Agent Survival Guide Podcast

Field Notes on Project Management Solutions


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Go granular with Sarah as we dive deeper into productivity tools to focus specifically on project management solutions. Use these suggestions to organize and scale your workflow!

 

Read the text version

 

Get access to Ritter Insurance Marketing Solutions – Register today

 

Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.

 

Project Management Solutions:

Asana

Basecamp

Monday.com

Trello

Wrike

 

Resources:

Field Notes on Digital Marketing Resources

Field Notes on Productivity Tools

Field Notes on Traditional Marketing Resources

The Ultimate Agent Resource List Pt. 1: Market Yourself

The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients

The Ultimate Agent Resource List Pt. 3: Staying Organized

 

References:

Gurnov, Artem. “Best 21 Project Management Tools in 2025: Expert Reviews and Comparisons.” Wrike.Com, Wrike, 3 July 2025, www.wrike.com/project-management-guide/faq/what-are-project-management-tools/.

“From Agile to Waterfall: A Breakdown of Project Management Methodologies.” Park.Edu, Park University, 23 May 2025, www.park.edu/blog/from-agile-to-waterfall-a-breakdown-of-project-management-methodologies.

“Top 6 Project Management Methodologies to Boost Efficiency.” Virtuallatinos.Com, Virtual Latinos, 4 Mar. 2025, www.virtuallatinos.com/blog/project-management-methodologies/.

Rehkopf, Max. “What Is a Kanban Board?” Atlassian.Com, Atlassian, www.atlassian.com/agile/kanban/boards. Accessed 17 July 2025.

 

Follow Us on Social!

Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance    

Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 

Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

 

Not affiliated with or endorsed by Medicare or any government agency.

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Agent Survival Guide PodcastBy Sarah J. Rueppel | Ritter Insurance Marketing

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