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Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow
Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow episodes
- Join the Conversation on Twitter | Social Media 101Ready to connect on Twitter? We've got a few tips to help you start the conversation with your fellow insurance agents, agencies, and industry leaders.Download our Twitter Guide PDFMentioned in this episode:How to Recruit Insurance Agents to Your Downline@RitterIM – Ritter Insurance Marketing on TwitterSocial Media Sparked, Accelerated Egypt's Revolutionary FireTwitter by the Numbers: Stats, Demographics & Fun FactsThe latest from Agent Survival Guide:2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part D4 Ways to Fund Long-Term Care: Hybrid InsuranceFAQs about AHIPSubscribe & Follow:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect on social:FacebookTwitterYouTubeLinkedIn5 min
- 2020 Medicare Advantage & Part D Certification Info | ASG NewsLooking for 2020 Medicare agent certification and product training details? Learn how you can find carrier AHIP, Medicare Advantage certification, Part D certification, and product training details in one convenient place! Read the text version.Ritter’s Certification CenterMentioned in this episode:4 Reasons Why Ritter Should Be Your FMO Insurance AgencyFAQs About AHIPGet MedicarefulRegister with RitterSell More Medicare Plans Online with MedicarefulWhat is AHIP and Why Do You Need It?More episodes you’ll like:4 Reasons Ritter Should Be Your FMO | ASG009Meet Ritter. We’re a different kind of Field Marketing Organization.FAQs About AHIP | ASG074You have questions about AHIP, we've got the answers! Get the facts on this exam, from how much it costs and where to take it, to study tips and discounts.What is AHIP and Why Do You Need It? | ASG001Learn more about AHIP requirements, how to get certified, how much it costs, and ways to find discounts on AHIP courses.The latest from Agent Survival Guide:2020 AEP: Ready to Sell in 5 Steps2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part DHow to Recruit Insurance Agents to Your DownlineSubscribe & Follow:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect on social:FacebookTwitterYouTubeLinkedIn7 min
- 2020 Medicare Advantage & Part D Certification Info | ASG NewsLooking for 2020 Medicare agent certification and product training details? Learn how you can find carrier AHIP, Medicare Advantage certification, Part D certification, and product training details in one convenient place! Read the text version.Ritter’s Certification CenterMentioned in this episode:
4 Reasons Why Ritter Should Be Your FMO Insurance Agency
FAQs About AHIPGet MedicarefulRegister with RitterSell More Medicare Plans Online with MedicarefulWhat is AHIP and Why Do You Need It?More episodes you’ll like:4 Reasons Ritter Should Be Your FMO | ASG009
Meet Ritter. We’re a different kind of Field Marketing Organization.FAQs About AHIP | ASG074
You have questions about AHIP, we've got the answers! Get the facts on this exam, from how much it costs and where to take it, to study tips and discounts.What is AHIP and Why Do You Need It? | ASG001
Learn more about AHIP requirements, how to get certified, how much it costs, and ways to find discounts on AHIP courses.The latest from Agent Survival Guide:2020 AEP: Ready to Sell in 5 Steps
2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part DHow to Recruit Insurance Agents to Your DownlineSubscribe & Follow:Apple Podcasts
Google PodcastsOvercastPodbeanSpotifyStitcherConnect on social:Facebook
TwitterYouTubeLinkedIn7 min - Social Media Privacy Tips for Insurance Agents | Social Media 101Online 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!Download Social Media Marketing for Insurance AgentsMentioned in this episode:How to Create a Strong PasswordThe Facebook and Cambridge Analytica scandal, explained with a simple diagramTop Seven Reason Why You Should Not Share Your PasswordsThe latest from Agent Survival Guide:2020 AEP: Ready to Sell in 5 Steps2020 Medicare Advantage & Part D Certification InfoFAQs about AHIPSubscribe & Follow:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect on social:FacebookTwitterYouTubeLinkedIn8 min
- Social Media Privacy Tips for Insurance Agents | Social Media 101Online 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!Download Social Media Marketing for Insurance AgentsMentioned in this episode:
How to Create a Strong Password
The Facebook and Cambridge Analytica scandal, explained with a simple diagramTop Seven Reason Why You Should Not Share Your PasswordsThe latest from Agent Survival Guide:2020 AEP: Ready to Sell in 5 Steps
2020 Medicare Advantage & Part D Certification InfoFAQs about AHIPSubscribe & Follow:Apple Podcasts
Google PodcastsOvercastPodbeanSpotifyStitcherConnect on social:Facebook
TwitterYouTubeLinkedIn8 min - Insurance Agents & CMS Compliance | Social Media 101Stay 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.Download the Social Media Compliance Guide PDF >ASG Social Media Compliance Guidelines:
DO NOT treat a follow, like, or comment as a permission to contact (PTC).
If someone contacts you through social media, ask them to get in touch with you via email or by phone so you can keep a record.
DO answer questions on social media.
While a comment isn’t a PTC, it is compliant to respond to a question or comment on a public social media forum. However, you can’t address them beyond the scope of the question or statement.
DO NOT buy (or use) social media leads or referrals.
Never buy social media contacts as a form of lead generation. Even if you’re given a free list of social media profiles, you cannot initiate contact. Instead, ask your friends and current clients to share your information with potential leads (who must contact you first before you can talk to them). Word of mouth is your business’ best friend.
DO keep things generic.
No carriers, logos, or specific product information. Promote your services only. It’s OK if you want to tell your clients that you specialize in Medicare Advantage, Medicare Supplement, or PDP, but not which carriers you represent. It’s OK if you want to share information that your clients can obtain in the public domain (such as how much Part B premiums are), but not information that is specific to a product or a plan.
Use Common Sense – Just because someone else is doing it, doesn’t make it compliant.
Monkey-see monkey-do isn’t safe when it comes to CMS compliance. Make sure you thoroughly review the CMS guidelines for yourself and ask your FMO or other trusted colleagues educated questions when you see something you’re not sure about. It’s better to be safe than sorry in these instances, which is why we prefer to stick to a PR approach.
Mentioned in this episode:CMS 2019 Medicare Communications and Marketing Guidelines
Social Media Marketing for Insurance AgentsDo’s and Don’ts of Medicare Compliance ǀ ASG005What’s New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083More episodes you’ll like:Do’s and Don’ts of Medicare Compliance | ASG005
Medicare compliance starts with CMS and the Medicare Communications and Marketing Guidelines. We break down what’s allowed – and what’s not – in this can’t-miss episode.What’s New in the 2019 Medicare Communications and Marketing Guidelines? | ASG083Stay compliant with the new CMS Medicare guidelines. We unpack the biggest changes to the 2019 MCMG that you need to know about.Are Your Medicare Marketing Materials Compliant? | ASG121Are 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.The latest from Agent Survival Guide:4 Perks of Being a Part-Time Insurance Agent
How Medicareful Helps You Sell Ancillary ProductsHow to Pitch Medicare Medicare Savings Accounts (MSAs)Subscribe & Follow:Apple Podcasts
Google PodcastsOvercastPodbeanSpotifyStitcherConnect on social:Facebook
TwitterYouTubeLinkedIn10 min - Insurance Agents & CMS Compliance | Social Media 101Stay 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.Download the Social Media Compliance Guide PDF >ASG Social Media Compliance Guidelines:DO NOT treat a follow, like, or comment as a permission to contact (PTC).If someone contacts you through social media, ask them to get in touch with you via email or by phone so you can keep a record.DO answer questions on social media.While a comment isn’t a PTC, it is compliant to respond to a question or comment on a public social media forum. However, you can’t address them beyond the scope of the question or statement.DO NOT buy (or use) social media leads or referrals.Never buy social media contacts as a form of lead generation. Even if you’re given a free list of social media profiles, you cannot initiate contact. Instead, ask your friends and current clients to share your information with potential leads (who must contact you first before you can talk to them). Word of mouth is your business’ best friend.DO keep things generic.No carriers, logos, or specific product information. Promote your services only. It’s OK if you want to tell your clients that you specialize in Medicare Advantage, Medicare Supplement, or PDP, but not which carriers you represent. It’s OK if you want to share information that your clients can obtain in the public domain (such as how much Part B premiums are), but not information that is specific to a product or a plan.Use Common Sense – Just because someone else is doing it, doesn’t make it compliant.Monkey-see monkey-do isn’t safe when it comes to CMS compliance. Make sure you thoroughly review the CMS guidelines for yourself and ask your FMO or other trusted colleagues educated questions when you see something you’re not sure about. It’s better to be safe than sorry in these instances, which is why we prefer to stick to a PR approach.Mentioned in this episode:CMS 2019 Medicare Communications and Marketing GuidelinesSocial Media Marketing for Insurance AgentsDo’s and Don’ts of Medicare Compliance ǀ ASG005What’s New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083More episodes you’ll like:Do’s and Don’ts of Medicare Compliance | ASG005Medicare compliance starts with CMS and the Medicare Communications and Marketing Guidelines. We break down what’s allowed – and what’s not – in this can’t-miss episode.What’s New in the 2019 Medicare Communications and Marketing Guidelines? | ASG083Stay compliant with the new CMS Medicare guidelines. We unpack the biggest changes to the 2019 MCMG that you need to know about.Are Your Medicare Marketing Materials Compliant? | ASG121Are 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.The latest from Agent Survival Guide:4 Perks of Being a Part-Time Insurance AgentHow Medicareful Helps You Sell Ancillary ProductsHow to Pitch Medicare Medicare Savings Accounts (MSAs)Subscribe & Follow:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect on social:FacebookTwitterYouTubeLinkedIn10 min
- An Introduction to Social Media for Insurance Agents | Social Media 101Not sure where to start on social media? The Agent Survival Guide team has you covered! Learn more about why this tool is so essential to your insurance business marketing strategy.Mentioned in this episode:Social Media Fact SheetThe latest from Agent Survival Guide:2020 AEP: Ready to Sell in 5 Steps2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part D2020 Medicare Advantage & Part D Certification InfoFAQs about AHIPSubscribe & Follow:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect on social:FacebookTwitterYouTubeLinkedIn6 min
- An Introduction to Social Media for Insurance Agents | Social Media 101Not sure where to start on social media? The Agent Survival Guide team has you covered! Learn more about why this tool is so essential to your insurance business marketing strategy.Mentioned in this episode:
Social Media Fact Sheet
The latest from Agent Survival Guide:2020 AEP: Ready to Sell in 5 Steps2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part D2020 Medicare Advantage & Part D Certification InfoFAQs about AHIPSubscribe & Follow:Apple Podcasts
Google PodcastsOvercastPodbeanSpotifyStitcherConnect on social:Facebook
TwitterYouTubeLinkedIn6 min - How to Get Your Medicare Enrollment Kits on Time | ASG147Think it's too soon to get started on AEP Prep? It's not! We're giving agents the inside scoop on how to get enrollment kits and materials from carriers before the AEP rush.Read the text version.Get your FREE Medicareful SiteMentioned in this episode:2020 Medicare Advantage & Part D Certification InfoRitter’s Carrier PagesSell More Medicare Plans Online with MedicarefulThe Survivor’s AEP ChecklistWhat is AHIP and Why Do You Need It?More episodes you’ll like:AEP: Ready to Sell in 5 Steps | ASG146Prepare for AEP with help from the Agent Survival Guide team! Use these steps as you get ready for the 2020 Annual Enrollment Period.Stress Relief Tips to Get You Through AEP | ASG013Take a deep breath and get ready to de-stress. Avoid AEP burnout with our helpful tips!What an FMO Can Do for Your Business | ASG105Why work with an FMO? What is a Field Marketing Organization? If you've been on the fence about joining an FMO, this can't-miss episode is for you!The latest from Agent Survival Guide:2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part D4 Perks of Partnering with an FMOFAQs about AHIPHow to Recruit Insurance Agents to Your DownlineSubscribe & Follow:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect on social:FacebookTwitterYouTubeLinkedIn10 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,…
information, and the inspiration needed to take the next step on your journey. Whether you’re just getting started or a seasoned pro, the ASG Podcast has got you covered.
Empowering insurance agents selling Medicare Supplement, Medicare Advantage, Medicare Part D, ACA, Long and Short-Term Care, Life, Annuities, and Final Expense.
Empowering insurance agents selling Medicare Supplement, Medicare Advantage, Medicare Part D, ACA, Long and Short-Term Care, Life, Annuities, and Final Expense.
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