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  • Request Automated Voicemails- AEP Retention

    This service is free of charge to brokers with at least 75 clients to call and three Medicare contracts with GarityAdvantage.  We reserve the right to review/approve/deny any/all campaigns through this free offer.

  • Request Automated Voicemails- AEP Retention

    This service is free of charge to brokers with at least 75 clients to call and three Medicare contracts with Merit Insurance Services.  We reserve the right to review/approve/deny any/all campaigns through this free offer.

  • NOTE: Final deadline for Submission for AEP Automated call program is 9/18/2026

     

    • We suggest only calling 150/200 clients per day. If you are spreading calls out over a few days please note the date and times in comment section. If you are ready to record your voicemail, you can do so on our dedicated line. Call 877-870-7400 and leave your voicemail.
    • For compliance reasons, do not mention any plan information in your recording.
    • Before submitting, you can review your recording by press # to listen to it. If you are not happy with your recording, you will have the option to re-record and submitting the new version.
    • ALL CALLS ARE SCHEDULED IN EASTERN TIME

    This form is for AEP retention, if you would like calls to go out prior to Oct 1st, Please use this form https://form.jotform.com/GarityAdvantage/autovm but remember your messaging can not mention AEP.

     

  • Are you currently contracted with GarityAdvantage for 3+ MAPD carriers?*
  • Are you currently contracted with Merit for 3+ MAPD carriers?*
  • Is your client calling list 75+?*
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  • Target Clients to be Called*

  • Approximately how many phone numbers are on your list?*

  • Permission to Call

    By uploading your list and requesting this robocall to be made, you confirm the phone numbers to be dialed are your active clients for which you have permission to call.

  • DOWNLOAD THE SPREADSHEET TEMPLATE

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  • Call Timing

    If you have a date and/or time that you would like this to be deployed, please enter details below. PLEASE NOTE: If you provide a start time/end time, the robo-calling system will distribute the calls evenly within the window of time to allow you to receive a steady stream of return calls from your clients. ALL CALLS ARE EASTERN TIME
  • Date of Call*
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  • Do you need help preparing a script for your voicemail message?*

  • DOWNLOAD the Voicemail Script

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