Agent Survival Guide Podcast
Are Your Medicare Marketing Materials Compliant?

Are Your Medicare Marketing Materials Compliant?

August 13, 2020

 

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Are 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.

 

Read the text version.

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Ritter’s Certification Center

Social Security Act: Section 1140

 

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Do’s and Don’ts of Medicare Compliance

Need 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 ASG Podcast.

How to Follow up with Medicare Clients Compliantly

Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.

Insurance Agents & CMS Compliance | Social Media 101

Stay 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.

Rules for Hosting a Compliant Medicare Educational Event

If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 

Rules for Hosting a Compliant Medicare Sales Event

Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the 2020 CMS Medicare Communications and Marketing Guidelines!

Social Media Privacy Tips for Insurance Agents | Social Media 101

Online 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!

 

The latest from Ritter’s Blog:

 

5 Tips for Using Medicareful to Sell More Medicare Plans

Medicareful gives agents the potential to double or triple their capacity to safely engage prospects and enroll clients! How can you maximize your site and Medicare sales?

Why Being a Likable Agent Is Good for Your Business

How you present yourself as an agent can make or break your business. You may think, “It doesn’t matter what other people think of me,” which in some ways is true. But when it comes to how people view you professionally, their opinions do matter.

Tips for Becoming a Top-Producing Insurance Agency

Becoming a top producing agency isn’t something that happens overnight. It will take work and maybe a bit of trial and error to see what will work best for your business and sales flow.

 

Subscribe & Follow:

 

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9 Tips to Submitting an Error-Free Application

9 Tips to Submitting an Error-Free Application

August 11, 2020

 

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Want to avoid commissions and coverage delays on your Medicare applications? The secret is writing clean applications that won't get flagged during the submissions process. We've done the research for you! Use these 9 helpful tips to start writing cleaner applications.

 

Read the text version.

 

Contact our Team at Ritter Insurance Marketing

 

Mentioned in this episode:

 

Get Your FREE Medicare Site

 

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August 7, 2020 | The Friday Five

The Friday Five for August 7, 2020: Healthy Hacks for the Drive-Thru; Large Coffee, Hold the Calories; Pandemic Productivity Hacks; How to Ask For Referrals; and Self-Care During the COVID-19 Pandemic

Tips on How to Stay Productive While Working From Home

Maximize your productivity - even as you work from home! Let's face it, WFH is lasting longer than most of us thought. If you're struggling to stay productive right now, we get it! Try out our list of productivity hacks to get back on track.

5 Must-Haves for Every Insurance Agent This AEP

Are these must-haves part of your strategy for this Annual Enrollment Period? They should be! Listen as we highlight five essentials to simplify your Medicare sales this AEP.

 

The latest from Ritter’s Blog:

 

Tips for Becoming a Top-Producing Insurance Agency

Becoming a top producing agency isn’t something that happens overnight. It will take work and maybe a bit of trial and error to see what will work best for your business and sales flow.

FAQs About NAHU Medicare Certification

Got questions about NAHU’s Medicare Advantage and Part D certification training? We’ve got answers!

NEW: NAHU 2021 Medicare Certification Training

New this year, NAHU is offering a Medicare certification training for agents who’d like to sell 2021 Medicare Advantage and Part D products for the Annual Enrollment Period.

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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August 7, 2020 | The Friday Five

August 7, 2020 | The Friday Five

August 7, 2020

 

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The Friday Five for August 7, 2020:

  • Healthy Hacks for the Drive-Thru
  • Large Coffee, Hold the Calories
  • Pandemic Productivity Hacks
  • How to Ask For Referrals
  • Self-Care During the COVID-19 Pandemic

 

Mentioned in this episode:

 

5 Productivity Techniques To Keep In Mind During COVID-19

13 Healthy Starbucks Drinks That Aren’t Total Sugar Bombs, According to Dieticians

Dalgona Coffee

Healthy Starbucks Drinks Under 200 Calories

Here Are 10 of the Healthiest Things to Order at Fast Food Restaurants

How to Ask for a Referral to a Potential Client [+ Free Email Templates]

How You Can Counter The Pandemic’s Productivity Decline

Meditation, sleep and more: 6 self-care apps to try right now

Register for Ritter’s Virtual Summits!

Share your screen on Facebook Messenger for iPhone and Android. Here’s how

Smiling Mind

The #1 Healthiest Menu Option at 80 Popular Restaurants

The 29 Healthiest Fast Food Orders You Can Get at Every Chain

The 30 Healthiest Drinks You Can Order At Dunkin’

 

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July 31, 2020 | The Friday Five

The Friday Five for July 31, 2020: Trump’s Executive Orders on Drug Pricing; Movement on Next Stimulus Bill; 2021 Medicare Part B Premium Proposal; Humana & Heal; and Kaiser Family Foundation Study on COVID-19 and Kids

Tips on How to Stay Productive While Working From Home

Maximize your productivity - even as you work from home! Let's face it, WFH is lasting longer than most of us thought. If you're struggling to stay productive right now, we get it! Try out our list of productivity hacks to get back on track.

5 Must-Haves for Every Insurance Agent This AEP

Are these must-haves part of your strategy for this Annual Enrollment Period? They should be! Listen as we highlight five essentials to simplify your Medicare sales this AEP.

 

The latest from Ritter’s Blog:

 

5 Tips for Using Medicareful to Sell More Medicare Plans

Medicareful gives agents the potential to double or triple their capacity to safely engage prospects and enroll clients! How can you maximize your site and Medicare sales?

Why Being a Likable Agent Is Good for Your Business

How you present yourself as an agent can make or break your business. You may think, “It doesn’t matter what other people think of me,” which in some ways is true. But when it comes to how people view you professionally, their opinions do matter.

Tips for Becoming a Top-Producing Insurance Agency

Becoming a top producing agency isn’t something that happens overnight. It will take work and maybe a bit of trial and error to see what will work best for your business and sales flow.

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

asg_podcast_episode_footer_image_1200x200_register_with_ritter.jpg

Methods to Boost Your Medicare Business

Methods to Boost Your Medicare Business

August 6, 2020

 

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Optimize your Medicare insurance business with help from our FMO – Ritter Insurance Marketing! Our strategies generate leads and sales. Find out how you can apply these tips just in time for AEP success.

 

Read the text version.

 

Mentioned in this episode:

 

3 Easy Ways to Build Your Insurance Territory

A Dozen Facts About Medicare Advantage in 2020

BenefitsCheckUp® Official Site

Build Your Brand with Community Involvement

Do’s and Don’ts of Medicare Compliance

Finish Work Faster Using e-Apps

Learn More About Medicareful

Medicare Advantage 2017 Spotlight: Enrollment Market Update

Ritter’s Medicare Quote Engine

Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Sales Event

Secure a Bigger, Better Business with Ancillary Products

Seniors’ use of technology is growing, survey finds

 

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Organization Tips and Tricks for AEP

Don't get stressed out over AEP, get organized! The Annual Enrollment Period can be a stressful time for insurance agents - but it doesn't have to be for you! Listen to learn tips and tricks to make this AEP go smoother than ever.

Join Us Online for Ritter Summits 2020

You’re invited to Ritter Insurance Marketing’s Virtual Summits! We’re kicking off AEP 2021 with nine Summits for insurance agents! These Summits are interactive, tailored to your local markets, and you’ll be able to chat with our staff and the carriers we work with! During these online presentations, our carriers will reveal exclusive first looks for Medicare Advantage and Medicare Part D products, too. You don’t want to miss this AEP insurance training… Register today!

5 Must-Haves for Every Insurance Agent This AEP

Are these must-haves part of your strategy for this Annual Enrollment Period? They should be! Listen as we highlight five essentials to simplify your Medicare sales this AEP.

 

The latest from Ritter’s Blog:

 

Tips for Becoming a Top-Producing Insurance Agency

Becoming a top producing agency isn’t something that happens overnight. It will take work and maybe a bit of trial and error to see what will work best for your business and sales flow.

FAQs About NAHU Medicare Certification

Got questions about NAHU’s Medicare Advantage and Part D certification training? We’ve got answers!

NEW: NAHU 2021 Medicare Certification Training

New this year, NAHU is offering a Medicare certification training for agents who’d like to sell 2021 Medicare Advantage and Part D products for the Annual Enrollment Period.

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

asg_podcast_episode_footer_image_1200x200_register_with_ritter.jpg

Organization Tips and Tricks for AEP

Organization Tips and Tricks for AEP

August 4, 2020

 

asg_podcast_episode_header_organization_tips_and_tricks_for_aep_249.jpg

Don't get stressed out over AEP, get organized! The Annual Enrollment Period can be a stressful time for insurance agents - but it doesn't have to be for you! Listen to learn tips and tricks to make this AEP go smoother than ever.

 

Read the text version.

 

Mentioned in this episode:

 

4 Perks of Partnering with an FMO

Appointlet

DIY Desk Organizer: 18 Project Ideas

Learn How to Use Medicareful Living to Get Leads

Learn More About Medicareful

Organize Your Office and Improve Your Design

Register to Attend Ritter’s Virtual Summits

Ritter’s Event Calendar

Ritter’s Medicare Quote Engine

Tech Takeaways for Forward-Thinking Insurance Agents

The Ritter Platform Launches New Tools & Shared Client Records

Things to Think About Post-AEP

Use your calendar effectively

What an FMO Can Do for Your Business

 

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2021 Medicare Advantage and Part D Certification Info

Looking for 2021 Medicare Advantage and Medicare Part D agent certification and product training details? Find out how to get carrier AHIP, Medicare Advantage certification, Part D certification, and product training details in one convenient place!

5 Must-Haves for Every Insurance Agent This AEP

Are these must-haves part of your strategy for this Annual Enrollment Period? They should be! Listen as we highlight five essentials to simplify your Medicare sales this AEP.

Ready to Join an FMO? 10 Things to Consider

Thinking about partnering with an FMO? Wondering how you can tell the good from the bad? Our top 10 list outlines what you need to know before you partner with a field marketing organization.

 

The latest from Ritter’s Blog:

 

Tips for Becoming a Top-Producing Insurance Agency

Becoming a top producing agency isn’t something that happens overnight. It will take work and maybe a bit of trial and error to see what will work best for your business and sales flow.

FAQs About NAHU Medicare Certification

Got questions about NAHU’s Medicare Advantage and Part D certification training? We’ve got answers!

NEW: NAHU 2021 Medicare Certification Training

New this year, NAHU is offering a Medicare certification training for agents who’d like to sell 2021 Medicare Advantage and Part D products for the Annual Enrollment Period.

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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