How Insurance Agents Can Use Stories to Sell Insurance

 
Captivate and engage your clients through storytelling. Use real world examples of how plans have benefited clients in a time of need.
 
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Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
4 Effective Techniques for Closing Insurance Sales: https://link.chtbl.com/ASG535
Best Practices for Video Calls: https://link.chtbl.com/ASG597
The Best Books for Insurance Agents: https://link.chtbl.com/ASG590
Why Client Retention Should Be Your Top Priority: https://link.chtbl.com/ASG581
Why Go About Your Business in an Ethical, Compliant Fashion? https://ritterim.com/blog/why-go-about-your-business-in-an-ethical-compliant-fashion/
Why Trust Is an Insurance Agent’s Most Important Non-Renewable Resource: https://ritterim.com/blog/why-trust-is-an-insurance-agents-most-important-non-renewable-resource/
 
References:
“5 Elements of Plot and How to Use Them to Build Your Novel.” Author Learning Center, Author Learning Center, www.authorlearningcenter.com/writing/fiction/w/plot-planning/7309/5-elements-of-plot-and-how-to-use-them-to-build-your-novel. Accessed 29 July 2024.
Chierotti, Logan. “Harvard Professor Says 95% of Purchasing Decisions Are Subconscious.” Inc.Com, Inc, 26 Mar. 2018, www.inc.com/logan-chierotti/harvard-professor-says-95-of-purchasing-decisions-are-subconscious.html.
Hughes, Melissa. “Storytelling Changes Our Brain and Our Behavior.” Melissahughes.Rocks, Melissa Hughes, 12 Jan. 2024, www.melissahughes.rocks/post/storytelling-changes-our-brain-and-our-behavior.
Glatch, Sean. “The 5 Stages of Freytag’s Pyramid: Intro to Dramatic Structure.” Writers.Com, Writers.com, 31 May 2024, www.writers.com/freytags-pyramid.
Nunn, Patrick D. “The Oldest True Stories in the World.” Sapiens.Org, Sapiens, 18 Oct. 2018, www.sapiens.org/language/oral-tradition/.
Cleary, Richard T. “The Power of Storytelling.” Hoopis.Com, Hoopis.com, www.hoopis.com/wp-content/uploads/2022/02/White-Paper-The-Power-of-Storytelling.pdf. Accessed 29 July 2024.
Belknap, Leslie. “The Science of Storytelling for Presentations (Infographic).” Ethos3 Blog, Ethos3, www.ethos3.com/the-science-of-storytelling-for-presentations-infographicthe-neuroscience-of-storytelling-infographic/. Accessed 29 July 2024.
 
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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/

Agent's Guide to Mail Communication Resources

 
Consider this episode your cheat sheet for resources, tips, and strategies for keeping in touch with clients the old fashion way, through mail!
 
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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.
 
Mail Communication Resources:
Canva: https://www.canva.com/
Lead Concepts: https://leadconcepts.com/direct-mail/
Lunacy: https://icons8.com/lunacy
Microsoft Designer: https://designer.microsoft.com/
MOO: https://www.moo.com/us/
Office Depot: https://www.officedepot.com/l/print-and-copy/print-services
ReminderMedia: https://remindermedia.com/postcard/
Staples: https://www.staples.com/services/printing/
Vistaprint: https://www.vistaprint.com/
 
Resources:
Agent Compliance Handbook: https://docs.ritterim.com/documents/compliance/Ritter-Agent-Handbook-2024.pdf
Agent’s Guide to Email Marketing Communication Resources: https://link.chtbl.com/ASG598     
Agent’s Guide to Video Communication Resources: https://link.chtbl.com/ASG596
Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
How to Successfully Set SMART Goals: https://link.chtbl.com/ASG565
ShopRitterIM: https://shopritterim.com/
The Ultimate Agent Resource List Pt 1: Market Yourself: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-1-market-yourself/
 
References:
“Direct Mail Marketing Campaigns.” Lead Concepts, Lead Concepts, 1 May 2024, www.leadconcepts.com/direct-mail/.
“Free Design Tool: Presentations, Video, Social Media | CANVA.” Canva, Canva, www.canva.com/. Accessed 31 July 2024.
“Have You Thought about Postcards?” Custom Online Business Printing & Design | MOO US, MOO, www.moo.com/us/. Accessed 31 July 2024.
“Lunacy – Free Design Software for WIN, Mac, Linux.” Lunacy – Free Design Software for Win, Mac, Linux, Lunacy, www.icons8.com/lunacy. Accessed 31 July 2024.
“Medicare Marketing Guidelines.” CMS.Gov, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 31 July 2024.
“Microsoft Designer - Stunning Designs in a Flash.” Microsoft Designer - Stunning Designs in a Flash, Microsoft, www.designer.microsoft.com/. Accessed 31 July 2024.
“Postcards.” ReminderMedia, ReminderMedia, 19 Dec. 2023, www.remindermedia.com/postcard/.Plummer, Michael.
“Council Post: Three Reasons Mailers Aren’t Dead in 2022.” Forbes, Forbes Magazine, 15 July 2022, www.forbes.com/sites/forbestechcouncil/2022/07/14/three-reasons-mailers-arent-dead-in-2022/.
“Printing & Marketing Services.” Staples.Com, Staples, www.staples.com/services/printing/. Accessed 31 July 2024.
“Print & Copy Services: Office Depot.” Officedepot.com, Office Depot, www.officedepot.com/l/print-and-copy/print-services. Accessed 31 July 2024.
“VistaPrint.” VistaPrint Official Website: Online Printing Services, VistaPrint, www.vistaprint.com/. Accessed 31 July 2024.
 
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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/

The State of the ACA Market in 2024

 
We’ve got the breakdown of the ACA Market in 2024 plus how certain changes will affect your clients in the future. 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.
 
Resources:
2024 Marketplace Final Rule Changes Agents Should Know: https://link.chtbl.com/ASGN20230515
ACA Basics – Online Learning Knight School: https://ritterim.com/knight-school/solid-foundation/aca-basics/1/
CMS Announces First 10 Drugs for Medicare Drug Price Negotiation: https://ritterim.com/blog/cms-announces-first-10-drugs-for-medicare-drug-price-negotiation/
Everything Agents Need to Know About Selling in State-Based Marketplaces: https://ritterim.com/blog/everything-agents-need-to-know-about-selling-in-state-based-marketplaces/
How Plan Crosswalks Work in the ACA Marketplace: https://link.chtbl.com/ASG549
How to Assist Clients with Marketplace Household Income Estimates: https://link.chtbl.com/ASG602
Is the ACA Sticking Around Long Term? https://link.chtbl.com/ASG462
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Medicaid Unwinding: What Is It & The Opportunity for Agents: https://link.chtbl.com/ASG502
New ACA: Sell AmeriHealth Caritas Next Through Ritter! https://ritterim.com/blog/new-aca-sell-amerihealth-caritas-next-through-ritter/
New Required Documents Agents Need for ACA Sales: https://ritterim.com/blog/new-required-documents-agents-need-for-aca-sales/
Priority Health Medicare & ACA Plan Contracting Now Available Through Ritter! https://ritterim.com/blog/priority-health-medicare-aca-plan-contracting-now-available-through-ritter/
Register with Ritter: https://app.ritterim.com/public/registration/
The End of the COVID-19 Public Health Emergency & What It Means for Your Clients: https://ritterim.com/blog/the-end-of-the-covid-19-public-health-emergency-and-what-it-means-for-your-clients/
The State of the ACA Market in 2023: https://link.chtbl.com/ASG518
Under-65 Health Products: https://ritterim.com/products/under-65/
What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://link.chtbl.com/ASG463
 
References:
“Consumer Prices up 3.1 Percent from January 2023 to January 2024.” U.S. Bureau of Labor Statistics, U.S. Bureau of Labor Statistics, 22 Feb. 2024, www.bls.gov/opub/ted/2024/consumer-prices-up-3-1-percent-from-january-2023-to-january-2024.htm  
“Fact Sheets Marketplace 2024 Open Enrollment Period Report: Final National Snapshot.” CMS.Gov, Centers for Medicare & Medicaid Services, 24 Jan. 2024, www.cms.gov/newsroom/fact-sheets/marketplace-2024-open-enrollment-period-report-final-national-snapshot
“About Georgia Access.” Georgia Access, Georgia Access, 18 Jan. 2024, georgiaaccess.gov/about-georgia-access/
“Home - Centers for Medicare & Medicaid Services.” CMS.Gov, Centers for Medicare & Medicaid Services, www.cms.gov/files/document/cms-cciio-draft-py-24-public-facing-map10262023v1.pdf. Accessed 23 July 2024.
Cox, Cynthia, and Jared Ortaliza. “Where ACA Marketplace Enrollment Is Growing the Fastest, and Why.” KFF, KFF, 16 May 2024, www.kff.org/policy-watch/where-aca-marketplace-enrollment-is-growing-the-fastest-and-why/
“What Is the ‘Unwinding Special Enrollment Period (SEP)’ and How Can Consumers Qualify?” Agentbrokerfaq.Cms.Gov, Centers for Medicare & Medicaid Services, 16 Apr. 2024, www.agentbrokerfaq.cms.gov/s/article/What-is-the-Unwinding-SEP-and-how-can-consumers-qualify  
“The Biden-⁠Harris Administration Immediate Priorities.” The White House, The United States Government, 20 Sept. 2021, www.whitehouse.gov/priorities/  
“FY-2025-Budget-in-Brief.PDF.” HHS.Gov, Department of Health and Human Services, www.hhs.gov/sites/default/files/fy-2025-budget-in-brief.pdf Accessed 23 July 2024.
Kearney, Audrey, et al. “KFF Health Tracking Poll February 2024: Voters on Two Key Health Care Issues: Affordability and ACA.” KFF, KFF, 20 Mar. 2024, www.kff.org/affordable-care-act/poll-finding/kff-health-tracking-poll-february-2024-voters-on-two-key-health-care-issues-affordability-and-aca/  
“Remarks by President Biden at an Affordable Care Act Anniversary Event.” The White House, The United States Government, 23 Mar. 2023, www.whitehouse.gov/briefing-room/speeches-remarks/2023/03/23/remarks-by-president-biden-at-an-affordable-care-act-anniversary-event/
“Fact Sheet: The Biden-Harris Administration Urges Congress to Lower Drug Costs for Americans with Commercial Insurance.” HHS.Gov, Department of Health and Human Services, 11 Mar. 2024, www.hhs.gov/about/news/2024/03/11/fact-sheet-biden-harris-administration-urges-congress-lower-drug-costs-americans-with-commercial-insurance.html
Levitt, Larry, et al. “Q&A: Implications of the Ruling on the ACA’s Preventive Services Requirement.” KFF, KFF, 25 June 2024, www.kff.org/policy-watch/qa-implications-of-the-ruling-on-the-acas-preventive-services-requirement/
 
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X (fka Twitter) Basics for Insurance Agents

 
Discover basic 5 steps insurance agents can use when creating an X (Twitter) business profile. Learn how to find your audience, setting up your profile, content examples, and a lot more!
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
Agent Apps | Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Agent’s Guide to Email Communication Resources: https://link.chtbl.com/ASG598
Affinity Partnerships for Insurance Agents: https://ritterim.com/blog/affinity-partnerships-for-insurance-agents/  
Apps for Social Medicare Marketing: https://link.chtbl.com/ASGA52
FREE eBook - The Definitive Guide to Getting Leads and Prospecting for Medicare Sales: https://ritterim.com/lead-generation-guide/
FREE eBook – Social Media Marketing for Insurance Agents: https://ritterim.com/social-media-ebook/
TikTok Basics for Insurance Agents: https://link.chtbl.com/ASG603
 
References:
Dixon, Stacy Jo. “Biggest Social Media Platforms by Users 2024.” Statista, Statista ,10 July 2024, www.statista.com/statistics/272014/global-social-networks-ranked-by-number-of-users/
Dixon, Stacy Jo. “Global X/Twitter User Age Distribution 2024.” Statista, Statista, 26 June 2024, www.statista.com/statistics/283119/age-distribution-of-global-twitter-users/ 
“Help Center.” Help Center, X, help.x.com/en. Accessed 30 July 2024.
“Twitter.Com Traffic Analytics, Ranking & Audience [June 2024].” Similarweb, Similarweb, 1 June 2024, www.similarweb.com/website/twitter.com/
“Social Media Fact Sheet.” Pew Research Center, Pew Research Center, 31 Jan. 2024, www.pewresearch.org/internet/fact-sheet/social-media/#which-social-media-platforms-are-most-common  
“The Sprout Social Index Edition XIX: Breakthrough.” Sprout Social, Sprout Social, 8 Mar. 2024, www.sproutsocial.com/insights/index/  
Dixon, Stacy Jo. “Top Types of Posts on X/Twitter Worldwide 2022.” Statista, Statista, 25 Sept. 2023, www.statista.com/statistics/1310989/most-liked-type-of-content-on-twitter/
Zote, Jacqueline. “What Is Twitter Spaces? – Bring Your Twitter Conversations to Life with Audio.” Sprout Social, Sprout Social, 6 Sept. 2023, www.sproutsocial.com/insights/twitter-spaces/
 
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Agent's Guide to Phone Communication Resources

 
Your phone is one of the best tools to keep in touch with clients and follow up on leads. We’ve gathered 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 & VoIP Resources:
AgencyBloc: https://www.agencybloc.com/ 
Phone.com: https://www.phone.com/
RingCentral: https://www.ringcentral.com/
Zoom Phone: https://www.zoom.com/en/products/voip-phone/  
 
Call Recording Application Resources:
Agency Bloc’s Plus Suite: https://www.agencybloc.com/software-solutions/
Integrity’s MedicareCENTER Call Recording Solution: https://integrity.com/MedicareCENTER/
Recordia Telephony Service: https://recordia.net/en/recordia-telephony-service-2-en/
Senior Market Sales CallRecording Solution: https://www.seniormarketsales.com/training-library/videos/phonedotcom
TTEC’s Mobile Record and Store Now: https://www.ttec.com/industries/healthcare 
 
Resources:
A Review of the Top Call Recording Applications for Compliant Medicare Business: https://ritterim.com/blog/a-review-of-the-top-call-recording-applications-for-compliant-medicare-business/
CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://link.chtbl.com/ASGN20230515B
Sales and Communication Practices: https://docs.ritterim.com/compliance/sales-communication-practices/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
Where It All Begins Obtaining Permission to Contact for Medicare Sales: https://ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
 
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
 
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Sarah on LinkedIn, Instagram, and Threads
Tina on LinkedIn

Facebook Basics for Insurance Agents

 
Does Facebook fit into your social media strategy? In this episode, we highlight best practices for insurance agents developing their online presence.
 
Download our FREE eBook – Social Media Marketing for Insurance Agents
 
Resources:
5 Social Media Trends for Insurance Agents in 2024: https://link.chtbl.com/ASGF20240524
Advertising Medicare Through Facebook: https://ritterim.com/blog/advertising-medicare-through-facebook/
Agent Survival Guide Podcast Facebook Business Page: https://www.facebook.com/p/Agent-Survival-Guide-Podcast-100095559792814
TikTok Basics for Insurance Agents: https://link.chtbl.com/ASG603
 
References:
“Social Media Fact Sheet.” Pew Research Center, Pew Research Center, 31 Jan. 2024, www.pewresearch.org/internet/fact-sheet/social-media/  
“Top Websites Ranking - Most Visited Websites in June 2024.” Similarweb, Similarweb, 1 July 2024, www.similarweb.com/top-websites/
“Most Visited Websites in Worldwide 2024: Open .Trends.” Semrush, Semrush, 1 June 2024, www.semrush.com/trending-websites/global/all
Gottfried, Jeffrey. “Americans’ Social Media Use.” Pew Research Center, Pew Research Center, 31 Jan. 2024, www.pewresearch.org/internet/2024/01/31/americans-social-media-use/
Haan, Katherine. “Is Social Media the New Google? Gen Z Turn to Google 25% Less than Gen X When Searching.” Edited by Kiran Aditham, Forbes, Forbes Magazine, 14 June 2024, www.forbes.com/advisor/business/software/social-media-new-google/  
 
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Tina on LinkedIn

Agent’s Guide to Social Media Communication Resources

 
 
Building a social media presence takes the right tools and resources. Don't miss our list of recommendations - from official Ritter partners and third-party vendors we've vetted, to the resources we use ourselves!
 
Read the text version
 
Social Media Communication Resources:
$99 Social: https://www.99dollarsocial.com/
AgentMethods: https://www.agentmethods.com/brokers-and-agents
ConciergeBee: https://conciergebee.com/social-media-specialist
Constant Contact: https://www.constantcontact.com/features/social-media-tools
Facebook Post Scheduler: https://www.facebook.com/help/389849807718635
Firebelly: https://www.firebellymarketing.com/services/social-media-management
HubSpot Social Media Strategy Guide: https://blog.hubspot.com/marketing/social-media-strategy-for-your-business
Hubstaff Talent: https://hubstafftalent.net/
Ignite Visibility: https://ignitevisibility.com/
Instagram Post Scheduler: https://help.instagram.com/439971288310029
LinkedIn: https://www.linkedin.com/feed/
LinkedIn Post Scheduler: https://www.linkedin.com/help/linkedin/answer/a1419179
LYFE Marketing: https://www.lyfemarketing.com/services/social-media-marketing-services/
Mailchimpe: https://mailchimp.com/solutions/social-media-marketing-tools/
Meta Business Help Center: https://www.facebook.com/business/help/942827662903020?id=916550222172854
ReminderMedia: https://remindermedia.com/email-social-media-marketing/
SEO Discovery: https://www.seodiscovery.com/social-media-agency-india.php
SocialBee: https://socialbee.com/
TikTok Video Scheduler: https://www.tiktok.com/business/en-US/blog/introducing-video-scheduler-now-you-can-plan-tiktoks-in-advance
Upwork: https://www.upwork.com/
X for Business Post Scheduler: https://business.x.com/en/help/campaign-editing-and-optimization/scheduled-tweets.html
 
Additional Resources:
5 Social Media Trends for Insurance Agents in 2024: https://link.chtbl.com/ASGF20240524
Social Media Marketing Apps: https://link.chtbl.com/ASGA52
Social Media Marketing for Insurance Agents eBook: https://ritterim.com/social-media-ebook/
TikTok Basics for Insurance Agents: https://link.chtbl.com/ASG603
Using a SWOT Analysis to Review Your Insurance Business: https://link.chtbl.com/ASG559
 
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Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ 

Signs It’s Time to Expand Your Insurance Portfolio & Make the Move!

 
 
Is it time to expand your portfolio? Listen and learn to identify the signs, optimize your insurance portfolio, and how Ritter can help you in the process.
 
Click here to get your portfolio review!
 
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.
 
Resources:
4 Steps to Selling Dental, Vision, and Hearing Insurance: https://link.chtbl.com/ASG323
5 Out-of-the-Box Ideas for Selling Final Expense Insurance: https://link.chtbl.com/ASG591
5 Myths About Selling ACA Health Plans: https://link.chtbl.com/ASG451
Getting Started Medicare Supplements: https://link.chtbl.com/ASG497
How Insurance FMOs Work FREE eBook download: https://ritterim.com/how-insurance-fmos-work/
Learning from Lost Medicare Insurance Sales: https://link.chtbl.com/ASG576
The Benefits of Joining a Top Insurance FMO: https://ritterim.com/blog/the-benefits-of-joining-a-top-insurance-fmo/
The Complete Guide to Selling Affordable Care Act Insurance Plans FREE eBook download: https://ritterim.com/aca-ebook/
There’s More to Life Insurance Than Just a Policy: https://link.chtbl.com/ASG560
The Perfect Portfolio – Knight School Training: https://ritterim.com/knight-school/expand-dominate/perfect-portfolio/1/
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
Register with Ritter: https://app.ritterim.com/public/registration/
Ritter Blog Bulletin: https://ritterim.com/blog/bulletin/
 
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/

Medicare Supplement Plan Breakdown for Agents

 
Finding gaps in your client’s Original Medicare coverage? Make sure your clients are getting the coverage they need by offering Medicare Supplements. Get the 101 breakdown and more in this episode!
 
Understanding Medicare Supplements Knight School - FREE Online Training
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
A Comprehensive Guide to Medicare Supplement Underwriting FREE eBook Download: https://ritterim.com/med-supp-underwriting-guide/
Finding the Best Medicare Supplement Plan Letter for Your Client: https://link.chtbl.com/ASG480
Getting Started Selling Medicare Supplements: https://link.chtbl.com/ASG497
Knight School Med Supp benefit PDF: https://ritterim.com/downloads/knight-school-medicare-supplement-breakdown.pdf
The Complete Guide on How to Sell Medicare Supplements FREE eBook Download: https://ritterim.com/med-supp-ebook/
 
References:
Compare Medigap Plan Benefits: https://www.medicare.gov/health-drug-plans/medigap/basics/compare-plan-benefits
Get Medigap Basics: https://www.medicare.gov/health-drug-plans/medigap/basics
What’s Medicare Supplement Insurance (Medigap)? https://www.medicare.gov/health-drug-plans/medigap
 
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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 (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/

TikTok Basics for Insurance Agents

 
You asked, and we answered! Join Tina and Sarah as they share expert advice, statistics, and strategies for creating a successful business TikTok.
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
Affinity Partnerships for Insurance Agents: https://ritterim.com/blog/affinity-partnerships-for-insurance-agents/
Agent’s Guide to Video Communication Resources: https://link.chtbl.com/ASG596
Apps for Social Media Marketing: https://link.chtbl.com/ASGA52
Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
Best Practices for Video Calls: https://link.chtbl.com/ASG597
How to Recruit Agents to Your Downline in 2024: https://link.chtbl.com/ASG588
Interview: Tips for Hiring & Building an Insurance Agency: https://ritterim.com/blog/interview-tips-for-hiring-and-building-an-insurance-agency/
 
FREE eBooks & Guides:
A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products: https://ritterim.com/selling-ancillary-with-medicare/
Social Media Marketing for Insurance Agents: https://ritterim.com/social-media-ebook/
The Complete Guide on How to Sell Final Expense Insurance: https://ritterim.com/final-expense-ebook/
The Complete Guide to Selling Affordable Care Act Insurance Plans: https://ritterim.com/aca-ebook/
The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships: https://ritterim.com/blog/interview-tips-for-hiring-and-building-an-insurance-agency/
 
References:
4 TikTok Analytic Tools That Do the Math for You: https://blog.hootsuite.com/tiktok-analytics/
7 Top Tips for Making TikTok Videos: https://www.tiktok.com/business/library/Top_Tips_One_Pager_SMB.pdf
About TikTok Business Account: https://ads.tiktok.com/help/article/tiktok-business-account
Americans’ Social Media Use: https://www.pewresearch.org/internet/2024/01/31/americans-social-media-use/
Digital Global Overview Report 2024 Meltwater: https://www.slideshare.net/slideshow/2024digital-global-overview-report-2024-meltwaterpdf/267675960
How to win at TikTok ads in 2024: https://sproutsocial.com/insights/tiktok-ads/
Introducing Video Schedular: Now You can plan TikToks in advance! https://www.tiktok.com/business/en-US/blog/introducing-video-scheduler-now-you-can-plan-tiktoks-in-advance
Social Media Fact Sheet: https://www.pewresearch.org/internet/fact-sheet/social-media/
The 2024 Guide to TikTok Marketing: Tips, Examples, & Tools: https://blog.hootsuite.com/tiktok-marketing/
TikTok marketing: The complete guide for brands in 2024: https://sproutsocial.com/insights/tiktok-marketing/
TikTok Tutorial Series: TikTok Analytics: https://newsroom.tiktok.com/en-us/product-tutorial-tiktok-analytics
TikTok User Age, Gender, & Demographics 2024: https://explodingtopics.com/blog/tiktok-demographics
Types of TikTok and TikTok for Business Accounts: https://ads.tiktok.com/help/article/tiktok-and-tiktok-business-account-types?lang=en
 
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/

How to Assist Clients with Marketplace Household Income Estimates

 
Be your client’s trusted advisor when it comes to navigating the ACA Marketplace. We’ve got the breakdown of how you can help your clients calculate their household income.
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.
 
Resources:
FREE eBooks & Guides: https://ritterim.com/guides/
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://link.chtbl.com/ASG579
Knight School Training: https://ritterim.com/knight-school/
Medicaid Unwinding: What It Is & The Opportunity for Agents: https://link.chtbl.com/ASG502
Simplify Marketplace Enrollments with HealthSherpa: https://ritterim.com/blog/simplify-marketplace-enrollments-with-healthsherpa/
The Complete Guide to Selling Affordable Care Act Insurance Plans FREE eBook Download: https://ritterim.com/aca-ebook/
 
References:
Annual Income Letter of Explanation: https://www.healthcare.gov/downloads/annual-income-letter-explanation.pdf 
Count income & household size: https://www.healthcare.gov/income-and-household-information/household-size/
HealthCare.Gov Login: https://www.healthcare.gov/login
HealthSherpa Login: https://www.healthsherpa.com/sessions/new
Tips & Troubleshooting: https://www.healthcare.gov/tips-and-troubleshooting/uploading-documents/
 
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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 (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/

5 Perks of Being a Part-Time Insurance Agent

 
What if you could give being an insurance agent a practice run before giving up your full-time job? We get it! Learn how to start out as a part-time insurance agent before making the jump to a new career.
 
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. 
 
Resources:
5 Things About Prepping for the Insurance License Exam: https://link.chtbl.com/ASGF20240607
9 Essential Tools for Beginner Insurance Agents: https://link.chtbl.com/ASG595  
How Professional Organizations Make You a Better Agent: https://ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/
Request a Portfolio Review from Ritter Insurance Marketing: https://ritterim.com/portfolio/
Ritter Insurance Marketing Official Site: https://ritterim.com/
The Benefits of Joining a Top Insurance FMO: https://ritterim.com/blog/the-benefits-of-joining-a-top-insurance-fmo/
Training Opportunities for Insurance Agents at Ritter Insurance Marketing: https://link.chtbl.com/ASG437
What Today's Financial Environment Means for Medicare Beneficiaries & Agents: https://ritterim.com/blog/what-todays-financial-environment-means-for-medicare-beneficiaries-and-agents/
Why Now is the Time to Start Selling Insurance: https://ritterim.com/blog/why-now-is-the-time-to-start-selling-insurance/
Your Step-By-Step Guide to Getting Started in Insurance Sales: https://ritterim.com/free-guide/ 
 
References:
Captive Agent: What it is, How it Works, Pros and Cons: https://www.investopedia.com/terms/c/captive-agent.asp
Five Tips for the Part-Time Agent: https://www.insurance-forums.com/practice-building/hiring-staffing/five-tips-for-the-part-time-agent/
Independent Agent: What It Is and What They Do: https://www.investopedia.com/terms/i/independent-agent.asp
 
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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 (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/ 

How Insurance Agents Can Break into the Medicare World

 
Looking to expand your client base and insurance portfolio? Check out this episode to learn how insurance agents like you can step into the Medicare insurance market and start selling!
 
Read the text version
 
Gain Access to The Ritter Platform, Medicare Quote Engine, and More Tools for Insurance Agents: https://app.ritterim.com/public/registration/ 
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
ACA 101: Selling Under-65 Health Insurance: https://ritterim.com/blog/aca-101-selling-under-65-health-insurance/
Final Expense Insurance: How Much Can Clients Expect It To Cover? https://link.chtbl.com/ASG519
3 Growth Strategies for Your Insurance Sales Territory: https://link.chtbl.com/ASG5875
How to Get Started in Medicare Sales: https://link.chtbl.com/ASG569
Getting Started Selling Medicare Supplements: https://link.chtbl.com/ASG497
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Medicare Isn’t Just for Seniors: Selling to the Under-65 Market: https://ritterim.com/blog/medicare-isnt-just-for-seniors-selling-to-the-under-65-market/
Medicare Quote Engine: https://ritterim.com/the-ritter-platform/#medicare-quote-engine
Out of the Box Ideas for Selling Final Expense Insurance: https://link.chtbl.com/ASG592
Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488
Using a SWOT Analysis to Review Your Insurance Business: https://link.chtbl.com/ASG559
 
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/

Agent’s Guide to Text Communication Resources

 
 
This episode is packed with tips, strategies, and resources on text communication for your insurance business. Listen for HIPAA compliant apps, client scenarios, and so much 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.
 
Text Communication Resources:
AgencyBloc: https://www.agencybloc.com/
RingCentral: https://www.ringcentral.com/
Zoom Phone: https://www.zoom.com/en/products/voip-phone/
 
Resources:
2025 Marketplace Final Rule Changes Agents Should Know: https://ritterim.com/blog/2025-marketplace-final-rule-changes-agents-should-know/
Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Agent Apps | Apps to Make Your Small Business More Efficient: https://link.chtbl.com/ASGA034
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
How to Stay Compliant During All Medicare Sales: https://link.chtbl.com/ASG550
TCPA Compliance Rules: https://docs.ritterim.com/compliance/sales-communication-practices/#tcpa
The Ultimate Agent Resource List Pt 1: Market Yourself: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-1-market-yourself/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
 
References:
HIPAA Training Requirements: https://www.hipaajournal.com/hipaa-training-requirements/
Should Insurance Agents Use Text Messages to Communicate with Clients? https://info.westernassetprotection.com/blog/should-insurance-agents-use-text-messages-to-communicate-with-clients
Six Key Differentiators Between Company Cell Phones and VolP: https://dicecommunications.com/six-key-differentiators-between-company-cell-phones-and-voip
Worldwide Texting Statistics: https://shso.vermont.gov/sites/ghsp/files/documents/Worldwide%20Texting%20Statistics.pdf
 
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/
8e3e332a98f8f092fb5d34314474e99533c6fe81

Agent's Guide to Email Communication Resources

 
Discover our top recommendations for email marketing. Keep in touch with clients, reach larger audiences, and grow your business with these tools.
  
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.
 
Email Communication Resources:
AgencyBloc: https://www.agencybloc.com/
AgentMethods’ AMPlify: https://www.agentmethods.com/amplify/
Canva: https://www.canva.com/
Constant Contact: https://www.constantcontact.com/
Google Workspace: https://workspace.google.com/products/gmail/
MailChimp: https://mailchimp.com/
Microsoft 365: https://www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook
ReminderMedia: https://remindermedia.com/
Ritter Insurance Marketing: https://ritterim.com/the-ritter-platform/
SquareSpace: https://www.squarespace.com/email-marketing/ 
Zoho Mail: https://www.zoho.com/mail/
 
Resources:
5 Things About Working with Ritter Insurance Marketing: https://ritterim.com/blog/interview-5-things-about-working-with-ritter-insurance-marketing/
Agent Compliance Handbook: https://docs.ritterim.com/documents/compliance/Ritter-Agent-Handbook-2024.pdf
Developing a Client Retention Mindset: https://ritterim.com/blog/interview-developing-a-client-retention-mindset/
FREE DOWNLOAD - Email Template for Client Check-in: https://ritterim.com/documents/client-check-in-email-template.docx
How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488
Why Client Retention Should be Your Top Priority: https://link.chtbl.com/ASG581
 
References:
Add, move, or import Google contacts: https://support.google.com/contacts/answer/1069522?hl=en&co=GENIE.Platform%3DDesktop
CAN-SPAM Act: A Compliance Guide for Business: https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business
Create, or edit .cvs files to import into Outlook: https://support.microsoft.com/en-us/office/create-or-edit-csv-files-to-import-into-outlook-4518d70d-8fe9-46ad-94fa-1494247193c7
Email Users Statistics and Facts: https://market.us/statistics/internet/email-users/
HIPAA Compliance Microsoft Office 365 and Microsoft Teams: https://www.microsoft.com/en-us/microsoft-365/blog/wp-content/uploads/sites/2/2019/04/HIPAA-Compliance-Microsoft-Office-365-and-Microsoft-Teams.pdf
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
 
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/