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.
SAVE $50 on the cost of AHIP’s Medicare + Fraud,
Waste, and Abuse (MFWA) Online Course for 2023
Training for plan year 2023 begins June 20, 2022!
Are you gearing up to start your MFWA training for 2023? GarityAdvantage has got you covered with a $50 discount on your annual training. You pay only $125. Be more than ready for plan year 2023! AHIP’s one-stop program meets CMS requirements and provides what you need to help your clients make the right decisions about their health insurance needs.
To access our special link to your $50 discount, simply click on the button below to log into the GarityAdvantage Dashboard and choose the “Access AHIP $50 Discount” button at the top of the page.
Once in the AHIP portal, scroll down the page to the log in section and either enter your existing Log In Credentials or follow the prompts to Create a New Account. Once logged in, your $50 discount will be calculated during the payment process. Good Luck!
GarityAdvantage is ready to
help make this AEP your BEST YET!
Join us for a deep dive into our extensive Medicare Marketing Platform and take advantage of all tools and technologies we have waiting for you.
We’ve expanded our suite of services and support to our brokers in the field and can’t wait to show you what we’ve got! Drop by the Roadshow, meet the team and learn more about our:
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, 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.
Come enjoy a beverage while we share news about the entire portfolio of Aetna products in New Hampshire. Meet area reps from both sides of the house, Marianne von Jess (Medicare) and Paul Ericson (Supplement).
Plus, chat with GarityAdvantage’s Senior Territory Manager, Susan Young, about how Garity’s top level tools, services and marketing strategies can help you grow your Medicare business.
If you are unable to attend, but curious about adding Medicare to your practice or currently selling Medicare but seek better service from your upline, contact Susan by phone, email or request a call here.
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, 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.
