9 Essential Tools for Beginner Insurance Agents

 

If you’re just starting out in the insurance industry, this episode is a must listen! Discover key tools and resources for establishing your business, gaining leads, marketing, compliance, and more!

  

Read the text version

 

Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:

A Review of the Top Medicare Quote Engines for Insurance Agents: https://ritterim.com/blog/a-review-of-the-top-medicare-quote-engines-for-insurance-agents/

CallVault: https://ritterim.com/the-ritter-platform/#callvault

CMS’ New Definition of Marketing & How it Affects Agents Selling Medicare Plans: https://ritterim.com/blog/cms-new-definition-of-marketing-how-it-affects-agents-selling-medicare-plans/

FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508

Free eBooks & Guides: https://ritterim.com/guides/

How Insurance FMOs Work FREE eBook download: https://ritterim.com/how-insurance-fmos-work/

Knight School Training: https://ritterim.com/knight-school/

Lead Center: https://leads.integrity.com/login

Meet Your Sales Team at Ritter: https://ritterim.com/meet-your-sales-team/

Medicare Center: https://integrity.com/MedicareCENTER/

Medicare Quote Engine Prospectus PDF: https://ritterim.com/documents/prospectus/medicare-quote-engine-prospectus.pdf

Round Table Facebook Group: https://www.facebook.com/groups/RittersRoundTable/

Ritter Events Calendar: https://ritterim.com/events/

Ritter Insurance Marketing Joins Integrity Marketing Group: https://ritterim.com/blog/ritter-insurance-marketing-joins-integrity-marketing-group/

Shop & Enroll: https://ritterim.com/shop-and-enroll/

The Best Software for Tracking Your Medicare Commissions: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/

The Ritter Blog: https://ritterim.com/blog/

The Ritter Platform: https://ritterim.com/the-ritter-platform/

The Ritter Platform – Elevate Your Sales Process PDF: https://ritterim.com/documents/prospectus/the-ritter-platform-prospectus.pdf

The Ultimate Agent Resource List Pt 1: Market Yourself: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-1-market-yourself/

The Ultimate Agent Resource List Pt. 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/

Your Guide to Compliant Medicare Call Recording with CallVault PDF: https://ritterim.com/documents/prospectus/your-guide-to-compliant-medicare-call-recording-with-callvault.pdf

Your Step-By-Step Guide to Getting Started in Insurance Sales eBook: https://ritterim.com/free-guide/

 

References:

Acuity Scheduling: https://acuityscheduling.com/

AgentMethods: https://www.agentmethods.com/

Appointment scheduling with Google Calendar: https://workspace.google.com/resources/appointment-scheduling/

Calendly: https://calendly.com/

HubSpot Free Meeting Schedular: https://www.hubspot.com/products/sales/schedule-meeting

Market Advisor: https://csg-actuarial-wordpress.appspot.com/software/market-advisor/

Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs; Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency; Additional Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and

Microsoft Bookings: https://www.microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app

The Best 24 Appointment Scheduling Apps and Booking Software: https://blog.hubspot.com/sales/best-scheduling-app

TrustedForm: https://activeprospect.com/trustedform/

Verisk Marketing Solutions: https://marketing.verisk.com/compliance/

 

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