Agent Survival Guide Podcast
Compliance
Episodes
Saturday Nov 11, 2023
Saturday Nov 11, 2023
Prepare for CMS secret shoppers with these best practices. Also included, what kind of things do Medicare secret shoppers look for?
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Follow along with our show!https://link.chtbl.com/asgpodcast
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:
2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman: https://link.chtbl.com/2023AlysonSeighman
5 Things Medicare Beneficiaries Report About Their Coverage in 2023: https://link.chtbl.com/ASGF20232013
CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://link.chtbl.com/ASGN20230414
CMS Recap for Agents Selling Medicare During AEP 2024: https://link.chtbl.com/ASGF20231020
Common Questions from Secret Shoppers: https://www.ritterim.com/documents/infographics/common-questions-for-secret-shoppers.pdf
Do’s and Don’ts of Medicare Compliance: https://link.chtbl.com/ASG542
Get more info on the Ritter Platform: https://www.ritterim.com/the-ritter-platform/
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://www.ritterim.com/blog/insurance-agents-as-tpmos-what-cms-compliance-regulations-mean-for-you/
Learn more about Shop & Enroll: https://www.ritterim.com/shop-and-enroll/
Ready to get started with Ritter? Register here: https://app.ritterim.com/public/registration
What to Know About SOAs in Medicare Health and Prescription Drug Plan Sales: https://www.ritterim.com/blog/what-to-know-about-soas-in-medicare-health-and-prescription-drug-plan-sales/
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://www.ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
References:
CMS Monitoring Activities and Best Practices during the Annual Election Period: https://www.documentcloud.org/documents/23168640-cms-memo-101922-medicare-advantage-marketing
Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and
The Definitive Guide to Getting Leads and Prospecting for Medicare Sales: https://www.ritterim.com/lead-generation-guide/
Thursday Oct 05, 2023
Thursday Oct 05, 2023
As a certified insurance agent, staying CMS compliant is a crucial component to your success. Listen to this episode for a mini crash course on best practices, guidelines, and resources to stay compliant.
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Questions? Ask the ASG!
Learn more about Shop & Enroll
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:
CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://agentsurvivalguide.podbean.com/e/cms-2024-ma-and-part-d-final-rule-changes-for-agents/
Defining the True Value of $0 Premium for Medicare Advantage Plans: https://agentsurvivalguide.podbean.com/e/defining-the-true-value-of-0-premium-for-medicare-advantage-plans-asg179/
FAQs About the Ritter Platform’s CallVault: https://www.ritterim.com/blog/faqs-about-the-ritter-platforms-callvault/
FastTrack Your Enrollments with Shop & Enroll: https://www.ritterim.com/agent-tools/shop-and-enroll/
Helping Your Clients Find Their Medicare Beneficiary Identifier (MBI): https://agentsurvivalguide.podbean.com/e/helping-your-clients-find-their-medicare-beneficiary-identifier-mbi-2022/
How to Market Yourself Effectively: https://agentsurvivalguide.podbean.com/e/how-to-market-yourself-effectively/
Insurance Agents as TPMOs: What CMS Compliance Regulations Mean for You: https://www.ritterim.com/blog/insurance-agents-as-tpmos-what-cms-compliance-regulations-mean-for-you/
Medicare Quote Engine: https://www.ritterim.com/agent-tools/medicare-quote-engine/
Ritter Tools - Marketing & Incentives: https://www.ritterim.com/agent-tools/marketing-incentives/
Rules for Hosting a Compliant Medicare Educational Event: https://agentsurvivalguide.podbean.com/e/rules-for-hosting-a-compliant-medicare-educational-event-2023/
Rules for Hosting a Compliant Medicare Sales Event: https://agentsurvivalguide.podbean.com/e/rules-for-hosting-a-compliant-medicare-sales-event-2023/
The Ritter Platform: https://www.ritterim.com/agent-tools/the-ritter-platform/
What's New in the 2020 Medicare Communications and Marketing Guidelines? https://agentsurvivalguide.podbean.com/e/whats-new-in-the-2020-medicare-communications-and-marketing-guidelines-asg-news-update/
Where It All Begins: Obtaining Permission to Contact for Medicare Sales: https://www.ritterim.com/blog/where-it-all-begins-obtaining-permission-to-contact-for-medicare-sales/
References:
Federal Register Website: https://www.federalregister.gov/
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Wednesday Oct 04, 2023
Wednesday Oct 04, 2023
Sales events are a great way to generate Medicare leads. Learn best practices and how to stay CMS compliant while hosting a Medicare sales event in this episode!
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Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
Resources:
3 Easy Ways to Build Your Insurance Sales Territory: https://agentsurvivalguide.podbean.com/e/3-easy-ways-to-build-your-insurance-sales-territory/
4 Effective Techniques for Closing Insurance Sales: https://agentsurvivalguide.podbean.com/e/4-effective-techniques-for-closing-insurance-sales/
Apps for Professional Networking & Events: https://agentsurvivalguide.podbean.com/e/agent-apps-apps-for-professional-networking-events/
Community-Based Marketing for Insurance Agents: https://agentsurvivalguide.podbean.com/e/community-base-medicare-marketing-for-insurance-agents/
How to Overcome Common Insurance Sales Objections ft Dan Ford: https://agentsurvivalguide.podbean.com/e/how-to-overcome-common-insurance-sales-objections-ft-dan-ford/
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/
Ritter Docs Site - Carriers: https://docs.ritterim.com/products/carriers/
Rules for Hosting a Compliant Medicare Educational Event: https://agentsurvivalguide.podbean.com/e/rules-for-hosting-a-compliant-medicare-educational-event-2023
References:
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Tuesday Oct 03, 2023
Tuesday Oct 03, 2023
Ensure CMS compliance by reviewing rules and guidelines before hosting a Medicare educational event. Find out what you need to know, plus resources to learn more! all in this episode.
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Have questions?
Ask the ASG online: https://bit.ly/askasg
Email us at ASGPodcast@Ritterim.com
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:
Agent Apps | Apps for Professional Networking & Events: https://agentsurvivalguide.podbean.com/e/agent-apps-apps-for-professional-networking-events/
CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://agentsurvivalguide.podbean.com/e/cms-2024-ma-and-part-d-final-rule-changes-for-agents/
CMS’ New Definition of Marketing & How It Affects Agents Selling Medicare Plans: https://agentsurvivalguide.podbean.com/e/cms-new-definition-of-marketing-how-it-affects-agents-selling-medicare-plans/
Cybersecurity Best Practices for Insurance Agents: https://agentsurvivalguide.podbean.com/e/cybersecurity-best-practices-for-insurance-agents/
Do’s and Don’ts of Medicare Compliance: https://www.ritterim.com/blog/dos-and-donts-of-medicare-compliance/
How to Organize a Turning 65 Seminar on a Budget: https://agentsurvivalguide.podbean.com/e/how-to-organize-a-turning-65-seminar-on-a-budget/
How to Overcome Common Insurance Sales Objections ft. Dan Ford: https://agentsurvivalguide.podbean.com/e/how-to-overcome-common-insurance-sales-objections-ft-dan-ford/
References:
Medicare Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines
The Federal Register: https://www.federalregister.gov/
Thursday Sep 28, 2023
Thursday Sep 28, 2023
Sarah interviews Alyson Seighman, Compliance & Risk Management Lead for Ritter Insurance Marketing. Join them as they discuss the recent compliance regulation updates from CMS. If you're an agent selling Medicare Advantage and Medicare Part D, you don't want to miss this episode.
Mentioned in This Episode:
Ritter Compliance Program*: https://docs.ritterim.com/compliance/compliance-at-ritter/
Email our compliance team at complianceofficer@ritterim.com with your compliance questions!
TPMO Disclaimer for agents that DO NOT represent all MA/Part D plans within a service area:
“We do not offer every plan available in your area. Currently we represent [insert number of organizations] organizations which offer [insert number of plans] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.”
TPMO Disclaimer for agents that represent ALL MA/Part D plans within a service area:
“Currently we represent [insert number of organizations] organizations which offer [insert number of plans] products in your area. You can always contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) for help with plan choices.”
*Must be registered and logged into ritterim.com for access.
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:
Are Your Medicare Marketing Materials Compliant? https://agentsurvivalguide.podbean.com/e/are-your-medicare-marketing-materials-compliant-2023/
CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://agentsurvivalguide.podbean.com/e/cms-2024-ma-and-part-d-final-rule-changes-for-agents/
CMS’ New Definition of Marketing & How it Affects Agents Selling Medicare Plans: https://agentsurvivalguide.podbean.com/e/cms-new-definition-of-marketing-how-it-affects-agents-selling-medicare-plans/
References:
2024 Medicare Advantage and Part D Final Rule (CMS-4201-F): https://www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f
CMS 2024 Final Rule for Medicare Advantage and Part D: https://public-inspection.federalregister.gov/2023-07115.pdf
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Communications and Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Thursday Sep 14, 2023
Thursday Sep 14, 2023
Sit down with Sarah and Tina as they review CMS compliance rules and guidelines for marketing. Learn all about the resources available to agents. Keep listening until the end to hear a special opportunity for Ritter agents!
Read the text version
Ask the ASG!
Questions about selling insurance? Not sure how to market your insurance business? Stuck when it comes to social media? Fill out the form and ask the Agent Survival Guide team! We’re here to help you survive today and thrive tomorrow. Remember… the only bad question is the one you don’t ask. Reach out and let us help!
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:
2024 Medicare Advantage and Part D Certification Info: https://agentsurvivalguide.podbean.com/e/2024-medicare-advantage-and-part-d-certification-info/
Insurance Agents as TPMOs: What 2023 CMS Compliance Regulations Mean for You: https://www.ritterim.com/blog/insurance-agents-as-tpmos-what-cms-compliance-regulations-mean-for-you/
Major Compliance Changes Coming to Medicare Advantage & Part D for 2024: https://agentsurvivalguide.podbean.com/e/major-compliance-changes-coming-to-medicare-advantage-part-d-for-2024/
Modern Medicare Marketing for Today’s Agents FREE eBook: https://www.ritterim.com/blog/dos-and-donts-of-medicare-compliance/
Register for Free with Ritter: https://app.ritterim.com/public/registration/
Social Media Marketing for Insurance Agents FREE eBook: https://www.ritterim.com/social-media-ebook
The Ritter Certification Center: https://docs.ritterim.com/products/certification/
What Does ‘Ready-to-Sell Mean for Medicare Agents? https://agentsurvivalguide.podbean.com/e/what-does-ready-to-sell-mean-for-medicare-agents-2023/
References:
Compilation Of The Social Security Laws: https://www.ssa.gov/OP_Home/ssact/title11/1140.htm
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
Thursday Sep 07, 2023
Thursday Sep 07, 2023
Goodbye, Medicareful... Hello, Shop & Enroll! Sarah talks with Jimmy Weber about the Medicareful rebrand and what agents can expect from Shop & Enroll. Get the details on features, why agents should use this tool, how to get started, and more!
Learn More About Shop & Enroll Here
Shop & Enroll FAQs discussed in this episode:
[2:22] What is Shop & Enroll?
[3:29] Why should I use Shop & Enroll? What makes it different from other quoting tools?
[5:42] How do I use Shop & Enroll?
[7:57] Is Shop & Enroll compliant with CMS? Does Shop & Enroll have compliance rules?
[11:12] Can I use Shop & Enroll for face-to-face enrollment and remote sales?
[14:52] How difficult is adding Shop & Enroll to my sales process?
[16:15] How do I register and qualify for my own Shop & Enroll page?
[19:07] What video conferencing tools do you recommend for remote insurance sales?
[20:54] What call recording tools do you recommend for capturing and storing client conversations?
[22:49] What if another agent in my area is also using Shop & Enroll?
[24:22] What’s coming to Shop & Enroll for 2024?
Also mentioned in this episode:
Contact the Team at Ritter Insurance Marketing: https://www.ritterim.com/meet-your-sales-team/
Learn more about Shop & Enroll: https://www.ritterim.com/agent-tools/medicareful/
Register for your FREE RitterIM.com account: https://app.ritterim.com/public/registration/
Upcoming Ritter Events: https://www.ritterim.com/events/
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/
More episodes you'll love:
4 Effective Techniques for Closing Insurance Sales: https://agentsurvivalguide.podbean.com/e/4-effective-techniques-for-closing-insurance-sales/
Best Practices for Conducting an Interview featuring Dylan Cook: https://agentsurvivalguide.podbean.com/e/best-practices-for-conducting-an-interview-featuring-dylan-cook/
Community-Based Marketing for Insurance Agents: https://agentsurvivalguide.podbean.com/e/community-base-medicare-marketing-for-insurance-agents/
How to Overcome Common Insurance Sales Objections ft. Dan Ford: https://agentsurvivalguide.podbean.com/e/how-to-overcome-common-insurance-sales-objections-ft-dan-ford/
Improve Your Customer Service with This Soft Skill: Negotiation: https://agentsurvivalguide.podbean.com/e/improve-your-customer-service-with-this-soft-skill-negotiation/
We’re Rebranding Medicareful for the 2024 AEP: https://agentsurvivalguide.podbean.com/e/we-re-rebranding-medicareful-for-the-2024-aep/
Thursday Aug 31, 2023
Thursday Aug 31, 2023
Do you know how to counter Medicare sales objections? Dan Ford joins Sarah to share his field expertise handling sales objections and more!
Questions for our team?
Email us at ASGPodcast@RitterIM.com (We’ve even filled out the subject line for you!)
Call us at 1-717-562-7211 and leave a voicemail. We’ll answer your question on the show. Want to remain anonymous? Let us know in your 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:
AHIP Test Tips and Tricks for Medicare Certification: https://agentsurvivalguide.podbean.com/e/ahip-test-tips-and-tricks-for-medicare-certification/
Community-Based Marketing for Insurance Agents: https://agentsurvivalguide.podbean.com/e/community-base-medicare-marketing-for-insurance-agents/
How to Prepare for AEP Like a Pro: https://agentsurvivalguide.podbean.com/e/how-to-prepare-for-aep-like-a-pro-2023/
Register with Ritter Insurance Marketing: https://app.ritterim.com/public/registration/?utm_source=asg_podcast_link
Tuesday Jul 11, 2023
Tuesday Jul 11, 2023
No more struggling to keep certification details straight… get all the info in one place! Find out how we keep you informed during prep season so you can breathe easier and still enjoy summer. Read the text version.
Not registered with RitterIM.com yet? No problem! Get started here: https://app.ritterim.com/public/registration/ (Tell them the Agent Survival Guide sent you 😉)
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 Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 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:
Carrier Certification Weekly Roundup: https://www.ritterim.com/blog/the-latest-available-2024-ma-pdp-carrier-certifications/
eBooks and Guides for Insurance Agents selling Medicare: https://www.ritterim.com/guides/
Ritter’s Certification Center: https://docs.ritterim.com/products/certification/
Thursday Jul 06, 2023
Thursday Jul 06, 2023
The ASG Team answers frequently asked questions about NABIP Medicare Certification to help you get prepared for the exam. Listen, take notes, and study away!
Read the text version
Question about NABIP certification? Reach out to our team: https://www.ritterim.com/meet-your-sales-team/ or send us an email at asgpodcast@ritterim.com
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/tina-lamoreux-6384b7199/
Resources:
2024 Maximum Broker Commissions for MA and Medicare Part D: https://agentsurvivalguide.podbean.com/e/2024-maximum-broker-commissions-for-medicare-advantage-and-medicare-part-d/
Best Budgeting Apps: https://agentsurvivalguide.podbean.com/e/agent-apps-best-budgeting-apps/
Effective Marketing Strategies for Insurance Agents: https://agentsurvivalguide.podbean.com/e/effective-marketing-strategies-for-insurance-agents/
How to Streamline Your Insurance Sales Process: https://agentsurvivalguide.podbean.com/e/how-to-streamline-your-insurance-sales-process/
NAHU Rebrand, Medicaid Unwinding, & the State of the Senior Market 2023: https://agentsurvivalguide.podbean.com/e/nahu-rebrand-medicaid-uncoupling-the-state-of-the-senior-market-2023-the-friday-five/
Why Should Agents Register with Ritter Insurance Marketing? https://agentsurvivalguide.podbean.com/e/why-should-agents-register-with-ritter-insurance-marketing/
References:
Carriers Accepting NABIP Certification: https://nabip.org/professional-development/medicare-advantage-certification/carriers
Check your state's approved CE hours here: https://www.netstudy.com/nabip/site/coursedetails/1702
NABIP 2024 Medicare Certification: https://www.ritterim.com/blog/nabip-2024-medicare-certification/
NABIP Corporate Partnership Information: https://nabip.org/membership/corporate-partnership
NABIP's helpful Medicare Advantage Certification Training User Guide: https://www.netstudy.com/nabip/site/coursedetails/1702
NABIP Online Learning Institute: https://nabip.inreachce.com/
NABIP State Rules for Insurance Continuing Education: https://www.netstudy.com/nabip/site/staterules
Tuesday Jun 27, 2023
Tuesday Jun 27, 2023
Did you complete your AHIP certification yet? Not sure what the AHIP exam is? Don’t stress! We’ve got details on requirements, how certification works for agents, and more!
Read the text version
Get access to Ritter’s Certification Center by registering with our site: https://app.ritterim.com/public/registration/
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/tina-lamoreux-6384b7199/
Resources:
AHIP Test Tips and Tricks for Medicare Certification: https://www.ritterim.com/blog/ahip-test-tips-and-tricks-for-medicare-certification/
FAQs about AHIP: https://agentsurvivalguide.podbean.com/e/faqs-about-ahip-2023/
The Survivor’s AEP Checklist: https://agentsurvivalguide.podbean.com/e/the-survivor-s-aep-checklist-1625588974/
Ritter Insurance Marketing’s Certification Center: https://docs.ritterim.com/products/certification/
We’re Rebranding Medicareful for the 2024 AEP: https://agentsurvivalguide.podbean.com/e/we-re-rebranding-medicareful-for-the-2024-aep/
References:
AHIP Corporate Partnerships: https://www.ahip.org/corporate-partnerships
AHIP Issues: https://www.ahip.org/issues
AHIP Member Organizations: https://www.ahip.org/members
AHIP Online Courses: https://www.ahip.org/courses
AHIP Unveils Refreshed Brand, Updated Mission to Improve Health Care for All Americans: https://www.ahip.org/news/press-releases/ahip-unveils-refreshed-brand-updated-mission-to-improve-health-care-for-all-americans
Medicare + Fraud, Waste, and Abuse Training: https://www.ahip.org/courses/medicare-fraud-waste-and-abuse-training
Thursday Jun 22, 2023
Thursday Jun 22, 2023
Have questions about AHIP? We've got answers! In this episode, Tina joins Sarah in the studio with some frequently
Email us at ASGPodcast@Ritterim.com
Meet Your Sales Team: https://www.ritterim.com/meet-your-sales-team/
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/tina-lamoreux-6384b7199/
Resources:
AHIP Test Tips and Tricks for Medicare Certification: https://www.ritterim.com/blog/ahip-test-tips-and-tricks-for-medicare-certification/
AHIP 2024, MA Enrollment Milestone, & Apple Personal Voice: https://agentsurvivalguide.podbean.com/e/ahip-2024-ma-enrollment-milestone-apple-personal-voice/
FAQs About NABIP Medicare Certification: https://www.ritterim.com/blog/faqs-about-nabip-medicare-certification/
NABIP 2024 Medicare Certification: https://www.ritterim.com/blog/nabip-2024-medicare-certification/
NABIP Certification, CHATGPT Scams, and Innovation for Field Agents: https://agentsurvivalguide.podbean.com/e/nabip-certification-chatgpt-scams-and-innovation-for-field-agents/
Ritter Docs – Carriers: https://docs.ritterim.com/products/carriers/
The Survivor’s AEP Checklist: https://agentsurvivalguide.podbean.com/e/the-survivor-s-aep-checklist-1625588974/
Updates to the 2024 AHIP Certification You Should Know: https://www.ritterim.com/blog/updates-to-the-2024-ahip-certification-you-should-know/
References:
Medicare + Fraud, Waste, and Abuse (MFWA) Training: https://www.ahipmedicaretraining.com/page/login
Test Anxiety: Can it be treated? https://www.mayoclinic.org/diseases-conditions/generalized-anxiety-disorder/expert-answers/test-anxiety/faq-20058195
Monday May 15, 2023
Monday May 15, 2023
CMS recently updated their definition of marketing for agents selling Medicare Advantage, Medicare Part D, and Medicare Cost Plans, with changes that apply to both the intent and content of marketing. Listen to learn if your marketing materials will be affected and how Ritter can help.
Read the text version
Compliance questions? We have answers! Send your questions to our compliance team: complianceofficer@ritterim.com
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/tina-lamoreux-6384b7199/
Resources:
CMS’ 2024 MA and Part D Final Rule Changes for Agents: https://agentsurvivalguide.podbean.com/e/cms-2024-ma-and-part-d-final-rule-changes-for-agents/
CMS Definition of Marketing Memo: https://www.ritterim.com/documents/cms-memos/cms-definition-of-marketing-5-10-23.pdf
Cultivating Growth in Your Insurance Agency and Life: https://agentsurvivalguide.podbean.com/e/cultivating-growth-in-your-insurance-agency-and-life-monday-motivation/
Empower Your Prospects to Act Before Turning 65: https://agentsurvivalguide.podbean.com/e/empower-your-prospects-to-act-before-turning-65/
Generate Medicare Leads Using Marketing Materials From ShopRitterIM: https://agentsurvivalguide.podbean.com/e/generate-medicare-leads-using-marketing-materials-from-shopritterim/
References:
2024 Medicare Advantage and Part D Final Rule (CMS-4201-F): https://www.cms.gov/newsroom/fact-sheets/2024-medicare-advantage-and-part-d-final-rule-cms-4201-f
CMS 2024 Final Rule for Medicare Advantage and Part D: https://public-inspection.federalregister.gov/2023-07115.pdf
Medicare Advantage Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V
Medicare Communications and Marketing Guidelines: https://www.cms.gov/Medicare/Health-Plans/ManagedCareMarketing/FinalPartCMarketingGuidelines
Part D Communication Requirements: https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V
Ritter Insurance Marketing Products (ShopRitterIM): https://shopritterim.com/
Monday May 15, 2023
Monday May 15, 2023
Learn what's new for marketplace agents selling ACA plans for PY2024. We outline the key takeaways from CMS' HHS Notice of Benefit and Payment Parameters for 2024 final rule.
Read the text version
Download Ritter’s Free ACA Consumer Authorization Form
Questions for our compliance office? Email complianceofficer@ritterim.com to get them answered!
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/tina-lamoreux-6384b7199/
Resources:
ACA 101: Selling Under-65 Health Insurance: https://agentsurvivalguide.podbean.com/e/aca-101-selling-under-65-health-insurance/
ACA Consumer Authorization Form Download: https://www.ritterim.com/documents/aca-consumer-authorization-form-template.pdf
Medicaid Unwinding: What Is It & The Opportunity for Agents: https://agentsurvivalguide.podbean.com/e/medicaid-unwinding-what-is-it-and-the-opportunity-for-agents/
References:
Facilitating Consumer Choice: Standardized Plans in Health Insurance Marketplaces: https://aspe.hhs.gov/sites/default/files/documents/222751d8ae7f56738f2f4128d819846b/Standardized-Plans-in-Health-Insurance-Marketplaces.pdf
HHS Notice of Benefit and Payment Parameters for 2024 Final Rule: https://www.cms.gov/newsroom/fact-sheets/hhs-notice-benefit-and-payment-parameters-2024-final-rule
Patient Protection and Affordable Care Act, HHS Notice of Benefit and Payment Parameters for 2024: https://www.federalregister.gov/documents/2023/04/27/2023-08368/patient-protection-and-affordable-care-act-hhs-notice-of-benefit-and-payment-parameters-for-2024
Temporary Special Enrollment Period (SEP) for Consumers Losing Medicaid or the Children’s Health Insurance Program (CHIP) Coverage Due to Unwinding of the Medicaid Continuous Enrollment Condition– Frequently Asked Questions (FAQ): https://www.cms.gov/technical-assistance-resources/temp-sep-unwinding-faq.pdf
Thursday Apr 27, 2023
Thursday Apr 27, 2023
Cybersecurity threats are on the rise. It's vital to not only keep your data protected, but as an insurance agent you have the responsibility to protect your clients' data. Find out best practices for internet safety by listening to this episode.
Read the text version
Email us at ASGPodcast@Ritterim.com
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/tina-lamoreux-6384b7199/
Resources:
5 Basic Care Tips for Your Electronic Devices: https://agentsurvivalguide.podbean.com/e/5-basic-care-tips-for-your-electronic-devices/
Agent Apps | Protect Your Privacy - Password Manager Apps: https://agentsurvivalguide.podbean.com/e/agent-apps-protect-your-privacy-password-manager-apps/
How to Successfully Set SMART Goals: https://agentsurvivalguide.podbean.com/e/how-to-successfully-set-smart-goals-1639071365/
What Are Insurance Agents Responsible for Under HIPAA: https://agentsurvivalguide.podbean.com/e/what-are-insurance-agents-responsible-for-under-hipaa-1637595382/
Why We Added Multi-Factor Authentication to Ritter Logins: https://www.ritterim.com/blog/why-we-added-multi-factor-authentication-to-ritter-logins/
References:
10 Things to Do if Your Identity Is Stolen: https://money.usnews.com/money/personal-finance/family-finance/articles/things-to-do-after-your-identity-is-stolen
Anti Malware Software Program – What is it? https://www.digitaldefense.com/blog/anti-malware-software-program-what-is-it-digital-defense/
Best Identity Theft Protection Services of 2023: https://www.usnews.com/360-reviews/privacy/identity-theft-protection
Confronting Heightened Cybersecurity Threats Amid COVID-19: https://www.cisa.gov/resources-tools/resources/confronting-heightened-cybersecurity-threats-amid-covid-19
Definition of antimalware: https://www.techtarget.com/searchsecurity/definition/antimalware
“End-of-Life”/ “EOL”, “Unsupported”, and “Out of Support” – What Does it All Mean? https://thecomputercellar.com/unsupported/
HHS Strengthens HIPAA Enforcement: https://wayback.archive-it.org/3926/20131018161347/http:/www.hhs.gov/news/press/2009pres/10/20091030a.html
How long does it take to correct identity theft? https://www.allstateidentityprotection.com/content-hub/how-long-does-it-take-to-correct-identity-theft
Multi-Factor Authentication: https://www.cisa.gov/sites/default/files/publications/MFA-Fact-Sheet-Jan22
The HIPAA Privacy Rule: https://www.hhs.gov/hipaa/for-professionals/privacy/index.html
The HIPAA Security Rule: https://www.hhs.gov/hipaa/for-professionals/security/index.html
Omnibus HIPAA Rulemaking: https://www.hhs.gov/hipaa/for-professionals/privacy/laws-regulations/combined-regulation-text/omnibus-hipaa-rulemaking/index.html
Senior scam statistics 2023: https://www.comparitech.com/identity-theft-protection/senior-scam-statistics/
Tip Sheet - Protected Health Information and Personal Identifying Information: https://ora.research.ucla.edu/OHRPP/Documents/Policy/6/PHI_PII.pdf
What hackers actually do with your stolen medical records: https://www.advisory.com/daily-briefing/2019/03/01/hackers
What is a phishing attack: https://www.imperva.com/learn/application-security/phishing-attack-scam/
What is Malware? The Ultimate Guide to Malware: https://www.avg.com/en/signal/what-is-malware
What is the Deep and Dark Web? https://www.kaspersky.com/resource-center/threats/deep-web
What is a VPN? How It Works, Types of VPN: https://www.kaspersky.com/resource-center/definitions/what-is-a-vpn
Why is PHI Valuable to Criminals? https://compliancy-group.com/why-is-phi-valuable-to-criminals/
Why is PHI Valuable to Hackers? https://www.accountablehq.com/post/why-is-phi-valuable-to-hackers