Business

Building Client Loyalty: More Than Just a Plan

 
Build and sustain client loyalty with these four tips for better business practices. Maintaining positive relationships with your clients is one essential part of being a well-rounded agent. Your work isn't over after that first sale, it's all about continuing your effort. Read the text version
 
Get on the Ritter Platform by Registering with Ritter: https://app.ritterim.com/public/registration/
 
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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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
 
5 Things About CallVault (Compliant Medicare Sales Recording) | The Friday Five: https://agentsurvivalguide.podbean.com/e/5-things-about-callvault-compliant-medicare-sales-call-recording-the-friday-five/
8 Relationship Marketing Strategies for Insurance Agents ft. ReminderMedia's Luke Acree and Andrew Saksa: https://agentsurvivalguide.podbean.com/e/8-relationship-marketing-strategies-for-insurance-agents-featuring-remindermedia-s-luke-acree-and-andrew-saksa/ 
Are You Offering Multiple LTC Insurance Options: https://agentsurvivalguide.podbean.com/e/are-you-offering-multiple-ltc-insurance-options/
Boost Business Selling Hospital Indemnity Insurance: https://agentsurvivalguide.podbean.com/e/boost-business-selling-hospital-indemnity-insurance/
Empowering Agents Through Technology ft. Aaron Kassover from AgentMethods: https://agentsurvivalguide.podbean.com/e/empowering-agents-through-technology-ft-aaron-kassover-from-agent-methods/ 
Learn more about the Ritter Platform: https://www.ritterim.com/agent-tools/the-ritter-platform/ 
The Ritter Platform Launches CallVault for Compliant Medicare Sales Call Recording: https://www.ritterim.com/blog/the-ritter-platform-launches-callvault-for-compliant-medicare-sales-call-recording/
 

How to Take on an Upset Client in the Insurance Industry

 
When it comes to clients, you can’t change previous negative experiences they’ve had with other insurance agents. But you can make their current experience with you a positive one. Listen to learn best practices on how to engage with upset clients.
Read the text version
 
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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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
 
Common Sales Mistakes You Might Be Making (And How to Fix Them!): https://agentsurvivalguide.podbean.com/e/common-sales-mistakes-you-might-be-making-and-how-to-fix-them/ 
Medicareful: https://www.ritterim.com/agent-tools/medicareful/
Ritter Can Help You Stay In Touch with Your Clients: https://agentsurvivalguide.podbean.com/e/ritter-can-help-you-stay-in-touch-with-your-clients-1671024716/
The Complete Guide to Client Loyalty and Retention eBook: https://www.ritterim.com/client-retention-guide/
Tips on Dealing with a Difficult Client: https://agentsurvivalguide.podbean.com/e/tips-on-dealing-with-a-difficult-client/
Keys to Client Retention: Face-to-Face Communication: https://agentsurvivalguide.podbean.com/e/keys-to-client-retention-face-to-face-communication/
 
References:
 
Americans Confused By Basic Health Insurance Terms But Happy With Their Plans: https://www.forbes.com/advisor/health-insurance/confused-by-health-insurance-terms/
Do Customers Trust Their Agents? https://www.insurancethoughtleadership.com/agent-broker/do-consumers-trust-their-agents
How Fine Print Ruins Customer Experience: https://www.insurancethoughtleadership.com/customer-experience/how-fine-print-ruins-customer-experience
 

FAQs About Working with Ritter Insurance Marketing

 
Partnering with an FMO is a big choice… we understand that you might have questions! We answer our most frequently asked questions about working with Ritter Insurance Marketing in this ASG Podcast episode. Curious about marketing? Need tech solutions? Not sure how joining a field marketing organization can help you insurance business? We answer those questions and more! 
 
Get started with Ritter Insurance Marketing today and gain access to the Ritter Platform, CallVault, the Medicare Quote Engine, and more! https://app.ritterim.com/public/registration/
 
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
4 Reasons Why Ritter Should Be Your FMO Insurance Agency: https://agentsurvivalguide.podbean.com/e/4-reasons-why-ritter-should-be-your-fmo-insurance-agency/
FMO vs. IMO vs. NMO vs. MGA vs. GA – What’s the Difference?: https://agentsurvivalguide.podbean.com/e/fmo-vs-imo-vs-nmo-vs-mga-vs-ga-%e2%80%93-what-s-the-difference/
Ready to Join an FMO? 10 Things to Consider: https://agentsurvivalguide.podbean.com/e/ready-to-join-an-fmo-10-things-to-consider/
Ritter’s Tools & Resources for Insurance Agents featuring Harry Rittner: https://agentsurvivalguide.podbean.com/e/ritter-s-tools-resources-for-insurance-agents-featuring-harry-rittner/
The Benefits of Joining a Top Insurance FMO: https://agentsurvivalguide.podbean.com/e/the-benefits-of-joining-a-top-insurance-fmo/
Training Opportunities for Insurance Agents at Ritter Insurance Marketing: https://agentsurvivalguide.podbean.com/e/training-opportunities-for-insurance-agents-at-ritter/
 

4 Strategies for Effectively Working With a Team

 
You spend time networking and building connections with clients, but don’t forget about the people you're side by side with every day, your coworkers! Tina created a list of the best practices for team building. Listen to learn more!
 
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Other episodes you’ll like:
 
7 Ways to Get Involved in Your Community: https://agentsurvivalguide.podbean.com/e/7-ways-to-get-involved-in-your-community/
Empowering Others & The Power of Mindfulness | Monday Motivation: https://agentsurvivalguide.podbean.com/e/empowering-others-the-power-of-mindfulness-monday-motivation/
Finding Inspiration Outside of Work | Monday Motivation: https://agentsurvivalguide.podbean.com/e/finding-inspiration-outside-of-work-monday-motivation/
Why Being a Likeable Agent is Good for Your Business: https://agentsurvivalguide.podbean.com/e/why-being-a-likable-agent-is-good-for-your-business/
Your Guide to Forming an Insurance Network: https://agentsurvivalguide.podbean.com/e/your-guide-to-forming-an-insurance-network/
 
References:
 
The importance of teamwork (as proven by science): https://www.atlassian.com/blog/teamwork/the-importance-of-teamwork
The Importance of Teamwork (Plus 11 Ways a Team Benefits From It): https://www.indeed.com/career-advice/career-development/teamwork-important
 

Ritter Can Help You Stay in Touch with Your Clients

 
Client retention is more important than client acquisition, but it's not always easy to know how or when to reach out. Listen to learn more about client outreach touchpoints. Then, use our free templates to keep in touch and strengthen your client relationships.
Read the text version
For postcard and letter templates, contact your Ritter Sales Rep or request them by calling 800-769-1847.
 
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
 
Keys to Client Retention: Digital Communication: https://agentsurvivalguide.podbean.com/e/keys-to-client-retention-digital-communication/
Ritter Template Client Phone Check-In: https://www.ritterim.com/documents/client-check-in-phone-script.docx
Ritter Template Client Email Check-In: https://www.ritterim.com/documents/client-check-in-email-template.docx
Why Client Retention Should be Your Top Priority: https://agentsurvivalguide.podbean.com/e/why-client-retention-should-be-your-top-priority/
 

Using a SWOT Analysis to Review Your Insurance Business

 
Review, organize, and plan for 2023 with a SWOT analysis! Discover what SWOT is and how it can help you create a plan for your insurance business.
 
Have a topic you'd like us to cover? Reach out to our team at ASGPodcast@RitterIM.com or by calling 1-717-562-7211.
 
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
 
20+ SWOT Analysis Templates, Examples & Best Practices: https://venngage.com/blog/swot-analysis-templates/
Building a Business Plan Knight School Module: https://www.ritterim.com/knight-school/solid-foundation/building-a-business-plan/
How to Do a SWOT Analysis [With Template & Examples]: https://blog.hubspot.com/marketing/swot-analysis
How to Successfully Set SMART Goals: https://agentsurvivalguide.podbean.com/e/how-to-successfully-set-smart-goals-1639071365/
SWOT Analysis: https://www.mindtools.com/amtbj63/swot-analysis
SWOT Analysis: How To With Table and Example: https://www.investopedia.com/terms/s/swot.asp
Things to Think About Post-AEP: https://agentsurvivalguide.podbean.com/e/things-to-think-about-post-aep-2022/
 

Things to Think About Post-AEP

 
Another AEP is in the books! Congratulations!!! As we move out of the busy season, we've got some tips on how to transition to reviewing, organizing, and planning. Just a few things to think about while AEP is still fresh in your mind.
Read the text version
 
Have a question? Reach out to the ASG Podcast team at ASGPodcast@RitterIM.com or by calling 1-717-562-7211.
 
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
 
7 Ways to Get Involved in Your Community: https://agentsurvivalguide.podbean.com/e/7-ways-to-get-involved-in-your-community/
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia's Luke Acree and Andrew Saksa: https://agentsurvivalguide.podbean.com/e/8-relationship-marketing-strategies-for-insurance-agents-featuring-remindermedia-s-luke-acree-and-andrew-saksa/
2023 Maximum Broker Commissions for Medicare Advantage & Medicare Part D: https://agentsurvivalguide.podbean.com/e/2023-maximum-broker-commissions-for-medicare-advantage-medicare-part-d/
Empowering Agents Through Technology ft. Aaron Kassover from AgentMethods: https://agentsurvivalguide.podbean.com/e/empowering-agents-through-technology-ft-aaron-kassover-from-agent-methods/
How to Successfully Set SMART Goals: https://agentsurvivalguide.podbean.com/e/how-to-successfully-set-smart-goals-1639071365/
Medicareful: https://www.ritterim.com/agent-tools/medicareful/
Medicare Quote Engine: https://www.ritterim.com/agent-tools/medicare-quote-engine/
Ritter Docs Carrier Pages: https://docs.ritterim.com/products/carriers/
Ritter Platform: https://www.ritterim.com/agent-tools/medicare-quote-engine/
The Definitive Guide to Getting Leads and Prospecting for Medicare Sales: https://www.ritterim.com/lead-generation-guide/
 

7 Strategies to Prevent Rapid Disenrollments from Medicare Plans

 
Rapid disenrollments don't have to happen to you! Learn how better communication can smooth over most Medicare plan disenrollment issues. We outline 7 strategies that are simple for agents to implement.
 
Read the text version
 
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
 
5 Reasons Clients Switch Medicare Plans During AEP: https://agentsurvivalguide.podbean.com/e/five-reasons-clients-switch-medicare-plans-during-aep/
Do's and Don'ts of Medicare Compliance: https://www.ritterim.com/blog/dos-and-donts-of-medicare-compliance/
How to Follow up with Medicare Clients Compliantly: https://agentsurvivalguide.podbean.com/e/how-to-follow-up-with-medicare-clients-compliantly-1648559155/
How to Save Your Clients Money on Prescription Drugs: https://www.ritterim.com/blog/how-to-save-your-clients-money-on-prescription-drugs/
Is Your Doctor in Your Medicare Plan's Network? How to Tell: https://living.medicareful.com/is-your-doctor-in-your-medicare-plans-network-how-to-tell
What Seniors Value Most in an MA Plan: https://www.ritterim.com/blog/what-seniors-value-most-in-an-ma-plan/
Why Client Retention Should be Your Top Priority: https://agentsurvivalguide.podbean.com/e/why-client-retention-should-be-your-top-priority/
Your Formulary: Knowing What's Covered: https://living.medicareful.com/your-formulary-knowing-whats-covered   
 
References:
 
40% of the American middle class face poverty in retirement: https://www.cnbc.com/2018/10/12/40percent-of-american-middle-class-face-poverty-in-retirement-study-says.html
6 Outbound Education and Verification Calls to All New Enrollees: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/downloads/MMGSection70-6Rev.pdf
Medicare and the High Cost of Prescription Drugs: https://www.investmentnews.com/medicare-and-the-high-cost-of-prescription-drugs-78332
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
 

Common Sales Mistakes You Might Be Making (And How to Fix Them!)

 
Close more sales by avoiding these 5 common mistakes. Learn how to identify these bad habits and what to do instead!
 
Ask questions & get answers! Reach out to the team at Ritter Insurance Marketing: https://www.ritterim.com/meet-your-sales-team/
Marketing & Incentives – Learn more about lead programs available when you work with Ritter Insurance Marketing: https://www.ritterim.com/agent-tools/marketing-incentives/
 
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
More Episodes Like This One:
 
4 Tips for Making a Better Insurance Sales Pitch: https://agentsurvivalguide.podbean.com/e/4-tips-for-making-a-better-insurance-sales-pitch-2022/
10 Tips to Submitting an Error-Free Application: https://agentsurvivalguide.podbean.com/e/10-tips-to-submitting-an-error-free-application/
Agent Apps | Get Focused with These Apps! https://agentsurvivalguide.podbean.com/e/agent-apps-get-focused-with-these-apps/
Halfway Through AEP: Reflect & Renew Your Medicare Sales Strategies: https://agentsurvivalguide.podbean.com/e/halfway-through-aep-reflect-renew-your-medicare-sales-strategies/
How to Prevent Insurance Agent Negligence: https://agentsurvivalguide.podbean.com/e/how-to-prevent-insurance-agent-negligence-2022/
 
References:
 
5 Ways to Work with Pre Qualified Leads: https://blog.hubspot.com/sales/pre-qualified-lead
8 Reasons Your Salespeople Are Not Closing Sales: https://salesdrive.info/reasons-salespeople-not-closing-sales/
10 Steps To Effective Listening: https://www.forbes.com/sites/womensmedia/2012/11/09/10-steps-to-effective-listening/?sh=58cb45823891
24 Sales Mistakes to Avoid in 2022 (and Beyond): https://blog.hubspot.com/sales/sales-closing-mistakes
55 Open-Ended Sales Questions To Qualify And Close More Leads: https://spotio.com/blog/open-ended-sales-questions/
How to Close a Sale: 10 Strategies for Success: https://www.fool.com/the-ascent/small-business/crm/articles/how-to-close-a-sale/
 

Lifelong Learning: Online Educational Resources

 
Have you thought of furthering your education? Tina found some online resources to help you get active in your learning!
Send us an email at ASGPodcast@ritterim.com or give us a call at 1-717-562-7211.
 
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
Resources:
 
Knight School: https://www.ritterim.com/knight-school/Coursera: https://www.coursera.org/EdX: https://www.edx.org
 
References:
 
Learning a New Skill Can Slow Cognitive Aging: https://www.health.harvard.edu/blog/learning-new-skill-can-slow-cognitive-aging-201604279502