Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

By Sarah J. Rueppel | Ritter Insurance Marketing | Insurance Agent Tips, Tools & TrainingBusinessMarketingCareers
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Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow episodes

  • 9 Tips to Submitting an Error-Free Application
    Avoid commissions and coverage delays on your Medicare applications! The secret? Writing clean applications that won’t get flagged during the submissions process – and we’ve done the research for you! Use the 9 helpful tips we outline in this episode to start writing cleaner applications!
    10 min
  • April 9, 2021 | The Friday Five

     

    The Friday Five for April 9, 2021:
    • AHIP Revamping Training Site
  • President Biden Moves Up Vaccine Deadline
  • Medicare COVID-19 Data Snapshot Update
  • Managing Mental Health & Wellness
  • New Spotify Features
  •  

    Mentioned in this episode:

     

    AHIP Marketing MA + FWA Training Site


    Biden Says All Adults Will Be Vaccine Eligible By April 19


    CMS Updates Medicare COVID-19 Data Snapshot


    Do We Even Know How To Socialize Anymore?


    ‘Hey Spotify’ in-app virtual assistant now rolling out on iPhone


    How To Do A Mental Health Day Right


    Important 2022 AHIP Certification Training Updates You Should Know


    NPR’s COVID-19 Vaccine Tracker


    Preliminary Medicare COVID-19 Data Snapshot


    Spotify leaks another look at the Car Thing, this time from within its own app

     

    More episodes you’ll like:

     

    April 2, 2021 | The Friday Five


    The Friday Five for April 2, 2021: COVID-19 Vaccine Passports, Should I Laminate my Vaccine Card, New Study on Medicare Advantage Beneficiary Savings, Ever Given's Trouble in the Suez Canal, and Facebook Bringing Back Chronological Feeds


    How to Follow Up with Medicare Clients Compliantly


    Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.


    Ways to Get Medicare Leads


    How do insurance agents get Medicare leads? Find out in this episode of our ASG Podcast. We outline the best practices to help you stay compliant.


    Why Client Retention Should Be Your Top Priority


    Discover how to keep existing clients coming back for more. We talk strategy and give you practical steps you can easily implement in your own insurance business.


    Why College Grads Are Choosing to Become Insurance Agents


    Graduating college soon? Looking for a career change? Becoming an independent insurance agent can give you the flexibility and financial stability you're looking for!

     

    Articles to Share with Your Clients:

     

    Simple Exercises for a Rainy Day


    You want to get fit for the summer, but it's ugly outside and you're stuck inside. Don't fret! We've got an effective HIIT workout using simple exercises for a rainy day.


    The Benefits of Unplugging


    Our lives have become even more connected to the digital world, and for good reason. But, there are benefits to unplugging sometimes.


    What is the Medicare Part B Premium Giveback?


    Medicare is affordable health care coverage for many, but some Medicare Advantage plans have what's called a Medicare Part B Premium Giveback. What does that mean for you?

     

    The latest from Ritter’s Blog:

     

    Discover the Details of Fraternal Benefit Society Life Insurance


    Within the world of insurance there are fraternal benefit societies. If you’re not familiar with these groups, there are untapped benefits for you and your clients that go way beyond insurance coverage and commissions!


    Ritter’s Quest for Cash Is Here for 2021!


    For 2021, Ritter’s hosting a Quest for Cash Medicare Supplement production incentive! We’re happy to say that you can expect some awesome prizes throughout the year!


    Why Insurance Agents Fail (& How Not To!)


    There are many reasons why insurance agents may “fail” or not be as successful as they originally set out to be. Let’s discuss some of those obstacles, and how to overcome them!

     

    Subscribe & Follow:

     

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    Connect on social:

     

    Facebook


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    Sarah’s LinkedIn


    Sarah’s Instagram

     

    11 min
  • April 2, 2021 | The Friday Five

     

    The Friday Five for April 2, 2021:
    • COVID-19 Vaccine Passports
  • Should I Laminate my Vaccine Card?
  • New Study on Medicare Advantage Beneficiary Savings
  • Ever Given's Trouble in the Suez Canal
  • Facebook Bringing Back Chronological Feeds?
  •  

    Mentioned in this episode:

     

    BMA: Medicare Advantage beneficiaries save more money on out-of-pocket costs than Medicare fee-for-service


    Clearing the Suez Canal Took Days. Figuring Out the Costs May Take Years.


    Don’t laminate your COVID vaccination card before doing these 5 things


    Ever Given refloated and freed! How did they get the ship out of the Suez Canal?


    Everything you need to know about vaccine passports


    Facebook makes it easier for users to see News Feed stories in chronological order


    February 12, 2021 | The Friday Five


    Study: Medicare Advantage Saves Beneficiaries $1,640 Year, Delivering 40% Lower Cost-Burden than Traditional Medicare


    Suez Canal Struggles to Clear Logjam as Stream of Arrivals Continues


    ‘Vaccine passports’ are on the way, but developing them won’t be easy

     

    More episodes you’ll like:

     

    March 26, 2021 | The Friday Five


    The Friday Five for March 26, 2021: Xavier Becerra confirmed as HHS secretary, CMS Payment Model Updates, USPS Delivering for America 10-Year Plan, Anthem to acquire myNEXUS, and more!


    How to Follow Up with Medicare Clients Compliantly


    Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.


    Ways to Get Medicare Leads


    How do insurance agents get Medicare leads? Find out in this episode of our ASG Podcast. We outline the best practices to help you stay compliant.

     

    Articles to Share with Your Clients:

     

    Cooking for Beginners: More Frequently Asked Questions (& Their Answers!)


    We're here to answer more of your cooking questions, from the best way to thaw food to why food sticks to your nonstick pan!


    Does Medicare Cover Podiatry Services?


    Podiatry is a specialty in the medical field that many of us don't often think about. But, what if you have bunions or a foot injury? Does Medicare cover podiatry and foot care?


    Simple Exercises for a Rainy Day


    You want to get fit for the summer, but it's ugly outside and you're stuck inside. Don't fret! We've got an effective HIIT workout using simple exercises for a rainy day.

     

    The latest from Ritter’s Blog:


    Ritter’s Quest for Cash Is Here for 2021!


    For 2021, Ritter’s hosting a Quest for Cash Medicare Supplement production incentive! We’re happy to say that you can expect some awesome prizes throughout the year!


    Why Insurance Agents Fail (& How Not To)


    There are many reasons why insurance agents may “fail” or not be as successful as they originally set out to be. Let’s discuss some of those obstacles, and how to overcome them!


    Medicare Advantage Trial Rights Explained for Agents


    If you have a client who enrolled in a Medicare Advantage plan but wants to go (back) to Original Medicare, they may qualify for a Medicare Advantage trial right! This would allow them to update their coverage outside of the Annual Enrollment Period.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    LinkedIn


    Twitter


    YouTube


    Instagram


    Sarah’s LinkedIn


    Sarah’s Instagram

     

    10 min
  • How to Follow Up with Medicare Clients Compliantly
    Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.
    12 min
  • Ways to Get Medicare Leads

     

    How do insurance agents get Medicare leads? Find out in this episode of our ASG Podcast. We outline the best practices to help you stay compliant.

     

    Read the text version.

     

    Register with Ritter Insurance Marketing!

     

    Mentioned in this episode:

     

    Affinity Marketing


    Best website builder for 2021


    Learn more about how Medicareful works


    Pew Research Center Internet/Broadband Fact Sheet


    Ritter Insurance Marketing – Marketing & Incentives


    Rules for Hosting a Compliant Medicare Educational Event


    Rules for Hosting a Compliant Medicare Sales Event


    The Ritter Platform Launches 3 New Tools and Shared Client Records


    What’s New in the 2020 Medicare Communications and Marketing Guidelines?

     


    More episodes you’ll like:


    Are Your Medicare Marketing Materials Compliant?


    Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS.


    Do’s and Don’ts of Medicare Compliance


    Need a recap on Medicare compliance this AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2021. We’ll go over what’s allowed — and what’s not — in this updated episode of the ASG Podcast.


    Rules for Hosting a Compliant Medicare Educational Event


    Not sure about hosting a Medicare educational event this year? Get the details to make sure you’re compliant with the CMS Medicare Communications and Marketing Guidelines! We’ve updated this episode to cover how to plan, promote, and present your next event, even amidst the COVID-19 pandemic.


    Rules for Hosting a Compliant Medicare Sales Event


    Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the CMS Medicare Communications and Marketing Guidelines!


    Staying Compliant Without Compromising Salesmanship


    If you're feeling overwhelmed by Medicare compliance, then this episode is one you simply must listen to! We've got three easy ways to stay compliant without having to sacrifice time that could be spent selling. Check out our show notes for a special bonus section with links to our compliance resources.

     

    Articles to Share with Your Clients:

     

    Go Outside, It's Good for You


    While our homes may be cozy, you'd never guess there are a number of reasons why you'd want to spend time outside. These are the health benefits of being outdoors!


    Is There Actually a 6th Taste?


    Salty, sweet, sour, bitter, and umami — those are the only flavors, right? In recent years, support for a sixth taste has grown. But what exactly is oleogustus?


    I've Gotten the COVID Vaccine. Now What?


    Once you've received the COVID-19 vaccine, you may be wondering what's next? Can you return to normal life? The answer is a little complex.

     

    The latest from Ritter’s Blog:

     

    Why Insurance Agents Fail (& How Not To!)


    There are many reasons why insurance agents may “fail” or not be as successful as they originally set out to be. Let’s discuss some of those obstacles, and how to overcome them!


    Ritter is More Than Medicare & Our New Team Brand Shows Why


    When selling Medicare Advantage and Medicare Supplement policies, it’s important to remember that More than Medicare products are the missing pieces of the puzzle.


    Medicare Advantage Trial Rights Explained for Agents


    If you have a client who enrolled in a Medicare Advantage plan but wants to go (back) to Original Medicare, they may qualify for a Medicare Advantage trial right! This would allow them to update their coverage outside of the Annual Enrollment Period.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    LinkedIn


    Twitter


    YouTube


    Instagram


    Sarah’s LinkedIn


    Sarah’s Instagram

     

    16 min
  • March 26, 2021 | The Friday Five

     

    The Friday Five for March 26, 2021:
    • Xavier Becerra confirmed as HHS secretary
  • CMS Payment Model Updates
  • USPS Delivering for America 10-Year Plan
  • Anthem to acquire myNEXUS
  • Ritter Insurance Marketing Holding D-SNP Summit (Register Now!)
  •  
    Mentioned in this episode:

     

    Anthem, Inc. To Acquire myNEXUS, Home Health Benefits Manager


    Becerra squeaks through confirmation vote to become HHS secretary


    Delivering for America PDF


    Delivering for America Summary PDF


    Disney+: Every New Move & TV Show Coming in April 2021


    Here are the payment models CMS has either pulled for review or delayed


    Kids love Squishmallows: Here’s what they are, and why they’re so hard to find


    Postmaster General announces 10-year plan including longer mail delivery times and cuts to post office hours


    Register to attend Ritter Insurance Marketing’s D-SNP Summit!


    Squishmallow toy craze: Where do I get one? What is the cost?


    Squishmallows went viral in 2020 and are quickly becoming Gen Z’s Beanie Babies


    What’s New on Netflix in April 2021

     

    More episodes you’ll like:

     

    March 19, 2021 | The Friday Five


    The Friday Five for March 19, 2021: The American Rescue Plan Act of 2021, Dr. B & leftover COVID vaccines, COVID vaccine hesitancy, Your Online Presence & Branding, The COVID-19 Pandemic - One Year Later


    Cover Those Copays with Hospital Indemnity


    Ready to start selling Hospital Indemnity? This episode covers the benefits of these insurance plans and how to cross-sell them with existing products in your portfolio.


    Working with New Medicare Clients in Poor Health


    Don't let a client's not-so-great medical history scare you away! Learn how to walk them through their options to find the Medicare coverage that fits their needs and budget.

     

    Articles to Share with Your Clients:

     

    I've Gotten the COVID Vaccine. Now What?


    Once you've received the COVID-19 vaccine, you may be wondering what's next? Can you return to normal life? The answer is a little complex.


    Simple Exercises for a Rainy Day


    You want to get fit for the summer, but it's ugly outside and you're stuck inside. Don't fret! We've got an effective HIIT workout using simple exercises for a rainy day.


    What is the Medicare Part B Premium Giveback?


    Medicare is affordable health care coverage for many, but some Medicare Advantage plans have what's called a Medicare Part B Premium Giveback. What does that mean for you?

     

    The latest from Ritter’s Blog:

     

    Why Insurance Agents Fail (& How Not To!)


    There are many reasons why insurance agents may “fail” or not be as successful as they originally set out to be. Let’s discuss some of those obstacles, and how to overcome them!


    Ritter is More Than Medicare & Our New Team Brand Shows Why


    When selling Medicare Advantage and Medicare Supplement policies, it’s important to remember that More than Medicare products are the missing pieces of the puzzle.


    Medicare Advantage Trial Rights Explained for Agents


    If you have a client who enrolled in a Medicare Advantage plan but wants to go (back) to Original Medicare, they may qualify for a Medicare Advantage trial right! This would allow them to update their coverage outside of the Annual Enrollment Period.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    LinkedIn


    Twitter


    YouTube


    Instagram


    Sarah’s LinkedIn


    Sarah’s Instagram

     

    11 min
  • Working with New Medicare Clients in Poor Health

     

    Don't let a client's not-so-great medical history scare you away! Learn how to walk them through their options to find the Medicare coverage that fits their needs and budget.

     

    Read the text version.

     

    Mentioned in this episode:

     

    CDC: Chronic Diseases in America


    Defining the True Value of $0 Premium for Medicare Advantage Plans


    Getting Started Selling Medicare Supplements


    Medicare Advantage: CMS Should Use Data on Disenrollment and Beneficiary Health Status to Strengthen Oversight


    Medicare Advantage Special Enrollment Periods


    Medicare Supplement Plan G Costs 2020


    Medigap Enrollment and Consumer Protections Vary Across States


    The Beginner’s Guide to C-SNPs

     

    More episodes you’ll like:

     

    3 Easy Ways to Build Your Insurance Sales Territory


    Maximize your reach and grow your selling territory! We outline the best practices for insurance agents to follow.


    Medicare Advantage Trial Rights Explained for Agents


    Learn more about the Medicare Advantage Trial Right Period. If you have a client who enrolled in Medicare Advantage but wants to go back to Original Medicare, they may qualify. Listen to find out more about how it works!


    Secure a Bigger, Better Business with Ancillary Products


    Ready to branch out from Medicare Advantage or Medicare Supplement Insurance sales? Learn how ancillary products can help you expand your reach and add more value to your portfolio.

     

    Articles to Share with Your Clients:

     

    I've Gotten the COVID Vaccine. Now What?


    Once you've received the COVID-19 vaccine, you may be wondering what's next? Can you return to normal life? The answer is a little complex.


    Start Your Green Thumb with a Windowsill Garden


    If you've ever wanted a garden, but don't have the space or time, you're in luck! Growing a windowsill garden can make it both easier and more convenient to have a garden.


    What Is Kefir?


    What is kefir? For something that's as easy to make or find, it's incredibly healthy — that's what it is!

     

    The latest from Ritter’s Blog:

     

    Why Insurance Agents Fail (& How Not To!)


    There are many reasons why insurance agents may “fail” or not be as successful as they originally set out to be. Let’s discuss some of those obstacles, and how to overcome them!


    Ritter is More Than Medicare & Our New Team Brand Shows Why


    When selling Medicare Advantage and Medicare Supplement policies, it’s important to remember that More than Medicare products are the missing pieces of the puzzle.


    Medicare Advantage Trial Rights Explained for Agents


    If you have a client who enrolled in a Medicare Advantage plan but wants to go (back) to Original Medicare, they may qualify for a Medicare Advantage trial right! This would allow them to update their coverage outside of the Annual Enrollment Period.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    LinkedIn


    Twitter


    YouTube


    Instagram


    Sarah’s LinkedIn


    Sarah’s Instagram

     

    9 min

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