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

  • Medicare MSA Plans & Hospital Indemnity Insurance: The Perfect Pair | ASG162
    Learn how Medicare MSA and hospital indemnity insurance pair up to create a dynamic duo! Trust us, you don’t want to leave these plans out of your portfolio this AEP!
     
    Read the text version.
     
    Learn more about hospital indemnity – https://www.ritterim.com/hi
     
    Contact Ritter’s Sales Team
     
    Mentioned in this episode:
     
    7 Powerful Practices for Selling Prescription Drug Plans
    Boost Business Selling Hospital Indemnity Insurance
    Cover those Copays with Hospital Indemnity Plans
    From HSA to MSA: Facts for a Smooth Switch
    How to Follow up with Medicare Clients Compliantly
    How to Pitch Medicare Medical Savings Accounts (MSAs)
    Medicare Medical Savings Account (MSA) Plans
    Medicare MSA Plan costs & financial considerations
    Qualified medical expenses
    Selling Hospital Indemnity with Medicare Advantage: Is It Worth It?
    Standard Medicare Supplement Plans & Benefits [Infographic]
    What is a Medicare MSA Plan?
    Why Am I in Observation Status for Medicare?
     
    More episodes you’ll like:
     
    Boost Business Selling Hospital Indemnity Insurance | ASG161
    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 to Pitch Medical Savings Accounts (MSAs) | ASG098
    Start selling Medicare Savings Accounts with help from the Agent Survival Guide. Learn all about MSAs, including who they're meant for, some common concerns your clients might have about this product, and more!
    Secure a Bigger, Better Business with Ancillary Products | ASG159
    Ready to branch out from Medicare Advantage or Medicare Supplement sales? Learn how ancillary products can help you expand your reach and add more value to your portfolio.
    Selling Hospital Indemnity with Medicare Advantage: Is It Worth It? | ASG160
    Pairing hospital indemnity with Medicare Advantage does so much more than generating additional sales. This cross-sale helps shield your clients from the rising costs of a hospital stay. Discover why hospital indemnity could be just the plan your portfolio has been missing!
     
    The latest from Agent Survival Guide:
     
    Do’s and Don’ts of Medicare Compliance
    Life as an agent before Medicare’s Annual Enrollment Period is a flurry of contracting and certifying. But there’s another C that’s even more important: Compliance. It’s not just something to consider during... (read more)
    Rules for Hosting a Compliant Medicare Educational Event
    Holding an educational presentation is a fantastic way to grow your client base, but you must make sure to stay compliant. The Centers for Medicare and Medicaid Services (CMS) have set forth... (read more)
    Rules for Hosting a Compliant Medicare Sales Event
    Are you considering holding a marketing event to get the attention of more Medicare clients? You’ll need to follow CMS’ rules for hosting sales events. Check out our streamlined version of the... (read more)
     
    Subscribe & Follow:
     
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    9 min
  • Boost Business Selling Hospital Indemnity Insurance | ASG161
    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!
     
    Read the text version.
     
    Learn more about Hospital Indemnity – https://www.ritterim.com/hi
     
    Mentioned in this episode:
     
    Cover those Copays with Hospital Indemnity Plans | ASG079
    How to Better Market Yourself
    International Federation of Health Plans 2012 Comparative Price Report
    Methods to Boost Your Medicare Business
    Ritter Insurance Marketing - https://ritterim.com
    Secure a Bigger, Better Business with Ancillary Products
    Selling Hospital Indemnity with Medicare Advantage: Is It Worth It? | ASG160
     
    More episodes you’ll like:
    How to Add Technology to Your Insurance Business | ASG158
    Ready to bring technology into your business? Not sure where to start? Listening to this episode is a must if you've been thinking about adding technology to your insurance sales process.
    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.
    Selling Hospital Indemnity with Medicare Advantage: Is It Worth It? | ASG160
    Pairing hospital indemnity with Medicare Advantage does so much more than generating additional sales. This cross-sale helps shield your clients from the rising cost of a hospital stay. Discover why hospital indemnity could be just the plan your portfolio has been missing!
    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!
    Top 10 Podcast Apps | Agent AppsWhich 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 Agent Survival Guide:
     
    Do’s and Don’ts of Medicare Compliance
    Life as an agent before Medicare’s Annual Enrollment Period is a flurry of contracting and certifying. But there’s another C that’s even more important: Compliance. It’s not just something to consider during... (read more)
    Rules for Hosting a Compliant Medicare Educational Event
    Holding an educational presentation is a fantastic way to grow your client base, but you must make sure to stay compliant. The Centers for Medicare and Medicaid Services (CMS) have set forth... (read more)
    Rules for Hosting a Compliant Medicare Sales Event
    Are you considering holding a marketing event to get the attention of more Medicare clients? You’ll need to follow CMS’ rules for hosting sales events. Check out our streamlined version of the... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
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    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    8 min
  • Selling Hospital Indemnity Insurance with Medicare Advantage – Is It Worth It? | ASG160
    Pairing hospital indemnity with Medicare Advantage does so much more than generating additional sales. This cross-sale helps shield your clients from the rising costs of a hospital stay. Discover why hospital indemnity could be just the plan your portfolio has been missing!
     
    Read the text version.
     
    Download the infographic.
     
    Learn more about Hospital Indemnity – https://www.ritterim.com/hi
     
    Mentioned in this episode:
     
    Boost Business Selling Hospital Indemnity Insurance
    Defining the True Value of $0 Premium for Medicare Advantage Plans
    A Dozen Facts About Medicare Advantage in 2019
    Overview of U.S. Hospital Stays in 2016: Variation by Geographic Region
     
    More episodes you’ll like:
     
    How to Add Technology to Your Insurance Business | ASG158
    Ready to bring technology into your business? Not sure where to start? Listening to this episode is a must if you've been thinking about adding technology to your insurance sales process.
    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!
    Top 10 Podcast Apps | Agent 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 Agent Survival Guide:
     
    Do’s and Don’ts of Medicare Compliance
    Life as an agent before Medicare’s Annual Enrollment Period is a flurry of contracting and certifying. But there’s another C that’s even more important: Compliance. It’s not just something to consider during... (read more)
    Rules for Hosting a Compliant Medicare Educational Event
    Holding an educational presentation is a fantastic way to grow your client base, but you must make sure to stay compliant. The Centers for Medicare and Medicaid Services (CMS) have set forth... (read more)
    Rules for Hosting a Compliant Medicare Sales Event
    Are you considering holding a marketing event to get the attention of more Medicare clients? You’ll need to follow CMS’ rules for hosting sales events. Check out our streamlined version of the... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    9 min
  • Secure a Bigger, Better Business with Ancillary Products | ASG159
    Ready to branch out from Medicare Advantage or Medicare Supplement sales? Learn how ancillary products can help you expand your reach and add more value to your portfolio.
    Read the text version.
     
    Learn more about Hospital Indemnity – https://www.ritterim.com/hi
     
    Mentioned in this episode:
     
    Building Client Loyalty: More than Just a Plan
    Cover those Copays with Hospital Indemnity Plans
    Sense Success with Dental, Vision, and Hearing Plans
    These Plans Are Critical to Your Business Strategy
     
    More episodes you’ll like:
     
    How to Add Technology to Your Insurance Business | ASG158
    Ready to bring technology into your business? Not sure where to start? Listening to this episode is a must if you've been thinking about adding technology to your insurance sales process.
    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!
    Top 10 Podcast Apps | Agent 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 Agent Survival Guide:
     
    Do’s and Don’ts of Medicare Compliance
    Life as an agent before Medicare’s Annual Enrollment Period is a flurry of contracting and certifying. But there’s another C that’s even more important: Compliance. It’s not just something to consider during... (read more)
    Rules for Hosting a Compliant Medicare Educational Event
    Holding an educational presentation is a fantastic way to grow your client base, but you must make sure to stay compliant. The Centers for Medicare and Medicaid Services (CMS) have set forth... (read more)
    Rules for Hosting a Compliant Medicare Sales Event
    Are you considering holding a marketing event to get the attention of more Medicare clients? You’ll need to follow CMS’ rules for hosting sales events. Check out our streamlined version of the... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    7 min
  • How to Add Technology to Your Insurance Business | ASG158
    Ready to bring technology into your business? Not sure where to start? Listening to this episode is a must if you've been thinking about adding technology to 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:
     
    5 Must-Haves for Every Agent This AEP
    How To Better Market Yourself
    Key Findings for the 2018 Insurance Barometer Study
    Internet/Broadband Fact Sheet
    Mobile Fact Sheet
    Online Shopping and E-Commerce
    27 ways to MOTIVATE shoppers who research online to buy
    Mobile Vs. Desktop Usage (Latest 2019 Data)
    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!
    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.
    What’s New in the 2020 Medicare Communications and Marketing Guidelines? [UPDATED]
    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 Agent Survival Guide:
    AHIP Test Tips and Tricks for Medicare Certification
    Planning on taking the AHIP Medicare training test for the first time? You don’t have to stress! We’ve put together a list of tips and tricks for passing AHIP that will help... (read more)
    Medicare MSA Plans & Hospital Indemnity Insurance: The Perfect Pair
    Peanut butter and jelly. Song and dance. Medicare MSA plans and hospital indemnity insurance. What do all these pairs have in common? They just go together! It’s obvious why the first two... (read more)
    The Hidden Value of Selling Medicare Supplements During AEP
    While it’s true the Annual Enrollment Period is the prime time to sell Medicare Advantage plans, selling Medicare Supplements provides you and your clients a very important alternative during the fall. How... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
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    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    12 min
  • LinkedIn Groups | Social Media 101
    Learn how to use LinkedIn Groups to target your audience and build connections! Get ready to join a group and join the conversation.
     
    Search LinkedIn Groups
     
    Mentioned in this Episode:
     
    Ritter’s Insurance Agents Questions and Answers Group on LinkedIn: https://www.linkedin.com/groups/4136884
     
    Ritter Insurance Marketing on LinkedIn
     
    More episodes you’ll like:
     
    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!
    Top 10 Podcast Apps | Agent 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 Agent Survival Guide:
     
    What’s New in the 2020 Medicare Communications and Marketing Guidelines?
    Recently, the Centers for Medicare & Medicaid Services released a memo outlining the changes to the Medicare Communications and Marketing Guidelines (MCMG) for the 2020 plan year. Updates may affect... (read more)
    Rules for Hosting a Compliant Medicare Educational Event
    Holding an educational presentation is a fantastic way to grow your client base, but you must make sure to stay compliant. The Centers for Medicare and Medicaid Services (CMS) have set forth... (read more)
    AHIP Test Tips and Tricks for Medicare Certification
    Planning on taking the AHIP Medicare training test for the first time? You don’t have to stress! We’ve put together a list of tips and tricks for passing AHIP that will help... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    6 min
  • LinkedIn Groups | Social Media 101

     

    Learn how to use LinkedIn Groups to target your audience and build connections! Get ready to join a group and join the conversation.

     

    Search LinkedIn Groups

     

    Mentioned in this Episode:

     

    Ritter’s Insurance Agents Questions and Answers Group on LinkedIn: https://www.linkedin.com/groups/4136884

     

    Ritter Insurance Marketing on LinkedIn

     

    More episodes you’ll like:

     

    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!


    Top 10 Podcast Apps | Agent 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 Agent Survival Guide:

     

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


    Recently, the Centers for Medicare & Medicaid Services released a memo outlining the changes to the Medicare Communications and Marketing Guidelines (MCMG) for the 2020 plan year. Updates may affect... (read more)


    Rules for Hosting a Compliant Medicare Educational Event


    Holding an educational presentation is a fantastic way to grow your client base, but you must make sure to stay compliant. The Centers for Medicare and Medicaid Services (CMS) have set forth... (read more)


    AHIP Test Tips and Tricks for Medicare Certification


    Planning on taking the AHIP Medicare training test for the first time? You don’t have to stress! We’ve put together a list of tips and tricks for passing AHIP that will help... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    6 min
  • Posting on LinkedIn | Social Media 101
    Show your LinkedIn connections that you’re an industry expert. We’ve got the best practices for publishing posts and sharing articles.
     
    Mentioned in this Episode:
     
    Agent Survival Guide
     
    ThinkAdvisor: Life & Health
     
    More episodes you’ll like:
     
    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!
    Top 10 Podcast Apps | Agent 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 Agent Survival Guide:
     
    What’s New in the 2020 Medicare Communications and Marketing Guidelines?
    Recently, the Centers for Medicare & Medicaid Services released a memo outlining the changes to the Medicare Communications and Marketing Guidelines (MCMG) for the 2020 plan year. Updates may affect... (read more)
    Rules for Hosting a Compliant Medicare Educational Event
    Holding an educational presentation is a fantastic way to grow your client base, but you must make sure to stay compliant. The Centers for Medicare and Medicaid Services (CMS) have set forth... (read more)
    AHIP Test Tips and Tricks for Medicare Certification
    Planning on taking the AHIP Medicare training test for the first time? You don’t have to stress! We’ve put together a list of tips and tricks for passing AHIP that will help... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    4 min
  • Posting on LinkedIn | Social Media 101

     

    Show your LinkedIn connections that you’re an industry expert. We’ve got the best practices for publishing posts and sharing articles.

     

    Mentioned in this Episode:

     

    Agent Survival Guide

     

    ThinkAdvisor: Life & Health

     

    More episodes you’ll like:

     

    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!


    Top 10 Podcast Apps | Agent 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 Agent Survival Guide:

     

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


    Recently, the Centers for Medicare & Medicaid Services released a memo outlining the changes to the Medicare Communications and Marketing Guidelines (MCMG) for the 2020 plan year. Updates may affect... (read more)


    Rules for Hosting a Compliant Medicare Educational Event


    Holding an educational presentation is a fantastic way to grow your client base, but you must make sure to stay compliant. The Centers for Medicare and Medicaid Services (CMS) have set forth... (read more)


    AHIP Test Tips and Tricks for Medicare Certification


    Planning on taking the AHIP Medicare training test for the first time? You don’t have to stress! We’ve put together a list of tips and tricks for passing AHIP that will help... (read more)

     

    Subscribe & Follow:

     

    Apple Podcasts


    Google Podcasts


    Overcast


    Podbean


    Spotify


    Stitcher

     

    Connect on social:

     

    Facebook


    Twitter


    YouTube


    LinkedIn

     

    4 min
  • Connecting on LinkedIn | Social Media 101
    What’s the etiquette for connecting on LinkedIn? Listen to learn the code of connecting for this professional social network.
     
    Mentioned in this episode:
     
    Ritter’s Company LinkedIn Page
     
    More episodes you’ll like:
     
    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!
    Top 10 Podcast Apps | Agent 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 Agent Survival Guide:
     
    What’s New in the 2020 Medicare Communications and Marketing Guidelines?
    Recently, the Centers for Medicare & Medicaid Services released a memo outlining the changes to the Medicare Communications and Marketing Guidelines (MCMG) for the 2020 plan year. Updates may affect... (read more)
    Rules for Hosting a Compliant Medicare Educational Event
    Holding an educational presentation is a fantastic way to grow your client base, but you must make sure to stay compliant. The Centers for Medicare and Medicaid Services (CMS) have set forth... (read more)
    AHIP Test Tips and Tricks for Medicare Certification
    Planning on taking the AHIP Medicare training test for the first time? You don’t have to stress! We’ve put together a list of tips and tricks for passing AHIP that will help... (read more)
     
    Subscribe & Follow:
     
    Apple Podcasts
    Google Podcasts
    Overcast
    Podbean
    Spotify
    Stitcher
     
    Connect on social:
     
    Facebook
    Twitter
    YouTube
    LinkedIn
    4 min

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