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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
- 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:
@RitterIM - Ritter Insurance Marketing on Twitter
Social Media Sparked, Accelerated Egypt's Revolutionary Fire
The latest from ASG:How Medicare Helps Your Clients Stay Healthy
How Professional Organizations Make You a Better AgentStandard Medicare Supplement Plans & BenefitsSubscribe Here:Apple Podcasts
Google PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:Facebook
TwitterYouTubeLinkedIn4 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 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 ASG083The latest from ASG:4 Perks of Being a Part-Time Insurance Agent
How Medicareful Helps You Sell Ancillary ProductsHow to Pitch Medicare Medicare Savings Accounts (MSAs)Subscribe Here:Apple Podcasts
Google PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:Facebook
TwitterYouTubeLinkedIn8 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:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn8 min
- An Introduction to Social Media ǀ SMT001Get started on social media with help from the Agent Survival Guide Team! We'll train you to use Twitter, LinkedIn, Facebook, and more.Mentioned in this Episode:A Hot Trend: The Internet, Social Media & The ElderlyPew Research Center: Generations 2010The Latest From ASG:4 No-Good Reasons Why Insurance Agents QuitThe Latest on 2019 AHIP CertificationThe Survivor's AEP ChecklistSubscribe Here:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn4 min
- An Introduction to Social Media ǀ SMT001Get started on social media with help from the Agent Survival Guide Team! We'll train you to use Twitter, LinkedIn, Facebook, and more.Mentioned in this Episode:
A Hot Trend: The Internet, Social Media & The Elderly
Pew Research Center: Generations 2010The Latest From ASG:4 No-Good Reasons Why Insurance Agents Quit
The Latest on 2019 AHIP CertificationThe Survivor's AEP ChecklistSubscribe Here:Apple Podcasts
Google PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:Facebook
TwitterYouTubeLinkedIn4 min - Social Media Marketing for Insurance AgentsFind out how to use social media to grow your insurance business. Our industry-specific guide shows you how, from the benefits of social media marketing to the ins and outs of compliance, creating your own social media strategy, and more!The Agent Survival Guide team is excited to announce the launch of our newest eBook: Social Media Marketing for Insurance Agents.We've said it before, there's social media and social media for business, and then there's social media for the insurance industry.In this eBook, we cover everything you need to know about using social media to grow your insurance business. Learn why social media is so important for your business, compliance do's and don'ts, how to create a social media strategy, and more! We are firm believers in hands-on teaching, so each section of the eBook comes with a specific action step that you can take to practice what you've learned.The best part? Social Media Marketing for Insurance Agents is a FREE, comprehensive guide that was created specifically for professionals like you.We cannot wait for you to get your hands on it, read it front to back, save it, print it out, and refer back to it. Most of all, we're excited for you to get started on creating a social media marketing strategy for your business.Get Your eBook http://bit.ly/ASG-eBOOKRelated:4 Reasons Why Ritter Should Be Your FMOCompliance & Social MediaRitter Insurance Marketing: https://ritterim.comWhat an FMO Can Do for Your BusinessSubscribe Here:Apple PodcastsGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn2 min
- Social Media Marketing for Insurance Agents
Find out how to use social media to grow your insurance business. Our industry-specific guide shows you how, from the benefits of social media marketing to the ins and outs of compliance, creating your own social media strategy, and more!
The Agent Survival Guide team is excited to announce the launch of our newest eBook: Social Media Marketing for Insurance Agents.
We've said it before, there's social media and social media for business, and then there's social media for the insurance industry.
In this eBook, we cover everything you need to know about using social media to grow your insurance business. Learn why social media is so important for your business, compliance do's and don'ts, how to create a social media strategy, and more! We are firm believers in hands-on teaching, so each section of the eBook comes with a specific action step that you can take to practice what you've learned.
The best part? Social Media Marketing for Insurance Agents is a FREE, comprehensive guide that was created specifically for professionals like you.
We cannot wait for you to get your hands on it, read it front to back, save it, print it out, and refer back to it. Most of all, we're excited for you to get started on creating a social media marketing strategy for your business.
Get Your eBook http://bit.ly/ASG-eBOOKRelated:4 Reasons Why Ritter Should Be Your FMO
Compliance & Social MediaRitter Insurance Marketing: https://ritterim.comWhat an FMO Can Do for Your BusinessSubscribe Here:Apple Podcasts
Google PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:Facebook
TwitterYouTubeLinkedIn2 min - Agent Survival Kits Are Here!Introducing the newest must-have resource for insurance agents — Agent Survival Kits! New to the market? Check out our Agent Survival Kit for Beginners. Been selling insurance for a while? Choose the Agent Survival Kit for Experts. Each kit is filled with resources like eBooks, articles, videos, and more!Every industry has a set of codes, rules, a way of doing business, abbreviations, and anagrams that are unique to services and work in that field.We've certainly got alphabet soup in the health insurance industry, and when you add in government regulations; it’s a lot to keep track of — whether you’re new to the market or you’ve been doing this insurance agent thing for a while.We thought we should do something about that.So we developed something we’re calling an Agent Survival Kit. Two somethings, actually.There’s one for beginners just starting out selling insurance and one for experts who have been at it for awhile. Both kits are packed with helpful eBooks, articles, videos, and more!New to the market? Survive today with the Agent Survival Kit for Beginners. This kit contains helpful tips and tricks to get your new insurance business started off on the right foot!Been in the field for a while? Thrive tomorrow with our Agent Survival Kit for Experts! There’s always more to learn, compliance changes to adjust to, new products to sell, and fresh tools to take advantage of.Which survival kit is right for you? Only you know the answer to that question, but you’ll find both kits at agent survival guide dot com slash kit. Check out our show notes for that link, click on it, and choose the kit that’s right for you.And again, that’s agent survival guide dot com slash kit.Choose Your Agent Survival Kit Here – https://agentsurvivalguide.com/kitRelated:Ritter Insurance Marketing https://ritterim.comReady to Join an FMO? 10 Things to ConsiderWhat an FMO Can Do for Your BusinessSubscribe Here:iTunesGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn3 min
- Maximize Your Success Selling Medicare SupplementsDownload Your eBook Now! https://bit.ly/ASG-Med-Supp-eBookGet ready to maximize your success selling Medicare Supplements. Ritter Insurance Marketing is proud to present the complete guide on how to sell Medicare Supplements, free for you as part of the Agent Survival Guide. It’s a 52-page eBook that’s absolutely packed with everything you need to know about Med Supp sales.And when we say everything… we mean everything!We start out with the basics if you’re just getting started selling. We cover what’s required to sell Med Supps, also referred to as Medigap plans, from the licensing process on through to contracting.Learn marketing ideas and how to generate leads, the ideal clients for the product, and how to choose the right plans for both your portfolio and your clients.Our eBook shows you where to find the best Med Supp quoting and enrollments tools. We go over the rules for selling Med Supp, compliance do’s and don’ts, and how the changes coming to Med Supp in 2020 and will impact you and your clients. There’s also a section at the back with handy pull-outs, including two Medicare Supplement phone scripts, an underwriting flow chart, and a plan comparison table.And that really just scratches the surface of what we’ve got to offer, I mean, we have so many great tips on Med Supps for you, we literally wrote the book on it!To find out the rest, you’re just gonna have to download the eBook and find out for yourself!Download Your eBook Now! https://bit.ly/ASG-Med-Supp-eBookRelated:4 Reasons Why Ritter Should Be Your FMORitter Insurance Marketing https://ritterim.comWhat an FMO Can Do for Your BusinessSubscribe here:iTunesGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn3 min
- Grow Your Medicare Business with MedicarefulStreamline the way you sell Medicare with Medicareful.It's a free, no-cost website and it's one of the many tools offered by Ritter Insurance Marketing.What can you do with Medicareful? Well, to start, it helps you collect permission to contact forms and your Scope of Appointment forms electronically.Say a prospective client visits your site and completes the PTC and Scope of Appointment form. Medicareful creates the CMS compliant eSOA and you get a notification by email to set an appointment.But that's not all.At its heart, Medicareful is a consumer-facing quote engine. You and your clients can use it to search for Medicare Advantage, Part D Prescription Drug, and Medicare Supplement plans.Whether you decide to meet in person or share the link to a specific plan via email, Medicareful makes comparing Medicare plans easier than ever. You can filter by plan type, carrier, monthly premium, and maximum out-of-pocket cost to start, then click on the plan details link for a thorough snapshot of what coverage on that plan would look like.Even better, when you contract with select Medicareful carriers, you qualify to activate their direct enrollment buttons on your site. That means your clients can shop for a plan, enroll on the spot, and you get credit for the enrollment.Quote faster. Generate leads 24/7. Stay compliant. Have more time for what really matters.Discover Medicareful – https://medicareful.ritterim.comRelated:4 Reasons Why Ritter Should Be Your FMO5 Myths About Selling Medicare… Debunked!Ritter Insurance Marketing: https://ritterim.comSell More Medicare Plans Online with MedicarefulWhat an FMO Can Do for Your BusinessSubscribe here:iTunesGoogle PodcastsOvercastPodbeanSpotifyStitcherConnect With Us:FacebookTwitterYouTubeLinkedIn© 2018, Ritter Insurance Marketing LLC. All rights reserved. MULTIPLAN_GHHJFBEEN_v4 Accepted Last Updated: 09/30/20173 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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