Agent Survival Guide Podcast
Business
Episodes
Wednesday Jul 17, 2024
Wednesday Jul 17, 2024
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/
Wednesday Jul 10, 2024
Wednesday Jul 10, 2024
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
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/
Monday Jul 08, 2024
Monday Jul 08, 2024
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/
Monday Jul 01, 2024
Monday Jul 01, 2024
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.
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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.
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/
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/
Friday Jun 28, 2024
Friday Jun 28, 2024
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
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/
Wednesday Jun 26, 2024
Wednesday Jun 26, 2024
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/
Monday Jun 24, 2024
Monday Jun 24, 2024
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
Monday Jun 17, 2024
Monday Jun 17, 2024
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/
Wednesday Jun 12, 2024
Wednesday Jun 12, 2024
Be your best on camera by taking your virtual meetings to the next level. We’ve got tips on lighting, cameras, virtual etiquette, and more!
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
Agent’s Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Agent’s Guide to Video Communication Resources: https://link.chtbl.com/ASG596
How Agents Can Use Stories to Sell Insurance: https://ritterim.com/blog/how-agents-can-use-stories-to-sell-insurance/
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG578
The Complete Guide to Client Loyalty and Retention FREE eBook Download: https://ritterim.com/client-retention-guide/
The Ultimate Agent Resource List Pt 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
References:
7 Tips For Making Webcam Videos Look Good (And Pants Are Optional) https://www.panopto.com/blog/7-tips-for-making-webcam-videos-look-good-pants-optional/
Video conferencing etiquette: 10 tips for a successful video conference: https://resources.owllabs.com/blog/video-conferencing-etiquette
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/
Monday Jun 10, 2024
Monday Jun 10, 2024
Here are our recommendations for apps and software to easily connect with your team and clients.
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.
Video Conferencing Resources:
Google Meet: https://workspace.google.com/products/meet/ Google Workspace: https://workspace.google.com/
Microsoft Meet: https://www.microsoft.com/en-us/microsoft-teams/small-medium-business
Phone.com: https://www.phone.com/video-meetings/
RingCentral: https://www.ringcentral.com/video.html
Zoho Webinar: https://www.zoho.com/webinar/
Zoho Meeting: https://www.zoho.com/meeting/
Zoom Webinars: https://www.zoom.com/en/products/webinars/
Zoom Workplace: https://www.zoom.com/en/products/collaboration-tools/
Resources:
Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Apps to Make Your Small Business More Efficient: https://link.chtbl.com/ASGA034
Agent’s Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Best Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
References:
5 Tips to Stand Out on Zoom: How to Look Best on Video Calls: https://www.youtube.com/watch?v=4xr4vmPJDE0
8 tips for video conferencing etiquette: https://www.ringcentral.com/us/en/blog/video-conferencing-etiquette-2022/
Best Practices for Effective Video Conferencing: https://uit.stanford.edu/videoconferencing/best-practices
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/
Wednesday May 29, 2024
Wednesday May 29, 2024
If you’re just starting out in the insurance industry, this episode is a must listen! Discover key tools and resources for establishing your business, gaining leads, marketing, compliance, and 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:
A Review of the Top Medicare Quote Engines for Insurance Agents: https://ritterim.com/blog/a-review-of-the-top-medicare-quote-engines-for-insurance-agents/
CallVault: https://ritterim.com/the-ritter-platform/#callvault
CMS’ New Definition of Marketing & How it Affects Agents Selling Medicare Plans: https://ritterim.com/blog/cms-new-definition-of-marketing-how-it-affects-agents-selling-medicare-plans/
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
Free eBooks & Guides: https://ritterim.com/guides/
How Insurance FMOs Work FREE eBook download: https://ritterim.com/how-insurance-fmos-work/
Knight School Training: https://ritterim.com/knight-school/
Lead Center: https://leads.integrity.com/login
Meet Your Sales Team at Ritter: https://ritterim.com/meet-your-sales-team/
Medicare Center: https://integrity.com/MedicareCENTER/
Medicare Quote Engine Prospectus PDF: https://ritterim.com/documents/prospectus/medicare-quote-engine-prospectus.pdf
Round Table Facebook Group: https://www.facebook.com/groups/RittersRoundTable/
Ritter Events Calendar: https://ritterim.com/events/
Ritter Insurance Marketing Joins Integrity Marketing Group: https://ritterim.com/blog/ritter-insurance-marketing-joins-integrity-marketing-group/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Best Software for Tracking Your Medicare Commissions: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
The Ritter Blog: https://ritterim.com/blog/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
The Ritter Platform – Elevate Your Sales Process PDF: https://ritterim.com/documents/prospectus/the-ritter-platform-prospectus.pdf
The Ultimate Agent Resource List Pt 1: Market Yourself: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-1-market-yourself/
The Ultimate Agent Resource List Pt. 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
Your Guide to Compliant Medicare Call Recording with CallVault PDF: https://ritterim.com/documents/prospectus/your-guide-to-compliant-medicare-call-recording-with-callvault.pdf
Your Step-By-Step Guide to Getting Started in Insurance Sales eBook: https://ritterim.com/free-guide/
References:
Acuity Scheduling: https://acuityscheduling.com/
AgentMethods: https://www.agentmethods.com/
Appointment scheduling with Google Calendar: https://workspace.google.com/resources/appointment-scheduling/
Calendly: https://calendly.com/
HubSpot Free Meeting Schedular: https://www.hubspot.com/products/sales/schedule-meeting
Market Advisor: https://csg-actuarial-wordpress.appspot.com/software/market-advisor/
Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs; Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency; Additional Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and
Microsoft Bookings: https://www.microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
The Best 24 Appointment Scheduling Apps and Booking Software: https://blog.hubspot.com/sales/best-scheduling-app
TrustedForm: https://activeprospect.com/trustedform/
Verisk Marketing Solutions: https://marketing.verisk.com/compliance/
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/
Monday May 27, 2024
Monday May 27, 2024
What happens when a Medicare Advantage client wants to switch to Original Medicare? Depending on WHEN they enrolled, they may qualify for the Medicare Advantage Trial Right Period. Listen to learn more about how it works and who qualifies.
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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.
Resources:
Helping Clients Navigate Medicare’s Durable Medical Equipment Coverage: https://ritterim.com/blog/helping-clients-navigate-medicares-durable-medical-equipment-coverage/
How to Be an Adaptable Insurance Agent: https://link.chtbl.com/ASG582
How to Check Medicare Extra Help Eligibility for Your Client: https://ritterim.com/blog/how-to-check-medicare-extra-help-eligibility-for-your-client/
Interview: Training Opportunities for Agents at Ritter Insurance Marketing: https://ritterim.com/blog/interview-training-opportunities-for-agents-at-ritter-insurance-marketing/
Medicare Advantage Emergency-Related SEPs: https://ritterim.com/blog/medicare-advantage-emergency-related-seps/
Medicare Advantage Open Enrollment Do's and Don'ts: https://link.chtbl.com/ASG574
Surviving AEP: https://ritterim.com/aep/
What Beneficiaries Value Most in Medicare Advantage Plans: https://link.chtbl.com/ASG555
References:
Joining a Medicare Health Plan: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan
Learn How Medigap Works: https://www.medicare.gov/health-drug-plans/medigap/basics/how-medigap-works
Medigap Open Enrollment Period: https://www.medicare.gov/health-drug-plans/medigap/ready-to-buy
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/
Wednesday May 15, 2024
Wednesday May 15, 2024
Field Marketing Organizations can take your business to the next level. In this episode, learn ten things to consider when doing your research, and all the benefits and resources Ritter Insurance Marketing has to offer!
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Register with Ritter Insurance Marketing
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
4 Perks of Partnering with an FMO: https://link.chtbl.com/ASG575
Do’s and Don’ts of Medicare Compliance: https://ritterim.com/blog/dos-and-donts-of-medicare-compliance/
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
How Insurance FMOs Work FREE eBook: https://ritterim.com/how-insurance-fmos-work/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Benefits of Joining a Top Insurance FMO: https://ritterim.com/blog/the-benefits-of-joining-a-top-insurance-fmo/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
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/
Monday May 06, 2024
Monday May 06, 2024
Final expense insurance can be a difficult topic to bring up with clients and prospects. We cultivated these creative sales strategies to make your next sales appointment go smoother!
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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.
Resources:
4 Steps to Every Final Expense Sale: https://link.chtbl.com/ASG591
5 Life Insurance Myths Your Clients May Believe: https://link.chtbl.com/ASG362
The Advisor Approach: Cross-Selling by Fact-Finding:https://link.chtbl.com/ASG587
Life Insurance for Each of Life’s Stages: https://link.chtbl.com/ASG365
Ritter Fact Finder Sheet: https://ritterim.com/documents/ritter-fact-finder.pdf
The Complete Guide on How to Sell Final Expense Insurance: https://ritterim.com/final-expense-ebook-digital/
References:
Brace Yourself: This is how much America’s 1% has saved: https://www.marketwatch.com/story/brace-yourself-this-is-how-much-americas-1-has-saved-2018-08-24
How Much Does the Average Funeral Cost? https://smartasset.com/life-insurance/how-much-does-the-average-funeral-cost
How much does a funeral cost in 2024? https://www.usatoday.com/money/blueprint/life-insurance/how-much-does-a-funeral-cost/
The Average Savings Account Balance: https://www.usnews.com/banking/articles/the-average-savings-account-balance
Wednesday May 01, 2024
Wednesday May 01, 2024
Tackle your next final expense sale with our winning formula. Discover four tried and true steps for educating your clients on life insurance and making the sale!
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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.
Register with Ritter
Resources:
4 Reasons Why Ritter Should Be Your FMO Insurance Agency: https://link.chtbl.com/ASG391
4 Steps to Selling More Final Expense Insurance Infographic PDF: https://ritterim.com/documents/infographics/how-to-close-more-final-expense-sales-infographic.pdf
Final Expense Insurance: How Much Can Clients Expect It to Cover? https://link.chtbl.com/ASG519
Meet Your Sales Team: https://ritterim.com/meet-your-sales-team/
More Than Medicare: https://docs.ritterim.com/products/more-than-medicare/
Ritter Fact Finder PDF: https://ritterim.com/documents/ritter-fact-finder.pdf
Ritter Insurance Marketing Final Expense Carrier Sweet Spots: https://docs.ritterim.com/products/more-than-medicare/#carrier-sweet-spots
The Advisor Approach: Cross-Selling by Fact-Finding: https://link.chtbl.com/ASG587
Tips for Cross-Selling Medicare Products: https://link.chtbl.com/ASG410
References:
Funeral Cost Statistics: https://nfda.org/news/statistics Life Insurance Is on People Minds: https://lifehappens.org/research/life-insurance-is-on-peoples-minds/
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/