Agent Survival Guide Podcast
How to Follow Up with Medicare Clients Compliantly

How to Follow Up with Medicare Clients Compliantly

April 1, 2021

 

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Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.

 

Read the text version.

 

Reach out to a member of our team!

 

Mentioned in this episode:

 

2019 Medicare OEP: You Never Get a Second Chance to Make a First Impression

Four Reasons Why Ritter Should Be Your FMO Insurance Agency

Building Client Loyalty: More than Just a Plan

CMS.gov Official Website

Definitive Guidelines for the New Open Enrollment Period

Download the Ritter Fact-Finder!

How Medicare Helps Your Clients Stay Healthy

How to Get Started in Medicare Sales

Humana Ignite 3-30-60-90 Conversation Guide

Silver&Fit

SilverSneakers

What is a Medicare Wellness Visit?

What’s New in the 2020 Medicare Communications and Marketing Guidelines

 

Ritter Insurance Marketing eBooks & Guides:

 

Agent Survival Kits: Beginners or Experts

A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products

Developing an Agency – Your Guide to Getting Started

How to Host a Successful Medicare Educational Event

Modern Medicare Marketing for Today’s Agents

Social Media Marketing for Insurance Agents

The Complete Guide on How to Sell Final Expense Insurance

The Complete Guide on How to Sell Medicare Advantage Plans

The Complete Guide on How to Sell Medicare Supplements

The Complete Guide to Client Loyalty and Retention

Your Step-By-Step Guide to Getting Started in Insurance Sales

 

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3 Easy Ways to Build Your Insurance Territory

Maximize your reach and grow your selling territory! We outline the best practices for insurance agents to follow.

Best Practices for Writing an Email to Your Insurance Clients

Write emails with confidence! We outline the best (and easy to implement!) practices for insurance agents to use when emailing clients.

How Client Retentions Boosts Your Insurance

Master the art of treating your client as the renewal, not their policy. Learn why building relationships with your current clients is more beneficial (and cost effective!) than courting new ones.

How Medicare Helps Your Clients Stay Healthy

Did you know that Medicare is about more than just those moments when your clients are sick? Learn more about the health and wellness side of selling insurance.

Working with New Medicare Clients in Poor Health

Don't let a client's not-so-great medical history scare you away! Learn how to walk them through their options to find the Medicare coverage that fits their needs and budget.

 

Articles to Share with Your Clients:

 

3 Signs You Should Go to the Doctor

Many people don't like going to their doctor, for a variety of reasons. But there are a few signs you shouldn’t ignore that indicate when it’s time to see the doctor and get checked.

Cookbooks vs. Cooking Books: What's the Difference?

If you're looking to improve your cooking, there are options you can try at home. Among these are cookbooks and cooking books. You may be surprised by the difference between the two.

How is Medicare Funded?

We talk a lot about what Medicare costs to use, but not how the benefits are financed. Here's how Medicare is funded, and how we each help ensure enrollees receive affordable health care.

 

The latest from Ritter’s Blog:

 

Why Insurance Agents Fail (& How Not To!)

There are many reasons why insurance agents may “fail” or not be as successful as they originally set out to be. Let’s discuss some of those obstacles, and how to overcome them!

Ritter is More Than Medicare & Our New Team Brand Shows Why

When selling Medicare Advantage and Medicare Supplement policies, it’s important to remember that More than Medicare products are the missing pieces of the puzzle.

Medicare Advantage Trial Rights Explained for Agents

If you have a client who enrolled in a Medicare Advantage plan but wants to go (back) to Original Medicare, they may qualify for a Medicare Advantage trial right! This would allow them to update their coverage outside of the Annual Enrollment Period.

 

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What to Know About SOAs in Senior Market Sales

What to Know About SOAs in Senior Market Sales

February 4, 2021

 

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Have questions about SOAs? Find the answers to your frequently asked questions in this episode all about Scopes of Appointment. We help you stay compliant, whether it’s inside or outside of AEP!

 

Read the text version.

 

Reach out to the Ritter New Biz Team

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines (MCMG)

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Do’s and Don’ts of Medicare Compliance

Exciting Changes to the 48-Hour Scope of Appointment Rule

See how Medicareful works!

Rules for Hosting a Compliant Medicare Sales Event

 

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Does Your Medicare Sales Approach Satisfy Different Budgets?

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FMO vs. IMO vs. NMO vs. MGA vs. GA – What’s the Difference?

We've got a lot of jargon to keep up with in the insurance industry. In this episode, we're going to unpack the acronyms for the types of individuals and organizations that exist in the industry to help you make your some of your business decisions a whole lot easier.

How to Get Started in Medicare Sales

New to the Medicare insurance industry? Welcome, and congratulations! We packed this episode with all the agent essentials - training, tools, enrollment periods and more! Basically, everything you want to know when starting out!

 

Articles to Share with Your Clients:

 

5 Ways to Warm Up Quickly in the Winter

Nobody likes being cold, and sometimes, it can even be dangerous. Beat the cold this winter with a few effective ways to warm up quickly!

Internet Safety Tips for Seniors

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When Can I Get a COVID-19 Vaccination?

There are many questions surrounding the rollout of the COVID-19 vaccination. When can you get one? Where? Is it safe? We're giving you some answers and resources where you can find additional information!

 

The latest from Ritter’s Blog:

 

Best Practices for Writing an Email to Your Insurance Clients

A professional and effective business email takes some thought and care to construct. This is true across all industries — and even for insurance agents writing marketing or follow-up emails to their clients.

How to Be an Adaptable Insurance Agent

In today’s ever-changing world, being adaptable is not only good for business, it’s a necessity. As an insurance agent, you need this skill to keep up with the times and your clients’ unique needs.

How to Take on an Upset Client in the Insurance Industry

At least once in your sales career, you may meet an insurance client who had a negative experience with another agent, plan, or insurance in general. While these bad experiences were out of your control, you have the ability to make their next experience a positive one!

 

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Rules for Hosting a Compliant Medicare Sales Event

Rules for Hosting a Compliant Medicare Sales Event

October 22, 2020

 

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Ready to hold a Medicare sales event? Check out this updated episode! You'll learn best practices for planning, promoting, and presenting your sales event while staying compliant with the CMS Medicare Communications and Marketing Guidelines!

 

Read the text version.

 

Mentioned in this episode:

 

3 Easy Ways to Build Your Insurance Sales Territory

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Do’s and Don’ts of Medicare Compliance

How You Can Sell Insurance In Your State During COVID-19

Navigating Insurance Sales During the Medicare AEP & COVID

Rules for Hosting a Compliant Medicare Educational Event

 

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Navigating Insurance Sales During the Medicare AEP & COVID

Get the details on what's new in the Medicare Advantage and AEP is coming and COVID-19 is still here. What does that mean for your Medicare sales and commissions this year? Learn how to pivot your sales strategy and adapt your business to sell Medicare Advantage, Med Supp, and Medicare Part D Prescription plans compliantly during AEP and the pandemic. We're here to help you do it!

Rules for Hosting a Compliant Medicare Educational Event

Not sure about hosting a Medicare educational event this year? Get the details to make sure you’re compliant with the CMS Medicare Communications and Marketing Guidelines! We’ve updated this episode to cover how to plan, promote, and present your next event, even amidst the COVID-19 pandemic.

Staying Compliant Without Compromising Salesmanship

If you're feeling overwhelmed by Medicare compliance, then this episode is one you simply must listen to! We've got three easy ways to stay compliant without having to sacrifice time that could be spent selling. Check out our show notes for a special bonus section with links to our compliance resources.

 

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Major Changes Coming to the MA & PDP Market for 2021

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Subscribe & Follow:

 

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Google Podcasts

Overcast

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Connect on social:

 

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Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Educational Event

October 21, 2020

 

ASG_Podcast_Episode_Header_Rules_for_Hosting_a_Compliant_Medicare_Educational_Event_272.jpg

Not sure about hosting a Medicare educational event this year? Get the details to make sure you’re compliant with the CMS Medicare Communications and Marketing Guidelines! We’ve updated this episode to cover how to plan, promote, and present your next event, even amidst the COVID-19 pandemic.

 

Read the text version.

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

CMS Memo [8/16/2019]: Medicare Communications and Marketing Guidelines

Do’s and Don’ts of Medicare Compliance

Navigating Insurance Sales During the Medicare AEP & COVID

Rules for Hosting a Compliant Medicare Sales Event

 

More episodes you’ll like:

 

October 16, 2020 | The Friday Five

The Friday Five for October 16, 2020: Medicare Advantage carrier recommendations for 2021, SSA announces COLA for 2021, webinars for insurance agents selling Medicare, ways to quickly relax, and a recap from Apple’s Hi, Speed event.

Do’s and Don’ts of Medicare Compliance

Need a recap on Medicare compliance this AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2021. We’ll go over what’s allowed — and what’s not — in this updated episode of the ASG Podcast.

Insurance Agents & CMS Compliance | Social Media 101

Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.

Major Changes Coming to the MA & PDP Market for 2021

Get the details on what's new in the Medicare Advantage and Part D industry for 2021! Learn about the improvements coming to these plans and how your clients will benefit from these changes!

Navigating Insurance Sales During the Medicare AEP & COVID

Get the details on what's new in the Medicare Advantage and AEP is coming and COVID-19 is still here. What does that mean for your Medicare sales and commissions this year? Learn how to pivot your sales strategy and adapt your business to sell Medicare Advantage, Med Supp, and Medicare Part D Prescription plans compliantly during AEP and the pandemic. We're here to help you do it!

Staying Compliant Without Compromising Salesmanship

If you're feeling overwhelmed by Medicare compliance, then this episode is one you simply must listen to! We've got three easy ways to stay compliant without having to sacrifice time that could be spent selling. Check out our show notes for a special bonus section with links to our compliance resources.

 

The latest from Ritter’s Blog:

 

Major Changes Coming to the MA & PDP Market for 2021

Thinking of selling Medicare Advantage and prescription drug plans for 2021? This is the year to give it a try! Here’s why.

Get Your Medicare Advantage Sales Contracts Here – Recommendations for 2021

We’re now entering the AEP season, and there’s still an opportunity to contract with competitive plans in your area through Ritter. Agents can view a map of our available carriers and products in your state. 

How Much Can Insurance Agents Make Selling Medicare?

If you’re considering selling Medicare, you likely want to know how much you can earn from it. We’re covering the basics, including how working with an FMO can affect your commissions, to give you a good idea!

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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Do’s and Don’ts of Medicare Compliance

Do’s and Don’ts of Medicare Compliance

October 20, 2020

 

ASG_Podcast_Episode_Header_dos_and_donts_of_medicare_compliance_271.jpg

Need a recap on Medicare compliance this AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2021. We’ll go over what’s allowed — and what’s not — in this updated episode of the ASG Podcast.

 

Read the text version.

 

Learn more about Medicareful https://www.ritterim.com/agent-tools/medicareful/

 

 

Mentioned in this episode:

 

CMS 2019 Medicare Communications and Marketing Guidelines

Defining the True Value of $0 Premium for Medicare Advantage Plans

Exciting Changes to the 48-Hour Scope of Appointment Rule

Get Your FREE Medicareful Site!

How to Better Market Yourself

Marketing & Incentives from Ritter Insurance Marketing

Rules for Hosting a Compliant Medicare Educational Event

Rules for Hosting a Compliant Medicare Sales Event

What’s New in the 2019 Medicare Communications and Marketing Guidelines?

What’s New in the 2020 Medicare Communications and Marketing Guidelines?

What to Know About SOAs in Senior Market Sales

 

More episodes you’ll like:

 

October 16, 2020 | The Friday Five

The Friday Five for October 16, 2020: Medicare Advantage carrier recommendations for 2021, SSA announces COLA for 2021, webinars for insurance agents selling Medicare, ways to quickly relax, and a recap from Apple’s Hi, Speed event.

Are Your Medicare Marketing Materials Compliant?

Are you following the rules for marketing Medicare plans? We're sharing the answers to frequently asked compliance questions to help you ensure you stay on good terms with CMS.

Insurance Agents & CMS Compliance | Social Media 101

Stay compliant with the CMS Medicare Communications and Marketing Guidelines — even while on social media. We outline the best practices for insurance agents to follow while using social media.

Staying Compliant Without Compromising Salesmanship

If you're feeling overwhelmed by Medicare compliance, then this episode is one you simply must listen to! We've got three easy ways to stay compliant without having to sacrifice time that could be spent selling. Check out our show notes for a special bonus section with links to our compliance resources.

Why Go About Your Business in an Ethical Compliant Fashion

Maintaining CMS compliance while selling Medicare is crucial to the success of your insurance business. But why? In this episode, we're answering that question a few different ways as we look at the "why" behind running a compliant insurance agency.

 

The latest from Ritter’s Blog:

 

Major Changes Coming to the MA & PDP Market for 2021

Thinking of selling Medicare Advantage and prescription drug plans for 2021? This is the year to give it a try! Here’s why.

Get Your Medicare Advantage Sales Contracts Here – Recommendations for 2021

We’re now entering the AEP season, and there’s still an opportunity to contract with competitive plans in your area through Ritter. Agents can view a map of our available carriers and products in your state. 

How Much Can Insurance Agents Make Selling Medicare?

If you’re considering selling Medicare, you likely want to know how much you can earn from it. We’re covering the basics, including how working with an FMO can affect your commissions, to give you a good idea!

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

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