Agent Survival Guide Podcast

How to Follow Up with Medicare Clients Compliantly

April 1, 2021



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 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



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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