Agent Survival Guide Podcast
Business
Episodes
2 days ago
2 days ago
Great leadership comes in all different shapes and sizes. But there are a few traits that many outstanding leaders share. Click the play button to discover what they are!
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/ASGF202311105 Pillars of Integrity ft. Jason Meyers: https://link.chtbl.com/ASGM20230925 365 Days of Motivation: https://link.chtbl.com/ASGF20231110 How to Successfully Set SMART Goals: https://link.chtbl.com/ASG390 Improve Your Customer Service with This Soft Skill: Negotiation: https://link.chtbl.com/ASG536
References:
8 Common Leadership Styles (Plus How to Find Your Own): https://www.indeed.com/career-advice/career-development/10-common-leadership-styles Defining Accountability in Management: https://www.indeed.com/career-advice/career-development/accountability-definition-in-management
6 days ago
6 days ago
Notice a difference in the air at your workplace? Do the vibes feel off? In this episode, learn how to uncover the root cause, and 3 tried and true ways to boost office morale!
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 in Your Community: https://link.chtbl.com/ASG453Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823Agent Apps | Mental Health and Mindfulness Apps: https://link.chtbl.com/ASGA20231018 Best Practices for Training Downline Agents: https://link.chtbl.com/ASG522 The Power of Listening & Laughing | Motivation Monday: https://link.chtbl.com/ASGM20230306
References:
Happy workers are 13% more productive: https://www.ox.ac.uk/news/2019-10-24-happy-workers-are-13-more-productiveNew study shows we work harder when we are happy: https://warwick.ac.uk/newsandevents/pressreleases/new_study_shows/
Tuesday Nov 28, 2023
Tuesday Nov 28, 2023
When it comes to comparing Medicare Advantage plans, beneficiaries may surprise you with their preferences in benefits. Discover what benefits they prefer and what you can do as an agent, all in this episode.
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:
5 Things Medicare Beneficiaries Report About Their Coverage in 2023: https://link.chtbl.com/ASGF20232013
4 Reasons Why Agents Should Sell Medicare Advantage Plans for 2024: https://www.ritterim.com/2024-medicare-advantage-opportunity/
How Medicare Helps Your Clients Stay Healthy: https://link.chtbl.com/ASG307
How to Help Your Clients Get the Most Out of Their Medicare Advantage Plans: https://link.chtbl.com/ASG349
Medicare for Snowbirds, Sunbirds, & Travel Enthusiasts: https://link.chtbl.com/ASG383
What CMS Requires Medicare Agents to Discuss Prior to Enrollments: https://www.ritterim.com/blog/what-cms-requires-medicare-agents-to-discuss-prior-to-enrollments/
References:
Five-Star Quality Rating System: https://www.cms.gov/medicare/health-safety-standards/certification-compliance/five-star-quality-rating-system
How are Seniors Choosing and Changing Health Insurance Plans? https://www.kff.org/medicare/report/how-are-seniors-choosing-and-changing-health-insurance-plans/
Medicare Advantage in 2023: Enrollment Update and Key Trends: https://www.kff.org/medicare/issue-brief/medicare-advantage-in-2023-enrollment-update-and-key-trends/
Medicare Beneficiaries Rarely Change Their Coverage During Open Enrollment: https://www.kff.org/medicare/issue-brief/medicare-beneficiaries-rarely-change-their-coverage-during-open-enrollment/
Nielsen: Global Consumers More Likely to Buy New Products from Familiar Brands: https://www.businesswire.com/news/home/20130121005056/en/Nielsen-Global-Consumers-More-Likely-to-Buy-New-Products-from-Familiar-Brands
The Art of Giving and Receiving Advice: https://hbr.org/2015/01/the-art-of-giving-and-receiving-advice
To Switch or Not to Switch: Are Medicare Beneficiaries Switching Drug Plans To Save Money? https://www.kff.org/medicare/issue-brief/to-switch-or-not-to-switch-are-medicare-beneficiaries-switching-drug-plans-to-save-money/
The Value of Building Brand Trust: https://www.salsify.com/resources/report/content-2022-salsify-consumer-research-the-value-of-building-brand-trust
Monday Nov 20, 2023
Monday Nov 20, 2023
The Annual Enrollment Period is a critical time of year for insurance agents. Take care of business and your well-being with these healthy habit tips!
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:
12 Science-Based Benefits of Meditation: https://blog.shopandenroll.com/the-health-benefits-of-meditation
Agent Apps | Breathwork & Meditation Apps: https://link.chtbl.com/ASGA25
Agent Apps | Mental Health & Mindfulness Apps: https://link.chtbl.com/ASGA20231018
Bicycling for Seniors: A Healthy Hobby: https://blog.shopandenroll.com/bicycling-for-seniors-a-healthy-hobby
Early to Bed, Early to Rise: The Benefits of Genuine Sleep: https://blog.shopandenroll.com/early-to-bed-early-to-rise-the-benefits-of-genuine-sleep
FastTrack Enrollment with Shop & Enroll: https://www.ritterim.com/shop-and-enroll/
Getting More Out of Your Walks: https://blog.shopandenroll.com/getting-more-out-of-your-walks
Jogging Turns Back Your Clock: https://blog.shopandenroll.com/jogging-turns-back-your-clock
Planning Ahead: Great for Your Diet and Wallet: https://blog.shopandenroll.com/planning-ahead-great-for-your-diet-and-wallet
Marketing & Incentives: https://www.ritterim.com/marketing-incentives/
Meet Your Sales Team: https://www.ritterim.com/meet-your-sales-team/
Meditation: Mindfulness for Your Health: https://blog.shopandenroll.com/meditation-mindfulness-for-your-health
Ready to Join an FMO? 10 Things to Consider: https://link.chtbl.com/ASG241
Stress Relief Tips to Get You Through AEP: https://www.ritterim.com/blog/stress-relief-tips-to-get-you-through-aep/
The Health Benefits of Meditation: https://blog.shopandenroll.com/the-health-benefits-of-meditation
The Mental Health Benefits of Exercise: https://blog.shopandenroll.com/the-mental-health-benefits-of-exercise
Woodworking: A Healthy Hobby for Seniors: https://blog.shopandenroll.com/woodworking-a-healthy-hobby-for-seniors
References:
3 Tips to Manage Stress: https://www.heart.org/en/healthy-living/healthy-lifestyle/stress-management/3-tips-to-manage-stress
15 Stress-Relieving Hobbies You Should Try Now: https://kentuckycounselingcenter.com/15-stress-relieving-hobbies/
28 Food Snacks To Boost Your Memory & Productivity: https://snacknation.com/blog/brain-food-snacks/
Endorphins – Cleveland Clinic: https://my.clevelandclinic.org/health/body/23040-endorphins
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
Sleep Deprivation and Deficiency – Why Is Sleep Important? https://www.nhlbi.nih.gov/node/4605
Why Am I So Tired? 12 Reasons (Plus Solutions) https://www.healthline.com/nutrition/10-reasons-you-are-tired
Thursday Nov 16, 2023
Thursday Nov 16, 2023
How can agents selling Affordable Care Act (ACA) plans market themselves? Start in your community! Listen to discover how to reach and connect with the under-65 crowd.
Read text version
Register with Ritter: https://app.ritterim.com/public/registration/
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 Easy Ways to Build Your Insurance Sales Territory: https://link.chtbl.com/ASG311
5 Insurance Marketing Tips to Help Agents Stand Out from the Crowd: https://link.chtbl.com/ASG364
7 Ways to Get Involved in Your Community: https://link.chtbl.com/ASG453
ACA 101: Selling Under-65 Health Insurance: https://link.chtbl.com/ASG531
Agent Apps | Apps to Make Your Small Business More Efficient: https://link.chtbl.com/ASGA034
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Agent Apps | How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
Agent Apps | Protect Your Privacy: Password Manager Apps: https://link.chtbl.com/ASGA09
Consumer Authorization Form PDF: https://www.ritterim.com/documents/aca-consumer-authorization-form-template.pdf
Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533
Effective Marketing Strategies for Insurance Agents: https://link.chtbl.com/ASG523
FAQs About ACA Certification and Training: https://link.chtbl.com/ASG532
Five Ways to Generate ACA Leads: https://www.ritterim.com/blog/five-ways-to-generate-aca-leads/
How Plan Crosswalks Work in the ACA Marketplace: https://link.chtbl.com/ASG549
Learn How to Sell ACA Products During the Off-Season featuring Danica Stover: https://link.chtbl.com/ASG428
Shop Ritter Insurance Marketing: https://shopritterim.com/
References:
Distribution of internet users worldwide as of 2021, by age group: https://www.statista.com/statistics/272365/age-distribution-of-internet-users-worldwide/
Thanks a billion! – TikTok: https://newsroom.tiktok.com/en-us/1-billion-people-on-tiktok
The Growth Engine Superior Customer Experience in Insurance: https://www.mckinsey.com/industries/financial-services/our-insights/the-growth-engine-superior-customer-experience-in-insurance
Tuesday Nov 14, 2023
Tuesday Nov 14, 2023
You made it to the halfway point of the Annual Enrollment Period! Now is a great time to step back and reflect on your strategies and customer service methods. We’ve got tips on how to review what’s serving you and what’s not!
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:
4 Steps to Finding the Perfect PDP for Your Client: https://www.ritterim.com/blog/4-steps-to-finding-the-perfect-pdp-for-your-client/4 Tips for Making a Better Insurance Sales Pitch: https://link.chtbl.com/ASG4695 Tips for Selling Medicare Advantage Plans: https://link.chtbl.com/ASG4575 Tips for Using Shop & Enroll to Sell More Medicare Plans: https://www.ritterim.com/blog/5-tips-for-using-shop-enroll-to-sell-more-medicare-plans/Free eBooks & Guides: https://www.ritterim.com/guides/Here’s How You Can Record Your Medicare Sales Calls Like a Pro Using CallVault: https://www.ritterim.com/blog/heres-how-you-can-record-your-medicare-sales-calls-like-a-pro-using-callvault/How to Add Technology to Your Insurance Business: https://link.chtbl.com/ASG223How to Follow up with Medicare Clients Compliantly: https://link.chtbl.com/ASG417Insurance 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/ Knight School Training: https://www.ritterim.com/knight-school/Methods to Boost Your Medicare Business: https://www.ritterim.com/blog/methods-to-boost-your-medicare-business/ Organization Tips and Tricks for the Medicare Annual Enrollment Period: https://www.ritterim.com/blog/organization-tips-and-tricks-for-the-medicare-annual-enrollment-period/ Reach out to our sales team here at Ritter: https://www.ritterim.com/meet-your-sales-team/ Ritter Events Calendar: https://www.ritterim.com/events/Rules for Hosting a Compliant Medicare Sales Event: https://link.chtbl.com/ASG540Senior Speak: Talking to Medicare Clients Age 65 & Older: https://link.chtbl.com/ASG412Shop & Enroll: https://www.ritterim.com/shop-and-enroll/ Stress Relief Tips to Get You Through AEP: https://www.ritterim.com/blog/stress-relief-tips-to-get-you-through-aep/ Surviving AEP: https://www.ritterim.com/aep/The Hidden Value of Medicare Supplements During AEP: https://link.chtbl.com/ASG257The Ritter Platform: https://www.ritterim.com/the-ritter-platform/When Do Med Supp Plans K, L, M, & N Make Sense? https://link.chtbl.com/ASG255 Why Being a Likable Agent Is Good for Your Business: https://link.chtbl.com/ASG433
References:
Why Do People Buy Brand Names: https://smallbusiness.chron.com/people-buy-brand-names-69654.html 10,000 People Are Now Enrolling In Medicare – Every Day: https://www.forbes.com/sites/dandiamond/2015/07/13/aging-in-america-10000-people-enroll-in-medicare-every-day/
Monday Nov 06, 2023
Monday Nov 06, 2023
Discover the components of Affordable Care Act crosswalking. What to be aware of, and how to help your clients when their ACA coverage is discontinued. All that and more in this episode!
Read text version
Register with Ritter: https://app.ritterim.com/public/registration/
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:
Everything Agents Need to Know About Selling in State-Based Marketplaces:https://www.ritterim.com/blog/everything-agents-need-to-know-about-selling-in-state-based-marketplaces/Everything You Need to Know About the ACA OEP: https://link.chtbl.com/ASG545RFAQs About Selling On-Exchange & Off-Exchange Under-65 Plans: https://link.chtbl.com/ASG436How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://www.ritterim.com/blog/how-to-help-clients-navigate-aca-marketplace-subsidies-taxes/Is the ACA Sticking Around Long Term? https://link.chtbl.com/ASG462Knight School Training: https://www.ritterim.com/knight-school/Meet Your Sales Team: https://www.ritterim.com/meet-your-sales-team/ The State of the ACA Market in 2023: https://link.chtbl.com/ASG518Under-65 Health: https://www.ritterim.com/products/under-65/What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://link.chtbl.com/ASG463
References:
Annual eligibility redetermination: https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-B/part-155/subpart-D/section-155.335Saving money on health insurance: https://www.healthcare.gov/lower-costs/
Saturday Nov 04, 2023
Saturday Nov 04, 2023
Build out your portfolio and grow your book of business! We outline the steps to get started cross-selling.
Read text version
Unlock Ritter’s cross-selling support by registering with our site: https://app.ritterim.com/public/registration/
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 Benefits of Contracting to Sell Medicare Advantage Plans Outside of AEP: https://www.ritterim.com/blog/3-benefits-of-contracting-to-sell-medicare-advantage-plans-outside-of-aep/
4 Tips for Making a Better Insurance Sales Pitch: https://www.ritterim.com/blog/4-tips-for-making-a-better-insurance-sales-pitch/
5 Myths About Selling ACA Health Plans: https://link.chtbl.com/ASG451
5 Things Medicare Beneficiaries Report About Their Coverage in 2023: https://link.chtbl.com/ASGF20232013
Find out How the Ritter Platform Works: https://www.ritterim.com/the-ritter-platform/
Knight School Video Training for Insurance Agents: https://www.ritterim.com/knight-school/
Our MTM Team Is Transitioning to a New Name — Meet CAPS: https://www.ritterim.com/blog/our-mtm-team-is-transitioning-to-a-new-name-meet-caps/
Ritter Insurance Marketing Carriers & Products: https://www.ritterim.com/products/by-carrier/
Ritter Insurance Marketing eBooks & Guides: https://www.ritterim.com/guides/
Secure a Bigger, Better Business with Ancillary Products: https://www.ritterim.com/blog/secure-a-bigger-better-business-with-ancillary-products/
Sense Success with Dental, Vision, and Hearing Plans: https://www.ritterim.com/blog/sense-success-with-dental-vision-and-hearing-plans/
The Advisor Approach: Cross-Selling by Fact-Finding: https://www.ritterim.com/blog/the-advisor-approach-cross-selling-by-fact-finding/
The Top 5 Products to Sell During Medicare's Lock-In Period: https://link.chtbl.com/ASG513
What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://www.ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/
References:
Medicare study reveals confusing, complicated enrollment process: https://insurancenewsnet.com/innarticle/medicare-study-reveals-confusing-complicated-enrollment-process
Tuesday Oct 31, 2023
Tuesday Oct 31, 2023
Don't get spooked! We've got tips to help insurance agents overcome the stress and anxiety that tend to accompany the fear of rejection.
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 Pillars of Integrity ft. Jason Meyers: https://link.chtbl.com/ASGM20230925
5 Things Medicare Beneficiaries Report About Their Coverage in 2023: https://link.chtbl.com/ASGF20232013
CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://link.chtbl.com/2023AlysonSeighman
eBooks and Guides for Insurance Agents: https://www.ritterim.com/guides/
Events & Webinars available through Ritter Insurance Marketing: https://www.ritterim.com/events/
Fact-Finder to use when meeting with clients: https://www.ritterim.com/downloads/knight-school-path-4-knight-school-fact-finder-worksheet.pdf
Knight School Online Training for Insurance Agents: https://www.ritterim.com/knight-school/
MA & PDP Compliant Sales Checklist: https://docs.ritterim.com/documents/compliance/ma-pdp-compliance-sales-checklist.pdf
Mental Health & Mindfulness Apps: https://link.chtbl.com/ASGA20231018
Ways to Stay Productive on the Go: https://link.chtbl.com/ASG543
References:
5 ways to Overcome the Fear of No and Turn Rejections into Positives: https://www.creativelive.com/blog/overcome-the-fear-of-no/
19 Ways to Conquer Fear of Rejection in Sales: https://replyco.com/brainery/ways-to-conquer-fear-of-rejection-in-sales/
Thursday Oct 26, 2023
Thursday Oct 26, 2023
In the modern workforce and the fast-paced insurance industry, adaptability is key. Learn best practices for opening your mind and adapting to whatever comes your way.
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg Email us at 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
2024 Medicare Part A and B Premiums and Deductibles: https://link.chtbl.com/ASGN20231013
Cultivating Growth in Your Insurance Agency and Life: https://link.chtbl.com/ASGM20230410
Improve Your Customer Service with This Soft Skill: Negotiation: https://link.chtbl.com/ASG536
The 2024 COLA Increase & How It Affects Your Clients: https://link.chtbl.com/ASGN20231017
Ways to Stay Productive on the Go: https://link.chtbl.com/ASG543
References:
Emotional Intelligence: How We Perceive, Evaluate, Express, and Control Emotions: https://www.verywellmind.com/what-is-emotional-intelligence-2795423
What Are Cognitive Abilities? (Definition and Types): https://www.indeed.com/career-advice/career-development/cognitive-ability
Why cognitive agility matters - BetterUp: https://www.betterup.com/blog/why-cognitive-agility-matters
Tuesday Oct 24, 2023
Tuesday Oct 24, 2023
Get prepared to help your clients for the 2024 ACA OEP! We’ve got the essentials you need to know for a successful Open Enrollment Period.
Read text version
Register with Ritter: 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/ 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:
ACA's Family Glitch Resolved for 2023 OEP: https://www.ritterim.com/blog/acas-family-glitch-resolved-for-2023-oep/
FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans: https://agentsurvivalguide.podbean.com/e/faqs-about-selling-on-exchange-off-exchange-under-65-plans/
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://www.ritterim.com/blog/how-to-help-clients-navigate-aca-marketplace-subsidies-taxes/
Simplify Marketplace Enrollments with HealthSherpa: https://www.ritterim.com/blog/simplify-marketplace-enrollments-with-healthsherpa/
Steps to Get Ready for OEP: Federal & State Exchanges: https://agentsurvivalguide.podbean.com/e/steps-to-get-ready-for-oep-federal-state-exchanges/
The Complete Guide to Selling Affordable Care Act Insurance Plans: https://www.ritterim.com/aca-ebook/
The State of the ACA Market 2023: https://agentsurvivalguide.podbean.com/e/the-state-of-the-aca-market-in-2023/
What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://agentsurvivalguide.podbean.com/e/what-the-inflation-reduction-act-means-for-your-medicare-aca-clients/
When Do Short-Term Health Plans Make Sense for Your Clients? https://www.ritterim.com/blog/when-do-short-term-health-plans-make-sense-for-your-clients/
References:
HealthCare.gov Website: https://www.healthcare.gov/login
HealthSherpa: https://www.healthsherpa.com/agents/features
Special Enrollment Opportunities: https://www.healthcare.gov/coverage-outside-open-enrollment/special-enrollment-period/
Tuesday Oct 10, 2023
Tuesday Oct 10, 2023
Stay focused and driven while you're out on the road. We’ll help you plan, get organized, know what to take along, and so much more! Find out how your insurance business can run smoother with these hacks.
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 Pillars of Integrity ft. Jason Meyers: https://agentsurvivalguide.podbean.com/e/5-pillars-of-integrity-ft-jason-meyers/
2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://agentsurvivalguide.podbean.com/e/2024-cms-compliance-regulation-updates-for-agents-ft-alyson-seighman/
Do’s and Don’ts of Medicare Compliance: https://agentsurvivalguide.podbean.com/e/do-s-and-don-ts-of-medicare-compliance-2023/
Learning from Lost Medicare Insurance Sales: https://agentsurvivalguide.podbean.com/e/learning-from-lost-medicare-insurance-sales/
Pros and Cons of Having an Office Space Outside of Your Home: https://agentsurvivalguide.podbean.com/e/pros-and-cons-of-having-an-office-space-outside-of-your-home/
The Quest for Navigation Apps: https://agentsurvivalguide.podbean.com/e/agent-apps-the-quest-for-navigation-apps/
To-Do or Not To-Do Lists? Personal Planner Apps: https://agentsurvivalguide.podbean.com/e/agent-apps-to-do-or-not-to-do-lists-personal-planner-apps/
References:
Everything You Need to Know About Mobile Hotspots: https://www.gearpatrol.com/tech/a555121/best-mobile-hotspots/
How to set up mobile hotspot on Android: https://www.androidauthority.com/mobile-hotspot-setup-631280/
How to set up a Personal Hotspot on your iPhone or iPad: https://support.apple.com/en-us/HT204023
How to Sync and Access Your Data Across Devices: https://www.wired.com/story/how-to-sync-your-data-everywhere/
How to Turn Your Phone Into a Wi-Fi Hotspot: https://www.pcmag.com/how-to/how-to-turn-your-phone-into-a-wi-fi-hotspot
How to Use Your iPhone or Android Phone as a Mobile Hotspot: https://www.cnet.com/tech/mobile/how-to-use-your-iphone-and-android-phone-as-a-mobile-hotspot/
Multicosts of Multitasking: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7075496/
Multitasking doesn’t work—here’s what does. https://asana.com/resources/multitasking
Tuesday Sep 19, 2023
Tuesday Sep 19, 2023
Open Enrollment starts November 1. We've broken down the five big steps to get ready-to-sell ACA plans for OEP. Listen to learn when, how, and why you should start preparing now.
Read text version
Ask the ASG! Send in your questions: https://bit.ly/askasg
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 Tips for Finding Supplemental Coverage for ACA Plans: https://www.ritterim.com/blog/5-tips-for-finding-supplemental-coverage-for-aca-plans/
2024 ACA Exchange & FFM Certification Info: https://agentsurvivalguide.podbean.com/e/2024-aca-exchange-ffm-certification-info/
Contract & Get Appointment to Sell with Health Insurance Companies: https://www.ritterim.com/blog/contract-get-appointed-to-sell-with-health-insurance-companies/
Community Engagement & ACA Marketing Suggestions for Agents: https://www.ritterim.com/blog/community-engagement-aca-marketing-suggestions-for-agents/
Digital Marketing for Insurance Agents: Our Top Tips to Boost Business: https://www.ritterim.com/blog/digital-marketing-for-insurance-agents-our-top-tips-to-boost-business/
Everything Agents Need to Know About Selling in State-Based Marketplaces: https://www.ritterim.com/blog/how-to-become-certified-for-aca-marketplace-sales-with-federally-facilitated-marketplace-ffm-training/
How to Become Certified for ACA Marketplace Sales with Federally Facilitated Marketplace (FFM) Training: https://www.ritterim.com/blog/how-to-become-certified-for-aca-marketplace-sales-with-federally-facilitated-marketplace-ffm-training/
FAQs About ACA Certification and Training: https://agentsurvivalguide.podbean.com/e/faqs-about-aca-certification-and-training/
Five Ways to Generate ACA Leads: https://www.ritterim.com/blog/five-ways-to-generate-aca-leads/
Knight School Training: https://www.ritterim.com/knight-school/
Meet Your Sales Team at Ritter: https://www.ritterim.com/meet-your-sales-team/
OEP Ready-to-Sell Checklist PDF for New Agents: https://www.ritterim.com/documents/oep-ready-to-sell-checklist.pdf
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
Ritter Events Calendar: https://www.ritterim.com/events/
Ritter Insurance Marketing Carrier & Product Map: https://www.ritterim.com/products/by-carrier/
Surviving OEP: https://www.ritterim.com/oep/
The Complete Guide to Selling Affordable Care Act Insurance Plans eBook: https://www.ritterim.com/aca-ebook/
The Ritter Platform: https://app.ritterim.com/
The Ritter Blog: https://www.ritterim.com/blog/
Under-65 Health Products: https://www.ritterim.com/products/under-65/
References:
CMS Enterprise Portal: https://portal.cms.gov/portal/
Confirm Your NPN! FFM Agent Broker Registration and Termination Status Page: https://data.healthcare.gov/ffm_ab_registration_lists
Find Local Help: https://localhelp.healthcare.gov/
Help On Demand: Training and Registration Guide PDF: https://www.cms.gov/CCIIO/Programs-and-Initiatives/Health-Insurance-Marketplaces/Downloads/Help-On-Demand-Training-Registration-Guide.pdf
Plan Year 2024 Registration and Training is Live! https://www.cms.gov/marketplace/agents-brokers/registration-training
Returning Agents’ and Brokers’ Guide to Plan Year 2024 Marketplace Registration and Training: https://www.cms.gov/files/document/returning-agents-and-brokers-guide-marketplace-registration-and-training.pdf
State Corporation Commission: https://www.scc.virginia.gov/pages/Agents-and-Brokers
The Marketplace in your state: https://www.healthcare.gov/marketplace-in-your-state/
Wednesday Sep 13, 2023
Wednesday Sep 13, 2023
Be sure your AEP prep involves getting Medicare enrollment supplies by October 15, or earlier! Learn the best practices to stay ahead of the game in this episode.
Read the text version
Ask the ASG! Questions about selling insurance? Not sure how to market your insurance business? Stuck when it comes to social media? Fill out the form and ask the Agent Survival Guide team! We’re here to help you survive today and thrive tomorrow. Remember… the only bad question is the one you don’t ask. Reach out and let us help!
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/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
2024 Medicare Advantage and Part D Certification Info: https://agentsurvivalguide.podbean.com/e/2024-medicare-advantage-and-part-d-certification-info/
AEP/Ready-to-Sell Checklist DIRECT DOWNLOAD: https://www.ritterim.com/documents/aep-ready-to-sell-in-5-steps.pdf
FastTrack Your Online Medicare Enrollments: https://www.ritterim.com/agent-tools/medicareful/
Get Registered with Ritter: https://app.ritterim.com/public/registration/
Reach Out to Your Local Sales Rep: https://www.ritterim.com/meet-your-sales-team/
Stress Relief Tips to Get You Through AEP: https://agentsurvivalguide.podbean.com/e/stress-relief-tips-to-get-you-through-aep/
The Benefits of Joining a Top Insurance FMO: https://agentsurvivalguide.podbean.com/e/the-benefits-of-joining-a-top-insurance-fmo/
The Survivor’s AEP Checklist: https://agentsurvivalguide.podbean.com/e/the-survivor-s-aep-checklist-2023/
What Is AHIP Certification and How Do I Get It? https://agentsurvivalguide.podbean.com/e/what-is-ahip-certification-and-how-do-i-get-it-1687528305/
Thursday Sep 07, 2023
Thursday Sep 07, 2023
Goodbye, Medicareful... Hello, Shop & Enroll! Sarah talks with Jimmy Weber about the Medicareful rebrand and what agents can expect from Shop & Enroll. Get the details on features, why agents should use this tool, how to get started, and more!
Learn More About Shop & Enroll Here
Shop & Enroll FAQs discussed in this episode:
[2:22] What is Shop & Enroll?
[3:29] Why should I use Shop & Enroll? What makes it different from other quoting tools?
[5:42] How do I use Shop & Enroll?
[7:57] Is Shop & Enroll compliant with CMS? Does Shop & Enroll have compliance rules?
[11:12] Can I use Shop & Enroll for face-to-face enrollment and remote sales?
[14:52] How difficult is adding Shop & Enroll to my sales process?
[16:15] How do I register and qualify for my own Shop & Enroll page?
[19:07] What video conferencing tools do you recommend for remote insurance sales?
[20:54] What call recording tools do you recommend for capturing and storing client conversations?
[22:49] What if another agent in my area is also using Shop & Enroll?
[24:22] What’s coming to Shop & Enroll for 2024?
Also mentioned in this episode:
Contact the Team at Ritter Insurance Marketing: https://www.ritterim.com/meet-your-sales-team/
Learn more about Shop & Enroll: https://www.ritterim.com/agent-tools/medicareful/
Register for your FREE RitterIM.com account: https://app.ritterim.com/public/registration/
Upcoming Ritter Events: https://www.ritterim.com/events/
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/
More episodes you'll love:
4 Effective Techniques for Closing Insurance Sales: https://agentsurvivalguide.podbean.com/e/4-effective-techniques-for-closing-insurance-sales/
Best Practices for Conducting an Interview featuring Dylan Cook: https://agentsurvivalguide.podbean.com/e/best-practices-for-conducting-an-interview-featuring-dylan-cook/
Community-Based Marketing for Insurance Agents: https://agentsurvivalguide.podbean.com/e/community-base-medicare-marketing-for-insurance-agents/
How to Overcome Common Insurance Sales Objections ft. Dan Ford: https://agentsurvivalguide.podbean.com/e/how-to-overcome-common-insurance-sales-objections-ft-dan-ford/
Improve Your Customer Service with This Soft Skill: Negotiation: https://agentsurvivalguide.podbean.com/e/improve-your-customer-service-with-this-soft-skill-negotiation/
We’re Rebranding Medicareful for the 2024 AEP: https://agentsurvivalguide.podbean.com/e/we-re-rebranding-medicareful-for-the-2024-aep/