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

  • April 24, 2020 | The Friday Five

     

    The Friday Five for April 24, 2020:
    • Phase 3.5 of COVID-19 Federal Relief
  • A Surprise End to Balance Billing?
  • Managing Coronavirus Anxiety
  • FAQ on COVID-19 Germ Resilience Outside The Body
  • How to Hang Up? Video Call Etiquette
  •  

    Mentioned in this episode:

     

    America’s First Youth Poet Laureate Amanda Gorman Offers Inspiration During Pandemic


    Did HHS just put an end to surprise billing?


    Final Text of 3.5 Bill


    How to End a Video Call Politely


    Is the Virus on My Clothes? My Shoes? My Hair? My Newspaper?


    Senate passes $484B ‘Phase 3.5’ coronavirus stimulus package by voice vote amid tension in chamber


    What to Do If Your Anxiety About Coronavirus Feels Overwhelming

     

    More episodes you’ll like:

     

    April 17, 2020 | The Friday Five


    The Friday Five for April 17, 2020: Some (more) Good News from John Krasinski; Google and Apple team up for COVID-19 tracking app; make your Teams and Zoom calls more fun (or at least less messy); Stimulus check scams – what to watch for; and state rules for selling insurance during the coronavirus pandemic.


    Guiding Your Agency Through COVID-19


    It's an unprecedented time. COVID-19 has shut down businesses small and large, and if you're wondering how to run your business during a pandemic, you are not alone. How can your insurance agency continue to help clients and stay productive amidst the coronavirus pandemic? We've got some insight that might help.


    How to Add Technology to Your Insurance Business


    Need to bring technology into your business? Not sure where to begin? Start by listening to this episode! We’ll help you revamp your insurance sales process.


    Internet Forums & Insurance Agents


    Discover the power of forums. We unpack it all, how to get started, what you should post, etiquette rules, and more!


    Medicare MSA 101 featuring Jim Handlan of Lasso Healthcare


    Have questions about selling Medicare Medical Savings Accounts (MSA) Plans? This bonus episode of our ASG Podcast has your answers! We sat down with Jim Handlan, President of Lasso Healthcare, to pick his brain on all things Medicare MSA-related.


    More People Working Past Age 65: What it Means for Agents Selling Medicare Plans


    What does Medicare look like for your clients working past age 65? This is one of the most common questions we get from insurance agents. And we've got answers! Learn how to help clients enroll in Medicare when they plan to continue working. We'll even cover how to help a client that's already on Medicare who wants to "unretire" and rejoin the workforce! You don't want to miss this episode of our ASG Podcast!


    Using e-Apps to Work From Home


    COVID-19 has changed the way we currently do business. Learn how technology can help mitigate the space between how you used to sell insurance and the “new normal” we’ve found ourselves in.

     

    The latest from Ritter’s Blog:

     

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


    Let’s be honest… it doesn’t take a salesperson to know what other salespeople are trying to do. Your clients aren’t salespeople, and they know that, under your official title as an insurance agent, that’s what you are. You want them to spend money, and you want them to spend it with you because that earns you money. Naturally, you’re going to meet some resistance. That doesn’t mean you’re set up to fail, though. If you take a more relaxed approach to insurance sales, we think you’ll see more success. Learn why.


    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.


    2020 State of the Senior Market: In Review


    Craig Ritter, president of Ritter Insurance Marketing, once again gave his annual State of the Senior Market address, but this year, with a little twist. Rather than one long webinar, his address was broken into a four-part video series. We took the highlights from each episode and put them all in one place - this article!

     

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    Connect on social:

     

    Facebook


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    7 min
  • How to Add Technology to Your Insurance Business

     

    Need to bring technology into your business? Not sure where to begin? Start by listening to this episode! We’ll help you revamp your insurance sales process.

     

    Read the text version.

     

    Register with Ritter

     

    The Ritter Platform – Learn more about the combined AMS & CRM functionality and other features!

     

    Mentioned in this episode:

     

    27 ways to MOTIVATE shoppers who research online to buy


    How To Better Market Yourself


    Key Findings for the 2018 Insurance Barometer Study


    Internet/Broadband Fact Sheet


    Mobile Fact Sheet


    Mobile Vs. Desktop Usage (Latest 2019 Data)


    Online Shopping and E-Commerce


    Sell More Medicare Plans Online with Medicareful


    Social Media Marketing for Insurance Agents eBook


    Why Client Retention Should be Your Top Priority

     

    More episodes you’ll like:

     

    4 Reasons Why Ritter Should Be Your FMO Insurance Agency


    Looking for an FMO? Not sure what a field marketing organization like Ritter Insurance Marketing can do for your insurance business? Learn everything you need to know in this can’t-miss episode of the ASG Podcast!


    Guiding Your Agency Through COVID-19


    It's an unprecedented time. COVID-19 has shut down businesses small and large, and if you're wondering how to run your business during a pandemic, you are not alone. How can your insurance agency continue to help clients and stay productive amidst the coronavirus pandemic? We've got some insight that might help.


    Insurance Agents & CMS Compliance


    Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.


    Social Media Privacy Tips for Insurance Agents


    Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices. Listen to find out more!


    Top 10 Podcast Apps


    Which podcast app is the best? Do you listen on the number one app or a different one? What features are you missing out on? In the premiere episode of our newest series, Agent Apps, we explore the top 10 podcast listening apps and the features that make each one unique.

     

    The latest from Ritter’s Blog:

     

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


    Many states have issued “stay-at-home” orders in response to the COVID-19 pandemic. We wanted to provide you with new information regarding whether agents in your state may still complete in-person sales appointments. We are encouraging all agents to take advantage of using our virtual tools, such as Medicareful, to continue to successfully communicate with clients – remotely!


    Guiding Your Agency Through COVID-19


    The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. With business closures and travel restrictions, the potential to harm small businesses like insurance agencies is obvious and potentially devastating. But, with the right combination of planning and flexibility — and a dash of help from your friendly FMO — it doesn’t have to derail your agency’s productivity.


    Ritter and Carrier Operations During the COVID-19 Pandemic


    The COVID-19 virus has effectively changed the way the United States operates for the foreseeable future. A compilation of information from the carriers Ritter supports regarding their capacity to continue operations during the COVID-19 pandemic.


    2020 State of the Senior Market: In Review


    Craig Ritter, president of Ritter Insurance Marketing, once again gave his annual State of the Senior Market address, but this year, with a little twist. Rather than one long webinar, his address was broken into a four-part video series. We took the highlights from each episode and put them all in one place - this article!


    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.


    What Agents Can’t Say During Medicare Sales Appointments


    The Centers for Medicare & Medicaid Services have some strict rules on what agents can and cannot say during Medicare sales appointments, but pulling them out of the dense Medicare Communications and Marketing Guidelines (MCMG) can be tough and time-consuming. Here are some examples to help simplify things!

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    12 min
  • Using e-Apps to Work From Home
    COVID-19 has changed the way we currently do business. Learn how technology can help mitigate the space between how you used to sell insurance and the “new normal” we’ve found ourselves in.
    7 min
  • Using e-Apps to Work From Home
    COVID-19 has changed the way we currently do business. Learn how technology can help mitigate the space between how you used to sell insurance and the “new normal” we’ve found ourselves in.
    7 min
  • Using e-Apps to Work From Home

     

    COVID-19 has changed the way we currently do business. Learn how technology can help mitigate the space between how you used to sell insurance and the “new normal” we’ve found ourselves in.

     

    Mentioned in this Episode:

     

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


    Learn More About Medicareful


    Learn the FAQs About Working with Ritter


    Register with Ritter Insurance Marketing


    Ritter and Carrier Operations During the COVID-19 Pandemic

     

    More episodes you’ll like:

     

    Guiding Your Agency Through COVID-19


    It's an unprecedented time. COVID-19 has shut down businesses small and large, and if you're wondering how to run your business during a pandemic, you are not alone. How can your insurance agency continue to help clients and stay productive amidst the coronavirus pandemic? We've got some insight that might help.


    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! 


    The Value of Staying in Touch with Clients


    Why is client retention so important for insurance agents? How do you know where to start? We talk about the why and give you some practical tips to help you retain your Medicare clients.

     

    The latest from Ritter’s Blog:

     

    2020 State of the Senior Market: In Review


    Craig Ritter, president of Ritter Insurance Marketing, once again gave his annual State of the Senior Market address, but this year, with a little twist. Rather than one long webinar, his address was broken into a four-part video series. We took the highlights from each episode and put them all in one place - this article!


    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.


    What Agents Can’t Say During Medicare Sales Appointments


    The Centers for Medicare & Medicaid Services have some strict rules on what agents can and cannot say during Medicare sales appointments, but pulling them out of the dense Medicare Communications and Marketing Guidelines (MCMG) can be tough and time-consuming. Here are some examples to help simplify things!

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    7 min
  • April 17, 2020 | The Friday Five
    The Friday Five for April 17, 2020:
    1. Some (More) Good News from John Krasinski
    2. Google and Apple Team Up for COVID-19 Tracking App
    3. Make Your Teams and Zoom Calls More Fun (Or At Least Less Messy)
    4. Stimulus Check Scams – Here’s What to Watch For
    5. State Rules for Selling Insurance During Coronavirus Pandemic
    8 min
  • April 17, 2020 | The Friday Five
    The Friday Five for April 17, 2020:
    1. Some (More) Good News from John Krasinski
    2. Google and Apple Team Up for COVID-19 Tracking App
    3. Make Your Teams and Zoom Calls More Fun (Or At Least Less Messy)
    4. Stimulus Check Scams – Here’s What to Watch For
    5. State Rules for Selling Insurance During Coronavirus Pandemic
    8 min
  • April 17, 2020 | The Friday Five

     

    The Friday Five for April 17, 2020:
    • Some (More) Good News from John Krasinski
  • Google and Apple Team Up for COVID-19 Tracking App
  • Make Your Teams and Zoom Calls More Fun (Or At Least Less Messy)
  • Stimulus Check Scams – Here’s What to Watch For
  • State Rules for Selling Insurance During Coronavirus Pandemic
  •  

    Mentioned in this episode:

     

    Don’t Fall for These 7 Coronavirus Scams


    How to change your background in Microsoft Teams


    How to hide your messy room for a Zoom video conference


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


    How you’ll get Apple and Google’s contact tracing update for your phone


    Q&A: Apple and Google discuss their coronavirus tracing efforts


    Ritter and Carrier Operations During the COVID-19 Pandemic


    Scammers look to steal your stimulus check


    SGN: Baseball is Back: Some Good News with John Krasinski Ep. 3


    SGN: Zoom Surprise: Some Good News with John Krasinski Ep. 2

     

    More episodes you’ll like:

     

    Guiding Your Agency Through COVID-19


    It's an unprecedented time. COVID-19 has shut down businesses small and large, and if you're wondering how to run your business during a pandemic, you are not alone. How can your insurance agency continue to help clients and stay productive amidst the coronavirus pandemic? We've got some insight that might help.


    The Value of Staying in Touch with Clients


    Why is client retention so important for insurance agents? How do you know where to start? We talk about the why and give you some practical tips to help you retain your Medicare clients.


    April 3, 2020 | The Friday Five


    The Friday Five for April 3, 2020: Some Good News; CARES Act stimulus checks; Mental Health Minute; Brothers Cuomo and Mom’s sauce; and Girl Scouts Cookie Care.

     

    The latest from Agent Survival Guide:

     

    2020 State of the Senior Market: In Review


    Craig Ritter, president of Ritter Insurance Marketing, once again gave his annual State of the Senior Market address, but this year, with a little twist. Rather than one long webinar, his address was broken into a four-part video series. We took the highlights from each episode and put them all in one place - this article!


    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.


    What Agents Can’t Say During Medicare Sales Appointments


    The Centers for Medicare & Medicaid Services have some strict rules on what agents can and cannot say during Medicare sales appointments, but pulling them out of the dense Medicare Communications and Marketing Guidelines (MCMG) can be tough and time-consuming. Here are some examples to help simplify things!

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    8 min

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