Agent Survival Guide Podcast
Business
Episodes
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.
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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:
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!
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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:
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/
Tuesday Aug 30, 2022
Tuesday Aug 30, 2022
Innovation moves fast. The industry changes. Technology evolves. Sarah talks with AgentMethods founder Aaron Kassover about what that means for insurance agents and his company's mission to make agents successful online. From building your website and scheduling appointments to marketing outreach and social media, AgentMethods can help your insurance business!
AgentMethods Official Website: https://www.agentmethods.com/
Download 159 Marketing Tips for Insurance Agents: https://resources.agentmethods.com/159-marketing-tips
Some words of wisdom from Aaron Kassover:
"They have to trust you, and if they get an email from you and they don't know who you are, they don't know why they got it, at best, they're going to say 'delete.' At worst, they're going to say, 'Who is this scammer? This is spam.'
"And then we also have a scheduling automation system. We call it 'The Scheduler." We built it specifically for AEP, but you can use it year-round. And so, what it does, it automates scheduling appointments for you."
"I love the power of email. I think that nothing beats it as a really cost-effective way to make things happen fast."
Highlights:
[6:31] Agent Methods services & products
[9:14] The Agent Methods website build process
[13:30] What is the process like for an agent without any background in tech or website creation?
[28:20] What's the future of technology in relation to the insurance market? What does insuretech mean for insurance agents?
Follow AgentMethods on Social:
AgentMethods on Facebook, https://www.facebook.com/AgentMethods AgentMethods on LinkedIn, https://www.linkedin.com/company/agentmethods-llc/ AgentMethods on Twitter, https://twitter.com/AgentMethods AgentMethods on YouTube, https://www.youtube.com/user/AgentMethods
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/ and Instagram, https://www.instagram.com/thesarahjrueppel/
Tina on LinkedIn, https://www.linkedin.com/in/christina-lamoreux-6384b7199/
Resources:
How to Add Technology to Your Insurance Business: https://agentsurvivalguide.podbean.com/e/how-to-add-technology-to-your-insurance-business/
How to Market Yourself Effectively: https://agentsurvivalguide.podbean.com/e/how-to-market-yourself-effectively/
Should Insurance Agents Have Their Own Website? https://agentsurvivalguide.podbean.com/e/should-insurance-agents-have-their-own-website-2022/
Thursday Feb 03, 2022
Thursday Feb 03, 2022
After 400+ episodes of the Agent Survival Guide Podcast, we've learned some things! Rather than keep that knowledge to ourselves, we're sharing it with you... and asking for your stories, too!!!
What’s the best business lesson you ever learned? We want to know!
Email the ASG Podcast or call the hotline at 1-717-562-7211!
Mentioned in this episode:
Contact the Team at Ritter Insurance Marketing
Register for your FREE RitterIM.com account
Should You Hire an Assistant for Your Insurance Business?
More episodes you’ll like:
4 Myths About Dual-Eligible Special Needs Plan (D-SNP) Sales
8 Reasons Why Medicare Agents Should Sell ACA Plans
How Insurance Agents Can Learn About Their Social Media Audience
How to Successfully Set SMART Goals
Winter 2021 Podcast Recommendations
Articles to Share with Your Clients:
Getting Your Home Ready for Winter Storms
The Difference of Cooking with Fresh and Dry Herbs
What are State Pharmaceutical Assistance Programs?
Ritter Insurance Marketing eBooks & Guides:
Developing an Agency – Your Guide to Getting Started
Modern Medicare Marketing for Today’s Agents
The Complete Guide to Client Loyalty and Retention
The latest from Ritter’s Blog:
8 Reasons Why Medicare Agents Should Sell ACA Plans
The Part D SEP Triggers That Can Help You Post-AEP
Why Young Professionals Should Consider Becoming Insurance Agents
Subscribe & Follow:
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Connect on social:
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LinkedIn
Twitter
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Instagram
TikTok
Sarah’s LinkedIn
Sarah’s Instagram
Thursday Dec 31, 2020
Thursday Dec 31, 2020
New year... new goals! Are your 2021 business goals SMART? Learn how this strategy can help your insurance business boom in the new year. Our goal? To help you do it.
Read the text version.
Register with Ritter Insurance Marketing – it’s FREE!
Mentioned in this episode:
Ritter Insurance Marketing Official Website
Three Reasons Unrealistic Goals Create a Culture of Failure
What is a SMART Goal?
What is AHIP Certification and How Do I Get It?
Why Taking It Slow is Good for Business
More episodes you’ll like:
Efficiency vs. Productivity
Are you a productive insurance agent? Is your way of doing business efficient? We talk efficiency, productivity, and how to find a balance between the two in this exclusive episode.
How to Build Rapport Selling Insurance Online and Over the Phone
Learn how to better connect with your sales prospects - even if those interactions are now happening virtually. We have 6 tips you can add to your insurance sales process today!
How to Use Story-Telling in Your Sales Pitch
Could your sales pitch use some work? Learn how to transform a lackluster insurance presentation with storytelling!
Ritter Can Help You Stay in Touch with Your Clients
Client retention starts with outreach, but if you’re not sure how to do that, we’ve got you covered. Listen to get four ways to reach out and the details on some FREE templates you’ll want to get your hands on!
Top 5 Podcasts of 2020 | The Friday Five
We don’t just make a podcast, we love listening to them, too! Despite 2020 effectively cancelling her commute, our host Sarah listened over 7,000 minutes of podcast audio. Which shows made it into her top 5 for 2020? Listen to find out in this bonus Friday Five episode!
Articles to Share with Your Clients:
4 Secrets to Keeping Your New Year’s Resolution
This year, our New Year’s resolution is to help you keep yours! Here are the four secrets to keeping your New Year’s resolution.
Healthy Hacks for Your Favorite Snacks: New Year’s Eve
New Year’s Eve is getting near, and with it, parties. Ring in the New Year without busting your diet with these healthy New Year’s dishes.
How to Read More This Year
Reading as a hobby is sadly shrinking in the United States. This year, crack open more books than ever before with these tips.
The latest from Ritter’s Blog:
Does Your Medicare Sales Approach Satisfy Different Budgets?
We all know the saying, “money doesn’t grow on trees.” Many people have limited incomes, but you can help them with budgeting for a Medicare plan to afford the health care they may need.
Ways to Get Medicare Leads
In the insurance industry, leads are what sustain your business. Of course, you need the contracts, training, and other skills to be a successful insurance agent, but without leads, you’ll just be spinning your wheels.
What is AHIP Certification and How Do I Get It?
You have your leads in hand and your contracts signed, so you’re ready to sell, right? Well… almost. Did you complete your AHIP certification yet?
Subscribe & Follow:
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Connect on social:
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Thursday Dec 10, 2020
Thursday Dec 10, 2020
With another AEP in the books and lock-in on the way, how can you maintain a steady flow of business? Diversification! Learn how to shift your focus from the Annual Enrollment Period to another MA product that can be sold year-round: Dual Eligible Special Needs Plans (D-SNPs).
Read the text version.
Register with Ritter Insurance Marketing
Visit Ritter’s Contracting Page
Mentioned in this episode:
5 Major Things to Expect in the Medicare Advantage Market for 2020
Building Client Loyalty: More than Just a Plan
Build Your Brand with Community Involvement
Get your own CMS-compliant lead-generating Medicareful website
How Client Retention Boosts Insurance Sales
Medicare Advantage 2021 Spotlight: First Look
Sales & Marketing Strategies for Dual-Eligible Special Needs Plans (D-SNPs)
The Benefits of Selling D-SNPs
The Beginner’s Guide to D-SNPs
What’s New in the 2020 Medicare Communications and Marketing Guidelines?
More episodes you’ll like:
How to Cross-Sell Insurance: The Advisor Approach
Ready to improve your cross-selling technique? Not sure where to start? We recommend using the advisor approach, a simple method any agent can use for insurance cross-sales.
Methods to Boost Your Medicare Business
Optimize your Medicare insurance business with help from our FMO – Ritter Insurance Marketing! Our strategies generate leads and sales. Find out how you can apply these tips just in time for AEP success.
Understanding Medicare Advantage Enrollment Periods
Medicare Advantage has different enrollment periods than Medicare Supplements. What are the Med Advantage enrollment periods? How and when do your Medicare clients qualify for them? Get the answers to your MA enrollment period questions right now!
Articles to Share with Your Clients:
CMS Announces Permanent Telehealth Services Expansion & More
CMS has announced a permanent expansion to Medicare telehealth coverage, along with changes to how doctors are paid and coverage for non-physician care providers.
Can I Work and Have Medicare?
If you have a group health plan, you can enroll in Medicare when you qualify for it. But, when should you delay Medicare, and how do you avoid a penalty?
Finding the Right Therapist For You
If you need help with your mental health, finding the right therapist for you is essential to success. With research and knowing the signs of a good therapist, you'll be able to find the one for you.
The latest from Ritter’s Blog:
Ways to Get Medicare Leads
In the insurance industry, leads are what sustain your business. Of course, you need the contracts, training, and other skills to be a successful insurance agent, but without leads, you’ll just be spinning your wheels.
LTC Planning in a COVID World: Why It’s Essential
Six months. It doesn’t seem like a long time, until you’re unexpectedly locked down, prohibited from seeing your family and friends, in a care facility that’s now a potential COVID hotspot.
2021 Medicare Part A and Part B Premiums and Deductibles
CMS recently released their numbers for 2021 premiums, deductibles, and coinsurance amounts for the Medicare Part A and Part B programs. Let’s see how these changes might affect your clients in the coming year.
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Tuesday Sep 22, 2020
Tuesday Sep 22, 2020
How can you prepare for the Medicare Annual Enrollment Period? What can you do before October 15th? What can't you do? Listen to find out!
Read the text version.
Mentioned in this episode:
Building Client Loyalty: More than Just a Plan
Have you done your Yearly Medicare Plan Review?
Join our FMO! Register with Ritter Insurance Marketing
Six things to know about Fall Open Enrollment
Medicareful – Learn how it helps you take Medicare enrollments online
What an FMO Can Do for Your Business
What MAPD Agent Can Do Prior To October 15th
What Seniors Value Most in an MA Plan
What to Know About SOAs in Senior Market Sales
Why Client Retention Should be Your Top Priority
More episodes you’ll like:
Organization Tips and Tricks for AEP
Don't get stressed out over AEP, get organized! The Annual Enrollment Period can be a stressful time for insurance agents - but it doesn't have to be for you! Listen to learn tips and tricks to make this AEP go smoother than ever.
The Ritter Platform Launches New Drug Cost Estimator and Prefilled Applications
Big News! We've added two brand-new features to The Ritter Platform - a Prescription Drug Cost Estimator and Prefilled Applications! Learn more about these new additions and how they can simplify your selling process this AEP.
Tips on How to Stay Productive While Working From Home
Maximize your productivity - even as you work from home! Let's face it, WFH is lasting longer than most of us thought. If you're struggling to stay productive right now, we get it! Try out our list of productivity hacks to get back on track.
What Agents Forget to Do When Preparing for Appointments
Do you have everything you need for a full day of Medicare sales appointments? What about the client who wants to talk Med Supp but lives an hour away? This small list of actionable to-dos will make a big impact on keeping you organized and stress-free this AEP.
What is the Ritter Platform?
The Ritter Platform is a CRM for insurance agents selling Medicare and other senior market products! Consolidate client info, analyze prescription drug costs, access carrier resources, get info on commissions and more. What could you be saving time on?!?
The latest from Ritter’s Blog:
How to Keep Your Product Portfolio Fresh
As an agent in the Medicare insurance industry, you need to stay competitive. An effective way to do this is by routinely examining your portfolio to determine if you’re prepared to work at your full potential.
5 Tips for Selling Medicare Advantage Plans
With the Annual Enrollment Period approaching, you may be strategizing to have more success selling Medicare Advantage plans this year.
The Ritter Platform Launches New Drug Cost Estimator and Prefilled Applications
Two brand-new features have been added to our comprehensive agent dashboard. Say “hello” to the Drug Cost Estimator and prefilled applications!
Subscribe & Follow:
Apple Podcasts
Google Podcasts
Overcast
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Spotify
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Connect on social:
Facebook
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LinkedIn