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

  • 4 Ancillary Cross-Sales to Show Clients You Care

     

    Ready to get started cross-selling? What products can you cross-sell with Medicare? Build up your insurance portfolio with our list of must-have ancillary products!

     

    Read the text version.

     

    Download the FREE Guide: Cross-Selling Ancillary Insurance with Medicare Products

     

    Mentioned in this episode:

     

    16 Stats That Prove You Should Put Your Clients First


    Boost Business Selling Hospital Indemnity Insurance


    Ritter’s Newest Guide: Cross-Selling Ancillary Insurance with Medicare Products


    Sense Success with Dental, Vision, and Hearing Plans


    Short-Term Care Insurance: A Top LTCi Alternative for Clients


    These Plans Are Critical to Your Business Strategy

     

    More episodes you’ll like:

     

    4 Steps to Selling Dental, Vision, and Hearing Insurance


    Not sure how to show your clients the benefits of dental, vision, and hearing insurance products? In this episode of the ASG Podcast, we walk you through the process of selling DVH insurance plans from start to finish. Don’t forget to visit the show notes for a full list of Ritter's free DVH sales resources.


    Boost Business Selling Hospital Indemnity Insurance


    Ready to grow your insurance business? Learn more about hospital indemnity insurance, a powerful ancillary tool for your portfolio. We cover what you need to know, from the basics to closing the sale!


    How Client Retention Boosts 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.


    Short-Term Care Insurance – An LTCi Alternative for Clients


    Think LTCi is your client’s only option? Explore Short-Term Care Insurance and its benefits.


    Why Critical Illness Insurance Can Breathe New Life Into Your Business


    Grow your business with Critical Illness plans. Discover why it's never been a better time to offer this kind of coverage.

     

    The latest from Ritter’s Blog:

     

    The Ritter Platform Launches New Drug Cost Estimator and Prefilled Applications


    Two brand-new features have been added to our comprehensive agent dashboard. Say “hello” to the Drug Cost Estimator and prefilled applications!


    5 Tips for Using Medicareful to Sell More Medicare Plans


    Medicareful gives agents the potential to double or triple their capacity to safely engage prospects and enroll clients! How can you maximize your site and Medicare sales? To start, request your free Medicareful page here!


    Why Being a Likable Agent Is Good for Your Business


    How you present yourself as an agent can make or break your business. You may think, “It doesn’t matter what other people think of me,” which in some ways is true. But when it comes to how people view you professionally, their opinions do matter.

     

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    6 min
  • Why Go About Your Business in an Ethical, Compliant Fashion

     

    Maintaining CMS compliance while selling Medicare is crucial to the success of your insurance business. But why? In this episode, we're answering that question a few different ways as we look at the "why" behind running a compliant insurance agency.

     

    Read the text version.

     

    Email Van Your Compliance Questions

     

    Register with Ritter Insurance Marketing

     

    Mentioned in this episode:

     

    5 Myths About Selling Medicare… Debunked!


    Building Client Loyalty: More than Just a Plan


    Centers for Medicare & Medicaid Services Official Website


    CMS 2019 Medicare Communications and Marketing Guidelines


    Do’s and Don’ts of Medicare Compliance


    Ritter Insurance Marketing Official Website


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

     

    More episodes you’ll like:

     

    Do’s and Don’ts of Medicare Compliance


    Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.


    Rules for Hosting a Compliant Medicare Educational Event


    If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process!


    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 2020 CMS Medicare Communications and Marketing Guidelines!


    What Agents Can’t Say During Medicare Sales Appointments


    Not sure what you can or can't say during a Medicare sales appointment? CMS has a lot of rules regarding marketing Medicare, but they're not always simple to understand. We sifted through the MCMG to bring you 9 examples of what NOT to say the next time you make a Medicare sales pitch.


    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.

     

    The latest from Ritter’s Blog:

     

    The Ritter Platform Launches New Drug Cost Estimator and Prefilled Applications


    Two brand-new features have been added to our comprehensive agent dashboard. Say “hello” to the Drug Cost Estimator and prefilled applications!


    5 Tips for Using Medicareful to Sell More Medicare Plans


    Medicareful gives agents the potential to double or triple their capacity to safely engage prospects and enroll clients! How can you maximize your site and Medicare sales? To start, request your free Medicareful page here!


    Why Being a Likable Agent Is Good for Your Business


    >How you present yourself as an agent can make or break your business. You may think, “It doesn’t matter what other people think of me,” which in some ways is true. But when it comes to how people view you professionally, their opinions do matter.

     

    Subscribe & Follow:

     

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    7 min
  • September 4, 2020 | The Friday Five
    The Friday Five for September 4, 2020:
    - Medicare Advantage Hospice Carve-In
    - GoodRx To Go Public
    - Flu Shot Guidance from CDC
    - Twitter Tackles Trending Topics
    - Ritter Insurance Marketing Acquires Secure Benefits Alliance (SBA)
    8 min
  • September 4, 2020 | The Friday Five

     

    The Friday Five for September 4, 2020:
    • Medicare Advantage Hospice Carve-In
  • GoodRx To Go Public
  • Flu Shot Guidance from CDC
  • Twitter Tackles Trending Topics
  • Ritter Insurance Marketing Acquires Secure Benefits Alliance (SBA)
  •  

    Mentioned in this episode:

     

    Coffee, ketchup and Nike Air Max: it’s the COVID consumer economy


    Explaining the Newly-Released Medicare Advantage “Carve-In” Model


    Frequently Asked Influenza (Flu) Questions: 2020-2021 Season


    Getting Upstream: A Hospice Playbook for Value-Based Care


    GoodRx files to go public, boasting track record of profitability


    Hospice Must Demonstrate Value to Medicare Advantage Plans


    Ritter Acquires Maryland-Based Secure Benefits Alliance


    Twitter tries to explain trending topics


    Vaccine Finder


    What Is the Difference Between Palliative Care and Hospice Care

     

    More episodes you’ll like:

     

    August 28, 2020 | The Friday Five


    The Friday Five for August 28, 2020: Closing the Sale & Managing Rejection; CDC Changes Travel Quarantine Guidance; Teams vs. Zoom; Pandemic Relief for Small Businesses; and Client Conversation Starters.


    5 Tips for Selling Medicare Advantage Plans


    Ready to rock your Medicare Advantage sales goals this AEP? Learn five ways you can make this Annual Enrollment Period your most successful yet. Our tips can help you grow your commissions and your book of business.


    The Hidden Value of Medicare Supplements During AEP


    AEP is about more than just Medicare Advantage. Don't miss out on sales because you're missing the product your client wants. Learn why Med Supps make a crucial addition to your insurance portfolio, whether it's Annual Enrollment or not.


    The Ritter Platform Launches New Drug Cost Estimator and Prefilled Applications


    Big News! We've added two brand-new features to The Ritter Platform - a Prescription Drug Cost Estimator and Prefilled Applications! Learn more about these new additions and how they can simplify your selling process this AEP.


    What is the Ritter Platform?


    The Ritter Platform is a CRM for insurance agents selling Medicare and other senior market products! Consolidate client info, analyze prescription drug costs, access carrier resources, get info on commissions and more. What could you be saving time on?!?

     

    The latest from Ritter’s Blog:

     

    How to Keep Your Product Portfolio Fresh


    As an agent in the Medicare insurance industry, you need to stay competitive. An effective way to do this is by routinely examining your portfolio to determine if you’re prepared to work at your full potential.


    5 Tips for Selling Medicare Advantage Plans


    With the Annual Enrollment Period approaching, you may be strategizing to have more success selling Medicare Advantage plans this year.


    The Ritter Platform Launches New Drug Cost Estimator and Prefilled Applications


    Two brand-new features have been added to our comprehensive agent dashboard. Say “hello” to the Drug Cost Estimator and prefilled applications!

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    8 min
  • The Hidden Value of Medicare Supplements During AEP

     

    AEP is about more than just Medicare Advantage. Don't miss out on sales because you're missing the product your client wants. Learn why Med Supps make a crucial addition to your insurance portfolio, whether it's Annual Enrollment or not.

     

    Read the text version.

     

    Get the Top Med Supp Products in Your Market

     

    Mentioned in this episode:

     

    2020 Medicare Supplement Changes Will Introduce Two New Eligibility Groups


    Contact the Team at Ritter Insurance Marketing


    Cure Your Clients’ Needs with a PDP


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


    Download our eBook – The Complete Guide on How to Sell Medicare Supplements


    Finish Work Faster Using e-Apps


    Get a Free Medicareful Site


    Guaranteed issue rights


    How Medicareful Helps You Sell Ancillary Products


    How to Save Your Clients Money on Prescription Drugs


    Learn about Ritter’s 100K Giveaway!


    Medicare for Snowbirds, Sunbirds, & Travel Enthusiasts


    Medicare Supplements Fill the Gaps in Your Portfolio


    Med Supp Underwriting Fast Facts PDF


    Part D late enrollment penalty


    Prepare for Upcoming Medicare Supplement Changes


    What is a Medicare Select Plan?

     

    More episodes you’ll like:

     

    2020 Medicare Supplement Changes Will Introduce Two New Eligibility Groups


    Med Supp changes are coming for 2020. Get all the facts about the two new Med Supp eligibility groups here, like what they are, who falls into each group, which plans you can sell to clients in each group, and more, in this can't-miss episode.


    Getting Started Selling Medicare Supplements


    Take your insurance sales to the next level with Medicare Supplements! Discover why Medigap plans make such a great addition to your selling portfolio. 


    How to Write a Medicare Supplement Call Script That Really Works


    Selling Medicare Supplements over the phone? Now is a great time to rework your current Med Supp call script! We outline the best practices to follow while working Medigap leads.


    What to Know When Replacing Existing Med Supp Plans for Clients


    Learn how to switch your client's Medigap plans. We unpack it all, from why your clients might want to switch Med Supps, to the free look period and everything in between. Read the text version.


    When Do Med Supp Plans K, L, M, & N Make Sense?


    Take a closer look at Medicare Supplement Plans K, L, M, and N. Learn more about how these specific Medigap plans work and the ideal clients for each type.

     

    The latest from Ritter’s Blog:

     

    Join Us at the Summits!


    Each summer, Ritter Insurance Marketing hosts the annual Summits, where insurance agents can receive an exclusive first look at the next year’s Medicare Advantage and Part D plan offerings. This year, we’re hosting our Summits a little differently.


    5 Tips for Using Medicareful to Sell More Medicare Plans


    Medicareful gives agents the potential to double or triple their capacity to safely engage prospects and enroll clients! How can you maximize your site and Medicare sales? To start, request your free Medicareful page here!


    Why Being a Likable Agent Is Good for Your Business


    How you present yourself as an agent can make or break your business. You may think, “It doesn’t matter what other people think of me,” which in some ways is true. But when it comes to how people view you professionally, their opinions do matter.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    11 min
  • August 28, 2020 | The Friday Five
    The Friday Five for August 28, 2020:
    - Closing the Sale & Managing Rejection
    - CDC Changes Travel Quarantine Guidance
    - Teams vs. Zoom
    - Pandemic Relief for Small Businesses
    - Client Conversation Starters
    11 min

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