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

  • 7 Powerful Practices for Selling Prescription Drug Plans

     

    Get ready to improve your PDP selling strategy! We cover 7 best practices for insurance agents selling Medicare Part D prescription drug plans. These tips will help you save time and they're easy to implement.

     

    Read the text version.

     

    Mentioned in this episode:

     

    2 Million Medicare Beneficiaries Missing Out On Discounted Drug Coverage


    4 basic health insurance terms 96% of Americans don’t understand


    4 Steps to Finding the Perfect PDP for Your Client


    4 Tips for Making a Better Insurance Sales Pitch


    Building Client Loyalty: More than Just a Plan


    Extra Help with Medicare Prescription Drug Plan Costs


    How to Save Your Clients Money on Prescription Drugs


    Medicare’s Pharmaceutical Assistance Program


    Medicare.gov Official Site


    No Itch to Switch: Few Medicare Beneficiaries Switch Plans During the Open Enrollment Period


    Safe, Easy Medicare Enrollments Online! Learn more about Medicareful


    The Complete Guide to Client Loyalty and Retention


    The Part D SEP Triggers That Can Help You Post-AEP


    The Ritter Platform Launches New Drug Cost Estimator and Prefilled Applications


    To Switch or Not to Switch: Are Medicare Beneficiaries Switching Drug Plans to Save Money?


    Why are Part D Prescription Drug Plans So Different?

     

    More episodes you’ll like:

     

    How to Save Your Clients Money on Prescription Drugs


    Master the art of selling Part D Prescription Drug Plans. Use these tips the next time you're pitching PDP.


    Medicareful 2020 Year-in-Review: Here’s What We Accomplished


    What is Medicareful? How does it work? If you've been looking for a tool that combines online enrollment, client-facing plan quotes, drug cost estimates, a free CMS-compliant website, and more... don't miss this episode! We review updates to the Medicareful platform over the past year, and what our agents achieved while using it!


    Why are Part D Prescription Drug Plans So Different?


    Become an expert on Part D Prescription Plans! We break down what these plans include, tips on how to sell them, and more!

     

    Articles to Share with Your Clients:

     

    Internet Safety Tips for Seniors


    The internet can be an entertaining and informative place, but there's also a darker side to it. It's easy to fall prey to scams, identity theft, or bad information. Here are a few internet safety tips so you can protect yourself online.


    The Benefits of Healthy Proteins


    Proteins are an important part of any meal, but too much can be unhealthy for our hearts. Here's why proteins are so healthy for us and sources of lean protein to incorporate in your diet.


    The Coverage Rules for Medicare Part D Plans


    You've come to rely on your Medicare Part D plan to give you coverage for your prescription drugs, but there are rules that govern this coverage and its limits. What are they?

     

    The latest from Ritter’s Blog:

     

    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.


    Ritter Continues Expansion, Acquires Ohio-Based Quick Insured Brokerage


    Ritter has announced its merger with Ohio-based Quick Insured Brokerage (QIB), an independent wholesale brokerage agency.


    Ritter and HTA Financial Services Merge Medicare Wholesale Businesses


    Ritter Insurance Marketing is excited to announce the merger of HTA Financial Services (HTA) and Ritter’s wholesale Medicare business.

     

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    11 min
  • Best Practices for Writing an Email to Your Insurance Clients

     

    Write emails with confidence! We outline the best (and easy to implement!) practices for insurance agents to use when emailing clients.

     

    Read the text version.

     

    Register with Ritter Insurance Marketing

     

    Mentioned in this episode:

     

    19 Tips to Write Catchy Email Subject Lines [+ Examples]


    Bad Writing Is Destroying Your Company’s Productivity


    Do’s and Don’ts of Medicare Compliance


    How to Follow up with Medicare Clients Compliantly


    How to Get Started in Medicare Sales


    How to Write a Professional Email


    Ritter Can Help You Stay in Touch with Your Clients


    The Costs of Poor Business Writing [Statistics, Examples, & Case Studies]


    The danger of overusing exclamation marks


    The Importance of Proofreading in the Workforce


    What’s New in the 2019 Medicare Communications and Marketing Guidelines?


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

     

    More episodes you’ll like:

     

    February 19, 2021 | The Friday Five


    The Friday Five for February 19, 2021: Humana launches new pilot program, Remote work tips for 2021, KFF study on COVID-19 vaccination so far, News about LastPass and alternatives, and Microsoft Edge Kids Mode.


    How Client Retention Boosts Your Insurance Sales


    Master the art of treating your client as the renewal, not their policy. Learn why building relationships with your current clients is more beneficial (and cost effective!) than courting new ones.


    How to Be an Adaptable Insurance Agent


    Do you go with the flow, or do you like a little more control? Find out why adaptability is a great skill for insurance agents to master.


    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!


    Medicareful 2020 Year-in-Review: Here’s What We Accomplished


    What is Medicareful? How does it work? If you've been looking for a tool that combines online enrollment, client-facing plan quotes, drug cost estimates, a free CMS-compliant website, and more... don't miss this episode! We review updates to the Medicareful platform over the past year, and what our agents achieved while using it!

     

    Articles to Share with Your Clients:

     

    Do Doctors Have to Disclose Conflicts of Interest?


    Conflicts of interest can influence a doctor's decision-making and ruin patient trust. Reporting and sharing medical conflicts of interest are essential to protecting against them.


    Is Exercise for Seniors with Arthritis Good?


    When it comes to easing arthritis pain, the right arthritis-friendly exercises can be a great solution. Here's why exercise for seniors with arthritis is such a good idea.


    Mood Foods: A Breakfast That Boosts Your Mood


    Breakfast is the most important meal of the day for a number of reasons, but it's critical to boosting your mood so you can greet the day at your best!

     

    The latest from Ritter’s Blog:

     

    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.


    Ritter Continues Expansion, Acquires Ohio-Based Quick Insured Brokerage


    Ritter has announced its merger with Ohio-based Quick Insured Brokerage (QIB), an independent wholesale brokerage agency.


    Ritter and HTA Financial Services Merge Medicare Wholesale Businesses


    Ritter Insurance Marketing is excited to announce the merger of HTA Financial Services (HTA) and Ritter’s wholesale Medicare business.

     

    Subscribe & Follow:

     

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    Connect on social:

     

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    LinkedIn

     

    10 min
  • February 19, 2021 | The Friday Five

     

    The Friday Five for February 19, 2021:
    • Humana launches new pilot program
  • Remote work tips for 2021
  • KFF study on COVID-19 vaccination so far
  • News about LastPass and alternatives
  • Microsoft Edge Kids Mode
  •  

    Mentioned in this episode:

     

    At This Early Stage of the COVID-19 Vaccine Roll-Out, Most Older Adults Have Not Yet Been Vaccinated As Supply Remains Limited


    Humana Launches Humana Care Support Pilot to Help Medicare Advantage Members to Better Manage Their Chronic Conditions


    Humana to pilot new tech-enabled chronic care management platform


    Microsoft Edge is getting a Kids Mode to add ‘guardrails’ to browsing the web


    Remote Work Isn’t Going Anywhere in 2021. These 9 Tips Can Help Make It Better


    Six free alternatives to the LastPass password manager


    The iPhone is getting 217 new emojis in iOS 14.5

     

    More episodes you’ll like:

     

    February 12, 2021 | The Friday Five


    The Friday Five for February 12, 2021: Clover Health News, Oscar Health News, Consumer Health Insurance Knowledge, Good Health Pass Collaborative, and Removing that Zoom kitten filter


    Does Your Medicare Sales Approach Satisfy Different Budgets?


    Your portfolio likely includes different types of insurance for different coverage needs. But what about different financial needs? How do you factor cost into the equation compliantly?


    How Client Retention Boosts Your Insurance Sales


    Master the art of treating your client as the renewal, not their policy. Learn why building relationships with your current clients is more beneficial (and cost effective!) than courting new ones.


    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!


    Medicareful 2020 Year-in-Review: Here’s What We Accomplished


    What is Medicareful? How does it work? If you've been looking for a tool that combines online enrollment, client-facing plan quotes, drug cost estimates, a free CMS-compliant website, and more... don't miss this episode! We review updates to the Medicareful platform over the past year, and what our agents achieved while using it!

     

    Articles to Share with Your Clients:

     

    5 Ways to Get Dual Citizenship


    You're interested in reclaiming your heritage with dual nationality, but how do you go about getting dual citizenship? You have a surprising number of options!


    Do Doctors Have to Disclose Conflicts of Interest?


    Conflicts of interest can influence a doctor's decision-making and ruin patient trust. Reporting and sharing medical conflicts of interest are essential to protecting against them.


    The Benefits of Healthy Proteins


    Proteins are an important part of any meal, but too much can be unhealthy for our hearts. Here's why proteins are so healthy for us and sources of lean protein to incorporate in your diet.

     

    The latest from Ritter’s Blog:

     

    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.


    Ritter Continues Expansion, Acquires Ohio-Based Quick Insured Brokerage


    Ritter has announced its merger with Ohio-based Quick Insured Brokerage (QIB), an independent wholesale brokerage agency.


    Ritter and HTA Financial Services Merge Medicare Wholesale Businesses


    Ritter Insurance Marketing is excited to announce the merger of HTA Financial Services (HTA) and Ritter’s wholesale Medicare business.

     

    Subscribe & Follow:

     

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    Connect on social:

     

    Facebook


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    YouTube


    LinkedIn

     

    10 min
  • How Medicare Helps Your Clients Stay Healthy

     

    Did you know that Medicare is about more than just those moments when your clients are sick? Learn more about the health and wellness side of selling insurance.

     

    Read the text version.

     

    See how Medicareful Works! https://www.ritterim.com/agent-tools/medicareful/

     

    Medicareful Living Links

     

    Add ?agent=YOURSLUG to the end of any Medicareful Living link you share, replacing YOURSLUG with your personal agent slug.

     


    Example:


    Medicareful Living link: https://living.medicareful.com/superfood-snack-hack-kale


    Personalized Medicareful Living link: https://living.medicareful.com/superfood-snack-hack-kale?agent=YOURSLUG

     

    Mentioned in this episode:

     

    Flu shot: Your best bet for avoiding influenza


    Getting Started Selling Medicare Supplements


    Grow your Medicare Business with Medicareful


    Investopedia: Preventive Services


    Medicare coverage of preventive care services


    Medicareful Living


    New Study: Daily Walk Can Add 7 Years to Your Life


    Welcome to Medicare preventive visit


    What is a Medicare Wellness Visit?


    What You Should Know and Do this Flu Season If You Are 65 Years and Older


    Why Seniors Should Avoid Isolation

     

    More episodes you’ll like:

     

    February 12, 2021 | The Friday Five


    The Friday Five for February 12, 2021: Clover Health News, Oscar Health News, Consumer Health Insurance Knowledge, Good Health Pass Collaborative, and Removing that Zoom kitten filter


    5 Tips for Using Medicareful to Sell More Medicare Plans


    Get the tool that can help you sell more Medicare plans - Medicareful! These are just some of the highlights: electronic PTC and SOA in one, quote and enroll clients remotely, and store client prescription drug info in the Ritter Platform! Learn more and get your own FREE Medicareful site today!


    What to Know About SOAs in Senior Market Sales


    Have questions about SOAs? Find the answers to your frequently asked questions in this episode all about Scopes of Appointment. We help you stay compliant, whether it’s inside or outside of AEP!

     

    Articles to Share with Your Clients:

     

    How Does Prior Authorization Affect Medicare Coverage?


    Prior authorization can influence the care and coverage you receive through Medicare, but it influences different parts uniquely.


    Mood Foods: A Breakfast That Boosts Your Mood


    Breakfast is the most important meal of the day for a number of reasons, but it's critical to boosting your mood so you can greet the day at your best!


    What is Dual Citizenship?


    You may be wondering about dual citizenship. How can someone be a citizen of two countries? Not only is it possible, it may have some unique benefits for your life and family.

     

    The latest from Ritter’s Blog:

     

    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.


    Ritter Continues Expansion, Acquires Ohio-Based Quick Insured Brokerage


    Ritter has announced its merger with Ohio-based Quick Insured Brokerage (QIB), an independent wholesale brokerage agency.


    Ritter and HTA Financial Services Merge Medicare Wholesale Businesses


    Ritter Insurance Marketing is excited to announce the merger of HTA Financial Services (HTA) and Ritter’s wholesale Medicare business.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    7 min
  • Medicareful 2020 Year-in-Review: Here’s What We Accomplished

     

    What is Medicareful? How does it work? If you've been looking for a tool that combines online enrollment, client-facing plan quotes, drug cost estimates, a free CMS-compliant website, and more... don't miss this episode! We review updates to the Medicareful platform over the past year, and what our agents achieved while using it!

     

    Read the text version.

     

    Mentioned in this episode:

     

    5 Must-Haves for Every Agent This AEP


    5 Tips for Using Medicareful to Sell More Medicare Plans


    A Review of the Top Medicare Quote Engines for Insurance Agents


    Connect with a member of the Ritter team!


    Medicareful – Safe, Easy Medicare Enrollments Online. Learn More!


    Prefilled Submissions for Clients on Medicareful

     

    More episodes you’ll like:

     

    February 12, 2021 | The Friday Five


    The Friday Five for February 12, 2021: Clover Health News, Oscar Health News, Consumer Health Insurance Knowledge, Good Health Pass Collaborative, and Removing that Zoom kitten filter


    How Client Retention Boosts Your Insurance Sales


    Master the art of treating your client as the renewal, not their policy. Learn why building relationships with your current clients is more beneficial (and cost effective!) than courting new ones.


    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!

     

    Articles to Share with Your Clients:

     

    Internet Safety Tips for Seniors


    The internet can be an entertaining and informative place, but there's also a darker side to it. It's easy to fall prey to scams, identity theft, or bad information. Here are a few internet safety tips so you can protect yourself online.


    Mood Foods: A Breakfast That Boosts Your Mood


    Breakfast is the most important meal of the day for a number of reasons, but it's critical to boosting your mood so you can greet the day at your best!


    When Can I Get a COVID-19 Vaccination?


    There are many questions surrounding the rollout of the COVID-19 vaccination. When can you get one? Where? Is it safe? We're giving you some answers and resources where you can find additional information!

     

    The latest from Ritter’s Blog:

     

    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.


    Ritter Continues Expansion, Acquires Ohio-Based Quick Insured Brokerage


    Ritter has announced its merger with Ohio-based Quick Insured Brokerage (QIB), an independent wholesale brokerage agency.


    Ritter and HTA Financial Services Merge Medicare Wholesale Businesses


    Ritter Insurance Marketing is excited to announce the merger of HTA Financial Services (HTA) and Ritter’s wholesale Medicare business.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    12 min
  • February 12, 2021 | The Friday Five

     

    The Friday Five for February 12, 2021:
    • Clover Health News
  • Oscar Health News
  • Consumer Health Insurance Knowledge
  • Good Health Pass Collaborative
  • Removing that Zoom kitten filter
  •  

    Mentioned in this episode:

     

    19 Easy Recipes for Valentine’s Day


    19 Valentine’s Day Dessert Recipes to WOW Your Honey


    36+ Valentine’s Day Dessert Recipes


    75 Best Valentine’s Day Desserts That Are Perfect for Two


    Chamath Palihapitiya-backed Clover Health gets notice of SEC investigation


    Clover Health feels it has software – and now funding – to capture Medicare Advantage market


    Clover Health Official Statement – In Response to Short Seller Firm’s Questions


    Consumers earn a ‘D’ on health insurance knowledge


    Good Health Pass: A New Cross-Sector Initiative to Restore Global Travel and Restart the Global Economy


    Oscar Health’s Could Go Public Later in February


    There’s a scramble to create digital ‘health passports.’ These companies are teaming up to make sure they all work


    Valentine’s Day Dinner Recipes


    Zoom – Customizing your profile


    Zoom filters gone wrong: Lawyer tells judge: ‘I’m not a cat’ during kitten filter mishap


    Zoom – Removing your cat filter

     

    More episodes you’ll like:

     

    February 5, 2021 | The Friday Five


    The Friday Five for February 5, 2021: Humana announces Chief Health Equity Officer, Elizabeth Warren Joins New Senate Committee, Comparing COVID-19 Vaccines, BBB Says No to Posting COVID-19 Vaccine Card on Social - Here's Why, Using GameStop Stock Profits for Good


    How Client Retention Boosts Your Insurance Sales


    Master the art of treating your client as the renewal, not their policy. Learn why building relationships with your current clients is more beneficial (and cost effective!) than courting new ones.


    How to Be an Adaptable Insurance Agent


    Do you go with the flow, or do you like a little more control? Find out why adaptability is a great skill for insurance agents to master.


    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!


    What to Know About SOAs in Senior Market Sales


    Have questions about SOAs? Find the answers to your frequently asked questions in this episode all about Scopes of Appointment. We help you stay compliant, whether it’s inside or outside of AEP!

     

    Articles to Share with Your Clients:

     

    Do Doctors Have to Disclose Conflicts of Interest


    Conflicts of interest can influence a doctor's decision-making and ruin patient trust. Reporting and sharing medical conflicts of interest are essential to protecting against them.


    Internet Safety Tips for Seniors


    The internet can be an entertaining and informative place, but there's also a darker side to it. It's easy to fall prey to scams, identity theft, or bad information. Here are a few internet safety tips so you can protect yourself online.


    Mood Foods: A Breakfast That Boosts Your Mood


    Breakfast is the most important meal of the day for a number of reasons, but it's critical to boosting your mood so you can greet the day at your best!

     

    The latest from Ritter’s Blog:

     

    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.


    Ritter Continues Expansion, Acquires Ohio-Based Quick Insured Brokerage


    Ritter has announced its merger with Ohio-based Quick Insured Brokerage (QIB), an independent wholesale brokerage agency.


    Ritter and HTA Financial Services Merge Medicare Wholesale Businesses


    Ritter Insurance Marketing is excited to announce the merger of HTA Financial Services (HTA) and Ritter’s wholesale Medicare business.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    10 min
  • February 5, 2021 | The Friday Five

     

    The Friday Five for February 5, 2021:
    • Humana announces Chief Health Equity Officer
  • Elizabeth Warren Joins New Senate Committee
  • Comparing COVID-19 Vaccines
  • BBB Says No to Posting COVID-19 Vaccine Card on Social - Here's Why
  • Using GameStop Stock Profits for Good
  •  

    Mentioned in this episode:

    9 best last minute Valentine’s Day gift ideas for everyone in 2021


    14 seriously great practical gifts your valentine will love


    18 of our favorite Valentine’s Day gifts of all time


    A college student made big bucks off GameStop stock. Now he’s donating video games to a children’s hospital


    BBB Tip: Don’t share your COVID-19 vaccine card on social media


    Chutes & Ladders–Humana names first chief health equity officer; Providence promotes execs in integration strategy


    Different COVID-19 Vaccines (CDC)


    Four COVID Vaccines Compared


    GameStock on Today, Explained


    How the COVID-19 Vaccines Compare to Each Other


    Plunging GameStop Stock Tests the Will of Investors to Stick With the Ride


    Warren to join Finance panel overseeing taxes, health care

     

    More episodes you’ll like:

     

    January 29, 2021 | The Friday Five


    The Friday Five for January 29, 2021: Ritter Insurance Marketing & Quick Insured Brokerage, Online Medical Accounts & COVID-19 Vaccine Registration, Do’s and Don’ts of the COVID-19 Vaccine, PPP Loan Tax Information for Small Businesses, Blackstone & Allstate Life Insurance


    How to Be an Adaptable Insurance Agent


    Do you go with the flow, or do you like a little more control? Find out why adaptability is a great skill for insurance agents to master.


    The Top 5 Products to Sell During Medicare’s Lock-In Period


    Looking for insurance products to sell during the Medicare lock-in period? In this episode, we highlight the top 5 products insurance agents should include in their portfolio all year round!

     

    Articles to Share with Your Clients:

     

    Internet Safety Tips for Seniors


    The internet can be an entertaining and informative place, but there's also a darker side to it. It's easy to fall prey to scams, identity theft, or bad information. Here are a few internet safety tips so you can protect yourself online.


    Mood Foods: Foods That Boost Your Mood


    If you're feeling a bit down, the solution might be in your kitchen! We found some foods that boost your mood when you need a pick-me-up.


    When Can I Get a COVID-19 Vaccination?


    There are many questions surrounding the rollout of the COVID-19 vaccination. When can you get one? Where? Is it safe? We're giving you some answers and resources where you can find additional information!

     

    The latest from Ritter’s Blog:

     

    Best Practices for Writing an Email to Your Insurance Clients


    A professional and effective business email takes some thought and care to construct. This is true across all industries — and even for insurance agents writing marketing or follow-up emails to their clients.


    How to Be an Adaptable Insurance Agent


    In today’s ever-changing world, being adaptable is not only good for business, it’s a necessity. As an insurance agent, you need this skill to keep up with the times and your clients’ unique needs.


    How to Take on an Upset Client in the Insurance Industry


    At least once in your sales career, you may meet an insurance client who had a negative experience with another agent, plan, or insurance in general. While these bad experiences were out of your control, you have the ability to make their next experience a positive one!

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    10 min
  • What to Know About SOAs in Senior Market Sales

     

    Have questions about SOAs? Find the answers to your frequently asked questions in this episode all about Scopes of Appointment. We help you stay compliant, whether it’s inside or outside of AEP!

     

    Read the text version.

     

    Reach out to the Ritter New Biz Team

     

    Mentioned in this episode:

     

    CMS 2019 Medicare Communications and Marketing Guidelines (MCMG)


    CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines


    Do’s and Don’ts of Medicare Compliance


    Exciting Changes to the 48-Hour Scope of Appointment Rule


    See how Medicareful works!


    Rules for Hosting a Compliant Medicare Sales Event

     

    More episodes you’ll like:

     

    Does Your Medicare Sales Approach Satisfy Different Budgets?


    Your portfolio likely includes different types of insurance for different coverage needs. But what about different financial needs? How do you factor cost into the equation compliantly?


    FMO vs. IMO vs. NMO vs. MGA vs. GA – What’s the Difference?


    We've got a lot of jargon to keep up with in the insurance industry. In this episode, we're going to unpack the acronyms for the types of individuals and organizations that exist in the industry to help you make your some of your business decisions a whole lot easier.


    How to Get Started in Medicare Sales


    New to the Medicare insurance industry? Welcome, and congratulations! We packed this episode with all the agent essentials - training, tools, enrollment periods and more! Basically, everything you want to know when starting out!

     

    Articles to Share with Your Clients:

     

    5 Ways to Warm Up Quickly in the Winter


    Nobody likes being cold, and sometimes, it can even be dangerous. Beat the cold this winter with a few effective ways to warm up quickly!


    Internet Safety Tips for Seniors


    The internet can be an entertaining and informative place, but there's also a darker side to it. It's easy to fall prey to scams, identity theft, or bad information. Here are a few internet safety tips so you can protect yourself online.


    When Can I Get a COVID-19 Vaccination?


    There are many questions surrounding the rollout of the COVID-19 vaccination. When can you get one? Where? Is it safe? We're giving you some answers and resources where you can find additional information!

     

    The latest from Ritter’s Blog:

     

    Best Practices for Writing an Email to Your Insurance Clients


    A professional and effective business email takes some thought and care to construct. This is true across all industries — and even for insurance agents writing marketing or follow-up emails to their clients.


    How to Be an Adaptable Insurance Agent


    In today’s ever-changing world, being adaptable is not only good for business, it’s a necessity. As an insurance agent, you need this skill to keep up with the times and your clients’ unique needs.


    How to Take on an Upset Client in the Insurance Industry


    At least once in your sales career, you may meet an insurance client who had a negative experience with another agent, plan, or insurance in general. While these bad experiences were out of your control, you have the ability to make their next experience a positive one!

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    9 min

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

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Bringing insurance agents tips and strategies for making sales, staying compliant, marketing yourself, getting leads, and more! Think of the Agent Survival Guide as your go-to resource for insight,…

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