effective dates of applications via the Carrier’s agent portals

Questions?
Call us: 800-234-9488

Thank you for a successful AEP!
GarityAdvantage Agency
www.garityadvantage.com

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