Field Notes on Phone Communication Resources

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!
 
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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.
 
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
 
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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/
 
Not affiliated with or endorsed by Medicare or any government agency.

What New Insurance Agents Need to Know

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 
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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.

Field Notes on Digital Calendars

Stay organized with help from the Agent Survival Guide! In this episode, we've got notes on digital calendars for agents.
 
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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/.
 
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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.

Field Notes on Project Management Solutions

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!
 
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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.
 
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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.

Tips for Becoming a Top Producing Insurance Agency

Take your insurance agency to the next level with these business strategies and agent resources!
 
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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.
 
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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.

Best Practices for Training Downline Agents

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.
 
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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/
 
Not affiliated with or endorsed by Medicare or any government agency.

How to Recruit Agents to Your Downline

Ready to recruit? Don't miss our episode with tips on where to find applicants, training resources, and more!
 
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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.
 
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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.

Should You Hire an Assistant for Your Insurance Business?

Feel like you’re working past your capacity? It may be time to hire an assistant for your insurance business!
 
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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.
 
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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.

Field Notes on Productivity Tools

Not enough hours in the day? ✋🏼 We've been there! In this episode, we explore problems that can be a time-suck for insurance agents. Our list of solutions could change the game for your business!
Read the text version
 
Free Downloads:
Months of Medicare Sales Planner
The Busy ACA Agent’s Sale Calendar
 
Resources:
5 Things From the 2025 Budget Reconciliation Bill
Field Notes on Digital Marketing Resources
Field Notes on Traditional Marketing Resources
Get Focused with These Apps
Register with Ritter Insurance Marketing
Ritter Docs
Send your questions to the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo
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
 
Productivity Solution Websites:
ABBYY FineReader PDF
Acuity Scheduling
Adobe Acrobat
Adobe Scan
Asana
Basecamp
Box
Cold Turkey
Document360
Docusign
Dropbox
Dropbox Paper
Dropbox Sign
eSignatures
FocusMe
Freedom
Google Calendar
Google Drive
Google Tasks
Great AEP
Microsoft Bookings
Microsoft Lens: Apple | Google
Microsoft Sharepoint
Microsoft To Do
Monday.com
Office Depot Shredding
OnceHub
RescueTime
Sharefile
SignNow
SimplyBook.me
Staples Shredding Services
SwiftScan
Things
TickTick
Todoist
Trello
UPS
Wrike
Zoho Workdrive
 
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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.

Field Notes on Mail Communication Resources

Don’t miss the ASG Podcast cheat sheet on keeping in touch with client the old-fashioned way – through mail. 💌 We’ve got resources, tips, strategies, and more!
 
Read the text version
 
Mail Communication Resources:
Canva
Lead Concepts
Lunacy
Microsoft Designer
MOO
Office Depot
ReminderMedia
Staples
Vistaprint
 
Ritter Resources:
Agent Compliance Handbook
Field Notes on Digital Marketing Resources
Field Notes on Traditional Marketing Resources
How to Successfully Set SMART Goals
Interview: Relationship Marketing Strategies for Insurance Agents
Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo
ShopRitterIM
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
Register with Ritter Insurance Marketing
REWIND: 8 Relationship Marketing Strategies for Insurance Agents
Ritter & ReminderMedia Partnership Offers Agents New Marketing Solutions
 
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 7 July 2025 “Have You Thought about Postcards?” Custom Online Business Printing & Design | MOO US, MOO, www.moo.com/us/. Accessed 7 July 2025.
“Lunacy – Free Design Software for WIN, Mac, Linux.” Lunacy – Free Design Software for Win, Mac, Linux, Lunacy, www.icons8.com/lunacy. Accessed 7 July 2025.
 “Medicare Marketing Guidelines.” CMS.Gov, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 7 July 2025.
“Microsoft Designer - Stunning Designs in a Flash.” Microsoft Designer - Stunning Designs in a Flash, Microsoft, www.designer.microsoft.com/. Accessed 7 July 2025.
“ReminderMedia Postcard Campaigs.” ReminderMedia.Com, ReminderMedia, 14 Aug. 2024, 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 7 July 2025.
“Print & Copy Services: Office Depot.” Officedepot.com, Office Depot, www.officedepot.com/l/print-and-copy/print-services. Accessed 7 July 2025.
“VistaPrint.” VistaPrint Official Website: Online Printing Services, VistaPrint, www.vistaprint.com/. Accessed 7 July 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.
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

Field Notes on Partner Marketing Resources

Partnerships can be a powerful growth strategy for your business. Learn more about marketing your business through collaboration and community involvement.
 
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 Insurance Marketing Tips to Help Agents Stand Out from the Crowd
5 Things to Consider When Creating Your Personal Brand
Community-Based Marketing for Insurance Agents
Community Engagement & ACA Marketing Suggestions for Agents
How Relationship Marketing Can Make the Difference in Your Agency
Modern Medicare Marketing for Today's Agents
Operating From a People-First Mentality ft. Scott Zimmerman
Ready to partner with an FMO? Register with Ritter Insurance Marketing!
The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships
 
References:
“Affinity Marketing: The Art of Building Connections.” Mailchimp.Com, Intuit, mailchimp.com/resources/affinity-marketing/. Accessed 10 June 2025.
“Complementary Business Definition.” Lawinsider.Com, Law Insider, www.lawinsider.com/dictionary/complementary-business. Accessed 10 June 2025.
“Contract Year 2026 Policy and Technical Changes to the Medicare Advantage Program, Medicare Prescription Drug Benefit Program, Medicare Cost Plan Program, and Programs of All-Inclusive Care for the Elderly (CMS-4208-P).” CMS.Gov, CMS, 26 Nov. 2025, www.cms.gov/newsroom/fact-sheets/contract-year-2026-policy-and-technical-changes-medicare-advantage-program-medicare-prescription.
“Medicare Marketing Guidelines.” CMS.Gov, CMS, www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines. Accessed 10 June 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.

Field Notes on Digital Marketing Resources

Take your business into the modern world of digital marketing. We’ve compiled the ultimate guide to getting started, tips, resources, and more!
 
Read the text version
 
Register with Ritter Insurance Marketing
 
Full-Service Digital Marketing Services:
$99 Social
ConciergeBee
Disruptive Advertising
Firebelly MarketingHubstaff Talent
Ignite Visibility
KlientBoostLinkedIn
Lyfe Marketing
ReminderMedia
SEO DiscoveryUpwork
 
Self-Service Digital Marketing Options:
Buffer
Constant Contact
GoDaddy
Google Ads
HostGator
HubSpot
MailChimp
Semrush
SEO Meta in 1 Click
Social Bee
Squarespace
Wix
 
Resources:
3 Insurance Business Tools You Absolutely Can’t Live Without
Ritter Insurance Marketing Agent Compliance Handbook
How to Market Yourself Online Webinar
Field Notes on Traditional Marketing
Integrity Tools
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You
Introducing The Content Library for Health Insurance Agents
Modern Medicare Marketing for Today’s Agents FREE eBook Download
PlanEnroll
Ritter’s Content Library
Ritter Insurance Marketing Registration Form
Social Media Marketing for Insurance Agents FREE eBook Download  
The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients
 
References:
Kumar, Naveen. “167 Digital Marketing Statistics 2025 [Facts & Growth].” DemandSage, 4 Mar. 2025, https://www.demandsage.com/digital-marketing-statistics/.
“Digital Marketing: Everything You Need to Know to Get It Right.” HubSpot Blog, https://blog.hubspot.com/marketing/what-is-digital-marketing. Accessed 16 June 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 16 June 2025.
Nguyen, Stephanie T. “Can-SPAM Act: A Compliance Guide for Business.” Federal Trade Commission, 24 Jan. 2025, https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business/ .
“Subpart V—Medicare Advantage Communication Requirements.” Code of Federal Regulations, eCFR.gov, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 16 June 2025.
“Writing Alt Text for Infographics: Quick Tips.” WCAG Audits, ADA Accessibility Audits & Section 508 Audits, Bureau of Internet Accessibility, 7 Nov. 2023, https://www.boia.org/blog/writing-alt-text-for-infographics-quick-tips.
 
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.

Field Notes on Traditional Marketing Resources

Learn how to promote your insurance business with traditional marketing strategies. We cover what agents should know: marketing materials, use cases, and where to find resources!
 
Partner Resources:
AllOver Media
Lead Concepts
LeadingResponse
ReminderMedia Branded Magazine Info
Ritter Agents working with ReminderMedia
 
Design Resources:
99Designs
Fiverr
Freelancer
Upwork
 
Print Resources:
4imprint
Carvertise
FASTSIGNS
Lead Concepts
MOO
Office Depot Printing Services
Printful
Staples Print & Marketing Services
Sticker Mule
Vistaprint
Wrapify
 
Ritter Resources:
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa
Get Access to Exclusive Leads When You Become a PlanEnroll Network Agent
Integrity Official Site
Integrity Tools
LeadCENTER
MedicareCENTER
MedicareCENTER FAQs
PlanEnroll FAQs
Read The Ultimate Agent Resource List Part 1
Register with Ritter Insurance Marketing
ShopRitterIM
 
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.

What is the Health Insurance Marketplace?

In this episode of Agent Essentials, we’re covering the definition of the Health Insurance Marketplace!
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
The Complete Guide to Selling Affordable Care Act Insurance Plans
 
Resources:
FREE DOWNLOAD – The Complete Guide to Selling Affordable Care Act Insurance Plans: https://ritterim.com/aca-ebook/  
How Much Can Agents Make Selling Under-65 Insurance: https://lnk.to/TlGBGH
Meet Your Ritter Sales Team: https://ritterim.com/meet-your-sales-team/
Under-65 Health Products: https://ritterim.com/products/under-65/
 
State Based Marketplaces:
“Covered California: The Official Site of California’s Health Insurance Marketplace.” Covered California, https://www.coveredca.com/. Accessed 12 June 2025.
“Colorado’s Official Health Insurance Marketplace.” Connect for Health Colorado, 27 May 2025, https://connectforhealthco.com/. Accessed 12 June 2025.
Access Health CT, https://www.accesshealthct.com/. Accessed 12 June 2025.
“Welcome to DC Health Link | DC Health Link.” DC Health Link, https://www.dchealthlink.com/. Accessed 12 June 2025.
“Find Affordable Health Insurance in Georgia.” Georgia Access, 23 Jan. 2025, https://georgiaaccess.gov/. Accessed 12 June 2025.
“Your Health Idaho " Idaho’s Official Health Insurance Marketplace.” Your Health Idaho " Idaho’s Official Health Insurance Marketplace, 23 May 2025, https://www.yourhealthidaho.org/. Accessed 12 June 2025.
“A Healthier, Happier Kentucky Starts Here.” Kynect, https://kynect.ky.gov/healthcoverage/s/?language=en_US. Accessed 12 June 2025.
“Home.” Maryland Health Connection, 11 June 2025, https://www.marylandhealthconnection.gov/.
“Welcome to the Massachusetts Health Connector.” MA Health Connector, https://www.mahealthconnector.org/. Accessed 12 June 2025.
“A Plan That Fits. A Price That Works.” Home | CoverME.Gov, https://www.coverme.gov/. Accessed 12 June 2025.
“MNsure Home.” MNsure, https://www.mnsure.org/. Accessed 12 June 2025.
“Looking to Enroll in Health Insurance?” Nevada Health Link - Official Website, https://www.nevadahealthlink.com/. Accessed 12 June 2025.
“GetCoveredNJ.” WWW.nj.gov, https://nj.gov/getcoverednj/. Accessed 12 June 2025.
“BeWellnm - Your Health Insurance Marketplace in New Mexico.” BeWellnm, https://bewellnm.com/. Accessed 12 June 2025.
“NY State of Health, the Official Health Plan Marketplace.” Ny.gov, 2013, https://nystateofhealth.ny.gov/.
‌Home | Pennie. https://pennie.com/. Accessed 12 June 2025.
‌“Home.” HealthSource RI, https://healthsourceri.com/. Accessed 12 June 2025.
‌“VHC Landing Page.” Vermont.gov, 2020, https://portal.healthconnect.vermont.gov/VTHBELand/welcome.action. Accessed 12 June 2025.
‌“Home Page | Virginia’s Insurance Marketplace.” Www.marketplace.virginia.gov, https://www.marketplace.virginia.gov/. Accessed 12 June 2025.
‌“Home | Washington Healthplanfinder.” Wahealthplanfinder.org, 2018, https://www.wahealthplanfinder.org/. Accessed 12 June 2025.
‌“English (United States) Home.” Illinois.gov, 2020, https://getcovered.illinois.gov/.
‌
References:
“ACA Health Insurance Plans & Coverage: Aetna CVS Health.” Aetna CVS Health, https://www.aetnacvshealth.com/. Accessed 12 June 2025.
“Fast, Easy ACA Enrollment.” HealthSherpa, https://www.healthsherpa.com/agents/features. Accessed 12 June 2025.
“Individual & Family ACA Marketplace Plans | Individuals & Families | UnitedHealthcare.” UHC, UnitedHealthcare, https://www.uhc.com/individuals-families/aca-marketplace. Accessed 12 June 2025.
“The Marketplace in Your State.” HealthCare.Gov, https://www.healthcare.gov/marketplace-in-your-state/. Accessed 3 June 2025.
“State Health Insurance Marketplace Types.” KFF, 29 May 2025, https://www.kff.org/affordable-care-act/state-indicator/state-health-insurance-marketplace-types/.
“Welcome to the Health Insurance Marketplace®.” HealthCare.Gov, https://www.healthcare.gov/. Accessed 3 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.

Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo

Ever thought about incorporating your insurance business? Not sure if it’s the right move? In this episode, Sarah is joined by attorneys Frank Lavery and Justin Abodalo to learn more about business entities and how they’re structured. Frank focuses on the corporate law side, while Justin specializes in tax implications. Listen as theyir share their knowledge and weigh the pros and cons of each business structure option.
 
Find Frank Lavery Online:
LinkedIn: https://www.linkedin.com/in/frank-lavery-a05a57255/
McNees: https://www.mcneeslaw.com/people/frank-lavery/
 
Find Justin Abodalo Online:
LinkedIn: https://www.linkedin.com/in/justin-abodalo-463b3547/
McNees: https://www.mcneeslaw.com/people/justin-abodalo/
 
References:
Finnerty, Timothy, et al. “Closing Call for the Corporate Transparency Act: Fincen Removes Reporting Requirements for Domestic Business Entities.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 27 Mar. 2025, www.mcneeslaw.com/closing-call-corporate-transparency-act-fincen/.
Abodalo, Justin. “New Digital World, New Category of Form 1099.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 2 Oct. 2024, www.mcneeslaw.com/new-digital-world-form-1099/.
“Tax and Corporate Law Publications.” Mcneeslaw.Com, McNees Wallace & Nurick LLC, 30 Apr. 2025, www.mcneeslaw.com/practice/corporate-tax/.
 
Resources:
Building the Foundation for Success ft. Roy Snarr: https://lnk.to/snarr2025
Leveling Up: From Chill Mode to Growth Mode ft. Christian Brindle: https://lnk.to/brindle2025
Operating From a People-First Mentality ft. Scott Zimmerman: https://lnk.to/zimmerman2025
Register with Ritter Insurance Marketing
 
Follow Us on Social! 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim 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.