Agent Survival Guide Podcast
Are Your Medicare Marketing Materials Compliant?

Are Your Medicare Marketing Materials Compliant?

August 13, 2020

 

asg_podcast_episode_header_are_your_medicare_marketing_materials_compliant_252.jpg

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.

 

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

Ritter’s Certification Center

Social Security Act: Section 1140

 

More episodes you’ll like:

 

Do’s and Don’ts of Medicare Compliance

Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

How to Follow up with Medicare Clients Compliantly

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.

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.

Rules for Hosting a Compliant Medicare Educational Event

If you want to host a Medicare educational event, listen to this episode first! We cover how to plan, promote, and present your next event, including how to make sure you're compliant with the CMS Medicare Communications and Marketing Guidelines! We've also got details on a guide that outlines the whole process! 

Rules for Hosting a Compliant Medicare Sales Event

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 2020 CMS Medicare Communications and Marketing Guidelines!

Social Media Privacy Tips for Insurance Agents | Social Media 101

Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!

 

The latest from Ritter’s Blog:

 

5 Tips for Using Medicareful to Sell More Medicare Plans

Medicareful gives agents the potential to double or triple their capacity to safely engage prospects and enroll clients! How can you maximize your site and Medicare sales?

Why Being a Likable Agent Is Good for Your Business

How you present yourself as an agent can make or break your business. You may think, “It doesn’t matter what other people think of me,” which in some ways is true. But when it comes to how people view you professionally, their opinions do matter.

Tips for Becoming a Top-Producing Insurance Agency

Becoming a top producing agency isn’t something that happens overnight. It will take work and maybe a bit of trial and error to see what will work best for your business and sales flow.

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

asg_podcast_episode_footer_image_1200x200_register_with_ritter.jpg

FAQs about AHIP

FAQs about AHIP

June 16, 2020

 

ASG_Podcast_Episode_Header_FAQs_About_AHIP_237.jpg

Have questions about AHIP? We've got answers! In this episode, we answer some frequently asked questions about AHIP certification.

 

Read the text version.

 

Contact the Team at Ritter Insurance Marketing

 

Mentioned in this episode:

 

AHIP Official Website

Ritter Insurance Marketing Official Website

 

 

More episodes you’ll like:

 

4 Perks of Being a Part-Time Insurance Agent

Thinking about joining the ranks of insurance agents selling Medicare for a living? Not really sure if becoming a senior health insurance agent is the right career path for you? We get it! What if you could give it a practice run before giving up your full-time job? In this episode of the ASG Podcast, we discuss the benefits of starting out as a part-time insurance agent.

How to Sell Medicare Advantage Plans – FREE Guide

Get ready to find out what selling Medicare Advantage is all about! Whether you’re already an insurance agent selling Medicare or you’re transitioning to MA sales, we want to help you build your career. Our eBook is packed with information on Medicare Advantage – certification, contracting, sales pitches, cross-selling tips, training, marketing, and more! Wondering who qualifies for MA plans or when you can enroll your clients? We answer those questions, and give you an AEP Ready-to-Sell Checklist, FAQs on AHIP, and info on enrolling clients online with Medicareful.

June 12, 2020 | The Friday Five

The Friday Five for June 12, 2020: The Cost of Treating COVID-19; Coronavirus cases on the rise in Arizona; HHS announces new data reporting protocol for COVID-19; Lemonade files for IPO; and Federal Reserve Announces Interest Rate & Projections

The Survivor’s AEP Checklist

Prepare for AEP with the Agent Survival Guide! The Annual Enrollment Period will be here before we know it! Use our checklist to plan ahead, and you'll be "ready-to-sell" with plenty of time to spare.

What is AHIP and Why Do You Need It?

Learn more about AHIP requirements, how to get certified, and ways to find discounts on AHIP courses.

 

The latest from Ritter’s Blog:

 

How to Check for Your First Looks

The moment when carrier First Looks become available is a very exciting time for insurance agents! It can put a spring in your step and help you get in the mood for the upcoming Annual Enrollment Period!

2021 Maximum Broker Commissions for Medicare Advantage & Medicare Part D

Ritter has everything you need to know about 2021 maximum broker commissions for Medicare Advantage and Medicare Part D initial enrollments. Note: Insurance providers are NOT REQUIRED to pay the maximum commission rate.

Reassuring Clients During Difficult Times

During times of uncertainty, like the COVID-19 pandemic, it is likely that your clients will look to you for reassurance, and answers. Are you prepared to provide the support they are seeking?

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

asg_podcast_episode_footer_image_1200x200_register_with_ritter.jpg

What is AHIP and Why Do You Need It?

What is AHIP and Why Do You Need It?

June 11, 2020

 

ASG_Podcast_Episode_Header_What_is_AHIP_and_Why_Do_You_Need_It_236.jpg

Learn more about AHIP requirements, how to get certified, and ways to find discounts on AHIP courses.

 

Read the text version.

 

Mentioned in this episode:

 

AHIP Official Website

FAQs About AHIP

More info on America’s Health Insurance Plans (AHIP)

Ritter’s Carrier Pages

Ritter’s Certification Center

 

More episodes you’ll like:

 

4 Perks of Being a Part-Time Insurance Agent

Thinking about joining the ranks of insurance agents selling Medicare for a living? Not really sure if becoming a senior health insurance agent is the right career path for you? We get it! What if you could give it a practice run before giving up your full-time job? In this episode of the ASG Podcast, we discuss the benefits of starting out as a part-time insurance agent.

June 5, 2020 | The Friday Five

The Friday Five for June 5, 2020: Getting Back to Preventive Care - What it looks like; CVS partners with Nuro; Google Sued for $5 Billion; Save the Dates - Ritter Summits Coming Soon; and New Medicare Advantage Sales eBook Available.

The Survivor’s AEP Checklist

Prepare for AEP with the Agent Survival Guide! The Annual Enrollment Period will be here before we know it! Use our checklist to plan ahead, and you'll be "ready-to-sell" with plenty of time to spare.

 

The latest from Ritter’s Blog:

 

How to Check for Your First Looks

The moment when carrier First Looks become available is a very exciting time for insurance agents! It can put a spring in your step and help you get in the mood for the upcoming Annual Enrollment Period!

2021 Maximum Broker Commissions for Medicare Advantage & Medicare Part D

Ritter has everything you need to know about 2021 maximum broker commissions for Medicare Advantage and Medicare Part D initial enrollments. Note: Insurance providers are NOT REQUIRED to pay the maximum commission rate.

Reassuring Clients During Difficult Times

During times of uncertainty, like the COVID-19 pandemic, it is likely that your clients will look to you for reassurance, and answers. Are you prepared to provide the support they are seeking?

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

asg_podcast_episode_footer_image_1200x200_register_with_ritter.jpg

What Agents Can’t Say During Medicare Sales Appointments

What Agents Can’t Say During Medicare Sales Appointments

May 21, 2020

 

ASG_Podcast_Episode_Header_What_Agents_Cant_Say_During_Medicare_Sales_Appointments_230.jpg

Not sure what you can or can't say during a Medicare sales appointment? CMS has a lot of rules regarding marketing Medicare, but they're not always simple to understand. We sifted through the MCMG to bring you 9 examples of what NOT to say the next time you make a Medicare sales pitch.

 

Read the text version.

 

Contact the Sales Team at Ritter Insurance Marketing

 

Mentioned in this episode:

 

4 Tips for Making a Better Insurance Sales Pitch

Bribery Is Bad… For Business

CMS Medicare Communications and Marketing Guidelines information

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

Exciting Changes to the 48-Hour Scope of Appointment Rule

 

More episodes you’ll like:

 

Do’s and Don’ts of Medicare Compliance

Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss episode of the ASG Podcast.

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.

What Are Insurance Agents Responsible For Under HIPAA?

Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.

 

The latest from Ritter’s Blog:

 

Ritter Can Help You Stay In Touch With Your Clients

Client retention is just as important as taking on new clients. In the insurance world, once a sale is closed, your duty as an agent isn’t over. You still need to make sure you check in with your clients from time to time to maintain strong relationships. Use these downloadable templates when touching base with your clients! 

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

We’ve gathered information regarding your state’s stance on in-person sales during the COVID-19 pandemic, as well as information about applying for unemployment benefits as a self-employed worker.

Why It’s Time to Take a More Relaxed Approach to Insurance Sales

How many times have you walked into a store just wanting to look at something, but ended up walking out with nothing because the stakes felt too high? Maybe you were turned off because you couldn’t "just look" without a salesperson trying to give you their spiel? They “pushed” you right out the door, didn’t they? Here's how (and why!) to make sure you're not that salesperson.

5 Steps to Selling Medicare Supplements Successfully

Whether you’re already selling Medicare Supplements or just starting to look into offering this type of product, there are five simple steps you can take to find more success in your sales. Do you know what they are?

How to Successfully Set SMART Goals

Setting goals is a great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

asg_podcast_episode_footer_image_1200x200_register_with_ritter.jpg

What Are Insurance Agents Responsible for Under HIPAA?

What Are Insurance Agents Responsible for Under HIPAA?

February 18, 2020

 

ASG_Podcast_Episode_Header_What-are-Insurance-Agents-Responsible-for-Under-HIPPA_208.jpg

Stay HIPAA compliant with the Agent Survival Guide Podcast! Find out what you’re responsible for under HIPAA regulations.

 

Read the text version.

 

Download the PDF

 

Mentioned in this episode:

 

HHS Minimum Necessary Requirement

HHS: New rule protects patient privacy, secures health information

HHS Summary of the HIPAA Security Rule

Is Your Agency Ready for a HIPAA Audit?

Why Every Agency Should Work for HIPAA Compliance

 

More episodes you’ll like:

 

Are Your Medicare Marketing Materials Compliant?

Want to make sure your Medicare sales and marketing materials are compliant this AEP? We've got the answers to frequently asked compliance question. We'll help you stay on good terms with CMS!

Do’s and Don’ts of Medicare Compliance

Need a recap on Medicare compliance before AEP? We break down the CMS Medicare Communications and Marketing Guidelines for insurance agents, including new compliance rules for 2020. We’ll go over what’s allowed — and what’s not — in this can’t-miss 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.

Social Media Privacy Tips for Insurance Agents | Social Media 101

Online privacy is a big deal. You want to use social media to market your insurance business. How do you protect yourself and your clients? We've got some best practices and a link to a very informative eBook that’s free to download. Listen to find out more!

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

Make sure you're compliant with the latest CMS Medicare Communications and Marketing Guidelines. We've got an update on the 2020 MCMG that you don't want to miss.

 

The latest from Ritter’s Blog:

 

Why Go About Your Business in an Ethical, Compliant Fashion?

We’ve already told you the many ways you can remain compliant as an insurance agent. In this article, we want to focus on the “why.” Why should you go about your business in an ethical, compliant… (read more)

The Agent Survival Guide Has a New Home

Big things are happening with the Agent Survival Guide in 2020! Now, all our Agent Survival Guide content is available on RitterIM.com. Here’s everything you need to know about the... (read more)

Should You Become a Certified Insurance Counselor?

Are you considering becoming a Certified Insurance Counselor? For some agents, this certification may be something brand new! We’re here to break down what this certification is, how you can obtain... (read more)

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

Overcast

Podbean

Spotify

Stitcher

 

Connect on social:

 

Facebook

Twitter

YouTube

LinkedIn

 

asg_podcast_episode_footer_image_1200x200_register_with_ritter.jpg

Play this podcast on Podbean App