Increase Sales and Productivity with the Busy Medicare Agent’s Sales Planner

 

Stay organized and on top of sales with Ritter's planner just for insurance agents selling Medicare! We walk through the year, highlighting what agents should focus on during each quarter.

 

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Download your Months of Medicare At a Glance planner NOW!

 

Test Drive the Tools Ritter Insurance Marketing Offers

 

Quarter One:

[03:23]

Every 'Second' Counts: Why Sell Cancer, Heart Attack and Stroke Insurance? https://www.ritterim.com/blog/every-second-counts-why-sell-cancer-heart-attack-and-stroke-insurance/

How to Follow up with Medicare Clients Compliantly: https://link.chtbl.com/ASG417

Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488

The Benefits of Selling D-SNPs: https://www.ritterim.com/blog/the-benefits-of-selling-d-snps/

The Complete Guide to Client Loyalty and Retention: https://www.ritterim.com/client-retention-guide/

The Top 5 Products to Sell During Medicare's Lock-In Period: https://link.chtbl.com/ASG513

 

Quarter Two:

[06:10]

AHIP Test Tips and Tricks for Medicare Certification: https://www.ritterim.com/blog/ahip-test-tips-and-tricks-for-medicare-certification/

Build Your Brand with Community Involvement: https://www.ritterim.com/blog/build-your-brand-with-community-involvement/

Carrier Pages: https://docs.ritterim.com/products/carriers/

Certification Center: https://docs.ritterim.com/products/certification/

Community-Based Marketing for Insurance Agents: https://link.chtbl.com/ASG533

FAQs About NABIP Medicare Certification: https://www.ritterim.com/blog/faqs-about-nabip-medicare-certification/

Sense Success with Dental, Vision, and Hearing Plans: https://www.ritterim.com/blog/sense-success-with-dental-vision-and-hearing-plans/

The Advisor Approach: Cross-Selling by Fact-Finding: https://link.chtbl.com/ASG409

The Benefits of Selling D-SNPs: https://www.ritterim.com/blog/the-benefits-of-selling-d-snps/

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

Where & How to Start Cross-Selling to Fill Insurance Coverage Gaps: https://www.ritterim.com/blog/where-how-to-start-cross-selling-to-fill-insurance-coverage-gaps/

 

Quarter Three:

[09:43]

3 Benefits of Contracting to Sell Medicare Advantage Plans Outside of AEP: https://www.ritterim.com/blog/3-benefits-of-contracting-to-sell-medicare-advantage-plans-outside-of-aep/

Get a Portfolio Review from Ritter Insurance Marketing: https://www.ritterim.com/portfolio/?utm_source=asg_podcast_link

 

Quarter Four:

[12:26]

ACA 101: Selling Under-65 Health Insurance: https://www.ritterim.com/blog/aca-101-selling-under-65-health-insurance/

ACA Basics Knight School Training: https://www.ritterim.com/knight-school/solid-foundation/aca-basics/1/

Everything You Need to Know About the ACA OEP: https://link.chtbl.com/ASG545R    

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

The Complete Guide to Selling Affordable Care Act Insurance Plans: https://www.ritterim.com/aca-ebook/

Things to Think About Post-AEP: https://www.ritterim.com/blog/things-to-think-about-post-aep/

 

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Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/ 

 

General Resources:

Do's and Don'ts of Medicare Compliance: https://link.chtbl.com/ASG542

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

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

Ritter Registration: https://app.ritterim.com/public/registration/

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

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

 

References:

10 Volunteering Opportunities in Your Community: https://www.dosomething.org/us/articles/volunteering-opportunities-in-your-community

40 Volunteer Statistics That Will Blow Your Mind: https://volunteerhub.com/blog/40-volunteer-statistics

2023 Heart Disease and Stroke Statistics Update Fact Sheet: https://professional.heart.org/-/media/PHD-Files-2/Science-News/2/2023-Heart-and-Stroke-Stat-Update/2023-Statistics-At-A-Glance-final_1_17_23.pdf

American Heart Association: https://www.heart.org/

Dual Eligible Special Needs Plans (D-SNPs): https://www.cms.gov/medicare/enrollment-renewal/special-needs-plans/dual-eligible

Surprising Statistics about Strategic Planning: https://fundingforgood.org/statistics-about-strategic-planning/