Agent Survival Guide Podcast

The Best Software for Tracking Your Medicare Commissions

May 19, 2020

 

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How do you track your Medicare commissions? Want a better solution? Listen to this episode of our ASG Podcast for suggestions on tracking (and troubleshooting!) your hard-earned insurance commissions.

 

Read the text version.

 

Register for your FREE RitterIM.com account

 

Call Ritter Insurance Marketing at 1-800-769-1847

 

Mentioned in this episode:

 

2020 Maximum Broker Commissions for MA & Medicare Part D

CMS Medicare Communications and Marketing Guidelines (MCMG)

Excel for Windows Training

Excel Quick and Simple Charts Tutorial [Video]

Four Reasons Why Ritter Should Be Your FMO Insurance Agency

How to Create a Graph in Excel

How to Make a Chart or Graph in Excel [With Video Tutorial]

Ritter’s Carrier Pages

Ritter’s Microsoft Excel Commission Tracking Template

The Ritter Platform Launches 3 New Tools & Shared Client Records

What Are Agents Responsible for Under HIPAA?

 

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Helping Your Clients Find Their Medicare Beneficiary Identifier (MBI)

Need to help a client look up their Medicare Beneficiary Identifier? What can you do now that the lookup feature on MyMedicare.gov has been phased out? We've got four ways insurance agents can help their Medicare clients in this episode of the ASG Podcast.

5 Steps to Selling Medicare Supplements Successfully

Build your Medicare portfolio with our Med Supp sales tips! We walk you through the process of getting started, from finding the carrier info you need to helping you get contracted and ready-to-sell. Medicare Supplement sales success can be yours!

 

The latest from Ritter’s Blog:

 

Ritter Can Help You Stay In Touch With Your Clients

Client retention is just as important as taking on new clients. In the insurance world, once a sale is closed, your duty as an agent isn’t over. You still need to make sure you check in with your clients from time to time to maintain strong relationships. Use these downloadable templates when touching base with your clients! 

How You Can Sell Insurance in Your State During COVID-19

We’ve gathered information regarding your state’s stance on in-person sales during the COVID-19 pandemic, as well as information about applying for unemployment benefits as a self-employed worker.

Why It’s Time to Take a More Relaxed Approach to Insurance Sales

How many times have you walked into a store just wanting to look at something, but ended up walking out with nothing because the stakes felt too high? Maybe you were turned off because you couldn’t "just look" without a salesperson trying to give you their spiel? They “pushed” you right out the door, didn’t they? Here's how (and why!) to make sure you're not that salesperson.

5 Steps to Selling Medicare Supplements Successfully

Whether you’re already selling Medicare Supplements or just starting to look into offering this type of product, there are five simple steps you can take to find more success in your sales. Do you know what they are?

How to Successfully Set SMART Goals

Setting goals is a great way to keep your business on track with a clear path ahead. We recommend setting goals at the beginning of each plan year to help you flourish in the year to come.

 

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