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 Best Software for Tracking Your Medicare Commissions

     

    How do you track your Medicare commissions? Want a better solution? Listen to this episode of our ASG Podcast for suggestions on tracking (and troubleshooting!) your hard-earned insurance commissions.

     

    Read the text version.

     

    Register for your FREE RitterIM.com account

     

    Call Ritter Insurance Marketing at 1-800-769-1847

     

    Mentioned in this episode:

     

    2020 Maximum Broker Commissions for MA & Medicare Part D


    CMS Medicare Communications and Marketing Guidelines (MCMG)


    Excel for Windows Training


    Excel Quick and Simple Charts Tutorial [Video]


    Four Reasons Why Ritter Should Be Your FMO Insurance Agency


    How to Create a Graph in Excel


    How to Make a Chart or Graph in Excel [With Video Tutorial]


    Ritter’s Carrier Pages


    Ritter’s Microsoft Excel Commission Tracking Template


    The Ritter Platform Launches 3 New Tools & Shared Client Records


    What Are Agents Responsible for Under HIPAA?

     

    More episodes you’ll like:

     

    May 15, 2020 | The Friday Five


    The Friday Five for May 15, 2020: CMS Announces Enhancements to Medicare Plan Finder; HEROES Act Set for House Vote Today; How to Set a Social Media Policy During the Pandemic; Zoom 5.0 – What You Need to Know; and Ritter’s Resources to Stay in Touch with Clients – Downloadable Templates!


    Helping Your Clients Find Their Medicare Beneficiary Identifier (MBI)


    Need to help a client look up their Medicare Beneficiary Identifier? What can you do now that the lookup feature on MyMedicare.gov has been phased out? We've got four ways insurance agents can help their Medicare clients in this episode of the ASG Podcast.


    5 Steps to Selling Medicare Supplements Successfully


    Build your Medicare portfolio with our Med Supp sales tips! We walk you through the process of getting started, from finding the carrier info you need to helping you get contracted and ready-to-sell. Medicare Supplement sales success can be yours!

     

    The latest from Ritter’s Blog:

     

    Ritter Can Help You Stay In Touch With Your Clients


    Client retention is just as important as taking on new clients. In the insurance world, once a sale is closed, your duty as an agent isn’t over. You still need to make sure you check in with your clients from time to time to maintain strong relationships. Use these downloadable templates when touching base with your clients! 


    How You Can Sell Insurance in Your State During COVID-19


    We’ve gathered information regarding your state’s stance on in-person sales during the COVID-19 pandemic, as well as information about applying for unemployment benefits as a self-employed worker.


    Why It’s Time to Take a More Relaxed Approach to Insurance Sales


    How many times have you walked into a store just wanting to look at something, but ended up walking out with nothing because the stakes felt too high? Maybe you were turned off because you couldn’t "just look" without a salesperson trying to give you their spiel? They “pushed” you right out the door, didn’t they? Here's how (and why!) to make sure you're not that salesperson.


    5 Steps to Selling Medicare Supplements Successfully


    Whether you’re already selling Medicare Supplements or just starting to look into offering this type of product, there are five simple steps you can take to find more success in your sales. Do you know what they are?


    How to Successfully Set SMART Goals


    Setting goals is a great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

     

    Subscribe & Follow:

     

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    Google Podcasts


    Overcast


    Podbean


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    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    10 min
  • May 15, 2020 | The Friday Five
    The Friday Five for May 15, 2020
    1. CMS Announces Enhancements to Medicare Plan Finder
    2. HEROES Act Set for House Vote Today
    3. How to Set a Social Media Policy During the Pandemic
    4. Zoom 5.0 – What You Need to Know
    5. Ritter’s Resources to Stay in Touch with Clients – Downloadable Templates!
    11 min
  • May 15, 2020 | The Friday Five
    The Friday Five for May 15, 2020
    1. CMS Announces Enhancements to Medicare Plan Finder
    2. HEROES Act Set for House Vote Today
    3. How to Set a Social Media Policy During the Pandemic
    4. Zoom 5.0 – What You Need to Know
    5. Ritter’s Resources to Stay in Touch with Clients – Downloadable Templates!
    11 min
  • May 15, 2020 | The Friday Five

     

    The Friday Five for May 15, 2020
    • CMS Announces Enhancements to Medicare Plan Finder
  • HEROES Act Set for House Vote Today
  • How to Set a Social Media Policy During the Pandemic
  • Zoom 5.0 – What You Need to Know
  • Ritter’s Resources to Stay in Touch with Clients – Downloadable Templates!
  •  

    Mentioned in this episode:

     

    6 steps for establishing a strong social media policy during the pandemic


    CMS Memo: Medicare Plan Finder Enhancements for Contract Year 2021


    Client Retention Templates: Ritter Can Help You Stay In Touch With Your Clients


    ‘Hamilton’ Course Change: Disney Sets July 3 Streaming Release For $75 Million Lin-Manuel Miranda Musical


    House Democrats unveil $3 trillion coronavirus relief package


    House Democrats unveil massive new coronavirus relief bill ahead of Friday vote


    It’s Here! 5 Things to Know About Zoom 5.0


    Krispy Kreme, Chipotle and more honor 2020 graduates with food freebies


    Student Loan Forgiveness And $1,200 Second Stimulus Check Included in New Stimulus Proposal


    Zoom version 5.0

     

    More episodes you’ll like:

     

    May 8, 2020 | The Friday Five


    The Friday Five for May 8, 2020: AHIP 2021 Training Update; Humana Waives Copays and Cost-Sharing, Talks Telehealth; Need Headphones to Help WFH?; Krasinski Keeps Some Good News Coming; How to Celebrate Mother’s Day During a Pandemic


    Helping Your Clients Find Their Medicare Beneficiary Identifier (MBI)


    Need to help a client look up their Medicare Beneficiary Identifier? What can you do now that the lookup feature on MyMedicare.gov has been phased out? We've got four ways insurance agents can help their Medicare clients in this episode of the ASG Podcast.


    5 Steps to Selling Medicare Supplements Successfully


    Build your Medicare portfolio with our Med Supp sales tips! We walk you through the process of getting started, from finding the carrier info you need to helping you get contracted and ready-to-sell. Medicare Supplement sales success can be yours!

     

    The latest from Ritter’s Blog:

     

    Ritter Can Help You Stay In Touch With Your Clients


    Client retention is just as important as taking on new clients. In the insurance world, once a sale is closed, your duty as an agent isn’t over. You still need to make sure you check in with your clients from time to time to maintain strong relationships. Use these downloadable templates when touching base with your clients! 


    How You Can Sell Insurance in Your State During COVID-19


    We’ve gathered information regarding your state’s stance on in-person sales during the COVID-19 pandemic, as well as information about applying for unemployment benefits as a self-employed worker.


    Why It’s Time to Take a More Relaxed Approach to Insurance Sales


    How many times have you walked into a store just wanting to look at something, but ended up walking out with nothing because the stakes felt too high? Maybe you were turned off because you couldn’t "just look" without a salesperson trying to give you their spiel? They “pushed” you right out the door, didn’t they? Here's how (and why!) to make sure you're not that salesperson.


    5 Steps to Selling Medicare Supplements Successfully


    Whether you’re already selling Medicare Supplements or just starting to look into offering this type of product, there are five simple steps you can take to find more success in your sales. Do you know what they are?


    How to Successfully Set SMART Goals


    Setting goals is a great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    11 min
  • 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.
    12 min
  • May 8, 2020 | The Friday Five
    The Friday Five for May 8, 2020:
    1. AHIP 2021 Training Update
    2. Humana Waives Copays and Cost-Sharing, Talks Telehealth
    3. Need Headphones to Help WFH?
    4. Krasinski Keeps Some Good News Coming
    5. How to Celebrate Mother’s Day During a Pandemic
    12 min
  • May 8, 2020 | The Friday Five
    The Friday Five for May 8, 2020:
    1. AHIP 2021 Training Update
    2. Humana Waives Copays and Cost-Sharing, Talks Telehealth
    3. Need Headphones to Help WFH?
    4. Krasinski Keeps Some Good News Coming
    5. How to Celebrate Mother’s Day During a Pandemic
    12 min

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