Access Your Garity Leads in the Zoho App

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Work your leads faster and smarter

ZOHO CRM

ZOHO CRM

Access Your Garity Leads in the Zoho App

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.

ZOHO CRM

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.
More Info

Click to Map Directions!

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.
More Info

ZOHO CRM

ZOHO CRM

Update Lead Status from Your Phone

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.
More Info

Download the App:

Apple

Google

Additional Lead Tools:

Lead Disposition Cheat Sheet

Lead Program Toolbox

Contact your Territory Manager or Sales Support Specialist if you have questions.

GarityAdvantage Agencies
800-234-9488
website | email

Related Posts

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Webcast: Wellcare Lead Program Training

Wellcare has amazing lead opportunities and incentives for brokers.

Wellcare lead program training 10/27 10AM

Wellcare Has Leads for YOU!

Wellcare is focused on growth this AEP. And they’re backing it up with some amazing lead opportunities and incentives for brokers.

Participate in our Wellcare lead program and gain access to thousands of leads AND additional marketing dollars to help you sell even MORE!

Choose Your Lead Type
  • Medicare Business Reply Card (BRC) Leads
  • Wellcare PDP Leads for Dual Cross Selling
  • Wellcare PDP Leads for Non-Duals

Qualify for Pre-Set Appointments

Brokers who show success in working Wellcare leads can become eligible for Pre-Set Medicare Appointments.

Earn $500 for Every 10 Sales

All brokers working Wellcare leads and pre-set appointments are eligible to receive $500 in marketing dollars for every 10 Wellcare enrollments they generate!

Interested? RSVP to our Wellcare lead training to get started or give us a call at 800-234-9488 for more information.

Webcast: Wellcare Lead Program
Wednesday, October 27, 10AM – 11AM EDT
RSVP Now

Not Contracted? Get the process started NOW!
Request Your Contract

Don’t miss this exceptional selling opportunity!

Why work with GarityAdvantage?

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.

GarityAdvantage Agencies
800-234-9488

 

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Sell Denver Health, Get Leads, Live Training on Sept 30

Denver Health Medical Plan is now open for broker distribution exclusively through GarityAdvantage.

Denver Health Live Training and Lead Opportunities 9/30 choose 9am or 1pm

Denver Health Medical Plan is now open for broker distribution exclusively through GarityAdvantage.

Request your contract today and join us for a special training session on September 30th. At the training, we’ll discuss the 2022 plans and unveil the details of an exciting and exclusive new lead opportunity that will help you grow your book this AEP and throughout the year.
Request a Contract

WHERE: 938 Bannock Street in Denver (3rd floor Skyline conference room)

WHEN: Thursday, September 30, 2021

CHOOSE YOUR TIMING

Session 1: 9:00 AM – 12:00 PM (8:30AM snacks/refreshments)
RSVP Today!

Session 2: 1:00 PM – 4:00 PM (12:30PM snacks/refreshments)
RSVP Today!

*Seating is limited and will be provided on a first come/first serve basis.

QUESTIONS?

Can’t make the meeting? Have more questions?

Give me a call at 720-617-7956!

Tricia Koteras

Senior Territory Manager, West Region
720-617-7956 CELL: 562-704-9311
Email Tricia

GarityAdvantage Agencies
800-234-9488

 

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Medicare Advantage is taking off!

As a National Marketing Organization (NMO) for top local, regional and national Medicare carriers, GarityAdvantage knows what you need to succeed.

Medicare Advantage is taking off

As a National Marketing Organization (NMO) for top local, regional and national Medicare carriers, GarityAdvantage knows what you need to succeed.

LIMITED TIME OFFER, ENDS 8/31

GET CONTRACTED,
GET CERTIFIED, GET LEADS

New agents who contract and certify through GarityAdvantage for three (3) or more Medicare Advantage carriers will receive a

$500 value

FREE 1200 pc

personalized mailer

to help jumpstart your AEP!*

Request Contracting Now

*Offer expires 8/31/21. Terms and conditions apply.

Get contracted with national and local carriers in your area. Contact your Territory Manager to find out which carriers are available in your market.

Why contract through Garity?
  • Our brokers are 100% independent
  • Medicare Advantage commissions are paid at full market value and are 100% vested from the first policy written
  • Free Quote and Enroll tool for local and national carriers (including text and email scope/enrollment capabilities)
  • We provide an abundance of no-cost-to-you lead programs and lead generating opportunities throughout the year
  • Top producers earn overrides on personal and downline production – are you getting paid what you deserve?
  • Training and onboarding for new agents – we’ll teach you the Medicare business and help you get started with our training, personalized marketing collateral and lead support

Learn more about Garity

Does your current upline do all that?

Let us help you! We’ve already started planning for the upcoming AEP and encourage you to get contracted now so you can take advantage of all the great support and selling opportunities we provide to our brokers throughout the rest of the spring, summer and into the upcoming annual enrollment season.

To request contracting, click here to initiate your request.

Interested in learning more? Request a call.

We look forward to working with you soon!

GarityAdvantage Agencies
800-234-9488