All of your leads are accessible from the Zoho CRM – Sales and Marketing app – downloadable from the Apple App Store and Google Play
Log in with your existing Zoho Username
Search by name
Click to Dial
Click to Map Directions
Update Lead Status from your phone
Locate prospects nearby
Work your leads faster and smarter
Available at no cost to you! The App is included in your Garity supplied Zoho CRM Account.
Click to Dial!
Contact data is just a click away. When you’re on the road or participating in a lead calling blitz, you’ll be able to do so right away with the mobile CRM app. Look up lead information with the powerful global search and initiate a call right away. Log calls and jot down the specifics by adding notes, or just go ahead and record voice notes and convert them to text.
Get started by opening a lead and clicking on the phone icon as shown here.
Work your leads smarter and faster. Open a lead and click on the map icon as shown here to check the most efficient sales route to navigate to your appointment. Check in at the client’s location to record your visits and maximize selling time on the road. You can also use the app to map your prospects nearby allowing you to schedule an efficient appointment route.
Medicare brokers work some of the busiest, most deadline-driven schedules and are constantly on the move, which makes it challenging to keep track of sales activities. Use the Zoho CRM app to log calls, appointments and most importantly: Update Lead Status as soon as you hang up with your prospect.
Do you want to grow your Medicare insurance business?
Make sure you’re receiving the maximum comp on every sale!
If you’re not getting paid $611 on new cases or $306 on renewals on your Medicare Advantage sales, you’re giving up income that belongs in YOUR pocket. Let us help you work independently and grow your Medicare business!
Partner with GarityAdvantage Agencies, a top National Marketing Organization (NMO) offering local, regional and national Medicare carriers.
Top Contracts & Full Commissions – own your own book of business
Custom Agent Collateral
Co-op Marketing Dollars
Access to Virtual Agency Tools
Targeted lead programs and local market opportunities
Support from a live person when you need it
Expert Virtual and Live Training
So much more…
Jump in now and give yourself a raise or look back next year at the money you didn’t bring in. With our brand of excellent back office support, you’ll be selling in no time!
Join GarityAdvantage and our partners at LeadingResponse to find out how you can drive high quality lead flow through their powerful Medicare Educational Dinner Seminar platform.
LeadingResponse has taken the best practices of traditional and digital marketing and combined them to form a powerhouse for lead generation in the Senior Marketplace. Their social dinner event format offers Medicare prospects a comfortable, neutral environment in which to learn and make important lifestyle decisions for themselves and their loved ones. For you, the broker, this translates into an effective lead generation strategy where you can showcase your Medicare expertise to a captive audience of eligible prospects.
LeadingResponse provides guidance from beginning to end! Read more about what their platform includes and join us on February 7th…
NOTE: All event content and materials must be educational in nature and exclude any sales/marketing content to ensure compliance with CMS guidelines.
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!
LeadCENTER is changing the way agents find and purchase high-quality leads. Our Lead Scoring Model is game-changing technology built right into LeadCENTER, evaluating leads for their potential to convert based on a collection of data-driven criteria, including consumer demographics, age of lead, third-party data, engagement level and more.
This webinar will cover the different types of leads available for life and health agents and the new lead scoring for Internet Life Leads. Internet Life Leads are now scored based on their likelihood to convert. Join us to learn about the different factors used to score leads. We will demonstrate how to order leads by lead type and location and how to save 15% with Automate and Save orders.
How does it work?
You can quickly see leads grouped by tiers based on Lead Score, with pricing adjusted for the lead quality. This helps to streamline your lead acquisition efforts. You’ll be able to prioritize leads based on their value to your business and your marketing budget.
Even better, LeadCENTER increases lead quality by eliminating leads who have purchased a policy, discarding leads with a very low lead score and scoring leads lower if they’ve been previously purchased by another agent
It’s simple. Access your LeadCENTER account and choose product type “Life” from the Order Leads screen. Choose “Internet” for the lead category and you’ll see a list of leads, including those with score-based tiers: Diamond, Titanium, Platinum, Gold, Silver and Bronze.
We can’t wait to see how you use the new Lead Scoring results to help grow your book of business!