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

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

     

    A prospect wants to switch their Medicare Part D coverage, but AEP is over. Can you still help? YES! Listen to learn the different scenarios that can help qualify your client for coverage through a Special Election Period.
     

    Read the text version.

     

     

    Mentioned in this episode:

     

    4 Steps to Finding the Perfect PDP for Your Client


    7 Powerful Practices for Selling Prescription Drugs


    Definitive Guidelines for the New Open Enrollment Period


    Find your level of Extra Help (Part D)


    How SPAPs and their SEPs Can Bring You New Business


    Programs of All-Inclusive Care for the Elderly (PACE)


    Special circumstances (Special Enrollment Periods)


    Special Enrollment Periods for Medicare Advantage Plans and Medicare Part D Drug Plans


    Stay Busy Outside of AEP With Special Enrollment Periods

     

    More episodes you’ll like:

     

    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.


    Stay Busy Outside of AEP with Special Enrollment Periods


    Drive insurance sales year-round with Special Enrollment Periods. Learn how to find clients and what special kinds of plans should be in your portfolio.


    Understanding Medicare Advantage Enrollment Periods


    Medicare Advantage has different enrollment periods than Medicare Supplements. What are the Med Advantage enrollment periods? How and when do your Medicare clients qualify for them? Get the answers to your MA enrollment period questions right now!

     

    Articles to Share with Your Clients:

     

    Cooking for Beginners: Cutting Board Safety


    Cutting boards are extremely useful tools in the kitchen, especially for protecting your countertops. For that reason, cutting board safety is equally important so you don't accidentally hurt yourself or get sick!


    Does Medicare Cover COVID Testing?


    Does Medicare cover COVID testing? It's an important question to be answered, since testing can give you peace of mind and help slow the spread of the pandemic.


    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:

     

    What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums


    Are your clients struggling to pay their permanent life insurance premiums? They have options other than letting their policies lapse! Here’s how you can help them salvage their benefits.


    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!


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


    Selling Medicare plans? You’ve probably heard of Medicareful. We’re reviewing what this free Medicare quoting software helped agents accomplish in 2020 and how it set itself apart from other online Medicare sales tools!

     

     

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    12 min
  • Podcasts We're Currently Listening To (Winter 2021) | The Friday Five

     

    We’re kicking off the first Friday Five episode of 2021 with podcast recommendations! Here are five podcasts that our host, Sarah is currently listening to. 🎧

     

    Mentioned in this episode:

     

    ArtCurious


    Art Attack!


    Is the Mona Lisa a Fake?


    What Happened to the Amber Room?


    California City – Start with How I Found Out About California City


    The Leviathan Chronicles – Start with Evil Undertow


    Remy’s Life Interrupted – Start with EP1


    Stuff You Should Know


    Cabbage Patch Kids: Must-Have Toy of the Century


    Porcupines: Little Stabby Cutie Pies


    Short Stuff: How Eyes In a Painting Follow You


    Short Stuff: Plastic Pink Flamingos

     

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    Top 5 Podcasts of 2020 | The Friday Five


    We don’t just make a podcast, we love listening to them, too! Despite 2020 effectively cancelling her commute, our host Sarah listened to over 7,000 minutes of podcast audio. Which shows made it into her top 5 for 2020? Listen to find out in this bonus Friday Five episode!


    How to Successfully Set SMART Goals


    New year... new goals! Are your 2021 business goals SMART? Learn how this strategy can help your insurance business boom in the new year. Our goal? To help you do it.


    How to Use Storytelling in Your Sales Pitch


    Could your sales pitch use some work? Learn how to transform a lackluster insurance presentation with storytelling!


    International Podcast Day 2020


    Happy International Podcast Day! 2020 has certainly been a year to, er, remember. There’s a lot of that reflected in this year’s episode. But there’s also a fair bit of fun. Sarah shares it all in this episode – podcast recommendations, standout episodes, updates, bonus content, and more, including what makes her want to listen.


    Podcast Recommendations for Summer 2020


    Summer is here! 🌞 That means it’s time for MORE podcast recommendations! If you need something to listen to during a long drive, while you’re on a vacation, staycation, or just walking around the neighborhood after dinner… Sarah has 10 new podcast recommendations for your listening enjoyment.

     

    Articles to Share with Your Clients:

     

    4 Secrets to Keeping Your New Year’s Resolution


    This year, our New Year’s resolution is to help you keep yours! Here are the four secrets to keeping your New Year’s resolution.


    Healthy Hacks for Your Favorite Snacks: New Year’s Eve


    New Year’s Eve is getting near, and with it, parties. Ring in the New Year without busting your diet with these healthy New Year’s dishes.


    How to Read More This Year


    Reading as a hobby is sadly shrinking in the United States. This year, crack open more books than ever before with these tips.

     

    The latest from Ritter’s Blog:

     

    Does Your Medicare Sales Approach Satisfy Different Budgets?


    We all know the saying, “money doesn’t grow on trees.” Many people have limited incomes, but you can help them with budgeting for a Medicare plan to afford the health care they may need.


    Ways to Get Medicare Leads


    In the insurance industry, leads are what sustain your business. Of course, you need the contracts, training, and other skills to be a successful insurance agent, but without leads, you’ll just be spinning your wheels.


    What is AHIP Certification and How Do I Get It?


    You have your leads in hand and your contracts signed, so you’re ready to sell, right? Well… almost. Did you complete your AHIP certification yet?

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


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    Connect on social:

     

    Facebook


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    LinkedIn

     

    8 min
  • Efficiency vs. Productivity
    Are you a productive insurance agent? Is your way of doing business efficient? We talk efficiency, productivity, and how to find a balance between the two in this exclusive episode.
    9 min
  • Efficiency vs. Productivity

     

    Are you a productive insurance agent? Is your way of doing business efficient? We talk efficiency, productivity, and how to find a balance between the two in this exclusive episode. 

     

    Mentioned in this episode:

     

    4 Methods to Enhance intentionality at Work


    8 Things Really Efficient People Do


    10 Productivity Tips From Top Business Leaders


    Pomodoro Timer 


    Productivity vs efficiency: what’s the difference?


    What’s More Important for Your Business, Productivity or Efficiency?

     

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    December 18, 2020 | The Friday Five


    The Friday Five for December 18, 2020: The COVID-19 Vaccine Arrives, COVID-19 Vaccine Scams and Misinformation, Google's Year in Search Trends 2020, Netflix to Unveil Audio-Only Mode, and the Top 10 New Business Books in 2020.


    Ritter Can Help You Stay in Touch With Your Clients


    Client retention starts with outreach, but if you’re not sure how to do that, we’ve got you covered. Listen to get four ways to reach out and the details on some FREE templates you’ll want to get your hands on!


    Top 5 Podcasts of 2020 | The Friday Five


    We don’t just make a podcast, we love listening to them, too! Despite 2020 effectively cancelling her commute, our host Sarah listened over 7,000 minutes of podcast audio. Which shows made it into her top 5 for 2020? Listen to find out in this bonus Friday Five episode!


    Why Client Retention Should Be Your Top Priority


    Discover how to keep existing clients coming back for more. Our strategy includes practical steps you can easily implement into your business.

     

    Articles to Share with Your Clients:

     

    Does Medicare Cover COVID Testing?


    Does Medicare cover COVID testing? It's an important question to be answered, since testing can give you peace of mind and help slow the spread of the pandemic.


    How to Speed Up a Cold Recovery


    While the cure for the common cold hasn't been found yet, there are ways to make your recovery from it as speedy as possible. Here are a few ways you can get over a cold faster when you're feeling ill.


    Ways Seniors Can Save on Lighting Costs in the Winter


    During the winter, the nights grow longer, and it may be tempting to leave the lights on. Lower your electricity bill with these tips to save on lighting costs!

     

    The latest from Ritter’s Blog:

     

    Does Your Medicare Sales Approach Satisfy Different Budgets?


    We all know the saying, “money doesn’t grow on trees.” Many people have limited incomes, but you can help them with budgeting for a Medicare plan to afford the health care they may need.


    Ways to Get Medicare Leads


    In the insurance industry, leads are what sustain your business. Of course, you need the contracts, training, and other skills to be a successful insurance agent, but without leads, you’ll just be spinning your wheels.


    What is AHIP Certification and How Do I Get It?


    You have your leads in hand and your contracts signed, so you’re ready to sell, right? Well… almost. Did you complete your AHIP certification yet?

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    9 min
  • Top 5 Podcasts of 2020 | The Friday Five
    We don’t just make a podcast, we love listening to them, too! Despite 2020 effectively cancelling her commute, our host Sarah listened to over 7,000 minutes of podcast audio. Which shows made it into her top 5 for 2020? Listen to find out in this bonus Friday Five episode!
    9 min

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