Agent Survival Guide Podcast

How to Get Started in Medicare Sales


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If you're looking for a 101 on Medicare sales, you found it! From training and certifications to carriers and FMOs, this episode has what you need to know to start your sales journey.

 

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Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us [email protected] or call 1-717-562-7211 and leave a voicemail.

 

In this episode:

AHIP training overview [03:37]

Portfolio review [08:49]

Carrier contracting [10:28]

Product certification [11:26]

Follow ups & retention [13:10]

Agent website [15:04]

Shop & Enroll [16:40]

The Ritter Platform [19:11]

Medicare enrollment periods [25:18]

 

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 Twitter, https://twitter.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/ 

 

Resources:

5 Reasons Clients Switch Medicare Plans During AEP: https://link.chtbl.com/ASG471R

2024 Medicare Advantage & Part D Certification Info: https://link.chtbl.com/ASGN20230711

Getting Started Selling Medicare Supplements: https://link.chtbl.com/ASG497

Marketing & Incentives: https://www.ritterim.com/marketing-incentives/

Medicare Advantage Open Enrollment Do's and Don'ts: https://link.chtbl.com/ASG501

Ritter Agent Training Opportunities: https://www.ritterim.com/documents/prospectus/ritter-agent-training-opportunities-prospectus.pdf

Ritter Docs – Certifications: https://docs.ritterim.com/products/certification/Shop & Enroll: https://www.ritterim.com/shop-and-enroll/

The Beginner’s Guide to D-SNPs: https://link.chtbl.com/ASG388

The Benefits of Joining a Top Insurance FMO: https://link.chtbl.com/ASG425

The Ritter Platform: https://www.ritterim.com/the-ritter-platform/

What Does 'Ready-to-Sell' Mean for Medicare Agents? https://link.chtbl.com/ASG529

What Is AHIP Certification and How Do I Get It? https://link.chtbl.com/ASG525

Why People Are Choosing Part C Over Original Medicare: https://www.ritterim.com/blog/why-people-are-choosing-part-c-over-original-medicare/

 

References:

Disability & Medicare eligibility and enrollment – What you need to know in 2023: https://www.uhc.com/news-articles/medicare-articles/help-i-have-a-disability-and-i-want-to-enroll-in-medicare

Fact Sheet Medicare Medical Savings Accounts (MSAs) Plans: https://www.cms.gov/Medicare/Health-Plans/MSA/downloads/MSAFactSheet-3-13-08.pdf

How to avoid paying Medicare late enrollment penalties: https://www.uhc.com/news-articles/medicare-articles/try-to-avoid-medicare-late-enrollment-premium-penalties

Internet/Broadband Fact Sheet: https://www.pewresearch.org/internet/fact-sheet/internet-broadband/

Medicare Advantage Special Enrollment Periods: https://www.ncoa.org/article/medicare-advantage-special-enrollment-periods

Medicare Advantage Special Enrollment and Disenrollment Rules: https://www.ncoa.org/article/medicare-advantage-enrollment-and-disenrollment-rules

Medicare Advantage Enrollment and Disenrollment: https://www.cms.gov/files/document/cy-2024-ma-enrollment-and-disenrollment-guidance.pdf

Medicare + Fraud, Waste, and Abuse (MFWA) Online Course: https://www.ahipmedicaretraining.com/page/login

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

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