Agent Survival Guide Podcast

Medicareful 2020 Year-in-Review: Here’s What We Accomplished

February 16, 2021



What is Medicareful? How does it work? If you've been looking for a tool that combines online enrollment, client-facing plan quotes, drug cost estimates, a free CMS-compliant website, and more... don't miss this episode! We review updates to the Medicareful platform over the past year, and what our agents achieved while using it!


Read the text version.


Mentioned in this episode:


5 Must-Haves for Every Agent This AEP

5 Tips for Using Medicareful to Sell More Medicare Plans

A Review of the Top Medicare Quote Engines for Insurance Agents

Connect with a member of the Ritter team!

Medicareful – Safe, Easy Medicare Enrollments Online. Learn More!

Prefilled Submissions for Clients on Medicareful


More episodes you’ll like:


February 12, 2021 | The Friday Five

The Friday Five for February 12, 2021: Clover Health News, Oscar Health News, Consumer Health Insurance Knowledge, Good Health Pass Collaborative, and Removing that Zoom kitten filter

How Client Retention Boosts Your Insurance Sales

Master the art of treating your client as the renewal, not their policy. Learn why building relationships with your current clients is more beneficial (and cost effective!) than courting new ones.

Medicare Advantage Trial Rights Explained for Agents

Learn more about the Medicare Advantage Trial Right Period. If you have a client who enrolled in Medicare Advantage but wants to go back to Original Medicare, they may qualify. Listen to find out more about how it works!


Articles to Share with Your Clients:


Internet Safety Tips for Seniors

The internet can be an entertaining and informative place, but there's also a darker side to it. It's easy to fall prey to scams, identity theft, or bad information. Here are a few internet safety tips so you can protect yourself online.

Mood Foods: A Breakfast That Boosts Your Mood

Breakfast is the most important meal of the day for a number of reasons, but it's critical to boosting your mood so you can greet the day at your best!

When Can I Get a COVID-19 Vaccination?

There are many questions surrounding the rollout of the COVID-19 vaccination. When can you get one? Where? Is it safe? We're giving you some answers and resources where you can find additional information!


The latest from Ritter’s Blog:


Medicare Advantage Trial Rights Explained for Agents

If you have a client who enrolled in a Medicare Advantage plan but wants to go (back) to Original Medicare, they may qualify for a Medicare Advantage trial right! This would allow them to update their coverage outside of the Annual Enrollment Period.

Ritter Continues Expansion, Acquires Ohio-Based Quick Insured Brokerage

Ritter has announced its merger with Ohio-based Quick Insured Brokerage (QIB), an independent wholesale brokerage agency.

Ritter and HTA Financial Services Merge Medicare Wholesale Businesses

Ritter Insurance Marketing is excited to announce the merger of HTA Financial Services (HTA) and Ritter’s wholesale Medicare business.


Subscribe & Follow:


Apple Podcasts

Google Podcasts






Connect on social:








Play this podcast on Podbean App