Agent Survival Guide Podcast

Finding a Purpose Makes You Happier, Healthier

Does Medicare cover COVID testing? It's an important question to be answered, since testing can give you peace of mind and help slow the spread of the pandemic.

Having a purpose or guiding passion in your life can help you deal with stress, be happier, and even live longer. Here are all the ways living with a purpose benefits you and how you can find yours!

Ways Seniors Can Lower Heating Costs in the Winter

Looking for ways you can lower your heating bill this winter? You're in luck because you can without compromising comfort!

The latest from Ritter’s Blog:

What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums

Are your clients struggling to pay their permanent life insurance premiums? They have options other than letting their policies lapse! Here’s how you can help them salvage their benefits.

Medicareful 2020 Year-in-Review: Here’s What We Accomplished

Selling Medicare plans? You’ve probably heard of Medicareful. We’re reviewing what this free Medicare quoting software helped agents accomplish in 2020 and how it set itself apart from other online Medicare sales tools!

Ways to Get Medicare Leads

In the insurance industry, leads are what sustain your business. Of course, you need the contracts, training, and other skills to be a successful insurance agent, but without leads, you’ll just be spinning your wheels.

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Carrier Map for Ritter Insurance Marketing

Does Your Medicare Sales Approach Satisfy Different Budgets?

January 14, 2021

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Your portfolio likely includes different types of insurance for different coverage needs. But what about different financial needs? How do you factor cost into the equation compliantly?

Read the text version.

Register with RitterIM.com - https://app.ritterim.com/public/registration/

Mentioned in this episode:

Clients’ health-care spending gets closer look from advisors as costs squeeze budgets

How to compare Medigap policies

Learn More About Medicareful

Medicareful Living Blog

Medicareful User Guide on Ritter Docs

Online Contracting with Ritter Insurance Marketing

Ritter Insurance Marketing Products – Ancillary

Ritter Insurance Marketing Products – Medicare

Ritter’s Medicare Quote Engine (MQE)

The Ritter Platform

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How to Build Rapport Selling Insurance Online and Over the Phone

>Learn how to better connect with your sales prospects - even if those interactions are now happening virtually. We have 6 tips you can add to your insurance sales process today!

How to Prevent Insurance Agent Negligence

Compliance is an important part of selling insurance for agents to remember. But what about preventing negligence? In this episode, we define insurance agent negligence and offer some tips on how to prevent it from happening to you.

How to Take on an Upset Client in the Insurance Industry

What do you when your client is upset because of how another insurance agent treated them? Get tips on how to turn that past, negative experience into a positive, and a loyal client.

How to Use Storytelling in Your Sales Pitch

Could your sales pitch use some work? Learn how to transform a lackluster insurance presentation with storytelling!

Ritter Can Help You Stay in Touch with Your Clients

Client retention starts with outreach, but if you’re not sure how to do that, we’ve got you covered. Listen to get four ways to reach out and the details on some FREE templates you’ll want to get your hands on!

Articles to Share with Your Clients:

Understanding Your Medicare Advantage MOOP Limit

A major benefit of most Medicare Advantage plans is their maximum out-of-pocket limit. Here’s what you need to know about the Medicare MOOP limit for your plan.

Understanding Your Medicare Explanation of Benefits

It can be difficult to keep track of how you use your Medicare plan and what it covers. That’s where your Medicare Explanation of Benefits comes in handy.

Ways Seniors Can Lower Heating Costs in the Winter

Looking for ways you can lower your heating bill this winter? You're in luck because you can without compromising comfort!

The latest from Ritter’s Blog:

What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums

Are your clients struggling to pay their permanent life insurance premiums? They have options other than letting their policies lapse! Here’s how you can help them salvage their benefits.

Medicareful 2020 Year-in Review: Here’s What We Accomplished

Selling Medicare plans? You’ve probably heard of Medicareful. We’re reviewing what this free Medicare quoting software helped agents accomplish in 2020 and how it set itself apart from other online Medicare sales tools!

Ways to Get Medicare Leads

In the insurance industry, leads are what sustain your business. Of course, you need the contracts, training, and other skills to be a successful insurance agent, but without leads, you’ll just be spinning your wheels.

Subscribe & Follow:

Connect on social:

Do Consumers Trust Their Agents?

How to Take on an Upset Client in the Insurance Industry

January 12, 2021

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What do you when your client is upset because of how another insurance agent treated them? Get tips on how to turn that past, negative experience into a positive, and a loyal client.

Read the text version.

Get the eBook – The Complete Guide to Client Loyalty and Retention

Mentioned in this episode:

How Fine Print Ruins Customer Experience

Medicareful – Learn more about the tool from Ritter Insurance Marketing

Should Business Leaders Apologize? Why, When, and How an Apology Matters

YouGov Study – Trust in Insurance

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Building Client Loyalty: More Than Just a Plan

Learn how to build a book of business that's filled with loyal clients! These strategies are easy to implement and effective!

Tips on Working with a Difficult Client

Ever have a difficult client? Check out our tips on how to work through three frustrating (but common!) situations insurance agents face in the field. We've got some advice on when to walk away, too.

Keys to Client Retention: Digital Communication

Improving your digital communication skills can benefit your business, but where do you start? Use the tips and resources outlined in this episode of the ASG Podcast!

How Client Retention Boosts Insurance Sales

Master the art of treating your client as the renewal, not their policy. Learn why building relationships with your current clients is more beneficial (and cost effective!) than courting new ones.

Reassuring Clients During Difficult Times

How are your clients doing? Do they have questions about COVID-19 and Medicare? Have you reached out? Have they? If you're not sure what to say, or even where to start, we've got some suggestions in this episode. (And they're easy to implement, too!)

Articles to Share with Your Clients:

Recharging After a Bad Night’s Sleep

Have you ever woken up after a night of tossing and turning, begging for more sleep? Here are a few ways you can recover after a bad night's sleep!

Cooking for Beginners: Cutting Board Safety

Cutting boards are extremely useful tools in the kitchen, especially for protecting your countertops. For that reason, cutting board safety is equally important so you don't accidentally hurt yourself or get sick!

What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums

Does Medicare cover COVID testing? It's an important question to be answered, since testing can give you peace of mind and help slow the spread of the pandemic.

The latest from Ritter’s Blog:

Are your clients struggling to pay their permanent life insurance premiums? They have options other than letting their policies lapse! Here’s how you can help them salvage their benefits.

Medicareful 2020 Year-in-Review: Here’s What We Accomplished

Selling Medicare plans? You’ve probably heard of Medicareful. We’re reviewing what this free Medicare quoting software helped agents accomplish in 2020 and how it set itself apart from other online Medicare sales tools!

Ways to Get Medicare Leads

In the insurance industry, leads are what sustain your business. Of course, you need the contracts, training, and other skills to be a successful insurance agent, but without leads, you’ll just be spinning your wheels.

Subscribe & Follow:

Connect on social:

5 Predictions for Life and Health Insurers for 2021

January 8, 2021 | The Friday Five

January 8, 2021

The Friday Five for January 8, 2021:

Centene acquires Magellan Health
Haven Healthcare is no more
KFF COVID-19 Medicare Cost and Coverage FAQs
Think Advisor Industry Predictions for 2021
Stimulus Relief Payment Issues & Recent Package Details

Mentioned in this episode:

Buried in Pandemic Aid Bill: Billions to Soothe the Richest

Centene Is Climbing on Its Plans to Buy Magellan Health for $2.2 Billion

Centene to acquire Magellan Health in $2.2B deal

FAQs on Medicare Coverage and Costs Related to COVID-19 Testing and Treatment

Goodbye, Haven: The benefits industry reacts

Haven, the Amazon-Berkshire-JPMorgan venture to disrupt health care is disbanding after 3 years

Jeff Bezo, Jamie Dimon and Warren Buffett tried to solve health care. 3 years later, their company has shut down

Ritter and Carrier Operations During the COVID-19 Pandemic

‘Status Not Available:’ IRS says these taxpayers won’t receive second stimulus check automatically

The Second Stimulus Package: Here’s What’s Included

What’s New on Netflix, Amazon, Hulu, Disney+, and More in January 2021

Why Haven Healthcare Failed

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Podcasts We’re Currently Listening To (Winter 2021) | The Friday Five

We’re kicking off the first Friday Five episode of 2021 with podcast recommendations! Here are five podcasts that our host, Sarah is currently listening to. 🎧

FMO vs. IMO vs. NMO vs. MGA vs. GA – What’s the Difference?

We've got a lot of jargon to keep up with in the insurance industry. In this episode, we're going to unpack the acronyms for the types of individuals and organizations that exist in the industry to help you make your some of your business decisions a whole lot easier.

How to Successfully Set SMART Goals

New year... new goals! Are your 2021 business goals SMART? Learn how this strategy can help your insurance business boom in the new year. Our goal? To help you do it.

Articles to Share with Your Clients:

Cooking for Beginners: Cutting Board Safety

Cutting boards are extremely useful tools in the kitchen, especially for protecting your countertops. For that reason, cutting board safety is equally important so you don't accidentally hurt yourself or get sick!

How Do Medicare Agents Make Money?

Does Medicare cover COVID testing? It's an important question to be answered, since testing can give you peace of mind and help slow the spread of the pandemic.

Trust is essential in any relationship. Learning how a Medicare agent makes their money is a great way to build trust between you and your agent.

The latest from Ritter’s Blog:

What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums

Are your clients struggling to pay their permanent life insurance premiums? They have options other than letting their policies lapse! Here’s how you can help them salvage their benefits.

How to Take on an Upset Client in the Insurance Industry

At least once in your sales career, you may meet an insurance client who had a negative experience with another agent, plan, or insurance in general. While these bad experiences were out of your control, you have the ability to make their next experience a positive one!

Medicareful 2020 Year-in_Review: Here’s What We Accomplished

Selling Medicare plans? You’ve probably heard of Medicareful. We’re reviewing what this free Medicare quoting software helped agents accomplish in 2020 and how it set itself apart from other online Medicare sales tools!

Subscribe & Follow:

Connect on social:

4 Steps to Finding the Perfect PDP for Your Client

The Part D SEP Triggers That Can Help You Post-AEP

January 7, 2021

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A prospect wants to switch their Medicare Part D coverage, but AEP is over. Can you still help? YES! Listen to learn the different scenarios that can help qualify your client for coverage through a Special Election Period.

Read the text version.

Mentioned in this episode:

7 Powerful Practices for Selling Prescription Drugs

Definitive Guidelines for the New Open Enrollment Period

Find your level of Extra Help (Part D)

How SPAPs and their SEPs Can Bring You New Business

Programs of All-Inclusive Care for the Elderly (PACE)

Special circumstances (Special Enrollment Periods)

Special Enrollment Periods for Medicare Advantage Plans and Medicare Part D Drug Plans

Stay Busy Outside of AEP With Special Enrollment Periods

More episodes you’ll like:

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.

Stay Busy Outside of AEP with Special Enrollment Periods

Drive insurance sales year-round with Special Enrollment Periods. Learn how to find clients and what special kinds of plans should be in your portfolio.

Understanding Medicare Advantage Enrollment Periods

Medicare Advantage has different enrollment periods than Medicare Supplements. What are the Med Advantage enrollment periods? How and when do your Medicare clients qualify for them? Get the answers to your MA enrollment period questions right now!

Articles to Share with Your Clients:

Cooking for Beginners: Cutting Board Safety

Cutting boards are extremely useful tools in the kitchen, especially for protecting your countertops. For that reason, cutting board safety is equally important so you don't accidentally hurt yourself or get sick!