Agent Survival Guide Podcast
Business
Episodes
Wednesday Jul 24, 2024
Wednesday Jul 24, 2024
Does Facebook fit into your social media strategy? In this episode, we highlight best practices for insurance agents developing their online presence.
Download our FREE eBook – Social Media Marketing for Insurance Agents
Resources:
5 Social Media Trends for Insurance Agents in 2024: https://link.chtbl.com/ASGF20240524
Advertising Medicare Through Facebook: https://ritterim.com/blog/advertising-medicare-through-facebook/
Agent Survival Guide Podcast Facebook Business Page: https://www.facebook.com/p/Agent-Survival-Guide-Podcast-100095559792814
TikTok Basics for Insurance Agents: https://link.chtbl.com/ASG603
References:
“Social Media Fact Sheet.” Pew Research Center, Pew Research Center, 31 Jan. 2024, www.pewresearch.org/internet/fact-sheet/social-media/
“Top Websites Ranking - Most Visited Websites in June 2024.” Similarweb, Similarweb, 1 July 2024, www.similarweb.com/top-websites/
“Most Visited Websites in Worldwide 2024: Open .Trends.” Semrush, Semrush, 1 June 2024, www.semrush.com/trending-websites/global/all
Gottfried, Jeffrey. “Americans’ Social Media Use.” Pew Research Center, Pew Research Center, 31 Jan. 2024, www.pewresearch.org/internet/2024/01/31/americans-social-media-use/
Haan, Katherine. “Is Social Media the New Google? Gen Z Turn to Google 25% Less than Gen X When Searching.” Edited by Kiran Aditham, Forbes, Forbes Magazine, 14 June 2024, www.forbes.com/advisor/business/software/social-media-new-google/
Follow Us on Social!
Ritter on Facebook, Instagram, LinkedIn, TikTok, X, and YouTube
Sarah on LinkedIn, Instagram, and Threads
Tina on LinkedIn
Monday Jul 22, 2024
Monday Jul 22, 2024
Building a social media presence takes the right tools and resources. Don't miss our list of recommendations - from official Ritter partners and third-party vendors we've vetted, to the resources we use ourselves!
Read the text version
Social Media Communication Resources:
$99 Social: https://www.99dollarsocial.com/
AgentMethods: https://www.agentmethods.com/brokers-and-agents
ConciergeBee: https://conciergebee.com/social-media-specialist
Constant Contact: https://www.constantcontact.com/features/social-media-tools
Facebook Post Scheduler: https://www.facebook.com/help/389849807718635
Firebelly: https://www.firebellymarketing.com/services/social-media-management
HubSpot Social Media Strategy Guide: https://blog.hubspot.com/marketing/social-media-strategy-for-your-business
Hubstaff Talent: https://hubstafftalent.net/
Ignite Visibility: https://ignitevisibility.com/
Instagram Post Scheduler: https://help.instagram.com/439971288310029
LinkedIn: https://www.linkedin.com/feed/
LinkedIn Post Scheduler: https://www.linkedin.com/help/linkedin/answer/a1419179
LYFE Marketing: https://www.lyfemarketing.com/services/social-media-marketing-services/
Mailchimpe: https://mailchimp.com/solutions/social-media-marketing-tools/
Meta Business Help Center: https://www.facebook.com/business/help/942827662903020?id=916550222172854
ReminderMedia: https://remindermedia.com/email-social-media-marketing/
SEO Discovery: https://www.seodiscovery.com/social-media-agency-india.php
SocialBee: https://socialbee.com/
TikTok Video Scheduler: https://www.tiktok.com/business/en-US/blog/introducing-video-scheduler-now-you-can-plan-tiktoks-in-advance
Upwork: https://www.upwork.com/
X for Business Post Scheduler: https://business.x.com/en/help/campaign-editing-and-optimization/scheduled-tweets.html
Additional Resources:
5 Social Media Trends for Insurance Agents in 2024: https://link.chtbl.com/ASGF20240524
Social Media Marketing Apps: https://link.chtbl.com/ASGA52
Social Media Marketing for Insurance Agents eBook: https://ritterim.com/social-media-ebook/
TikTok Basics for Insurance Agents: https://link.chtbl.com/ASG603
Using a SWOT Analysis to Review Your Insurance Business: https://link.chtbl.com/ASG559
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 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!
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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 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.
Read the text version
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
Resources:
FREE eBooks & Guides: https://ritterim.com/guides/
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes: https://link.chtbl.com/ASG579
Knight School Training: https://ritterim.com/knight-school/
Medicaid Unwinding: What It Is & The Opportunity for Agents: https://link.chtbl.com/ASG502
Simplify Marketplace Enrollments with HealthSherpa: https://ritterim.com/blog/simplify-marketplace-enrollments-with-healthsherpa/
The Complete Guide to Selling Affordable Care Act Insurance Plans FREE eBook Download: https://ritterim.com/aca-ebook/
References:
Annual Income Letter of Explanation: https://www.healthcare.gov/downloads/annual-income-letter-explanation.pdf
Count income & household size: https://www.healthcare.gov/income-and-household-information/household-size/
HealthCare.Gov Login: https://www.healthcare.gov/login
HealthSherpa Login: https://www.healthsherpa.com/sessions/new
Tips & Troubleshooting: https://www.healthcare.gov/tips-and-troubleshooting/uploading-documents/
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/
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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Overcast
Podbean
Spotify
Stitcher
Connect on social:
Facebook
LinkedIn
Twitter
YouTube
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?
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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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Connect on social:
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