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

  • 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
  •  

    Mentioned in this episode:

     

    4 Mistakes You’re Probably Making If You’re Struggling to Close a Sale


    4 Post-PPP Coronavirus Relief Programs for Small Biz


    5 Ways to Keep Moving Ahead After a Rejected Pitch


    9 Reasons to Call Your Client Right Now


    CDC drops 14-day self-quarantine recommendation for out-of-state, international travelers


    Microsoft Teams Issues New Blow to Zoom With These Superb Features


    What’s New to Stream in September on Netflix, Hulu, Amazon, Disney+, and More

     

    More episodes you’ll like:

     

    August 21, 2020 | The Friday Five


    The Friday Five for August 21, 2020: USPS and Insurance Mail; Underwriting & COVID-19; Food insecurity in Medicaid beneficiaries; Order of coronavirus symptoms; Ritter's Virtual Summits for Insurance Agents


    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.


    Tips for Becoming a Top-Producing Agency


    Becoming a top-producing insurance agency is a great goal. But how do you get there? In this episode of our ASG Podcast, we've got some tips to help you get started. We've also got a link to a FREE guide that takes a deep dive on starting and developing your agency.


    What Agents Forget to Do When Preparing for Appointments


    Do you have everything you need for a full day of Medicare sales appointments? What about the client who wants to talk Med Supp but lives an hour away? This small list of actionable to-dos will make a big impact on keeping you organized and stress-free 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:

     

    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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    Connect on social:

     

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    11 min
  • 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.

     

    Read the text version.

     

    Register with Ritter Insurance Marketing

     

    Mentioned in this episode:

     

    Learn More About The Ritter Platform


    See How Medicareful Works


    Ritter Platform: August 21, 2020 Release Notes


    Ritter Platform: Drug Cost Estimator for Clients


    Ritter Platform: Prefilled Submissions for Clients


    The Ritter Platform Launches 3 New Tools and Shared Client Records


    Video: The Platform | Agent Drug Cost Estimator


    Video: The Platform | Sending Prefilled Submissions

     

    More episodes you’ll like:

     

    August 21, 2020 | The Friday Five


    The Friday Five for August 21, 2020: USPS and Insurance Mail; Underwriting & COVID-19; Food insecurity in Medicaid beneficiaries; Order of coronavirus symptoms; and Ritter's Virtual Summits for Insurance Agents.


    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.


    Methods to Boost Your Medicare Business


    Optimize your Medicare insurance business with help from our FMO – Ritter Insurance Marketing! Our strategies generate leads and sales. Find out how you can apply these tips just in time for AEP success.


    Tips for Becoming a Top-Producing Insurance Agency


    Becoming a top-producing insurance agency is a great goal. But how do you get there? In this episode of our ASG Podcast, we've got some tips to help you get started. We've also got a link to a FREE guide that takes a deep dive on starting and developing your agency.


    What Agents Forget to Do When Preparing for Appointments


    Do you have everything you need for a full day of Medicare sales appointments? What about the client who wants to talk Med Supp but lives an hour away? This small list of actionable to-dos will make a big impact on keeping you organized and stress-free this AEP.

     

    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

     

    8 min
  • 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?!?
    2 min
  • 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?!?

     

    Learn more about the Ritter Platform TODAY!

     

    More episodes you’ll like:

     

    August 21, 2020 | The Friday Five


    The Friday Five for August 21, 2020: USPS and Insurance Mail; Underwriting & COVID-19; Food insecurity in Medicaid beneficiaries; Order of coronavirus symptoms; and Ritter's Virtual Summits for Insurance Agents.


    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.


    Methods to Boost Your Medicare Business


    Optimize your Medicare insurance business with help from our FMO – Ritter Insurance Marketing! Our strategies generate leads and sales. Find out how you can apply these tips just in time for AEP success.


    Tips for Becoming a Top-Producing Insurance Agency


    Becoming a top-producing insurance agency is a great goal. But how do you get there? In this episode of our ASG Podcast, we've got some tips to help you get started. We've also got a link to a FREE guide that takes a deep dive on starting and developing your agency.


    What Agents Forget to Do When Preparing for Appointments


    Do you have everything you need for a full day of Medicare sales appointments? What about the client who wants to talk Med Supp but lives an hour away? This small list of actionable to-dos will make a big impact on keeping you organized and stress-free this AEP.

     

    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

     

    2 min
  • 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.

     

    Read the text version.

     

    Get the Top Med Supp Products in Your Market

     

    Mentioned in this episode:

     

    2020 Medicare Part A and Part B Premiums and Deductibles


    Contact the Team at Ritter Insurance Marketing


    Get a FREE Demo of Ritter’s Medicare Quote Engine


    How to compare Medigap policies

     

    More episodes you’ll like:

     

    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.


    Methods to Boost Your Medicare Business


    Optimize your Medicare insurance business with help from our FMO – Ritter Insurance Marketing! Our strategies generate leads and sales. Find out how you can apply these tips just in time for AEP success.


    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. 

     

    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

     

    8 min
  • August 21, 2020 | The Friday Five
    The Friday Five for August 14, 2020:
    - USPS and Insurance Mail
    - Underwriting & COVID-19
    - Food insecurity in Medicaid beneficiaries
    - Order of coronavirus symptoms
    - Ritter's Virtual Summits for Insurance Agents
    10 min
  • August 21, 2020 | The Friday Five

     

    The Friday Five for August 21, 2020:
    • USPS and Insurance Mail
  • Underwriting & COVID-19
  • Food insecurity in Medicaid beneficiaries
  • Order of coronavirus symptoms
  • Ritter's Virtual Summits for Insurance Agents
  •  

    Mentioned in this episode:

     

    COVID-19 symptoms often appear in this order, study finds


    Food Insecurity and Health: Addressing Food Needs for Medicaid Enrollees as Part of COVID-19 Response Efforts


    He delivers where Amazon and FedEx won’t: USPS worker covers ‘the last mile’ to rural America


    Moves That Slow Postal Delivery May Affect Insurers


    Register for Ritter’s Virtual Summits!


    These Back-to-School Discounts & Freebies Will Take the Load Off (A Little) This Year


    Underwriting Clients During a Pandemic

     

    More episodes you’ll like:

     

    August 14, 2020 | The Friday Five


    The Friday Five for August 14, 2020: More Executive Orders; Microsoft & TikTok; Twitter’s Newest Feature; Kroger to take on Amazon, Walmart; and The Ultimate Work From Home Guide


    9 Tips to Submitting an Error-Free Application


    Want to avoid commissions and coverage delays on your Medicare applications? The secret is writing clean applications that won't get flagged during the submissions process. We've done the research for you! Use these 9 helpful tips to start writing cleaner applications.


    What Agents Forget to Do When Preparing for Appointments


    Do you have everything you need for a full day of Medicare sales appointments? What about the client who wants to talk Med Supp but lives an hour away? This small list of actionable to-dos will make a big impact on keeping you organized and stress-free this AEP.

     

    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.


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


    Do you tend to place clients in Medicare Supplement Plans C, D, F, or G? While it’s true these Med Supps cover the most out-of-pocket costs, never overlook Plans K, L, M, and N.


    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!

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    10 min
  • Tips for Becoming a Top-Producing Insurance Agency
    Becoming a top-producing insurance agency is a great goal. But how do you get there? In this episode of our ASG Podcast, we've got some tips to help you get started. We've also got a link to a FREE guide that takes a deep dive on starting and developing your agency.
    7 min

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