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.
Did you know you can have quality leads delivered right to your MedicareCENTER CRM? All it takes is a few simple steps to set up campaigns in LeadCENTER. Then, at the flip of a switch, you can check in to have real-time leads delivered right to your MedicareCENTER account!
Do you want to learn more about an effective lead generation strategy where you can showcase your Medicare expertise to a captive audience of eligible prospects turning 65?
GarityAdvantage has partnered with LeadingResponse to help agents drive high quality lead flow through their powerful 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 educational dinner event format offers Medicare-eligible prospects a comfortable, neutral environment where they can learn about their Medicare options.
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!
Victoria Bailey and Susan Young will help you Get to Know WellSense, the newest Medicare carrier in New Hampshire. WellSense offers a DSNP look alike plan … but did you know they also offer REGULAR MAPD plans? Join us to see the difference! With a strong network and competitive benefits, WellSense should be in your portfolio.
Brokers working these have options:
Sell WellSense MAPD Plans
LIS qualified prospects can enroll now in WellSense plan, or the plan that fits best
Non-LIS qualified prospects can be added to agent’s pipeline to contact for AEP! Book the appointment for AEP!
BONUS! Contracted attendees will be provided with warm leads so they can put their training to the test right away. Not contracted yet with WellSense?
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 MedicareCENTER, 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.
