Agent Survival Guide Podcast
Business
Episodes
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
Learn the ins and outs of traditional marketing insurance agents can use to promote their business. We cover the whole process: types of marketing materials, use cases, and where to source them!
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Design Resources:
99Designs: https://99designs.com/
Fiverr: https://www.fiverr.com/
Freelancer: https://www.freelancer.com/
Upwork: https://www.upwork.com/
Print Resources:
4imprint: https://www.4imprint.com/
Carvertise: https://carvertise.com/
FASTSIGNS: https://www.fastsigns.com/
Lead Concepts: https://leadconcepts.com/
MOO: https://www.moo.com/us/
Office Depot Printing Services: https://www.officedepot.com/l/print-and-copy/print-services
Printful: https://www.printful.com/
Staples Print & Marketing Services: https://www.staples.com/services/printing/
Sticker Mule: https://www.stickermule.com/
Vistaprint: https://www.vistaprint.com/
Wrapify: https://wrapify.com/
Ritter Resources:
Four Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448
Generate Medicare Leads Using Marketing Materials from ShopRitterIM: https://link.chtbl.com/ASG511
Registration Link: https://app.ritterim.com/public/registration/
Ritter & ReminderMedia Partnership Offers Agents New Marketing Solutions: https://ritterim.com/blog/ritter-and-remindermedia-partnership-offers-agents-new-marketing-solutions/
Shop & Enroll Information: https://ritterim.com/shop-and-enroll/
ShopRitterIM.com Resources:
General: https://shopritterim.com/
Leads: https://shopritterim.com/ProductCategory?cat=leads
Pens: https://shopritterim.com/ProductCategory?cat=pens
Print Products: https://shopritterim.com/ProductCategory?cat=print
Promotional/Tradeshow Products: https://shopritterim.com/ProductCategory?cat=promo
Specialty Resources:
AllOver Media: https://allovermedia.com/
ReminderMedia Branded Magazine Info: https://remindermedia.com/branded-magazines/
Ritter Agents working with ReminderMedia: https://remindermedia.com/ritter-insurance-get-started-today/
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Saturday Mar 16, 2024
Saturday Mar 16, 2024
Want your insurance business to thrive in the modern world? Discover ways to implement adaptability in your day to day and watch your business grow.
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Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
3 Tips on How to Improve Adaptability in the Workplace: https://link.chtbl.com/ASG546
4 Strategies for Effectively Working with a Team: https://link.chtbl.com/ASG490
How Slowing Down Can Speed Up Innovation: https://link.chtbl.com/ASG563
Improve Your Customer Service with this Soft Skill: Negotiation: https://link.chtbl.com/ASG536
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
The Ritter Platform Launches 3 New Tools & Shared Client Records: https://ritterim.com/blog/the-ritter-platform-launches-3-new-tools-and-shared-client-records/
Tips on Dealing with a Difficult Client: https://link.chtbl.com/ASG381
Why Being a Likable Agent Is Good for Your Business: https://link.chtbl.com/ASG433
References:
Adaptability in the Workplace: Benefits and Importance: https://www.indeed.com/career-advice/career-development/adaptability-in-the-workplace
Coping strategies to overcome personal and professional challenges: https://community.thriveglobal.com/coping-strategies-personal-professional-challenges/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Monday Mar 11, 2024
Monday Mar 11, 2024
Create lasting client relationships with the retention mindset. Learn how as Blake Amos from Cigna Healthcare shares his expertise. In this interview, he explains what client retention is, how to implement retention-focused strategies, and elevating your retention efforts.
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Send Client Retention Feedback and Questions to Blake Amos: blake.amos@cignahealthcare.com
Feedback for the Agent Survival Guide Podcast? Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Cigna Healthcare Client Retention Resources*:
A Retention Mindset’s Perfectly Timed Follow-up: https://cignamedicareproducers.com/Portal/Search?id=122&type=mediaroomasset
Broker Resource Guide: https://cignamedicareproducers.com/Portal/GlobalActions/RedirectToContentUrl?LearningContentId=5170
Doctors, Drugs, and Dental: https://cignamedicareproducers.com/Portal/Search?id=118&type=mediaroomasset
Retention Playbook: https://cignamedicareproducers.com/Portal/GlobalActions/RedirectToContentUrl?LearningContentId=8068
Why Retention Mindset Sells More: https://cignamedicareproducers.com/Portal/Search?id=92&type=mediaroomasset
Why Retention Mindset Connects to Supplemental Benefits: https://cignamedicareproducers.com/Portal/Search?id=117&type=mediaroomasset
*A Cigna broker login is required to access these resources.
Other Helpful Resources:
Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496
FREE DOWNLOAD: The Complete Guide to Client Loyalty and Retention: https://ritterim.com/client-retention-guide/
How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG580
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG578
Why Client Retention Should Be Your Top Priority: https://link.chtbl.com/ASG581
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Tuesday Mar 05, 2024
Tuesday Mar 05, 2024
Keep your clients coming back for more! Learn client retention strategies and practical steps to implement when marketing your insurance business.
Read text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
How Client Retention Boosts Insurance Sales: https://link.chtbl.com/ASG580
Increase Sales and Productivity with the Busy Medicare Agent’s Sales Planner: https://link.chtbl.com/ASG570
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG578
Learning From Lost Medicare Sales: https://link.chtbl.com/ASG576
Stay Organized with the Busy ACA Agent's Sales Calendar: https://link.chtbl.com/ASG571
References:
51 customer service statistics you need to know: https://www.zendesk.com/blog/customer-service-statistics/
70 Customer Retention Statistics for 2024: Loyalty Programs & Strategies: https://financesonline.com/customer-retention-statistics/
2023: The year of customer service-led growth: https://www.zendesk.com/blog/2022-the-year-of-customer-service-led-growth/
Customer experience: A comprehensive guide for 2024: https://www.zendesk.com/blog/why-companies-should-invest-in-the-customer-experience/
Salesforce Report: Nearly 90% Of Buyers Say Experience a Company Provides Matters as Much as Products or Services: https://www.salesforce.com/news/stories/customer-engagement-research/
Zendesk Customer Experience Trends Report 2020: https://d1eipm3vz40hy0.cloudfront.net/pdf/cxtrends/cx-trends-2020-full-report.pdf
Saturday Mar 02, 2024
Saturday Mar 02, 2024
Investments aren’t just numbers on a spreadsheet, they can be people too! Discover what clients value in a business and how you can make them feel valued as their insurance agent.
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Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
4 Tips for Making a Better Insurance Sales Pitch: https://link.chtbl.com/ASG469
Common Sales Mistakes You Might Be Making (And How to Fix Them) https://link.chtbl.com/ASG483
Guiding Your Clients from the Marketplace to Medicare: https://link.chtbl.com/ASG510
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
Improve Your Customer Service with This Soft Skill: Negotiation: https://link.chtbl.com/ASG536
The Complete Guide to Client Loyalty and Retention FREE eBook: https://ritterim.com/client-retention-guide/
Why Being a Likable Agent is Good for Business: https://link.chtbl.com/ASG433
References:
2017 State of Global Customer Service Report: https://info.microsoft.com/rs/157-GQE-382/images/EN-CNTNT-Report-DynService-2017-global-state-customer-service-en-au.pdf
15 Statistics That Should Change The Business World – But Haven’t: https://www.linkedin.com/pulse/20130604134550-284615-15-statistics-that-should-change-the-business-world-but-haven-t
70 Customer Retention Statistics for 2024: Loyalty Programs & Statistics: https://financesonline.com/customer-retention-statistics/
107 Customers Service Statistics and Facts You Should Ignore: https://www.helpscout.com/75-customer-service-facts-quotes-statistics/
Consumers Want Enhanced Experiences: https://www.propelsoftware.com/lp/what-customers-want
Customer Acquisition Vs. Retention Costs – Statistics And Trends: https://www.invespcro.com/blog/customer-acquisition-retention/
Customer Retention Statistics – The Ultimate Collection for Small Business: https://smallbiztrends.com/2023/12/customer-retention-statistics.html
Customer Retention Marketing vs. Customer Acquisition Marketing: https://www.outboundengine.com/blog/customer-retention-marketing-vs-customer-acquisition-marketing/
Five Customer Retention Tips for Entrepreneurs: https://www.forbes.com/sites/alexlawrence/2012/11/01/five-customer-retention-tips-for-entrepreneurs/?sh=186878cc5e8d
Zendesk Customer Experience Trends Report 2020: https://d1eipm3vz40hy0.cloudfront.net/pdf/cxtrends/cx-trends-2020-full-report.pdf
Monday Feb 26, 2024
Monday Feb 26, 2024
Be a resource for your clients by guiding them through Affordable Care Act subsidies this tax season. Learn which forms are used, deadlines, FAQs, and more in this episode!
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
5 Myths About Selling ACA Health Plans: https://link.chtbl.com/ASG451
7 Ways to Get Involved in Your Community: https://link.chtbl.com/ASG453
Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552
FAQs About Selling On-Exchange & Off-Exchange Under-65 Plans: https://link.chtbl.com/ASG436
Learn How to Sell ACA Products During the Off-Season ft. Danica Stover: https://link.chtbl.com/ASG428
Knight School Training: https://ritterim.com/knight-school/
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
The Complete Guide to Selling Affordable Care Act Insurance Plans FREE eBook: https://ritterim.com/aca-ebook/
What the Inflation Reduction Act Means for Your Medicare & ACA Clients: https://link.chtbl.com/ASG463
References:
Essential Tax Forms for the Affordable Care Act (ACA) https://turbotax.intuit.com/tax-tips/health-care/essential-tax-forms-for-the-affordable-care-act/L7VURKAae
Form 8962 - Premium Tax Credit PDF: https://www.irs.gov/pub/irs-pdf/f8962.pdf
Health coverage tax tool: https://www.healthcare.gov/tax-tool/#/
How to find your Form 1095-A online: https://www.healthcare.gov/downloads/how-to-find-form-1095-a-online.pdf
How to pick a health insurance plan: https://www.healthcare.gov/choose-a-plan/plans-categories/
How to reconcile your premium tax credit: https://www.healthcare.gov/taxes-reconciling/
How to use Form 1095-A: https://www.healthcare.gov/tax-form-1095/
IRS Trusted Tax Preparation Partners: https://apps.irs.gov/app/freeFile/browse-all-offers/
Understanding Your Letter 12C: https://www.irs.gov/individuals/understanding-your-letter-12c
What Is Affinity Marketing? (With Benefits and Tips) https://www.indeed.com/career-advice/career-development/affinity-marketing
Thursday Feb 22, 2024
Thursday Feb 22, 2024
Build strong connections with your clients through effective face-to-face communication. We've got best practices and more in this episode!
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
7 Ways to Get Involved with Your Community: https://link.chtbl.com/ASG453
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Agent Apps | Apps for Social Media Marketing: https://link.chtbl.com/ASGA52
Building Client Loyalty: More than Just a Plan: https://link.chtbl.com/ASG496
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
Improve Your Customer Service with this Soft Skill: Negotiation: https://link.chtbl.com/ASG536
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Senior Speak: Talking to Medicare Clients Age 65 & Older: https://link.chtbl.com/ASG412
Why Being a Likable Agent is Good for Your Business: https://link.chtbl.com/ASG433
References:
6 Benefits of Effective Communication: https://whatsupusana.com/2017/02/benefits-effective-communication/
13 Powerful Body Language Tips To Instantly Boost Your Confidence: https://liveboldandbloom.com/10/self-confidence/confident-body-language
15 Tips for Effective Communication in Leadership: https://www.ccl.org/articles/leading-effectively-articles/communication-1-idea-3-facts-5-tips/
Active Listening: https://www.mindtools.com/az4wxv7/active-listening
Body Language: https://www.mindtools.com/aejjzul/body-language
Is Nonverbal Communication a Numbers Game? https://www.psychologytoday.com/us/blog/beyond-words/201109/is-nonverbal-communication-a-numbers-game
Is ‘Sweetie’ and ‘Dear’ a Hurt for the Elderly? https://www.nytimes.com/2008/10/07/us/07aging.html
The Importance of Effective Communication: https://www.stevenson.edu/online/about-us/news/importance-effective-communication/
The Mistakes We Make Communicating with Elders (and How to Fix Them) https://lifehacker.com/the-mistakes-we-make-communicating-with-elders-and-how-1575782036
Tuesday Feb 20, 2024
Tuesday Feb 20, 2024
Carry your business into modern times by utilizing digital communications to the fullest. Learn how you can create quality interactions via email, phone, and social media.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
5 Basic Care Tips for Your Electronic Devices: https://link.chtbl.com/ASG484
8 Relationship Marketing Strategies for Insurance Agents featuring ReminderMedia’s Luke Acree and Andrew Saksa: https://link.chtbl.com/ASG448
Agent Apps | How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Building Client Loyalty: More Than Just a Plan: https://link.chtbl.com/ASG496
Cybersecurity Best Practices for Insurance Agents: https://link.chtbl.com/ASG515
Digital Marketing for Insurance Agents: Our Top Tips to Boost Business: https://ritterim.com/blog/digital-marketing-for-insurance-agents-our-top-tips-to-boost-business/
Do You Have What It Takes to Be a Great Insurance Agent? https://link.chtbl.com/ASG326
Empowering Agents Through Technology ft. Aaron Kassover: https://link.chtbl.com/ASG458
How Client Retention Boosts Your Insurance Sales: https://link.chtbl.com/ASG305
Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488
Social Media Marketing for Insurance Agents FREE eBook download: https://ritterim.com/social-media-ebook/
Why Being a Likeable Agent is Good for Your Business: https://link.chtbl.com/ASG433
References:
5 Reasons Why Multitasking Makes You Less Productive: https://www.yourdigitalresource.com/post/youre-less-productive-when-youre-multitasking
11 Free Email Hacks to Step Up Your Productivity: https://blog.hubspot.com/marketing/email-hacks-productivity
80 Customer Service Statistics: 8 Lessons to Fuel Growth in 2020 and Beyond: https://www.groovehq.com/customer-service-statistics
Behind the Sciences: How to Write A Professional Email Fast: https://www.yesware.com/blog/how-to-write-a-professional-email/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Share of those 65 and older who are tech users has grown in the past decade: https://www.pewresearch.org/short-reads/2022/01/13/share-of-those-65-and-older-who-are-tech-users-has-grown-in-the-past-decade/
Six Telephone Communication Skills Tips for Customer Service: https://www.skillsyouneed.com/rhubarb/customer-service-telephone-skills.html
The Science Behind Answering the Phone with a Smile: https://www.smiledog.io/smiling-on-phone/
Saturday Feb 17, 2024
Saturday Feb 17, 2024
Find solutions to improve your sales tactics after lost insurance sales opportunities. We’ve got strategies and resources to help you get back up on your feet. Keep moving and improving your insurance business!
Read the text version
Register with Ritter here!
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
4 Steps to Selling Dental, Vision, and Hearing Insurance: https://link.chtbl.com/ASG323
7 Powerful Practices for Selling Prescription Drug Plans: https://link.chtbl.com/ASG309
Best Practices for Training Downline Agents: https://link.chtbl.com/ASG522
Developing an Agency – Your Guide to Getting Started FREE eBook: https://ritterim.com/agency-guide/
Get Your Portfolio Review: https://ritterim.com/portfolio/
How Insurance FMOs Work FREE eBook: https://ritterim.com/how-insurance-fmos-work/
How to Streamline Your Insurance Sales Process: https://link.chtbl.com/ASG520
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
Organization Tips and Trick for the Medicare Annual Enrollment Period: https://ritterim.com/blog/organization-tips-and-tricks-for-the-medicare-annual-enrollment-period/
Senior Speak: Talking to Medicare Clients Age 65 & Older: https://link.chtbl.com/ASG412
Should You Hire an Assistant for Your Insurance Business? https://link.chtbl.com/ASG336
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Definitive Guide to Getting Leads and Prospecting for Medicare Sales FREE eBook: https://ritterim.com/lead-generation-guide/
The Benefits of Joining a Top Insurance FMO: https://link.chtbl.com/ASG425
The Ritter Platform: https://ritterim.com/the-ritter-platform/
References:
26 Habits of Incredibly Successful Salespeople: https://blog.hubspot.com/sales/habits-to-become-a-more-effective-salesperson
Active Listening: https://www.mindtools.com/az4wxv7/active-listening
The Negative Effects of Elderspeak: https://www.nextavenue.org/negative-effects-elderspeak/
Monday Feb 12, 2024
Monday Feb 12, 2024
Discover how joining a field marketing organization can boost your insurance business growth in 2024. Whether you're just starting out, or you've recently become independent, we've got resources to help!
Join Our FMO! Register with Ritter Insurance Marketing
Ask the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
5 Things About Working with Ritter Insurance Marketing: https://link.chtbl.com/ASGF20230512
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
How Insurance FMOs Work: https://link.chtbl.com/ASGT20240208
Meet the sales team here at Ritter: https://www.ritterim.com/meet-your-sales-team/
The Benefits of Joining a Top Insurance FMO: https://link.chtbl.com/ASG425
Why Should Agents Work with Ritter Insurance Marketing? https://link.chtbl.com/ASGWhyRitter
Tuesday Feb 06, 2024
Tuesday Feb 06, 2024
Stay on top of compliance this Medicare Advantage Open Enrollment period. Listen for best practices and what not to do during MA OEP.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
The Complete Guide on How to Sell Medicare Advantage Plans FREE eBook: https://www.ritterim.com/medicare-advantage-ebook/
Things to Think About Post-AEP: https://link.chtbl.com/ASG558
What Beneficiaries Value Most in Medicare Advantage Plans: https://link.chtbl.com/ASG555
References:
Limited Income and Resources: https://www.cms.gov/training-education/partner-outreach-resources/low-income-subsidy-lis
Medicare Managed Care Manual CH 2 – Medicare Advantage Enrollment and Disenrollment: https://www.cms.gov/files/document/cy-2024-ma-enrollment-and-disenrollment-guidance.pdf
Special Enrollment Periods: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan/special-enrollment-periods
When Does Medicare Coverage Start? https://www.medicare.gov/basics/get-started-with-medicare/sign-up/when-does-medicare-coverage-start
Saturday Feb 03, 2024
Saturday Feb 03, 2024
Taxes are normally a snooze fest, but the 1035 Exchange has us excited! Find out how this form can help your clients switch certain policies without penalty. Listen to learn more.
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
4 Out-of-the-Box Long-Term Care Insurance Solutions: https://www.ritterim.com/blog/4-out-of-the-box-long-term-care-insurance-solutions/
4 Ways to Calculate Your Clients' Life Insurance Policy Needs: https://link.chtbl.com/ASG561
Annuities vs. 401(k)s: Examining Differences That Can Matter to Clients: https://link.chtbl.com/ASG506
Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365
Identifying Ideal Clients for LTCi: https://www.ritterim.com/blog/identifying-ideal-clients-for-ltci/
There’s More to Life Insurance Than Just a Policy: https://link.chtbl.com/ASG560
The Complete Guide on How to Sell Final Expense Insurance FREE eBook download: https://www.ritterim.com/final-expense-ebook/
What to Do If Your Clients Can No Longer Afford Their Permanent Life Insurance Premiums: https://link.chtbl.com/ASG568
References:
26 U.S. Code § 1035 – Certain exchange of insurance policies (Tax Code 1035): https://www.law.cornell.edu/uscode/text/26/1035
The Pension Protection Act of 2006 and How It Still Helps Retirement: https://www.investopedia.com/articles/retirement/06/ppa2006.asp
Monday Jan 29, 2024
Monday Jan 29, 2024
Get ahead of the game with these expert tips and strategies. With the close of the Affordable Care Act OEP, your work isn't quite done yet. Click play to learn more!
Read the text version
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
7 Ways to Get Involved with Your Community: https://link.chtbl.com/ASG453
8 Reasons Why Medicare Agents Should Sell ACA Plans: https://link.chtbl.com/ASG395
ACA Client Letter Template PDF: https://www.ritterim.com/documents/aca-client-letter-template.docx
A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products FREE ebook: https://www.ritterim.com/selling-ancillary-with-medicare/Agent Apps | How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
Agent Apps | Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533
Knight School Cross-sell to Fill Coverage Gaps or Unmet Needs: https://www.ritterim.com/knight-school/expand-dominate/cross-sell/12/FAQs About Selling On-Exchange & Off-Exchange under-65 Plans: https://link.chtbl.com/ASG436
Four Ancillary Cross-Sales to Show Clients You Care: https://www.ritterim.com/blog/four-ancillary-cross-sales-to-show-clients-you-care/ Five Ways to Generate ACA Leads: https://www.ritterim.com/blog/five-ways-to-generate-aca-leads/
Free eBooks & Guides: https://www.ritterim.com/guides/
Guiding Your Clients from the Marketplace to Medicare: https://link.chtbl.com/ASG510
How Professional Organizations Make You a Better Agent: https://www.ritterim.com/blog/how-professional-organizations-make-you-a-better-agent/
How to Cross-Sell Insurance: The Avisor Approach: https://link.chtbl.com/ASG409
How to Successfully Set SMART Goals: https://link.chtbl.com/ASG565
Knight School: https://www.ritterim.com/knight-school/
Meet Your Sales Team: https://www.ritterim.com/meet-your-sales-team/
Social Media Marketing for Insurance Agents FREE eBook: https://www.ritterim.com/social-media-ebook/
The Best Books for Insurance Agents: https://www.ritterim.com/blog/the-best-books-for-insurance-agents/
The Complete Guide to Selling Affordable Care Act Insurance FREE eBook: https://www.ritterim.com/aca-ebook/
Using a SWOT Analysis to Review Your Insurance Business: https://link.chtbl.com/ASG559
References:
Health benefits & coverage: https://www.healthcare.gov/coverage/what-marketplace-plans-cover/Nextdoor App: https://nextdoor.com/
State Health Insurance Marketplace Types, 2024: https://www.kff.org/health-reform/state-indicator/state-health-insurance-marketplace-types
Status of State Medicaid Expansion Decisions Interactive Map: https://www.kff.org/medicaid/issue-brief/status-of-state-medicaid-expansion-decisions-interactive-map/ Qualifying health coverage: https://www.healthcare.gov/glossary/qualifying-health-coverage/
Thursday Jan 25, 2024
Thursday Jan 25, 2024
Take full advantage of your success by using our ACA calendar. Find important dates, events, and space for you to fill in what you need to keep you and your business on track.
Read the text version
Download The Busy ACA Agent’s Sales Calendar
Ask the Agent Survival Guide Podcast! Fill out the form: https://bit.ly/askasg email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Quarter One:
[02:06]
ACA 101: Selling Under-65 Health Insurance: https://www.ritterim.com/blog/aca-101-selling-under-65-health-insurance/
Community Engagement & ACA Marketing Suggestions for Agents: https://link.chtbl.com/ASG552
How to Successfully Set SMART Goals: https://link.chtbl.com/ASG565
Quarter Two:
[05:08]
5 Tips for Finding Supplemental Coverage for ACA Plans: https://www.ritterim.com/blog/5-tips-for-finding-supplemental-coverage-for-aca-plans/
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://www.ritterim.com/blog/how-to-help-clients-navigate-aca-marketplace-subsidies-taxes/
Quarter Three:
[08:14]
2024 ACA Exchange & FFM Certification Info: https://www.ritterim.com/blog/2024-aca-exchange-ffm-certification-info/
Contract & Get Appointed to Sell with Health Insurance Companies: https://www.ritterim.com/blog/contract-get-appointed-to-sell-with-health-insurance-companies/
FAQs About ACA Certification and Training: https://link.chtbl.com/ASGN20230918
OEP Ready-to-Sell Checklist PDF: https://www.ritterim.com/documents/oep-ready-to-sell-checklist.pdf
Ritter Summits: https://summits.ritterim.com/
Steps to Get Ready for OEP: Federal & State Exchanges: https://link.chtbl.com/ASG539
Quarter Four:
[10:19]
8 Reasons Why Medicare Agents Should Sell ACA Plans: https://link.chtbl.com/ASG395
Everything You Need to Know About the ACA OEP: https://link.chtbl.com/ASG545R
Guiding Your Clients from the Marketplace to Medicare: https://link.chtbl.com/ASG510
Simplify Marketplace Enrollments with HealthSherpa: https://www.ritterim.com/blog/simplify-marketplace-enrollments-with-healthsherpa/
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
General Resources:
Free eBooks & Guides: https://www.ritterim.com/guides/
Meet Your Sales Team: https://www.ritterim.com/meet-your-sales-team/
Register with Ritter: https://app.ritterim.com/public/registration/
References:
HealthSherpa Privacy Notice: https://www.healthsherpa.com/privacy_notice
Mental health & substance abuse coverage: https://www.healthcare.gov/coverage/mental-health-substance-abuse-coverage/
Preventive care benefits for adults: https://www.healthcare.gov/preventive-care-adults/
Transgender health care: https://www.healthcare.gov/transgender-health-care/
Tuesday Jan 23, 2024
Tuesday Jan 23, 2024
Stay organized and on top of sales with Ritter's planner just for insurance agents selling Medicare! We walk through the year, highlighting what agents should focus on during each quarter.
Read text version
Download your Months of Medicare At a Glance planner NOW!
Test Drive the Tools Ritter Insurance Marketing Offers
Quarter One:
[03:23]
Every 'Second' Counts: Why Sell Cancer, Heart Attack and Stroke Insurance? https://www.ritterim.com/blog/every-second-counts-why-sell-cancer-heart-attack-and-stroke-insurance/
How to Follow up with Medicare Clients Compliantly: https://link.chtbl.com/ASG417
Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488
The Benefits of Selling D-SNPs: https://www.ritterim.com/blog/the-benefits-of-selling-d-snps/
The Complete Guide to Client Loyalty and Retention: https://www.ritterim.com/client-retention-guide/
The Top 5 Products to Sell During Medicare's Lock-In Period: https://link.chtbl.com/ASG513
Quarter Two:
[06:10]
AHIP Test Tips and Tricks for Medicare Certification: https://www.ritterim.com/blog/ahip-test-tips-and-tricks-for-medicare-certification/
Build Your Brand with Community Involvement: https://www.ritterim.com/blog/build-your-brand-with-community-involvement/
Carrier Pages: https://docs.ritterim.com/products/carriers/
Certification Center: https://docs.ritterim.com/products/certification/
Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533
FAQs About NABIP Medicare Certification: https://www.ritterim.com/blog/faqs-about-nabip-medicare-certification/
Sense Success with Dental, Vision, and Hearing Plans: https://www.ritterim.com/blog/sense-success-with-dental-vision-and-hearing-plans/
The Advisor Approach: Cross-Selling by Fact-Finding: https://link.chtbl.com/ASG409
The Benefits of Selling D-SNPs: https://www.ritterim.com/blog/the-benefits-of-selling-d-snps/
What Is AHIP Certification and How Do I Get It? https://link.chtbl.com/ASG525
Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://www.ritterim.com/blog/where-how-to-start-cross-selling-to-fill-insurance-coverage-gaps/
Quarter Three:
[09:43]
3 Benefits of Contracting to Sell Medicare Advantage Plans Outside of AEP: https://www.ritterim.com/blog/3-benefits-of-contracting-to-sell-medicare-advantage-plans-outside-of-aep/
Get a Portfolio Review from Ritter Insurance Marketing: https://www.ritterim.com/portfolio/?utm_source=asg_podcast_link
Quarter Four:
[12:26]
ACA 101: Selling Under-65 Health Insurance: https://www.ritterim.com/blog/aca-101-selling-under-65-health-insurance/
ACA Basics Knight School Training: https://www.ritterim.com/knight-school/solid-foundation/aca-basics/1/
Everything You Need to Know About the ACA OEP: https://link.chtbl.com/ASG545R
Five Reasons Clients Switch Medicare Plans During AEP: https://link.chtbl.com/ASG471R
The Complete Guide to Selling Affordable Care Act Insurance Plans: https://www.ritterim.com/aca-ebook/
Things to Think About Post-AEP: https://www.ritterim.com/blog/things-to-think-about-post-aep/
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
General Resources:
Do's and Don'ts of Medicare Compliance: https://link.chtbl.com/ASG542
Meet Your Sales Team at Ritter: https://www.ritterim.com/meet-your-sales-team/
Shop & Enroll: https://www.ritterim.com/shop-and-enroll/
Ritter Registration: https://app.ritterim.com/public/registration/
The Ritter Blog: https://www.ritterim.com/blog/
The Ritter Platform: https://www.ritterim.com/the-ritter-platform/
References:
10 Volunteering Opportunities in Your Community: https://www.dosomething.org/us/articles/volunteering-opportunities-in-your-community
40 Volunteer Statistics That Will Blow Your Mind: https://volunteerhub.com/blog/40-volunteer-statistics
2023 Heart Disease and Stroke Statistics Update Fact Sheet: https://professional.heart.org/-/media/PHD-Files-2/Science-News/2/2023-Heart-and-Stroke-Stat-Update/2023-Statistics-At-A-Glance-final_1_17_23.pdf
American Heart Association: https://www.heart.org/
Dual Eligible Special Needs Plans (D-SNPs): https://www.cms.gov/medicare/enrollment-renewal/special-needs-plans/dual-eligible
Surprising Statistics about Strategic Planning: https://fundingforgood.org/statistics-about-strategic-planning/