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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
- Do's and Don'ts of Medicare Compliance ǀ 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. Read the text version.Mentioned in this Episode:CMS 2019 Medicare Communications and Marketing GuidelinesCMS Health Plan Management System OverviewMedicarefulRitter Insurance Marketing Lead ServicesRitter’s Regional MarketersHPMS: Health Plan Management SystemRelated:The Survivor's AEP ChecklistWhat is AHIP and Why Do You Need It?What's New in the 2019 Medicare Communications and Marketing Guidelines?Subscribe Here:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn14 min
- Do’s and Don’ts of Medicare Compliance ǀ ASG005Medicare compliance starts with CMS guidelines. We break down what's allowed – and what's not – in this can't-miss episode. Read the text version.Mentioned in this Episode:
CMS 2018 Medicare Marketing Guidelines
CMS Health Plan Management System Overview
Medicareful
Ritter Insurance Marketing Lead Services
Ritter’s Regional Marketers
HPMS: Health Plan Management SystemRelated:Medicare's Biggest Wins in the Latest Funding Bill
The Survivor's AEP Checklist
What is AHIP and Why Do You Need It?Subscribe here:iTunes
Podbean
Spotify
StitcherConnect With UsFacebook
Twitter
YouTube
LinkedIn10 min - The Beginner's Guide to DSNPs ǀ ASG004What is a D-SNP? How do I sell it? Where do I find dual-eligibles? Our D-SNP primer answers these questions and more. Read the text versionMentioned in this Episode:Do's and Don'ts of Medicare ComplianceRitter's Regional MarketersState Medicaid & CHIP ProfilesCHIP: Children's Health Insurance ProgramD-SNP: Dual-Eligible Special Needs PlanRelated:3 Easy Ways to Build Your Insurance Sales TerritoryHow to Sell Like Your Client is the RenewalSelling Medicare Products – Why It's Definitely Worth Your WhileSubscribe Here:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn10 min
- The Beginner’s Guide to DSNPs ǀ ASG004What is a D-SNP? How do I sell it? Where do I find dual-eligibles? Our D-SNP primer answers these questions and more. Read the full text versionMentioned in this Episode:
Do's and Don'ts of Medicare Compliance
Ritter's Regional Marketers
State Medicaid & CHIP Profiles
CHIP: Children's Health Insurance Program
D-SNP: Dual-Eligible Special Needs PlanRelated:3 Easy Ways to Build Your Insurance Sales Territory
How to Sell Like Your Client is the Renewal
Selling Medicare Products – Why It's Definitely Worth Your WhileSubscribe here:iTunes
Podbean
Spotify
StitcherConnect With UsFacebook
Twitter
YouTube
LinkedIn10 min - 9 Tips to Submitting an Error-Free Application ǀ ASG003We've done the research for you! Use our 9 helpful tips to start writing cleaner applications. Read the text version.Mentioned in this Episode:Do's and Don'ts of Medicare ComplianceMedicarefulRitter's Regional MarketersAEP: Annual Enrollment PeriodIEP: Initial Enrollment PeriodSEP: Special Election PeriodRelated:Keys to Client Retention: Face-to-Face CommunicationHow to Sell Like Your Client is the RenewalWhat is AHIP and Why Do You Need It?Subscribe Here:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn5 min
- The Survivor's AEP Checklist ǀ ASG002Get ready for Annual Enrollment with the Agent Survival Guide AEP Checklist! Read the text version.Mentioned in this Episode:AHIP WebsiteRitter's Carrier PagesRitter's Certification CenterRitter's Event CalendarRelated:The Latest on 2019 AHIP CertificationWhat is AHIP and Why Do You Need It?What to Know About SOAs in Senior Market SalesSubscribe Here:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn9 min
- What is AHIP and Why Do You Need It? ǀ ASG001Learn more about AHIP requirements, how to get certified, and ways to find discounts on AHIP courses.Read the text versionMentioned in this episode:AHIP WebsiteFAQs About AHIPRitter’s Certification CenterMore episodes you’ll like:AHIP Test Tips and Tricks for Medicare CertificationLearn the rules for taking the AHIP test, information on discounts and reimbursement, how to prepare yourself, test-taking tips, legit tech hacks, and more! Before you begin your first attempt at AHIP certification, be sure to listen to this ASG Podcast episode!Do’s and Don’ts of Medicare ComplianceNeed 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 Agent Survival Guide Podcast.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.The latest from Agent Survival Guide:The Survivor’s AEP ChecklistWe’re months from October 15, the first day you can enroll clients in a 2020 Medicare Advantage plan. What should you do to prepare? Start with the Agent Survival Guide’s AEP Checklist...(read more)Selling Medicare Products – Why It’s Definitely Worth Your WhileMaking the decision to be a health insurance agent is relatively easy. Deciding what type of product to sell? Now, that’s more difficult. When you consider that approximately 10,000 people will turn...(read more)9 Tips to Submitting an Error-Free ApplicationAny time an application gets flagged during the submission process, it’s a delay on your clients’ coverage and your commission. What if we told you we can help you avoid stalled...(read more)Subscribe & Follow:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect on social:FacebookTwitterYouTubeLinkedIn5 min
- The Survivor’s AEP Checklist ǀ ASG002Get ready for Annual Enrollment with the Agent Survival Guide AEP Checklist! Read the text version.Mentioned in this Episode:
AHIP Website
Ritter's Carrier Pages
Ritter's Certification Center
Ritter's Event CalendarRelated:2018 Medicare Certification Info Is Here
Selling Medicare Products – Why It's Definitely Worth Your While
What is AHIP and Why Do You Need It?Subscribe here:iTunes
Podbean
Spotify
StitcherConnect With UsFacebook
Twitter
YouTube
LinkedIn8 min - Getting Started on Twitter ǀ SMT003Ready to connect on Twitter? We've got a few tips to help you start the conversation with your peers on this popular social media network! Download the Twitter Guide PDF.Mentioned in this Episode:Social Media Sparked, Accelerated Egypt's Revolutionary Fire@Meyers_PR@RitterIM@RitterIM_WestThe latest from ASG:How Medicare Helps Your Clients Stay HealthyHow Professional Organizations Make You a Better AgentStandard Medicare Supplement Plans & BenefitsSubscribe here:iTunesGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn4 min
- Compliance & Social Media ǀ SMT002CMS compliance rules everything you do, even on social media. Follow these best practices to make sure you stay compliant. 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.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 ASG005 What’s New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083The latest from ASG:4 Perks of Being a Part-Time Insurance AgentHow Medicareful Helps You Sell Ancillary ProductsHow to Pitch Medicare Medicare Savings Accounts (MSAs)Subscribe here:iTunesGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn8 min
About Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow
From the publisher's feed
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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