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

  • What Are Insurance Agents Responsible for Under HIPAA?
    Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.
     
    Read the text version.
     
    Download the PDF
     
    Mentioned in this episode:
     
    HHS Minimum Necessary Requirement
    HHS: New rule protects patient privacy, secures health information
    HHS Summary of the HIPAA Security Rule
    Is Your Agency Ready for a HIPAA Audit?
    Why Every Agency Should Work for HIPAA Compliance
     
    More episodes you’ll like:
     
    Are Your Medicare Marketing Materials Compliant?
    Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance question. We'll help you stay on good terms with CMS!
    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.
    Insurance Agents & CMS Compliance | Social Media 101
    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 | Social Media 101
    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 and a link to a very informative eBook that’s free to download. Listen to find out more!
    What’s New in the 2020 Medicare Communications and Market Guidelines?
    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.
     
    The latest from Ritter’s Blog:
     
    Why Go About Your Business in an Ethical, Compliant Fashion?
    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)
    The Agent Survival Guide Has a New Home
    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)
    Should You Become a Certified Insurance Counselor?
    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    9 min
  • What Are Insurance Agents Responsible for Under HIPAA?

     

    Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.

     

    Read the text version.

     

    Download the PDF

     

    Mentioned in this episode:

     

    HHS Minimum Necessary Requirement

    HHS: New rule protects patient privacy, secures health information

    HHS Summary of the HIPAA Security Rule

    Is Your Agency Ready for a HIPAA Audit?

    Why Every Agency Should Work for HIPAA Compliance

     

    More episodes you’ll like:

     

    Are Your Medicare Marketing Materials Compliant?

    Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance question. We'll help you stay on good terms with CMS!

    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.

    Insurance Agents & CMS Compliance | Social Media 101

    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 | Social Media 101

    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 and a link to a very informative eBook that’s free to download. Listen to find out more!

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

    Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.

     

    The latest from Ritter’s Blog:

     

    Why Go About Your Business in an Ethical, Compliant Fashion?

    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)

    The Agent Survival Guide Has a New Home

    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

    Should You Become a Certified Insurance Counselor?

    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts

    Google Podcasts

    Overcast

    Podbean

    Spotify

    Stitcher

     

    Connect on social:

     

    Facebook

    Twitter

    YouTube

    LinkedIn

     

    9 min
  • February 14, 2020 | The Friday Five
    The Friday Five for February 14, 2020:
    2021 Medicare Advantage and Part D Advance Notice Part II
    The ACP and Medicare for all
    1 in 5 Operations Could Lead to Surprise Medicare Bill
    Study on American Credit Card Balances & Limits
    Making the Best of Being Quarantined at Sea
    Bonus: Last-minute Valentine gift ideas
    8 min
  • February 14, 2020 | The Friday Five

     

    The Friday Five for February 14, 2020:
    • 2021 Medicare Advantage and Part D Advance Notice Part II
  • The ACP and Medicare for all
  • 1 in 5 Operations Could Lead to Surprise Medicare Bill
  • Study on American Credit Card Balances & Limits
  • Making the Best of Being Quarantined at Sea
  • Bonus: Last-minute Valentine gift ideas

    8 min
  • February 14, 2020 | The Friday Five

     

    The Friday Five for February 14, 2020:
    • 2021 Medicare Advantage and Part D Advance Notice Part II
  • The ACP and Medicare for all
  • 1 in 5 Operations Could Lead to Surprise Medicare Bill
  • Study on American Credit Card Balances & Limits
  • Making the Best of Being Quarantined at Sea
  • Bonus: Last-minute Valentine gift ideas 💘

     

    Mentioned in this episode:

     

    2021 Medicare Advantage Advance Notice Part 1 – Risk Adjustment


    2021 Medicare Advantage and Part D Advance Notice Part II Fact Sheet


    1 in 5 Operations May Lead to “Surprise” Bills – Even When In-Network, Study Finds


    CMS Proposes Significant Changes to Medicare Advantage and Part D for 2021 and Beyond


    Doctors group breaks from health care industry with support for ‘Medicare for All’


    Here’s a top reason American are carrying an average credit card balance of over $6,200


    Medicare and Medicaid Programs: Contract Year 2021 and 2022 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescriptions Drug Benefit Program, Medicaid Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly


    Medicare Managers Hope to Life Agent Referral Fee Cap


    Out-of-Network Bills for Privately Insured Patients Undergoing Elective Surgery With In-Network Primary Surgeons and Facilities


    Quarantined By Coronavirus, Cruise Ship Passengers Make ‘Life-Long Friends’


    Surprise Billing in Elective Surgery


    These Last-Minute Valentine’s Day Gifts Will Make You Seem So Thoughtful


    Valentine’s Day Gift Guide 2020


    We Found the 20 Best Last-Minute Valentine’s Day Gifts on Amazon – and They’re All Under $50


    What Real People Actually Want For Valentine’s Day

     

    More episodes you’ll like:

    How Professional Organizations Make You a Better Agent


    Joining a professional organization could be just the boost your career needs. Learn five ways this strategy can benefit you and your insurance business.


    How to Market Yourself More Effectively


    Not sure where to start when it comes to marketing yourself or your insurance business? Need to refresh your current marketing strategy? Listen to our marketing tips for insurance agents in this episode of our ASG Podcast.


    Tips for Cross-Selling Medicare Products


    Maximize your business and your profits by cross-selling. We’ve put together a list of tips to help you get started!

     

    The latest from Ritter’s Blog:

     

    Why Go About Your Business in an Ethical, Compliant Fashion?


    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant... (read more)

     

    The Agent Survival Guide Has a New Home


    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)


    Should You Become a Certified Insurance Counselor?


    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    8 min
  • How Professional Organizations Make You a Better Agent
    Joining a professional organization could be just the boost your career needs. Learn 5 ways this strategy can benefit you and your insurance business.
     
    Read the text version.
     
    Mentioned in this episode:
     
    NAHU
    2020 Capitol Conference
    Compliance Cornered
    Daily Newswire
    LTCi Portal
     
    NAIFA
    2020 Performance + Purpose Annual Conference
    Advisor Solutions
    Business Management Courses
    Ethics & Leadership
    The Insurance and Financial Advisors Political Action Committee (IFAPAC)
     
    More episodes you’ll like:
     
    February 7, 2020 | The Friday Five
    The Friday Five for February 7, 2020: Medicaid block grants; CVS board changes; food as medicine; acupuncture & Medicare; Medicare and next gen sequencing for ovarian and breast cancer.
    How to Cross-Sell Insurance: The Advisor Approach
    Ready to improve your cross-selling technique? Not sure where to start? We recommend using the advisor approach, a simple method any agent can use for insurance cross-sales.
    How to Market Yourself Effectively
    Not sure where to start when it comes to marketing yourself or your insurance business? Need to refresh your current marketing strategy? Listen to hear our marketing tips for insurance agents in this episode of our ASG Podcast.
     
    The latest from Ritter’s Blog:
     
    Why Go About Your Business in an Ethical, Compliant Fashion?
    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)
     
    The Agent Survival Guide Has a New Home
    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)
    Should You Become a Certified Insurance Counselor?
    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    6 min
  • How Professional Organizations Make You a Better Agent

     

    Joining a professional organization could be just the boost your career needs. Learn 5 ways this strategy can benefit you and your insurance business.

     

    Read the text version.

     

    Mentioned in this episode:

     

    NAHU

    • 2020 Capitol Conference
  • Compliance Cornered
  • Daily Newswire
  • LTCi Portal
  •  

    NAIFA

    • 2020 Performance + Purpose Annual Conference
  • Advisor Solutions
  • Business Management Courses
  • Ethics & Leadership
  • The Insurance and Financial Advisors Political Action Committee (IFAPAC)
  •  
    More episodes you’ll like:

     

    February 7, 2020 | The Friday Five

    The Friday Five for February 7, 2020: Medicaid block grants; CVS board changes; food as medicine; acupuncture & Medicare; Medicare and next gen sequencing for ovarian and breast cancer.

    How to Cross-Sell Insurance: The Advisor Approach

    Ready to improve your cross-selling technique? Not sure where to start? We recommend using the advisor approach, a simple method any agent can use for insurance cross-sales.

    How to Market Yourself Effectively

    Not sure where to start when it comes to marketing yourself or your insurance business? Need to refresh your current marketing strategy? Listen to hear our marketing tips for insurance agents in this episode of our ASG Podcast.

     

    The latest from Ritter’s Blog:

     

    Why Go About Your Business in an Ethical, Compliant Fashion?

    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)

     

    The Agent Survival Guide Has a New Home

    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

    Should You Become a Certified Insurance Counselor?

    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts

    Google Podcasts

    Overcast

    Podbean

    Spotify

    Stitcher

     

    Connect on social:

     

    Facebook

    Twitter

    YouTube

    LinkedIn

     

    6 min
  • How Professional Organizations Make You a Better Agent

     

    Joining a professional organization could be just the boost your career needs. Learn 5 ways this strategy can benefit you and your insurance business.

     

    Read the text version.

     

    Mentioned in this episode:

     

    NAHU

    • 2020 Capitol Conference
  • Compliance Cornered
  • Daily Newswire
  • LTCi Portal
  •  

    NAIFA

    • 2020 Performance + Purpose Annual Conference
  • Advisor Solutions
  • Business Management Courses
  • Ethics & Leadership
  • The Insurance and Financial Advisors Political Action Committee (IFAPAC)
  •  
    More episodes you’ll like:

     

    February 7, 2020 | The Friday Five


    The Friday Five for February 7, 2020: Medicaid block grants; CVS board changes; food as medicine; acupuncture & Medicare; Medicare and next gen sequencing for ovarian and breast cancer.


    How to Cross-Sell Insurance: The Advisor Approach


    Ready to improve your cross-selling technique? Not sure where to start? We recommend using the advisor approach, a simple method any agent can use for insurance cross-sales.


    How to Market Yourself Effectively


    Not sure where to start when it comes to marketing yourself or your insurance business? Need to refresh your current marketing strategy? Listen to hear our marketing tips for insurance agents in this episode of our ASG Podcast.

     

    The latest from Ritter’s Blog:

     

    Why Go About Your Business in an Ethical, Compliant Fashion?


    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)

     

    The Agent Survival Guide Has a New Home


    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)


    Should You Become a Certified Insurance Counselor?


    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    6 min
  • How to Market Yourself Effectively
    Not sure where to start when it comes to marketing yourself or your insurance business? Need to refresh your current marketing strategy? Listen to our marketing tips for insurance agents in this episode of our ASG Podcast.
     
    Read the text version.
     
    Mentioned in this episode:
     
    55 critical social media statistics to fuel your 2020 strategy
    Agent Methods
    CMS 2019 Medicare Communications and Marketing Guidelines
    CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines
    Developing an Agency – Your Guide to Getting Started
    Global Digital Overview
    Get Medicareful
    Ritter’s Sales Team
    Twitter by the Numbers: Stats, Demographics & Fun Facts
     
    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.
    February 7, 2020 | The Friday Five
    The Friday Five for February 7, 2020: Medicaid block grants; CVS board changes; food as medicine; acupuncture & Medicare; Medicare and next gen sequencing for ovarian and breast cancer.
    Tips for Cross-Selling Medicare Products
    Maximize your business and your profits by cross-selling. We’ve put together a list of tips to help you get started!
     
    The latest from Ritter's Blog:
    Why Go About Your Business in an Ethical, Compliant Fashion?
    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)
    The Agent Survival Guide Has a New Home
    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)
    Should You Become a Certified Insurance Counselor?
    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    13 min
  • How to Market Yourself Effectively

     

    Not sure where to start when it comes to marketing yourself or your insurance business? Need to refresh your current marketing strategy? Listen to our marketing tips for insurance agents in this episode of our ASG Podcast.

     

    Read the text version.

     

    Mentioned in this episode:

     

    55 critical social media statistics to fuel your 2020 strategy

    Agent Methods

    CMS 2019 Medicare Communications and Marketing Guidelines

    CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

    Developing an Agency – Your Guide to Getting Started

    Global Digital Overview

    Get Medicareful

    Ritter’s Sales Team

    Twitter by the Numbers: Stats, Demographics & Fun Facts

     

    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.

    February 7, 2020 | The Friday Five

    The Friday Five for February 7, 2020: Medicaid block grants; CVS board changes; food as medicine; acupuncture & Medicare; Medicare and next gen sequencing for ovarian and breast cancer.

    Tips for Cross-Selling Medicare Products

    Maximize your business and your profits by cross-selling. We’ve put together a list of tips to help you get started!

     

    The latest from Ritter's Blog:

    Why Go About Your Business in an Ethical, Compliant Fashion?

    We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)

    The Agent Survival Guide Has a New Home

    Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

    Should You Become a Certified Insurance Counselor?

    Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts

    Google Podcasts

    Overcast

    Podbean

    Spotify

    Stitcher

     

    Connect on social:

     

    Facebook

    Twitter

    YouTube

    LinkedIn

     

    13 min

About Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

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Bringing insurance agents tips and strategies for making sales, staying compliant, marketing yourself, getting leads, and more! Think of the Agent Survival Guide as your go-to resource for insight,…

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