Agent Survival Guide Podcast
Business
Episodes
13 hours ago
Best Practices for Training Downline Agents
13 hours ago
13 hours ago
Gather resources to equip your downlines for success. Be a guide for your downline agents; listen for new agent resources, hands-on-training tips, and more.
Read the text version
Register with Ritter!
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
4 Tips for Making a Better Insurance Sales Pitch: https://link.chtbl.com/ASG469
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Before You Recruit: Setting Up Your Agency for Success: https://ritterim.com/blog/before-you-recruit-setting-up-your-agency-for-success/
Developing an Agency – Your Guide to Getting Started free eBook DOWNLOAD: https://ritterim.com/agency-guide/
Free eBooks & Guides: https://ritterim.com/guides/
How to Get Health and Life Insurance Continuing Education Credits as an Agent: https://ritterim.com/blog/how-to-get-health-and-life-insurance-continuing-education-credits-as-an-agent/
How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/
How to Recruit Insurance Agents to Your Downline: https://link.chtbl.com/ASG588
MA & PDP Complaint Sales Checklist: https://docs.ritterim.com/documents/compliance/ma-pdp-compliance-sales-checklist.pdf
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Knight School Training: https://ritterim.com/knight-school/
Should You Hire an Assistant for Your Insurance Business? https://link.chtbl.com/ASG336
Ritter Agency Docs: https://docs.ritterim.com/agencies/dashboard/
Ritter Events Calendar: https://ritterim.com/events/
Ritter Summits Registration: https://summits.ritterim.com/
The Best Books for Insurance Agents: https://ritterim.com/blog/the-best-books-for-insurance-agents/
The Ritter Blog: https://ritterim.com/blog/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
Tips for Becoming a Top Producing Insurance Agency: https://link.chtbl.com/ASG452
What Are Insurance Hierarchies & How Do They Work? https://link.chtbl.com/ASG517
Your Guide to Forming an Insurance Network: https://link.chtbl.com/ASG461
References:
4 Types of Learning Styles: How to Accommodate a Diverse Group of Students: https://www.rasmussen.edu/degrees/education/blog/types-of-learning-styles/
5 Benefits of Incorporating Hands On Learning into Training: https://www.linkedin.com/pulse/5-benefits-incorporating-hands-learning-training-allie-golon/
10 Best Virtual Meeting Platforms & Software: https://teambuilding.com/blog/virtual-meeting-platforms
11 Benefits of Collaborative Learning (Plus Tips to Use It) https://www.indeed.com/career-advice/career-development/benefits-of-collaborative-learning
How do Birds Learn How to Fly? https://www.allthingsnature.org/how-do-birds-learn-how-to-fly.htm
Level Up: The Values of Sales Shadowing for New Insurance Agents: https://blog.newhorizonsmktg.com/level-up-the-value-of-sales-shadowing-for-new-insurance-agents
Mentoring Guide: https://www.rackham.umich.edu/downloads/more-mentoring-guide-for-mentors.pdf
Mind-Blowing Statistics that Prove the Value of Employee Training and Development: https://www.shiftelearning.com/blog/statistics-value-of-employee-training-and-development
Ongoing Training: Its Benefits and Why You Should Consider It: https://www.apty.io/blog/ongoing-training-benefits-and-impact/
Profiting from Learning: Do Firms’ Investments in Education and Training Pay Off? https://businesstrainingexperts.com/knowledge-center/training-roi/profiting-from-learning/
Reflective Practice: https://www.skillsyouneed.com/ps/reflective-practice.html
The 5 Most Effective Teaching Styles (Pros & Cons of Each) https://www.thinkific.com/blog/teaching-styles/
The 40 Reflection Questions: https://www.edutopia.org/pdfs/stw/edutopia-stw-replicatingPBL-21stCAcad-reflection-questions.pdf
The Complete Guide to Independent Contractor Taxes: https://www.nerdwallet.com/article/small-business/independent-contractor-tax-guide
Why Communication Consistency Is Vital To Your Business: https://www.forbes.com/sites/forbesnycouncil/2018/08/22/why-communication-consistency-is-vital-to-your-business/?sh=4526564466e0
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 X (fka) 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/
3 days ago
3 days ago
Looking to expand your business by hiring downline agents? We’ve got tips on where to find applicants, training resources, and more!
Read the text version
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
7 Ways to Get Involved with Your Community: https://link.chtbl.com/ASG453
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Before You Recruit: Setting Up Your Agency for Success: https://ritterim.com/blog/before-you-recruit-setting-up-your-agency-for-success/
Best Practices for Training Downline Agents: https://link.chtbl.com/ASG522
Best Practices for Conducting an Interview ft. Dylan Cook: https://link.chtbl.com/ASG5335
Developing an Agency – Your Guide to Getting Started eBook DOWNLOAD: https://ritterim.com/agency-guide/
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
Ways to Boost Morale in the Workplace: https://link.chtbl.com/ASG556
Your Step-By-Step Guide to Getting Started in Insurance Sales eBook DOWNLOAD: https://ritterim.com/free-guide/
References:
Craigslist: https://washingtondc.craigslist.org/
How Much Is That Bad Hire Really Costing Your Business? https://www.businessnewsdaily.com/9066-cost-of-bad-hire.html
How to Post a Job on Facebook For Free (2024 Guide) https://www.forbes.com/advisor/business/how-to-post-job-on-facebook/
LinkedIn: https://www.linkedin.com/
Millennials Overtake Baby Boomers as America’s largest generation: https://www.pewresearch.org/short-reads/2020/04/28/millennials-overtake-baby-boomers-as-americas-largest-generation/
Monster: https://www.monster.com/ Rethinking the Extraverted Sales Ideal: The Ambivert Advantage: https://faculty.wharton.upenn.edu/wp-content/uploads/2013/06/Grant_PsychScience2013.pdf
The True Cost of a Bad Hire – It’s More Than You Think: https://www.forbes.com/sites/falonfatemi/2016/09/28/the-true-cost-of-a-bad-hire-its-more-than-you-think/?sh=16da43b84aa4
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/
Monday Apr 08, 2024
3 Growth Strategies for Your Insurance Sales Territory
Monday Apr 08, 2024
Monday Apr 08, 2024
Grow your territory, grow your business. Simple, right? Thing is, there are many paths agents can take to "growth" and "success." Which one is right for you? We've got a sampling of strategies to help you pinpoint the path that's right for you.
Read text version
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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:
2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://link.chtbl.com/2023AlysonSeighman
Agent's Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Agent's Guide to Partner Marketing Resources: https://link.chtbl.com/ASG585
Agent's Guide to Traditional Marketing Resources: https://link.chtbl.com/ASG583
CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://link.chtbl.com/ASGN20230414
Developing a Retention Mindset ft. Blake Amos (Cigna Healthcare): https://link.chtbl.com/2024BlakeAmos
Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542
How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG580
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://www.ritterim.com/blog/insurance-agents-as-tpmos-what-cms-compliance-regulations-mean-for-you/
Why Client Retention Should Be Your Top Priority: https://link.chtbl.com/ASG581
References:
Federal Register Website: https://www.federalregister.gov/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Wednesday Apr 03, 2024
The Advisor Approach: Cross-Selling by Fact-Finding
Wednesday Apr 03, 2024
Wednesday Apr 03, 2024
Break free from the salesy (and stereotypical!) mold that clients sometimes associate with insurance agents. Learn how to switch up your approach and transform your sales success.
Read text version
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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:
4 Ancillary Cross-Sales to Show Clients You Care: https://ritterim.com/blog/four-ancillary-cross-sales-to-show-clients-you-care/
Download A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products: https://ritterim.com/selling-ancillary-with-medicare/
Insurance Cross-Sales: Everything You Need to Know to Get Started featuring Josh Hurley: https://link.chtbl.com/ASG408
Secure a Bigger, Better Business with Ancillary Products: https://link.chtbl.com/ASG586
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
Watch the Cross-Sell to Fill Coverage Gaps or Unmet Needs Knight School Module: https://ritterim.com/knight-school/expand-dominate/cross-sell/
Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://link.chtbl.com/ASG548
Monday Apr 01, 2024
Secure a Bigger, Better Business with Ancillary Products
Monday Apr 01, 2024
Monday Apr 01, 2024
Boost your book of business with ancillary insurance! Discover the value of cross selling these products, the ideal clients, and more in this episode.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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:
Ancillary Infographic: What’s Your Legacy? https://ritterim.com/documents/infographics/whats-your-legacy-dental-vision-infographic.pdf
A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products FREE eBook: https://ritterim.com/selling-ancillary-with-medicare/
Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496
Knight School Training: https://ritterim.com/knight-school/
Ritter Insurance Marketing’s Events Calendar: https://ritterim.com/events/
The Complete Guide to Client Loyalty and Retention: https://ritterim.com/client-retention-guide/
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://link.chtbl.com/ASG548
Monday Mar 25, 2024
Agent's Guide to Partner Marketing Resources
Monday Mar 25, 2024
Monday Mar 25, 2024
Sometimes it takes a village for a business to flourish. Discover ways to market your business with affinity partnerships and community involvement. All that and more in this episode!
Read the text version
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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:
2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://link.chtbl.com/2023AlysonSeighman
Are Your Medicare Marketing Materials Compliant? https://link.chtbl.com/ASG538
Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533
Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552
Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Medicare Advantage Open Enrollment Do's and Don’ts: https://link.chtbl.com/ASG574
Ritter Blog – Compliance Section: https://ritterim.com/blog/compliance/
Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG541
Rules for Hosting a Compliant Medicare Educational Event: https://link.chtbl.com/ASG540
References:
Affinity Marketing Definition: https://www.techtarget.com/whatis/definition/affinity-marketing
Complementary Business Definition: https://www.lawinsider.com/dictionary/complementary-business
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
Medicare Program; Contract Year 2024 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly: https://www.federalregister.gov/documents/2023/04/12/2023-07115/medicare-program-contract-year-2024-policy-and-technical-changes-to-the-medicare-advantage-program
Thursday Mar 21, 2024
Agent’s Guide to Digital Marketing Resources
Thursday Mar 21, 2024
Thursday Mar 21, 2024
Elevate your business and move into the modern world of digital marketing. We’ve compiled the ultimate guide; listen for best practices, resources, and expert tips!
Read the text version
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Full-Service Digital Marketing Resources:
$99 Social: https://www.99dollarsocial.com/
AgentMethods: https://www.agentmethods.com/
ConcierageBee: https://conciergebee.com/
Disruptive Advertising: https://disruptiveadvertising.com/
Firebelly Marketing: https://www.firebellymarketing.com/
Ignite Visibility: https://ignitevisibility.com/
KlientBoost: https://www.klientboost.com/
Lyfe Marketing: https://www.lyfemarketing.com/
ReminderMedia: https://remindermedia.com/
SEO Discovery: https://www.seodiscovery.com/
Self-Service Digital Marketing Resources:
Constant Contact: https://www.constantcontact.com/
HostGator : https://www.hostgator.com/
HubSpot: https://www.hubspot.com/
Google Ads: https://ads.google.com/home/
Google Business Profile: https://www.google.com/business/
GoDaddy: https://www.godaddy.com/
MailChimp: https://mailchimp.com/
SocialBee: https://socialbee.com/
Squarespace: https://www.squarespace.com/
Wix: https://www.wix.com/
WordPress: https://wordpress.com/
Freelance Resources:
Hubstaff Talent: https://hubstafftalent.net/
LinkedIn: https://www.linkedin.com/
Upwork: https://www.upwork.com/
Tutorials:
How to Create a Facebook Business Page in 7 Steps: https://www.entrepreneur.com/business-news/how-to-create-a-facebook-business-page-in-7-steps/309107
How to Create a Google Business Profile: https://www.constantcontact.com/blog/how-to-create-a-google-my-business-profile/
How to Set Up and Optimize Google My Business in 5 Minutes: https://blog.hootsuite.com/google-my-business/
How to Use Meta (Facebook) Business Manager: Complete Guide: https://blog.hootsuite.com/facebook-business-manager-guide/
Ritter Resources:
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448
Agent Apps | Apps for Social Media Marketing: https://link.chtbl.com/ASGA52
Agent Apps | Project Management Apps: https://link.chtbl.com/ASGA27
Agent Apps | Wix vs. WordPress: https://link.chtbl.com/ASGA20231011
Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
Generate Medicare Leads Using Marketing Materials from ShopRitterIM: https://link.chtbl.com/ASG511
How to Keep Social Media Professional and Personal Simultaneously: https://link.chtbl.com/ASG443
Registration Link: https://app.ritterim.com/public/registration/
Ritter & ReminderMedia Partnership Offers Agents New Marketing Solutions: https://ritterim.com/blog/ritter-and-remindermedia-partnership-offers-agents-new-marketing-solutions/
Shop & Enroll Information: https://ritterim.com/shop-and-enroll/
The Ultimate Agent Resource List Pt 2: Keeping in Touch with Clients: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-2-keeping-in-touch-with-clients/
References:
187 Must Know Digital Marketing Statistics: https://www.demandsage.com/digital-marketing-statistics/
Medicare Communications and Marketing Guidelines: https://www.cms.gov/files/document/medicare-communications-marketing-guidelines-2-9-2022.pdf
Online Marketing: The Who, The What, Why, & How of Digital Marketing: https://blog.hubspot.com/marketing/what-is-digital-marketing
Share of those 65 and older who are tech users has grown in the past decade: https://www.pewresearch.org/short-reads/2022/01/13/share-of-those-65-and-older-who-are-tech-users-has-grown-in-the-past-decade/
The Ultimate Guide to Content Marketing in 2023: https://blog.hubspot.com/marketing/content-marketing
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/
Tuesday Mar 19, 2024
Agent’s Guide to Traditional Marketing Resources
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
Learn the ins and outs of traditional marketing insurance agents can use to promote their business. We cover the whole process: types of marketing materials, use cases, and where to source them!
Read text version
Design Resources:
99Designs: https://99designs.com/
Fiverr: https://www.fiverr.com/
Freelancer: https://www.freelancer.com/
Upwork: https://www.upwork.com/
Print Resources:
4imprint: https://www.4imprint.com/
Carvertise: https://carvertise.com/
FASTSIGNS: https://www.fastsigns.com/
Lead Concepts: https://leadconcepts.com/
MOO: https://www.moo.com/us/
Office Depot Printing Services: https://www.officedepot.com/l/print-and-copy/print-services
Printful: https://www.printful.com/
Staples Print & Marketing Services: https://www.staples.com/services/printing/
Sticker Mule: https://www.stickermule.com/
Vistaprint: https://www.vistaprint.com/
Wrapify: https://wrapify.com/
Ritter Resources:
Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448
Generate Medicare Leads Using Marketing Materials from ShopRitterIM: https://link.chtbl.com/ASG511
Registration Link: https://app.ritterim.com/public/registration/
Ritter & ReminderMedia Partnership Offers Agents New Marketing Solutions: https://ritterim.com/blog/ritter-and-remindermedia-partnership-offers-agents-new-marketing-solutions/
Shop & Enroll Information: https://ritterim.com/shop-and-enroll/
ShopRitterIM.com Resources:
General: https://shopritterim.com/
Leads: https://shopritterim.com/ProductCategory?cat=leads
Pens: https://shopritterim.com/ProductCategory?cat=pens
Print Products: https://shopritterim.com/ProductCategory?cat=print
Promotional/Tradeshow Products: https://shopritterim.com/ProductCategory?cat=promo
Specialty Resources:
AllOver Media: https://allovermedia.com/
ReminderMedia Branded Magazine Info: https://remindermedia.com/branded-magazines/
Ritter Agents working with ReminderMedia: https://remindermedia.com/ritter-insurance-get-started-today/
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/
Saturday Mar 16, 2024
How to Be an Adaptable Insurance Agent
Saturday Mar 16, 2024
Saturday Mar 16, 2024
Want your insurance business to thrive in the modern world? Discover ways to implement adaptability in your day to day and watch your business grow.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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:
3 Tips on How to Improve Adaptability in the Workplace: https://link.chtbl.com/ASG546
4 Strategies for Effectively Working with a Team: https://link.chtbl.com/ASG490
How Slowing Down Can Speed Up Innovation: https://link.chtbl.com/ASG563
Improve Your Customer Service with this Soft Skill: Negotiation: https://link.chtbl.com/ASG536
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
The Ritter Platform Launches 3 New Tools & Shared Client Records: https://ritterim.com/blog/the-ritter-platform-launches-3-new-tools-and-shared-client-records/
Tips on Dealing with a Difficult Client: https://link.chtbl.com/ASG381
Why Being a Likable Agent Is Good for Your Business: https://link.chtbl.com/ASG433
References:
Adaptability in the Workplace: Benefits and Importance: https://www.indeed.com/career-advice/career-development/adaptability-in-the-workplace
Coping strategies to overcome personal and professional challenges: https://community.thriveglobal.com/coping-strategies-personal-professional-challenges/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Monday Mar 11, 2024
Developing a Retention Mindset ft. Blake Amos (Cigna Healthcare)
Monday Mar 11, 2024
Monday Mar 11, 2024
Create lasting client relationships with the retention mindset. Learn how as Blake Amos from Cigna Healthcare shares his expertise. In this interview, he explains what client retention is, how to implement retention-focused strategies, and elevating your retention efforts.
Send Client Retention Feedback and Questions to Blake Amos: blake.amos@cignahealthcare.com
Feedback for the Agent Survival Guide Podcast? Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Cigna Healthcare Client Retention Resources*:
A Retention Mindset’s Perfectly Timed Follow-up: https://cignamedicareproducers.com/Portal/Search?id=122&type=mediaroomasset
Broker Resource Guide: https://cignamedicareproducers.com/Portal/GlobalActions/RedirectToContentUrl?LearningContentId=5170
Doctors, Drugs, and Dental: https://cignamedicareproducers.com/Portal/Search?id=118&type=mediaroomasset
Retention Playbook: https://cignamedicareproducers.com/Portal/GlobalActions/RedirectToContentUrl?LearningContentId=8068
Why Retention Mindset Sells More: https://cignamedicareproducers.com/Portal/Search?id=92&type=mediaroomasset
Why Retention Mindset Connects to Supplemental Benefits: https://cignamedicareproducers.com/Portal/Search?id=117&type=mediaroomasset
*A Cigna broker login is required to access these resources.
Other Helpful Resources:
Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496
FREE DOWNLOAD: The Complete Guide to Client Loyalty and Retention: https://ritterim.com/client-retention-guide/
How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG580
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG578
Why Client Retention Should Be Your Top Priority: https://link.chtbl.com/ASG581
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/
Tuesday Mar 05, 2024
Why Client Retention Should Be Your Top Priority
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
Keep your clients coming back for more! Learn client retention strategies and practical steps to implement when marketing your insurance business.
Read text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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:
How Client Retention Boosts Insurance Sales: https://link.chtbl.com/ASG580
Increase Sales and Productivity with the Busy Medicare Agent’s Sales Planner: https://link.chtbl.com/ASG570
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG578
Learning From Lost Medicare Sales: https://link.chtbl.com/ASG576
Stay Organized with the Busy ACA Agent's Sales Calendar: https://link.chtbl.com/ASG571
References:
51 customer service statistics you need to know: https://www.zendesk.com/blog/customer-service-statistics/
70 Customer Retention Statistics for 2024: Loyalty Programs & Strategies: https://financesonline.com/customer-retention-statistics/
2023: The year of customer service-led growth: https://www.zendesk.com/blog/2022-the-year-of-customer-service-led-growth/
Customer experience: A comprehensive guide for 2024: https://www.zendesk.com/blog/why-companies-should-invest-in-the-customer-experience/
Salesforce Report: Nearly 90% Of Buyers Say Experience a Company Provides Matters as Much as Products or Services: https://www.salesforce.com/news/stories/customer-engagement-research/
Zendesk Customer Experience Trends Report 2020: https://d1eipm3vz40hy0.cloudfront.net/pdf/cxtrends/cx-trends-2020-full-report.pdf
Saturday Mar 02, 2024
How Client Retention Boosts Insurance Sales
Saturday Mar 02, 2024
Saturday Mar 02, 2024
Investments aren’t just numbers on a spreadsheet, they can be people too! Discover what clients value in a business and how you can make them feel valued as their insurance agent.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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:
4 Tips for Making a Better Insurance Sales Pitch: https://link.chtbl.com/ASG469
Common Sales Mistakes You Might Be Making (And How to Fix Them) https://link.chtbl.com/ASG483
Guiding Your Clients from the Marketplace to Medicare: https://link.chtbl.com/ASG510
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
Improve Your Customer Service with This Soft Skill: Negotiation: https://link.chtbl.com/ASG536
The Complete Guide to Client Loyalty and Retention FREE eBook: https://ritterim.com/client-retention-guide/
Why Being a Likable Agent is Good for Business: https://link.chtbl.com/ASG433
References:
2017 State of Global Customer Service Report: https://info.microsoft.com/rs/157-GQE-382/images/EN-CNTNT-Report-DynService-2017-global-state-customer-service-en-au.pdf
15 Statistics That Should Change The Business World – But Haven’t: https://www.linkedin.com/pulse/20130604134550-284615-15-statistics-that-should-change-the-business-world-but-haven-t
70 Customer Retention Statistics for 2024: Loyalty Programs & Statistics: https://financesonline.com/customer-retention-statistics/
107 Customers Service Statistics and Facts You Should Ignore: https://www.helpscout.com/75-customer-service-facts-quotes-statistics/
Consumers Want Enhanced Experiences: https://www.propelsoftware.com/lp/what-customers-want
Customer Acquisition Vs. Retention Costs – Statistics And Trends: https://www.invespcro.com/blog/customer-acquisition-retention/
Customer Retention Statistics – The Ultimate Collection for Small Business: https://smallbiztrends.com/2023/12/customer-retention-statistics.html
Customer Retention Marketing vs. Customer Acquisition Marketing: https://www.outboundengine.com/blog/customer-retention-marketing-vs-customer-acquisition-marketing/
Five Customer Retention Tips for Entrepreneurs: https://www.forbes.com/sites/alexlawrence/2012/11/01/five-customer-retention-tips-for-entrepreneurs/?sh=186878cc5e8d
Zendesk Customer Experience Trends Report 2020: https://d1eipm3vz40hy0.cloudfront.net/pdf/cxtrends/cx-trends-2020-full-report.pdf
Thursday Feb 29, 2024
Thursday Feb 29, 2024
Combine the power of Social Security knowledge with your Medicare expertise and watch your insurance business flourish! Learn how the Registered Social Security Analyst (RSSA®) certification works and why it’s a great move for agents selling health insurance.
Get started on your Registered Social Security Analyst (RSSA®) Certification!
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/ 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:
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
Turn Social Security Prospects into Medicare Clients: Become a Registered Social Security Analyst: https://ritterim.com/blog/turn-social-security-prospects-into-medicare-clients-become-a-registered-social-security-analyst/
References:
Official Registered Social Security Analysts (RSSA®) Website: https://rssa.com/
Registration link (with Ritter discount) for the Registered Social Security Analyst (RSSA®) program: https://rssa.com/ritter/
Monday Feb 26, 2024
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes
Monday Feb 26, 2024
Monday Feb 26, 2024
Be a resource for your clients by guiding them through Affordable Care Act subsidies this tax season. Learn which forms are used, deadlines, FAQs, and more in this episode!
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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 Myths About Selling ACA Health Plans: https://link.chtbl.com/ASG451
7 Ways to Get Involved in Your Community: https://link.chtbl.com/ASG453
Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552
FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans: https://link.chtbl.com/ASG436
Learn How to Sell ACA Products During the Off-Season ft. Danica Stover: https://link.chtbl.com/ASG428
Knight School Training: https://ritterim.com/knight-school/
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
The Complete Guide to Selling Affordable Care Act Insurance Plans FREE eBook: https://ritterim.com/aca-ebook/
What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://link.chtbl.com/ASG463
References:
Essential Tax Forms for the Affordable Care Act (ACA) https://turbotax.intuit.com/tax-tips/health-care/essential-tax-forms-for-the-affordable-care-act/L7VURKAae
Form 8962 - Premium Tax Credit PDF: https://www.irs.gov/pub/irs-pdf/f8962.pdf
Health coverage tax tool: https://www.healthcare.gov/tax-tool/#/
How to find your Form 1095-A online: https://www.healthcare.gov/downloads/how-to-find-form-1095-a-online.pdf
How to pick a health insurance plan: https://www.healthcare.gov/choose-a-plan/plans-categories/
How to reconcile your premium tax credit: https://www.healthcare.gov/taxes-reconciling/
How to use Form 1095-A: https://www.healthcare.gov/tax-form-1095/
IRS Trusted Tax Preparation Partners: https://apps.irs.gov/app/freeFile/browse-all-offers/
Understanding Your Letter 12C: https://www.irs.gov/individuals/understanding-your-letter-12c
What Is Affinity Marketing? (With Benefits and Tips) https://www.indeed.com/career-advice/career-development/affinity-marketing
Thursday Feb 22, 2024
Keys to Client Retention: Face-to-Face Communication
Thursday Feb 22, 2024
Thursday Feb 22, 2024
Build strong connections with your clients through effective face-to-face communication. We've got best practices and more in this episode!
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
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:
7 Ways to Get Involved with Your Community: https://link.chtbl.com/ASG453
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Agent Apps | Apps for Social Media Marketing: https://link.chtbl.com/ASGA52
Building Client Loyalty: More than Just a Plan: https://link.chtbl.com/ASG496
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
Improve Your Customer Service with this Soft Skill: Negotiation: https://link.chtbl.com/ASG536
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Senior Speak: Talking to Medicare Clients Age 65 & Older: https://link.chtbl.com/ASG412
Why Being a Likable Agent is Good for Your Business: https://link.chtbl.com/ASG433
References:
6 Benefits of Effective Communication: https://whatsupusana.com/2017/02/benefits-effective-communication/
13 Powerful Body Language Tips To Instantly Boost Your Confidence: https://liveboldandbloom.com/10/self-confidence/confident-body-language
15 Tips for Effective Communication in Leadership: https://www.ccl.org/articles/leading-effectively-articles/communication-1-idea-3-facts-5-tips/
Active Listening: https://www.mindtools.com/az4wxv7/active-listening
Body Language: https://www.mindtools.com/aejjzul/body-language
Is Nonverbal Communication a Numbers Game? https://www.psychologytoday.com/us/blog/beyond-words/201109/is-nonverbal-communication-a-numbers-game
Is ‘Sweetie’ and ‘Dear’ a Hurt for the Elderly? https://www.nytimes.com/2008/10/07/us/07aging.html
The Importance of Effective Communication: https://www.stevenson.edu/online/about-us/news/importance-effective-communication/
The Mistakes We Make Communicating with Elders (and How to Fix Them) https://lifehacker.com/the-mistakes-we-make-communicating-with-elders-and-how-1575782036