Agent Survival Guide Podcast
Social Media 101
Episodes
Tuesday Jul 16, 2019
Insurance Agents & CMS Compliance | Social Media 101
Tuesday Jul 16, 2019
Tuesday Jul 16, 2019
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.
Download the Social Media Compliance Guide PDF >
ASG Social Media Compliance Guidelines:
DO NOT treat a follow, like, or comment as a permission to contact (PTC).
If someone contacts you through social media, ask them to get in touch with you via email or by phone so you can keep a record.
DO answer questions on social media.
While a comment isn’t a PTC, it is compliant to respond to a question or comment on a public social media forum. However, you can’t address them beyond the scope of the question or statement.
DO NOT buy (or use) social media leads or referrals.
Never buy social media contacts as a form of lead generation. Even if you’re given a free list of social media profiles, you cannot initiate contact. Instead, ask your friends and current clients to share your information with potential leads (who must contact you first before you can talk to them). Word of mouth is your business’ best friend.
DO keep things generic.
No carriers, logos, or specific product information. Promote your services only. It’s OK if you want to tell your clients that you specialize in Medicare Advantage, Medicare Supplement, or PDP, but not which carriers you represent. It’s OK if you want to share information that your clients can obtain in the public domain (such as how much Part B premiums are), but not information that is specific to a product or a plan.
Use Common Sense – Just because someone else is doing it, doesn’t make it compliant.
Monkey-see monkey-do isn’t safe when it comes to CMS compliance. Make sure you thoroughly review the CMS guidelines for yourself and ask your FMO or other trusted colleagues educated questions when you see something you’re not sure about. It’s better to be safe than sorry in these instances, which is why we prefer to stick to a PR approach.
Mentioned in this episode:
CMS 2019 Medicare Communications and Marketing Guidelines
Social Media Marketing for Insurance Agents
Do’s and Don’ts of Medicare Compliance ǀ ASG005
What’s New in the 2019 Medicare Communications and Marketing Guidelines? ǀ ASG083
More episodes you’ll like:
Do’s and Don’ts of Medicare Compliance | ASG005
Medicare compliance starts with CMS and the Medicare Communications and Marketing Guidelines. We break down what’s allowed – and what’s not – in this can’t-miss episode.
What’s New in the 2019 Medicare Communications and Marketing Guidelines? | ASG083
Stay compliant with the new CMS Medicare guidelines. We unpack the biggest changes to the 2019 MCMG that you need to know about.
Are Your Medicare Marketing Materials Compliant? | ASG121
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.
The latest from Agent Survival Guide:
4 Perks of Being a Part-Time Insurance Agent
How Medicareful Helps You Sell Ancillary Products
How to Pitch Medicare Medicare Savings Accounts (MSAs)
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Thursday Jul 11, 2019
An Introduction to Social Media for Insurance Agents | Social Media 101
Thursday Jul 11, 2019
Thursday Jul 11, 2019
Not sure where to start on social media? The Agent Survival Guide team has you covered! Learn more about why this tool is so essential to your insurance business marketing strategy.
Mentioned in this episode:
Social Media Fact Sheet
The latest from Agent Survival Guide:
2020 AEP: Ready to Sell in 5 Steps
2020 Maximum Broker Commissions: Medicare Advantage & Medicare Part D
2020 Medicare Advantage & Part D Certification Info
FAQs about AHIP
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Tuesday Oct 17, 2017
Finding Content to Post on Social Media ǀ SMT016
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Not sure what to post on social media? Use these tips to curate content that will engage your followers, whether they’re clients or your fellow agents!
Mentioned in this Episode:
AARP Blog DirectoryAgent Survival GuideCompliance & Social Media ǀ SMT002Kaiser Family FoundationSenior PlanetThink Advisor
The latest from ASG:
5 Life Insurance Myths Your Clients May Believe2019 Maximum Broker Commissions for Medicare Advantage & Medicare Part DLife Insurance for Each of Life’s Stages
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Tuesday Oct 17, 2017
How to Know if Your Facebook Page is Successful ǀ SMT015
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Improve your Facebook marketing strategy. Learn how to read the data collected from your business page and start using it to your advantage.
The latest from ASG:
Getting Started Selling Medicare SupplementsWhat to Know When Replacing Existing Med Supp Plans for ClientsWhen to Recommend Life Insurance Based on Its Tax Advantages
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Tuesday Oct 17, 2017
Creating a Facebook Page ǀ SMT014
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Ready to get started marketing your business on Facebook? You won't want to miss this episode of the ASG Podcast - or our helpful guide! Download the Facebook Guide PDF.
The latest from ASG:
4 Perks of Being a Part-Time Insurance AgentHow to Get Your Medicare Enrollment Kits on TimeWhat's New in the 2019 Medicare Communications and Marketing Guidelines?
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Tuesday Oct 17, 2017
Should You Be on Facebook? ǀ SMT013
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Not using Facebook? We outline 5 key reasons why you should start. And the fact that 79% of Americans use it isn't one of them.
Mentioned in this Episode:
SMT002: Social Media & ComplianceSocial Media Compliance Guide PDF
The latest from ASG:
4 Perks of Being a Part-Time Insurance AgentHow to Get Your Medicare Enrollment Kits on TimeWhat's New in the 2019 Medicare Communications and Marketing Guidelines?
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Tuesday Oct 17, 2017
Using Forums ǀ SMT012
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Discover the power of forums. We unpack it all, how to get started, what you should post, etiquette rules, and more! Join the Agent Survival Guide Forum.
Mentioned in this Episode:
25 Forum Posting Etiquette TipsAgent Survival Guide Forum
The latest from ASG:
4 Perks of Being a Part-Time Insurance AgentHow to Get Your Medicare Enrollment Kits on TimeWhat's New in the 2019 Medicare Communications and Marketing Guidelines?
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Tuesday Oct 17, 2017
LinkedIn Groups ǀ SMT011
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Learn how to use LinkedIn to target your audience. Get ready to join a group and join the conversation.
Mentioned in this Episode:
Ritter's Insurance Agents Questions and Answers Group on LinkedIn: https://www.linkedin.com/groups/4136884Ritter Insurance Marketing on LinkedIn
The latest from ASG:
4 Perks of Being a Part-Time Insurance AgentHow to Get Your Medicare Enrollment Kits on TimeWhat's New in the 2019 Medicare Communications and Marketing Guidelines?
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Tuesday Oct 17, 2017
Using Posts on LinkedIn ǀ SMT010
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Show your LinkedIn connections that you'e the expert. We've got the best practices for publishing posts and sharing articles.
Mentioned in this Episode:
Agent Survival GuideThinkAdvisor: Life & Health
The latest from ASG:
4 Perks of Being a Part-Time Insurance AgentHow to Get Your Medicare Enrollment Kits on TimeWhat's New in the 2019 Medicare Communications and Marketing Guidelines?
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Tuesday Oct 17, 2017
Connecting on LinkedIn ǀ SMT009
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
What's your LinkedIn etiquette? Tune in and learn the code of connecting on this professional social network.
The latest from ASG:
4 Perks of Being a Part-Time Insurance AgentHow to Get Your Medicare Enrollment Kits on TimeWhat's New in the 2019 Medicare Communication and Marketing Guidelines?
Subscribe Here:
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Connect With Us:
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Tuesday Oct 17, 2017
Your LinkedIn Profile ǀ SMT008
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Become a LinkedIn All-Star. We cover what you need to know to get this coveted profile status.
Mentioned in this Episode:
LinkedIn: The Ultimate Cheat SheetThe 7 Factors That Increase The Psychological Impact of Your Profile PhotoThree Steps to Writing The Perfect LinkedIn Summary
The latest from ASG:
How to Get Your Enrollment Kits on TimeReady to Join an FMO? 10 Things to ConsiderTech Takeaways for Forward Thinking Insurance Agents
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Tuesday Oct 17, 2017
Getting LinkedIn ǀ SMT007
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
If you're not on LinkedIn, you're missing out. Find out why you need to join this social network for professionals. Download our LinkedIn Guide PDF.
Mentioned in this Episode:
Ritter's Company LinkedIn Page
The latest from ASG:
2019 Medicare Advantage & Part D Certification Info Is HereWhat an FMO Can Do for your BusinessWhat is AHIP and Why Do You Need It?
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Tuesday Oct 17, 2017
Writing Tweets ǀ SMT006
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Master the art of the Tweet with the Agent Survival Guide Team. Learn the six different types of tweets and how to write them.
ASG's 6 Formats for Writing Tweets:
1. Shared Content Tweet
[ARTICLE TITLE]: https://www.URL.com via @TwitterHandle #hashtag
Example: 5 simple ways to use email to build relationships and grow sales https://www.thinkadvisor.com/2016/05/27/5-simple-ways-to-use-email-to-build-relationships via @ThinkAdvisor #marketing #insurance
2. Shared Content with Commentary Tweet
[YOUR OPINION]: https://www.URL.com via @TwitterHandle #hashtag
Example: With Med Supp enrollment on the rise, now's the time to broaden your portfolio. Here's why: https://agentsurvivalguide.com/medicare-supplements-fill-the-gaps-in-your-portfolio via @RitterIM #Medicare #RitterASG
3. Retweet with Commentary
[YOUR OPINION] #hashtag [EMBEDDED ORIGINAL TWEET]
Example: https://twitter.com/RitterIM/status/735859481511354368
4. Problem/Solution Tweet
Don't let your [ASSET][NEGATIVE RESULT]. Find out how to [GOAL] here: https://www.URL.com #hashtag
Example: Too busy to make #PDP sales? Let us enroll for you & we'll pay you for it. https://www.ritterim.com/ritterreferral #RitterReferral
5. Stat/Fact Tweet
Did you know that [STAT]? https://www.URL.com #hashtag
Example: eHealth #Medicare Membership Grows 42% Year over Year: https://blog.ritterim.com/2016/04/29/ehealth-medicare-membership-grows-42-year-over-year #agents #RitterTwitter
6. Photo Tweet
[PHOTO CAPTION] #hashtag [ATTACH IMAGE]
Example: https://twitter.com/RitterIM/status/936679552478318593
The latest from ASG:
2019 Medicare Advantage & Part D Certification Info Is HereWhat an FMO Can Do for your BusinessWhat is AHIP and Why Do You Need It?
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Tuesday Oct 17, 2017
Using #Hashtags ǀ SMT005
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Discover the meaning behind this symbol, how to include it in your tweets, and why it's so important for engagement on Twitter.
ASG's 7 Rules for Using #Hashtags:
Hashtags don't have spaces between words or punctuation in words.
Hashtag phrases are usually CamelCase. Each word is capitalized to help you read it, i.e. #InsuranceAgents not #insuranceagents.
Hashtags can occur anywhere in a tweet – at the beginning, the middle, or the end.
Hashtagged words that become very popular are often Trending Topics (which are highlighted in the sidebar of your Twitter feed).
If you tweet with a hashtag on a public account, anyone who does a search for that hashtag can find your tweet.
#Don't #spam #with #hashtags. Avoid over-tagging a single tweet. (The recommendation is no more than two to three hashtags per tweet.)
Use hashtags only on tweets relevant to the topic. So don't add #insurance to a tweet about a bad hair day.
Suggested Hashtags:
#Medicare | #Seniors | #Insurance | #Agents | #InsuranceAgents | #LifeInsurance | #Brokers | #Healthcare | #HealthInsurance | #CMS | #ACA | #Obamacare
Mentioned in this Episode:
Did I Tweet or Did I Twitter?How to Be Successful on Twitter: 9 Surprising Stats to Know
The latest from ASG:
How Professional Organizations Make You a Better AgentWhat an FMO Can Do for your BusinessWhat is AHIP and Why Do You Need It?
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Tuesday Oct 17, 2017
Using Retweets, Replies, Direct Messages, & Likes ǀ SMT004
Tuesday Oct 17, 2017
Tuesday Oct 17, 2017
Learn how to build your credibility (and your audience!) by engaging others on Twitter.
Mentioned in this Episode:
@RitterIM
The latest from ASG:
Sense Success with Dental, Vision, and Hearing PlansWhat An FMO Can Do for Your BusinessWhat is AHIP and Why Do You Need It?
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