Agent Survival Guide Podcast
Tips for Becoming a Top-Producing Insurance Agency

Tips for Becoming a Top-Producing Insurance Agency

August 20, 2020

 

ASG_Podcast_Episode_Header_Tips_for_Becoming_a_Top-Producing_Insurance_Agency_254.jpg

Becoming a top-producing insurance agency is a great goal. But how do you get there? In this episode of our ASG Podcast, we've got some tips to help you get started. We've also got a link to a FREE guide that takes a deep dive on starting and developing your agency.

 

Read the text version.

 

Get your FREE copy of Developing an Agency – Your Guide to Getting Started today!

 

Mentioned in this episode:

 

3 Easy Ways to Build Your Insurance Sales Territory

Build Your Brand with Community Involvement

How to Recruit Insurance Agents to Your Downline

How to Successfully Set SMART Goals

Learn More About Medicareful – Safe, Easy Medicare Enrollments Online!

Modern Medicare Marketing for Today’s Agents

Register with Ritter Insurance Marketing

See How the Ritter Platform Works!

Stay Busy Outside of AEP with Special Enrollment Periods

The Best Software for Tracking Your Medicare Commissions

 

More episodes you’ll like:

 

Build Your Brand with Community Involvement

Connect with your local community and grow your insurance business at the same time! Use our helpful tips to get started.

Methods to Boost Your Medicare Business

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.

Starting Your Own Insurance Agency featuring Craig Ritter and Dave Dietz

What does it really take to create your own insurance agency? We sat down with Craig Ritter, President and Owner of Ritter Insurance Marketing, and Dave Dietz, Senior Vice President of Marketing at Ritter to pick their brains on the subject. These are just some of the questions they answer: When do I create an LLC? What qualities do I look for in downline agents? Should I follow the 80/20 rule? Listen now for the answers to these questions and more!

 

The latest from Ritter’s Blog:

 

Join Us at the Summits!

Each summer, Ritter Insurance Marketing hosts the annual Summits, where insurance agents can receive an exclusive first look at the next year’s Medicare Advantage and Part D plan offerings. This year, we’re hosting our Summits a little differently.

When Do Med Supp Plans K, L, M, & N Make Sense?

Do you tend to place clients in Medicare Supplement Plans C, D, F, or G? While it’s true these Med Supps cover the most out-of-pocket costs, never overlook Plans K, L, M, and N.

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? To start, request your free Medicareful page here!

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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What Agents Forget to Do When Preparing for Appointments

What Agents Forget to Do When Preparing for Appointments

August 18, 2020

 

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Do you have everything you need for a full day of Medicare sales appointments? What about the client who wants to talk Med Supp but lives an hour away? This small list of actionable to-dos will make a big impact on keeping you organized and stress-free this AEP.

 

Read the text version.

 

Mentioned in this episode:

 

5 Tips for Using a Cell Phone Charger

Be prepared for anything during your Medicare Advantage appointments

Clean IQ: What’s Really in Those Tide to Go Pens? And Why Don’t You Have to Rinse Them?

Contact the Team at Ritter Insurance Marketing

How to Prepare for AEP Like a Pro

How to Survive AEP: Wellness Tips for Insurance Agents

Register with Ritter Insurance Marketing

What Are the Side Effects of Not Eating

Why We Get Hangry, According to Science

 

More episodes you’ll like:

 

9 Tips to Submitting an Error-Free Application

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.

Are Your Medicare Marketing Materials Compliant?

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.

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.

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!)

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.

 

The latest from Ritter’s Blog:

 

Join Us at the Summits!

Each summer, Ritter Insurance Marketing hosts the annual Summits, where insurance agents can receive an exclusive first look at the next year’s Medicare Advantage and Part D plan offerings. This year, we’re hosting our Summits a little differently.

When Do Med Supp Plans K, L, M, & N Make Sense?

Do you tend to place clients in Medicare Supplement Plans C, D, F, or G? While it’s true these Med Supps cover the most out-of-pocket costs, never overlook Plans K, L, M, and N.

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? To start, request your free Medicareful page here!

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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August 14, 2020 | The Friday Five

August 14, 2020 | The Friday Five

August 14, 2020

 

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The Friday Five for August 14, 2020:

  • More Executive Orders
  • Microsoft & TikTok
  • Twitter’s Newest Feature
  • Kroger to take on Amazon, Walmart
  • The Ultimate Work From Home Guide

 

Mentioned in this episode:

 

Bel-Air Official Trailer

Does Trump’s Executive Order Mean There’s No $1,200 Second Stimulus Check Coming?

‘Fresh Prince of Bel-Air’ Drama Reboot in the Works

Kroger launching web marketplace rivaling Walmart, Amazon

Payroll Tax Delay To Boost Take-Home Pay, But Don’t Spend It Yet

Taxes, VPNs and Office Hours – The Ultimate Forbes Guide to Working from Home

TikTok is either Microsoft’s ‘poisoned chalice,’ next big thing, or easy-money scheme

Twitter is finally helping people shut out “reply guys”

 

Bonus! Sarah’s WFH Setup:

 

work from home WFH podcast recording/production setup

As promised! This is where I spend most of my days. 😉 WFH days, that is. 

 

long-hair black cat that is likely plotting world domination

Meet Jinx. She leaps into my chair the moment I get up, and may or may not be plotting world domination. 😹

 

More episodes you’ll like:

 

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.

Are Your Marketing Materials Compliant?

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.

Methods to Boost Your Medicare Business

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.

 

The latest from Ritter’s Blog:

 

Join Us at the Summits!

Each summer, Ritter Insurance Marketing hosts the annual Summits, where insurance agents can receive an exclusive first look at the next year’s Medicare Advantage and Part D plan offerings. This year, we’re hosting our Summits a little differently.

When Do Med Supp Plans K, L, M, & N Make Sense?

Do you tend to place clients in Medicare Supplement Plans C, D, F, or G? While it’s true these Med Supps cover the most out-of-pocket costs, never overlook Plans K, L, M, and N.

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? To start, request your free Medicareful page here!

 

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

Are Your Medicare Marketing Materials Compliant?

Are Your Medicare Marketing Materials Compliant?

August 13, 2020

 

asg_podcast_episode_header_are_your_medicare_marketing_materials_compliant_252.jpg

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

 

More episodes you’ll like:

 

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:

 

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

August 7, 2020 | The Friday Five

August 7, 2020 | The Friday Five

August 7, 2020

 

ASG_Podcast_Episode_Header_The_Friday_Five_2020.jpg

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

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