Agent Survival Guide Podcast
Join the Conversation on Twitter | Social Media 101
Social Media Privacy Tips for Insurance Agents | Social Media 101

Social Media Privacy Tips for Insurance Agents | Social Media 101

July 18, 2019

 

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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!

Download Social Media Marketing for Insurance Agents

 

Mentioned in this episode:

 

How to Create a Strong Password

The Facebook and Cambridge Analytica scandal, explained with a simple diagram

Top Seven Reason Why You Should Not Share Your Passwords

 

The latest from Agent Survival Guide:

 

2020 AEP: Ready to Sell in 5 Steps

2020 Medicare Advantage & Part D Certification Info

FAQs about AHIP

 

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Insurance Agents & CMS Compliance | Social Media 101

Insurance Agents & CMS Compliance | Social Media 101

July 16, 2019

 

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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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An Introduction to Social Media for Insurance Agents | Social Media 101

An Introduction to Social Media for Insurance Agents | Social Media 101

July 11, 2019

 

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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

 

Subscribe & Follow:

 

Apple Podcasts

Google Podcasts

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Connect on social:

 

Facebook

Twitter

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LinkedIn

 

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