Agent Survival Guide Podcast
Business
Episodes
Monday Sep 08, 2025
Monday Sep 08, 2025
Artificial intelligence can streamline and automate menial tasks for agents. In this episode find out the pros and cons of using AI for your insurance business.
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Partner with Ritter Insurance Marketing!
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Ask Integrity
Gen Z and Insurance Sales: The Perfect Match
How to Recruit Agents to Your Downline
Integrity Tools for Agents
Introducing Integrity for Agencies: Innovate Your Downline Insurance Business
Register with Ritter Insurance Marketing
Tips for Becoming a Top Producing Insurance Agency
References:
“Siri.” Apple, https://www.apple.com/siri/. Accessed 6 Aug. 2025.
“What Is Gemini and How It Works.” Gemini, https://gemini.google/overview/. Accessed 6 Aug. 2025.
“Why Is Artificial Intelligence (AI) so Important?: CSU Global.” Colorado State University Global, 22 Apr. 2025, https://csuglobal.edu/blog/why-ai-important.
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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 X, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Thursday Aug 28, 2025
Thursday Aug 28, 2025
We're back with another update on Ritter's Content Library - Mastering Medicare Insurance Coverage! This time, Sarah and Jeff chat about how this content can help agents educate clients about the ins and outs of their Medicare coverage.
📚Browse Ritter Insurance Marketing’s Content Library for Insurance Agents
🤝Register with Ritter Insurance Marketing
Resources:
5 Insurance Marketing Tips to Help Agents Stand Out in a Crowd
5 Types of Content to Share on Social Media
Field Notes on Partner Marketing Resources
Field Notes on Digital Marketing Resources
Field Notes on Traditional Marketing Resources
How Relationship Marketing Can Make the Difference in Your Agency
Introducing a Content Marketing Solution for Insurance Agents
Learning to Delight in the Limelight ft. Linda Ugelow
Reach out to Ritter’s Compliance Team
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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 X, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Wednesday Aug 27, 2025
Wednesday Aug 27, 2025
Selling Affordable Care Act Insurance plans can be a lucrative addition to your business!
Register with Ritter Insurance Marketing
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
6 Ways to Generate ACA Leads
2026 ACA Exchange & FFM Certification Info
ACA Enrollment Periods Explained
Agent Requirements for ACA Sales
Everything Agents Need to Know About Selling in State-Based Marketplaces
How to Become Certified for ACA Marketplace Sales with Federally Facilitated Marketplace (FFM) Training
Operating From a People-First Mentality ft. Scott Zimmerman
The Complete Guide to Selling Affordable Care Act Plans – FREE eBook Download
What is the Health Insurance Marketplace?
References:
“5 Steps to Start Selling Marketplace Health & Dental Plans.” HealthCare.Gov, https://www.healthcare.gov/agent-broker-quick-start/. Accessed 5 Aug. 2025.
“Low Cost Marketplace Health Care, Qualifying Income Levels.” HealthCare.Gov, https://www.healthcare.gov/lower-costs/. Accessed 5 Aug. 2025.
“Marketplace Enrollment, 2014-2025.” KFF, 8 July 2025, https://www.kff.org/affordable-care-act/state-indicator/marketplace-enrollment/.
“New Agents’ and Brokers’ Guide to Plan Year 2025 Marketplace Registration and Training.” Centers for Medicare & Medicaid Services, https://www.cms.gov/files/document/new-agents-and-brokers-guide-marketplace-registration-and-training.pdf. Accessed 5 Aug. 2025.
“Over 24 Million Consumers Selected Affordable Health Coverage in ACA Marketplace for 2025.” CMS.Gov, https://www.cms.gov/newsroom/press-releases/over-24-million-consumers-selected-affordable-health-coverage-aca-marketplace-2025. Accessed 5 Aug. 2025.
“Registration and Training for Marketplace Agents and Brokers.” CMS.Gov, https://www.cms.gov/marketplace/agents-brokers/registration-training. Accessed 5 Aug. 2025.
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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 X, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Monday Aug 25, 2025
Monday Aug 25, 2025
Lisa Marzolino and Danica Stover join Sarah to talk about ICHRA (Individual Coverage Health Reimbursement Arrangements) and the partnership between Nexben and Ritter Insurance Marketing. Listen to learn more about this exciting opportunity for agents!
🚨UPDATE: This episode was recorded and produced prior to U.S. District Judge Hurson's decision to stay several provisions from the 2025 ACA Marketplace Integrity and Affordability Rule. For information on those changes, we recommend listening to our August 29th Friday Five episode, Judge Grants Stay on Many 2025 ACA Final Rule Provisions
Questions about ICHRA? Ready to get started? Reach out to Nexben at RitterICHRA@nexben.com or call 1-888-613-6461.
Resources:
5 Things About ICHRA
How an ICHRA Partnership Can Support ACA Sales
ICHRA vs. QSEHRA vs. Group Health Plans: Sales Opportunities for Insurance Agents
Questions to Ask Clients Shopping for an ACA Plan
References:
“A Broker’s Guide to ICHRA Defined Contributions: Strategies, Affordability, and Examples.” Nexben.Com, Nexben, 31 July 2025, www.nexben.com/blog/a-brokers-guide-to-ichra-defined-contributions-strategies-affordability-and-examples.
“ICHRA Guide for Individual Coverage HRAS 2025.” Takecommandhealth.Com, Take Command Health, 10 June 2025, www.takecommandhealth.com/ichra-guide.
“ICHRA Reporting Requirements: Details to Know & How Nexben Helps.” Nexben.Com, Nexben, 18 June 2025, www.nexben.com/blog/ichra-reporting-requirements-details-to-know-how-nexben-helps.
“The Power of an ICHRA: ICHRA Benefits for Employees, Employers, and Brokers.” Nexben.Com, Nexben, 17 Apr. 2025, www.nexben.com/blog/the-power-of-an-ichra-ichra-benefits-for-employees-employers-and-brokers.
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Thursday Aug 21, 2025
Thursday Aug 21, 2025
In this Field Notes episode we’re reviewing Agency Management Systems to automate tasks, distribute leads, and streamline your business.
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Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Agency Management Systems:
AgencyBloc AMS+AMS360HawksoftMedicarePRONextAgencyRadius Agency
Resources:
How to Sell Final Expense Insurance FREE eBook DownloadHow to Recruit Agents to Your DownlineIntegrity Tools for Insurance AgentsThe Difference Between Captive and Independent AgentsYour Best AEP Yet with Ritter Insurance Marketing
References:
“AMS360.” Vertafore, https://www.vertafore.com/products/agency-management-software/ams360. Accessed 31 July 2025.
“Agency Management System Built for You!” Radius, https://www.radiusbob.com/. Accessed 5 Aug. 2025.
“Agency Management System/CRM for Health & Life Insurance: Agencybloc.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/. Accessed 31 July 2025.
“AMS vs CRM: Choosing the Right Fit for You.” AMS vs CRM: What’s Right for You?, https://www.glueup.com/blog/ams-vs-crm. Accessed 31 July 2025.
HawkSoft. “Privacy.” HawkSoft, https://www.hawksoft.com/privacy/. Accessed 31 July 2025.
“Industry Standard CRM and Sales Tool.” MedicarePRO, https://www.medicareproapp.com/site/siteController/index. Accessed 5 Aug. 2025.
HawkSoft. “Insurance Agency Management System.” HawkSoft, https://www.hawksoft.com/agency-management-system/. Accessed 31 July 2025.
Katz, Alan. “Nextagency Agency Management System.” NextAgency, 2 Aug. 2025, https://nextagency.com/.
“Riskmatch for Agencies & Brokers.” Vertafore, https://www.vertafore.com/products/insurance-analytics-tool/riskmatch. Accessed 31 July 2025.
“Sales Enablement Tools for Health & Life Insurance Agencies.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/ams/sales-enablement/. Accessed 5 Aug. 2025.
Presson, Molly. “What Is an Agency Management System?” Home, PlanYear, Inc., 18 Apr. 2023, https://www.planyear.com/blog/what-is-an-agency-management-system.
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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 X, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Wednesday Aug 20, 2025
Wednesday Aug 20, 2025
Connect with your clients in more than one way. Check out our recommendations for video calling software!
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Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Video Communication Resources:
Google Meet Google Workspace
Microsoft Meet
Phone.com
RingCentral
Zoho Webinar
Zoho Meeting
Zoom Webinars
Zoom Workplace
Resources:
5 Things From the 2025 Budget Reconciliation Bill
Field Notes for Agents Playlist
Register with Ritter Insurance Marketing
Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo
The Insurance Agent’s Guide to Generating Referrals – FREE eBook Download
References:
“AI-Powered Online Video Meetings.” RingCentral, https://www.ringcentral.com/video.html. Accessed 24 July 2025.
“Collaboration Tools for Teams of All Sizes.” Zoom, https://www.zoom.com/en/products/collaboration-tools/. Accessed 24 July 2025.
“Deliver Your Message, Captivate Your Audience.” Zoom, https://www.zoom.com/en/products/webinars/. Accessed 24 July 2025.
“Google Meet: Online Web and Video Conferencing Calls | Google Workspace.” Google Workspace, Google, https://workspace.google.com/products/meet/. Accessed 24 July 2025.
“Google Workspace: Secure Online Productivity & Collaboration Tools.” Google Workspace, Google, https://workspace.google.com/. Accessed 24 July 2025.
Asurion. “How to Share Your Screen on Facetime.” Asurion, 6 Feb. 2025, https://www.asurion.com/connect/tech-tips/share-iphone-ipad-screen-facetime/.
“Online Meeting Software & Platform - Zoho Meeting.” Zoho, https://www.zoho.com/meeting/. Accessed 24 July 2025.
“Small Business Communication Software: Microsoft Teams.” Microsoft, https://www.microsoft.com/en-us/microsoft-teams/small-medium-business. Accessed 24 July 2025.
“Video Meetings.” Phone.Com, 21 Feb. 2025, https://www.phone.com/video-meetings/.
“Zoho Webinar: Video Webinar Platform & Tool.” Zoho, https://www.zoho.com/webinar/. Accessed 24 July 2025.
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Tuesday Aug 19, 2025
Tuesday Aug 19, 2025
Stay in touch with clients, expand your network, and grow your business with these email communication tools!
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Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Email Communication Resources:
AgencyBlocAgentMethods’ AMPlifyCanvaConstant ContactGoogle WorkspaceMailChimpMedicareCENTERMicrosoft 365ReminderMediaRitter Insurance MarketingSquareSpaceZoho Mail
Ritter Resources:
Are Your Medicare Marketing Materials Compliant?Content LibraryInsurance Agents as TPMOs: What CMS Compliance Regulations Mean for YouModern Medicare Marketing for Today’s Agents - FREE eBook DownloadThe Ritter Blog
References:
“Agency Management System/CRM for Health & Life Insurance: Agencybloc.” AgencyBloc Insurance Agency CRM, https://www.agencybloc.com/. Accessed 22 July 2025.
AgentMethods. “Insurance Marketing Automation - Increase Sales, Renewals, and Referrals.” AgentMethods, https://www.agentmethods.com/amplify/. Accessed 22 July 2025.
“Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 22 July 2025, https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business.
CANVA: Visual Suite for Everyone, https://www.canva.com/. Accessed 22 July 2025.
“Digital and Email Marketing Platform | Constant Contact.” Constant Contact, https://www.constantcontact.com/. Accessed 22 July 2025.
“Email Marketing Tools & Templates.” Squarespace, https://www.squarespace.com/email-marketing. Accessed 22 July 2025.
“Email Users Statistics and Facts.” Market.Us, 18 Nov. 2024, https://market.us/statistics/internet/email-users/.
“Gmail: Private & Secure Email for Personal or Business | Google Workspace.” Google, Google, https://workspace.google.com/products/gmail/. Accessed 22 July 2025.
“Health Insurance Portability and Accountability Act (HIPAA) & Health Information Technology for Economic and Clinical Health (HITECH) Act - Microsoft Compliance.” Microsoft Compliance | Microsoft Learn, https://learn.microsoft.com/en-us/compliance/regulatory/offering-hipaa-hitech. Accessed 22 July 2025.
“Medicare Marketing Guidelines.” CMS.Gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 22 July 2025.
“Microsoft Outlook (Formerly Hotmail): Free Email and Calendar: Microsoft 365.” Microsoft Outlook (Formerly Hotmail): Free Email and Calendar | Microsoft 365, https://www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook. Accessed 22 July 2025.
“Personally Branded Marketing 2025.” ReminderMedia, 10 Mar. 2025, https://remindermedia.com/.
“Secure Business Email Hosting for Your Organization: Zoho Mail.” Zoho, https://www.zoho.com/mail/. Accessed 22 July 2025.
“Turn Emails into Revenue.” Mailchimp, https://mailchimp.com/. Accessed 22 July 2025.
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Monday Aug 18, 2025
Monday Aug 18, 2025
The best tool to connect with your clients is in your hands! We’ve compiled a list of applications that make compliant communication through the phone a lot easier. Listen to learn more!
Read the text version
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Phone & VolP Resources:
AgencyBlocPhone.comRingCentralZoom Phone
Call Recording Application Resources:
AgencyBloc’s Plus SuiteIntegrity’s MedicareCENTERRecordia Telephony ServiceSenior Market Sales CallRecording SolutionTTEC Mobile Record and Store Now
Ritter Resources:
eBooks & GuidesField Notes Episode PlaylistThe Ritter Blog
References:
Tautimes, Mari. “Should Insurance Agents Use Text Messages to Communicate with Clients?” Western Asset Protection Blog, Western Asset Protection, 16 May 2019, info.westernassetprotection.com/blog/should-insurance-agents-use-text-messages-to-communicate-with-clients
Dice, Zach. “VoIP vs. Company Cell Phones: Which Is Best for Your Business?” Dice Communications Blog, Dice Communications, 3 Nov. 2022, dicecommunications.com/six-key-differentiators-between-company-cell-phones-and-voip
Alder, Steve. “HIPAA Training Requirements.” HIPAA Journal, HIPAA Journal, 21 May 2023, www.hipaajournal.com/hipaa-training-requirements/
“Telephone Consumer Protection Act 47 USC § 227.” Federal Communications Commission, Federal Communications Commission, www.fcc.gov/sites/default/files/tcpa-rules.pdf Accessed 22 July 2024.
Alder, Steve. “The Use of Technology and HIPAA Compliance.” HIPAA Journal, HIPAA Journal, 27 Nov. 2023, www.hipaajournal.com/the-use-of-technology-and-hipaa-compliance/
“Worldwide Texting Statistics.” Vermont State Highway Safety Office, State of Vermont, 20 June 2018, shso.vermont.gov/sites/ghsp/files/documents/Worldwide%20Texting%20Statistics.pdf
Staff in the Office of Technology. “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 17 Jan. 2024, www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Wednesday Aug 13, 2025
Wednesday Aug 13, 2025
Hear tips and advice from industry veterans about making sales and connecting with new clients. If you just started in the insurance industry, this episode is for you!
Work with Ritter Insurance Marketing
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Ritter Resources:
How Insurance FMOs Work – FREE eBookIntegrity Tools & ResourcesPlanEnroll – Take Your Business to the Next LevelThe Ritter PlatformYour Step-By-Step Guide to Getting Started in Insurance Sales - FREE eBook
Ritter Blog:
10 Essential Tools for Beginner Insurance AgentsAre You Self-Sabotaging Your Insurance Sales Success?Questions to Ask Clients Shopping for an ACA Plan
More episodes from ASG:
AHIP Test Tips and Tricks for Medicare CertificationMedicare Enrollment Periods ExplainedThe Difference Between Captive and Independent Agents
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Tuesday Aug 12, 2025
Tuesday Aug 12, 2025
Stay organized with help from the Agent Survival Guide! In this episode, we've got notes on digital calendars for agents.
Read the text version
Resources:
5 Things From the 2025 Budget Reconciliation Bill
Field Notes on Digital Marketing Resources
Field Notes on Productivity Tools
Field Notes on Project Management Solutions
Field Notes on Traditional Marketing Resources
Register with Ritter Insurance Marketing
The Ultimate Agent Resource List Pt. 1: Market Yourself
The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients
The Ultimate Agent Resource List Pt. 3: Staying Organized
Digital Calendar Tools:
Calendar in Microsoft Outlook
Fantastical
Google Calendar
Morgen
References:
Singh, Shubham. “iPhone Users & Sales Statistics 2025.” Demandsage.Com, DemandSage, 7 July 2025, www.demandsage.com/iphone-user-statistics/.
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Monday Aug 11, 2025
Monday Aug 11, 2025
Go granular with Sarah as we dive deeper into productivity tools to focus specifically on project management solutions. Use these suggestions to organize and scale your workflow!
Read the text version
Get access to Ritter Insurance Marketing Solutions – Register today
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Project Management Solutions:
Asana
Basecamp
Monday.com
Trello
Wrike
Resources:
Field Notes on Digital Marketing Resources
Field Notes on Productivity Tools
Field Notes on Traditional Marketing Resources
The Ultimate Agent Resource List Pt. 1: Market Yourself
The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients
The Ultimate Agent Resource List Pt. 3: Staying Organized
References:
Gurnov, Artem. “Best 21 Project Management Tools in 2025: Expert Reviews and Comparisons.” Wrike.Com, Wrike, 3 July 2025, www.wrike.com/project-management-guide/faq/what-are-project-management-tools/.
“From Agile to Waterfall: A Breakdown of Project Management Methodologies.” Park.Edu, Park University, 23 May 2025, www.park.edu/blog/from-agile-to-waterfall-a-breakdown-of-project-management-methodologies.
“Top 6 Project Management Methodologies to Boost Efficiency.” Virtuallatinos.Com, Virtual Latinos, 4 Mar. 2025, www.virtuallatinos.com/blog/project-management-methodologies/.
Rehkopf, Max. “What Is a Kanban Board?” Atlassian.Com, Atlassian, www.atlassian.com/agile/kanban/boards. Accessed 17 July 2025.
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Wednesday Aug 06, 2025
Wednesday Aug 06, 2025
Take your insurance agency to the next level with these business strategies and agent resources!
Read the text version
Take Your Business to the Next Level with Ritter Insurance Marketing
Ritter & Integrity Resources:
Events with Ritter
LeadCENTER
LifeCENTER
Marketing & Incentives with Ritter
MedicareCENTER
Register with Integrity
Ritter Insurance Marketing Registration
Ritter Summits 2025 Registration
The Ritter Platform
Additional Episodes, Blog Posts, & eBooks:
3 Insurance Business Tools You Absolutely Can’t Live Without
ASG Podcast Field Notes Series
Best Practices for Training Downline Agents
Developing an Agency – Your Guide to Getting Started FREE eBook Download
How to Recruit Insurance Agents to Your Downline
Keys to Client Retention: Face-to-Face Communication
Ritter Can Help You Stay in Touch with Your Clients
The Complete Guide on How to Sell Medicare Supplements FREE eBook Download
The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships FREE eBook Download
References:
Herrity, Jennifer. “How to Write a Smart Goal (and How They Work) | Indeed.Com.” Indeed, https://www.indeed.com/career-advice/career-development/how-to-write-smart-goals. Accessed 8 July 2025.
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Monday Aug 04, 2025
Monday Aug 04, 2025
Your business is growing, and you’ve got new agents excited to get out in the field! In this episode we’ve got tips and strategies for training downline agents.
Read the text version
Developing an Agency – Your Guide to Getting Started
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Ritter Blog:
4 Tips for Making a Better Insurance Sales Pitch
How to Get Health and Life Insurance Continuing Education Credits as an Agent
How to Recruit Insurance Agents to Your Downline
The Best Books for Insurance Agents
The Ritter Blog
Tips for Becoming a Top Producing Insurance Agency
What Are Insurance Hierarchies & How Do They Work?
Podcast Episodes:
Level Up: The Value of Sales Shadowing for New Insurance Agents
Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo
Should You Hire an Assistant for Your Insurance Business?
The Agent Survival Guide Podcast
Additional Resources:
Events with Ritter Insurance Marketing
FREE eBooks & Guides for Insurance Agents
Integrity Tools & Resources
Knight School Training for Agents
MA & PDP Compliant Sales Checklist
Meet Your Ritter Sales Team
Ritter Docs Agencies
Ritter Insurance Marketing on YouTube
Ritter Summits
References:
“7 Types of Learning Styles and How to Teach Them.” Teachable, https://teachable.com/blog/types-of-learning-styles. Accessed 8 July 2025.
Chen, Jessica. “10 Best Virtual Meeting Platforms & Software (Tried & Tested).” Teambuilding.Com, 12 Feb. 2025, https://teambuilding.com/blog/virtual-meeting-platforms.
“40 Reflection Questions.” Edutopia, https://www.edutopia.org/pdfs/stw/edutopia-stw-replicatingPBL-21stCAcad-reflection-questions.pdf. Accessed 8 July 2025.
Herrity, Jennifer. “Collaborative Learning: Center for Teaching Innovation.” Indeed, 26 Mar. 2025, https://www.indeed.com/career-advice/career-development/benefits-of-collaborative-learning.
“Health Care Insurance Coverage for Self-Employed Individuals.” HealthCare.Gov, https://www.healthcare.gov/self-employed/. Accessed 8 July 2025.
Pollick, Michael. “How Do Birds Learn How to Fly?” All Things Nature, All Things Nature, 4 June 2024, https://www.allthingsnature.org/how-do-birds-learn-how-to-fly.htm.
“Independent Contractor (Self-Employed) or Employee?” Internal Revenue Service, https://www.irs.gov/businesses/small-businesses-self-employed/independent-contractor-self-employed-or-employee. Accessed 8 July 2025.
Gutierrez, Karla. “Mind-Blowing Statistics Prove the Value of Employee Training - Shift E.” Shift Learning, https://www.shiftelearning.com/blog/statistics-value-of-employee-training-and-development. Accessed 8 July 2025.
Ayoola, Elizabeth. “Self-Employed Retirement Plans: Know Your Options.” NerdWallet, 3 Jan. 2025, https://www.nerdwallet.com/article/investing/retirement-plans-self-employed.
Colin Burton. “The 5 Most Effective Teaching Styles, and How to Adapt Your Style.” THINKFIC, 7 Oct. 2024, https://www.thinkific.com/blog/teaching-styles/.
Chapman, Tom. “Top 10: Supply Chain Management Platforms.” Supply Chain Magazine, Bizclik Media Ltd, 5 June 2024, https://supplychaindigital.com/digital-supply-chain/top-10-supply-chain-management-platforms.
Gellerman, Erica. “The Complete Guide to Independent Contractor Taxes.” NerdWallet, https://www.nerdwallet.com/article/small-business/independent-contractor-tax-guide. Accessed 8 July 2025.
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Tuesday Jul 29, 2025
Tuesday Jul 29, 2025
Ready to recruit? Don't miss our episode with tips on where to find applicants, training resources, and more!
Read the text version
Resources:
Before You Recruit: Setting Up Your Agency for Success
Developing an Agency - Your Guide to Getting Started
FMO vs. IMO vs. NMO vs. MGA vs. GA: What's the Difference?
Learn More About PlanEnroll
Find Your Agency Specialist
Tech Takeaways for Forward-Thinking Insurance Agents
PlanEnroll Official Site
Register with Ritter Insurance Marketing
References:
Falk, Stefan. “8 Signs You’re an Ambivert—They’re ‘Underrated’ and ‘More Successful’ than Introverts or Extroverts: Psychology Expert.” Cnbc.Com, CNBC, 21 Feb. 2025, www.cnbc.com/2025/02/21/psychology-expert-signs-youre-an-ambivert-why-theyre-more-successful-than-introverts-and-extroverts.html.
“The True Cost of a Bad Hire-and How to Avoid Making One.” Forbes.Com, Forbes Magazine, 30 June 2025, www.forbes.com/sites/allbusiness/2025/06/30/the-true-cost-of-a-bad-hire-and-how-to-avoid-making-one/.
“Monthly Labor Review Projection Overview and Highlights 2020-30.” Bls.Gov, U.S. Bureau of Labor Statistics, www.bls.gov/opub/mlr/2021/article/projections-overview-and-highlights-2020-30.htm#_ednref1. Accessed 18 July 2025.
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Monday Jul 28, 2025
Monday Jul 28, 2025
Feel like you’re working past your capacity? It may be time to hire an assistant for your insurance business!
Read the text version
Learn more about Ask Integrity
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Ask Integrity
FREE eBook Download – The Complete Guide to Client Loyalty and Retention
From Chill Mode to Growth Mode ft. Christian Brindle
How Ask Integrity Can Streamline Your Medicare Sales Appointments
How to Recruit Insurance Agents to Your Downline
Register with Ritter Insurance Marketing
The Ritter Platform
Websites for Freelancers:
Fiverr
LinkedIn Service Marketplace
Upwork
References:
Basu, Tyler. “How to Hire a Virtual Assistant: Entrepreneur’s Guide to Outsourcing.” THINKIFIC, https://www.thinkific.com/blog/hire-a-virtual-assistant-outsourcing-guide/. Accessed 25 June 2025.
“When Do You and Your Business Need an Executive Assistant?” Indeed.Com, https://www.indeed.com/hire/c/info/when-do-you-and-your-business-need-an-executive-assistant. Accessed 25 June 2025.
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, https://x.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/
Not affiliated with or endorsed by Medicare or any government agency.