How to Get Started in Medicare Sales

 

If you're looking for a 101 on Medicare sales, you found it! From training and certifications to carriers and FMOs, this episode has what you need to know to start your sales journey.

 

Read the text version

 

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In this episode:

AHIP training overview [03:37]

Portfolio review [08:49]

Carrier contracting [10:28]

Product certification [11:26]

Follow ups & retention [13:10]

Agent website [15:04]

Shop & Enroll [16:40]

The Ritter Platform [19:11]

Medicare enrollment periods [25:18]

 

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Resources:

5 Reasons Clients Switch Medicare Plans During AEP: https://link.chtbl.com/ASG471R

2024 Medicare Advantage & Part D Certification Info: https://link.chtbl.com/ASGN20230711

Getting Started Selling Medicare Supplements: https://link.chtbl.com/ASG497

Marketing & Incentives: https://www.ritterim.com/marketing-incentives/

Medicare Advantage Open Enrollment Do's and Don'ts: https://link.chtbl.com/ASG501

Ritter Agent Training Opportunities: https://www.ritterim.com/documents/prospectus/ritter-agent-training-opportunities-prospectus.pdf

Ritter Docs – Certifications: https://docs.ritterim.com/products/certification/Shop & Enroll: https://www.ritterim.com/shop-and-enroll/

The Beginner’s Guide to D-SNPs: https://link.chtbl.com/ASG388

The Benefits of Joining a Top Insurance FMO: https://link.chtbl.com/ASG425

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

What Does 'Ready-to-Sell' Mean for Medicare Agents? https://link.chtbl.com/ASG529

What Is AHIP Certification and How Do I Get It? https://link.chtbl.com/ASG525

Why People Are Choosing Part C Over Original Medicare: https://www.ritterim.com/blog/why-people-are-choosing-part-c-over-original-medicare/

 

References:

Disability & Medicare eligibility and enrollment – What you need to know in 2023: https://www.uhc.com/news-articles/medicare-articles/help-i-have-a-disability-and-i-want-to-enroll-in-medicare

Fact Sheet Medicare Medical Savings Accounts (MSAs) Plans: https://www.cms.gov/Medicare/Health-Plans/MSA/downloads/MSAFactSheet-3-13-08.pdf

How to avoid paying Medicare late enrollment penalties: https://www.uhc.com/news-articles/medicare-articles/try-to-avoid-medicare-late-enrollment-premium-penalties

Internet/Broadband Fact Sheet: https://www.pewresearch.org/internet/fact-sheet/internet-broadband/

Medicare Advantage Special Enrollment Periods: https://www.ncoa.org/article/medicare-advantage-special-enrollment-periods

Medicare Advantage Special Enrollment and Disenrollment Rules: https://www.ncoa.org/article/medicare-advantage-enrollment-and-disenrollment-rules

Medicare Advantage Enrollment and Disenrollment: https://www.cms.gov/files/document/cy-2024-ma-enrollment-and-disenrollment-guidance.pdf

Medicare + Fraud, Waste, and Abuse (MFWA) Online Course: https://www.ahipmedicaretraining.com/page/login