Agent Survival Guide Podcast

Agent’s Guide to Text Communication Resources

 
 
This episode is packed with tips, strategies, and resources on text communication for your insurance business. Listen for HIPAA compliant apps, client scenarios, and so much more!
 
Read the text version
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Text Communication Resources:
AgencyBloc: https://www.agencybloc.com/
RingCentral: https://www.ringcentral.com/
Zoom Phone: https://www.zoom.com/en/products/voip-phone/
 
Resources:
2025 Marketplace Final Rule Changes Agents Should Know: https://ritterim.com/blog/2025-marketplace-final-rule-changes-agents-should-know/
Agent Apps | Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Agent Apps | Apps to Make Your Small Business More Efficient: https://link.chtbl.com/ASGA034
How to Take on an Upset Client in the Insurance Industry: https://link.chtbl.com/ASG567
How to Stay Compliant During All Medicare Sales: https://link.chtbl.com/ASG550
TCPA Compliance Rules: https://docs.ritterim.com/compliance/sales-communication-practices/#tcpa
The Ultimate Agent Resource List Pt 1: Market Yourself: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-1-market-yourself/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
 
References:
HIPAA Training Requirements: https://www.hipaajournal.com/hipaa-training-requirements/
Should Insurance Agents Use Text Messages to Communicate with Clients? https://info.westernassetprotection.com/blog/should-insurance-agents-use-text-messages-to-communicate-with-clients
Six Key Differentiators Between Company Cell Phones and VolP: https://dicecommunications.com/six-key-differentiators-between-company-cell-phones-and-voip
Worldwide Texting Statistics: https://shso.vermont.gov/sites/ghsp/files/documents/Worldwide%20Texting%20Statistics.pdf
 
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Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka Twitter), https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
8e3e332a98f8f092fb5d34314474e99533c6fe81

Agent Apps | Apps for Travel Deals

 
Looking to book your next trip? Check out these two apps for finding deals on flights, hotels, car rentals, and more!
 
Official Hopper Website: https://hopper.com/
Official Kiwi Website: https://www.kiwi.com/us/
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
5 Things About Prepping for the Insurance License Exam: https://link.chtbl.com/ASGF20240607
Apps to Help You Stay Healthy: https://link.chtbl.com/ASGA53
Apps to Take with You While Traveling: https://link.chtbl.com/ASGA12
Ways to Stay Productive on the Go: https://link.chtbl.com/ASG543
Why Marketplace Agents Should Connect With Adults Turning 26: https://ritterim.com/blog/why-marketplace-agents-should-connect-with-young-adults-turning-26/
 
References:
Eden: People+Planet (formally Eden Reforestation Projects) https://www.edenprojects.org/
Hopper Celebrates Planting 25 Million Trees Through its Hopper Trees Program: https://media.hopper.com/news/hopper-celebrates-planting-25-million-trees-through-its-trees-program
The Trick to Finding Cheap Flights in 2024: https://travel.usnews.com/features/how-to-find-cheap-flights  
 
Follow Us on Social! 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Amazon RxPass Expands to Medicare Beneficiaries

 
The Friday Five for June 21, 2024:
AHIP 2024 Certification Down, CY 2025 Coming Soon
Medicare Part D Creditable Coverage in Employer Plans
Biden Administration Proposes Rule on Medical Debt
Done Telehealth & The CDC Advisory on Stimulant ADHD Meds
Amazon RxPass Expands to Medicare Beneficiaries
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
2025 Medicare Advantage & Part D Certification Info: https://ritterim.com/blog/2025-medicare-advantage-and-part-d-certification-info/    
Are You Self-Sabotaging Your Insurance Sales Success? https://ritterim.com/blog/are-you-self-sabotaging-your-insurance-sales-success/
5 Things About Prepping for the Insurance License Exam: https://link.chtbl.com/ASGF20240607  
Developing a Retention Mindset ft. Blake Amos (Cigna Healthcare): https://link.chtbl.com/2024BlakeAmos
Join Us at the Summits! https://ritterim.com/blog/join-us-at-the-summits/
Training Opportunities for Insurance Agents at Ritter Insurance Marketing: https://link.chtbl.com/ASG437
 
AHIP 2024 Certification Down, CY 2025 Coming Soon:
Medicare + Fraud, Waste, and Abuse Training: https://www.ahip.org/courses/medicare-fraud-waste-and-abuse-training
What Is AHIP Certification and How Do I Get It? https://ritterim.com/blog/what-is-ahip-certification-and-how-do-i-get-it/
 
Biden Administration Proposes Rule on Medical Debt:
CFPB Proposes to Ban Medical Bills from Credit Reports: https://www.consumerfinance.gov/about-us/newsroom/cfpb-proposes-to-ban-medical-bills-from-credit-reports/
Even if Medical Debt Isn't on Your Credit Report, It Can Drag Down Your Credit: https://money.usnews.com/credit-cards/articles/even-if-medical-debt-isnt-on-your-credit-report-it-can-drag-down-your-credit
In sweeping change, Biden administration to ban medical debt from credit reports: https://abcnews.go.com/Politics/sweeping-change-biden-administration-ban-medical-debt-credit/story?id=110997906
Will CFPB’s Ban On Medical Debts From Credit Reports Help Patients? https://www.forbes.com/sites/gebai/2024/06/16/cfpbs-ban-on-medical-debts-from-credit-reports-will-harm-patients/  
 
Done Telehealth & The CDC Advisory on Stimulant ADHD Meds:
CDC warns access to ADHD meds may be disrupted after arrests of health-care startup executives: https://www.cnn.com/2024/06/13/health/cdc-adhd-medication-alert/index.html 
Disrupted Access to Prescription Stimulant Medications Could Increase Risk of Injury and Overdose: https://emergency.cdc.gov/han/2024/han00510.asp#print
FDA Drug Shortages Portal: https://www.fda.gov/drugs/drug-safety-and-availability/drug-shortages
Feds arrest Adderall telehealth CEO under Controlled Substances Act: https://www.theverge.com/2024/6/13/24178049/done-adhd-telehealth-controlled-substances-act-doj-fraud
Founder/CEO and Clinical President of Digital Health Company Arrested for $100M Adderall Distribution and Health Care Fraud Scheme: https://www.justice.gov/opa/pr/founderceo-and-clinical-president-digital-health-company-arrested-100m-adderall-distribution
Telehealth startup Done's CEO and clinical president arrested, charged with fraud: https://www.fiercehealthcare.com/health-tech/telehealth-startup-dones-ceo-and-clinical-president-arrested-charged-fraud  
 
Amazon RxPass Expands to Medicare Beneficiaries:
Amazon Pharmacy expands RxPass subscription service to Medicare patients: https://www.fiercehealthcare.com/health-tech/amazon-pharmacy-expands-rxpass-subscription-service-medicare-patients
Amazon RxPass: https://pharmacy.amazon.com/rxpass
 
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance    
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Agent's Guide to Email Communication Resources

 
Discover our top recommendations for email marketing. Keep in touch with clients, reach larger audiences, and grow your business with these tools.
  
Read the text version
   
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Email Communication Resources:
AgencyBloc: https://www.agencybloc.com/
AgentMethods’ AMPlify: https://www.agentmethods.com/amplify/
Canva: https://www.canva.com/
Constant Contact: https://www.constantcontact.com/
Google Workspace: https://workspace.google.com/products/gmail/
MailChimp: https://mailchimp.com/
Microsoft 365: https://www.microsoft.com/en-us/microsoft-365/outlook/email-and-calendar-software-microsoft-outlook
ReminderMedia: https://remindermedia.com/
Ritter Insurance Marketing: https://ritterim.com/the-ritter-platform/
SquareSpace: https://www.squarespace.com/email-marketing/ 
Zoho Mail: https://www.zoho.com/mail/
 
Resources:
5 Things About Working with Ritter Insurance Marketing: https://ritterim.com/blog/interview-5-things-about-working-with-ritter-insurance-marketing/
Agent Compliance Handbook: https://docs.ritterim.com/documents/compliance/Ritter-Agent-Handbook-2024.pdf
Developing a Client Retention Mindset: https://ritterim.com/blog/interview-developing-a-client-retention-mindset/
FREE DOWNLOAD - Email Template for Client Check-in: https://ritterim.com/documents/client-check-in-email-template.docx
How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Ritter Can Help You Stay in Touch with Your Clients: https://link.chtbl.com/ASG488
Why Client Retention Should be Your Top Priority: https://link.chtbl.com/ASG581
 
References:
Add, move, or import Google contacts: https://support.google.com/contacts/answer/1069522?hl=en&co=GENIE.Platform%3DDesktop
CAN-SPAM Act: A Compliance Guide for Business: https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business
Create, or edit .cvs files to import into Outlook: https://support.microsoft.com/en-us/office/create-or-edit-csv-files-to-import-into-outlook-4518d70d-8fe9-46ad-94fa-1494247193c7
Email Users Statistics and Facts: https://market.us/statistics/internet/email-users/
HIPAA Compliance Microsoft Office 365 and Microsoft Teams: https://www.microsoft.com/en-us/microsoft-365/blog/wp-content/uploads/sites/2/2019/04/HIPAA-Compliance-Microsoft-Office-365-and-Microsoft-Teams.pdf
Medicare Marketing Guidelines: https://www.cms.gov/medicare/health-drug-plans/managed-care-marketing/medicare-guidelines
 
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Agent Apps | Brain Training Apps

 
Exercise your cognitive functions with these brain training apps. Improve memory, vocabulary, and focus, all while having fun!
 
Elevate: https://elevateapp.com/
Lumosity: https://www.lumosity.com/en/
NeuroNation: https://www.neuronation.com/
 
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
Interview: The 5 Pillars of Integrity: https://ritterim.com/blog/interview-the-5-pillars-of-integrity/
Lifelong Learning Online Education Resources: https://link.chtbl.com/ASG482
Marketplace Training Resources for Health Insurance Agents: https://ritterim.com/blog/marketplace-training-resources-for-health-insurance-agents/
Mental Health & Mindfulness Apps: https://link.chtbl.com/ASGA20231018
Overcome Stress with Nikson: The Art of Doing Nothing: https://link.chtbl.com/ASGM20240520
Relaxing Logic Games: https://link.chtbl.com/ASGA045
Stop Doom Scrolling with These Micro-Learning Apps: https://link.chtbl.com/ASGA51
The Ultimate Agent Resource List Pt 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
 
References:
5 Main Benefits of Braining Training Games: https://www.hhmglobal.com/knowledge-bank/news/5-main-benefits-of-brain-training-games
Train your brain: https://www.health.harvard.edu/mind-and-mood/train-your-brain
 
Follow Us on Social! 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka Twitter), https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Apple Intelligence and Other Highlights from WWDC 2024

 
The Friday Five for June 14, 2024:
AHIP 2025 Certification Reminder
May 2024 CPI Report
June 2024 FOMC Meeting & Projections
Apple OS Updates from WWDC 2024
Apple Intelligence Features
 
Register for the Webinar - How to Market Yourself Online: https://bit.ly/marketyourself2024
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
AHIP 2025 Certification Reminder:
AHIP Medicare + Fraud, Waste, and Abuse Online Course Site: https://www.ahipmedicaretraining.com/
Updates to the 2025 AHIP Certification You Should Know: https://ritterim.com/blog/updates-to-the-2025-ahip-certification-you-should-know/
 
May 2024 CPI Report:
Consumer Price Index May 2024: https://www.bls.gov/news.release/pdf/cpi.pdf
 
June 2024 FOMC Meeting & Projections:
Fed holds rates steady, indicates only one cut coming this year: https://www.cnbc.com/2024/06/12/fed-meeting-today-on-interest-rate.html
The Fed expects to cut rates just once this year: https://www.cnn.com/business/live-news/markets-fed-meeting-06-12-24/index.html
 
Apple OS Updates from WWDC 2024:
Apple iOS 18 Preview: https://www.apple.com/ios/ios-18-preview/
Apple WatchOS Preview: https://www.apple.com/watchos/watchos-preview/
Live blog: Apple’s AI plans, iOS 18, and more at WWDC 2024: https://www.theverge.com/2024/6/10/24173603/wwdc-2024-live-blog-apple-event-ios-18-ai
watchOS 11 — Apple Watch is finally getting the fitness feature I’ve been waiting for: https://www.tomsguide.com/wellness/smartwatches/watchos-11-apple-watch-is-finally-getting-the-fitness-feature-ive-been-waiting-for
 
Apple Intelligence Features:
Apple Intelligence: https://www.apple.com/apple-intelligence/
Apple is giving Siri an AI upgrade in iOS 18: https://www.theverge.com/2024/6/10/24171936/apple-siri-ai-update-ios18-features-wwdc
iPhone Genmoji and Image Playground Let You Use AI to Create Emoji Responses That Don't Exist: https://www.cnet.com/tech/mobile/iphone-genmoji-and-image-playground-let-you-use-ai-to-create-emoji-responses-that-dont-exist/
 
Resources:
5 Social Media Trends for Insurance Agents in 2024: https://link.chtbl.com/ASGF20240524
5 Things About Prepping for the Insurance License Exam: https://link.chtbl.com/ASGF20240607
Agent's Guide to Video Communication Resources: https://link.chtbl.com/ASG596
Best Practices for Video Calls: https://link.chtbl.com/ASG597
Medicare Coverage for Mental Health Services & Substance Use Disorder: https://ritterim.com/blog/medicare-coverage-for-mental-health-services-and-substance-use-disorder/
 
Follow Us on Social! 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance    
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Best Practices for Video Calls

 
Be your best on camera by taking your virtual meetings to the next level. We’ve got tips on lighting, cameras, virtual etiquette, and more!
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
Agent’s Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Agent’s Guide to Video Communication Resources: https://link.chtbl.com/ASG596
How Agents Can Use Stories to Sell Insurance: https://ritterim.com/blog/how-agents-can-use-stories-to-sell-insurance/
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
Keys to Client Retention: Face-to-Face Communication: https://link.chtbl.com/ASG578
The Complete Guide to Client Loyalty and Retention FREE eBook Download: https://ritterim.com/client-retention-guide/
The Ultimate Agent Resource List Pt 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
What Are Agents Responsible for Under HIPAA? https://ritterim.com/blog/what-are-agents-responsible-for-under-hipaa/
 
References:
7 Tips For Making Webcam Videos Look Good (And Pants Are Optional) https://www.panopto.com/blog/7-tips-for-making-webcam-videos-look-good-pants-optional/
Video conferencing etiquette: 10 tips for a successful video conference: https://resources.owllabs.com/blog/video-conferencing-etiquette
 
Follow Us on Social! 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Agent’s Guide to Video Communication Resources

 
Here are our recommendations for apps and software to easily connect with your team and clients.
 
Read the text version
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Video Conferencing Resources:
Google Meet: https://workspace.google.com/products/meet/ Google Workspace: https://workspace.google.com/
Microsoft Meet: https://www.microsoft.com/en-us/microsoft-teams/small-medium-business
Phone.com: https://www.phone.com/video-meetings/
RingCentral: https://www.ringcentral.com/video.html
Zoho Webinar: https://www.zoho.com/webinar/
Zoho Meeting: https://www.zoho.com/meeting/
Zoom Webinars: https://www.zoom.com/en/products/webinars/
Zoom Workplace: https://www.zoom.com/en/products/collaboration-tools/
 
Resources:
Apps for Professional Networking & Events: https://link.chtbl.com/ASGA20230823
Apps to Make Your Small Business More Efficient: https://link.chtbl.com/ASGA034
Agent’s Guide to Digital Marketing Resources: https://link.chtbl.com/ASG584
Best Free Video Conferencing Apps: https://link.chtbl.com/ASGA20230906
Keys to Client Retention: Digital Communication: https://link.chtbl.com/ASG577
 
References:
5 Tips to Stand Out on Zoom: How to Look Best on Video Calls: https://www.youtube.com/watch?v=4xr4vmPJDE0
8 tips for video conferencing etiquette: https://www.ringcentral.com/us/en/blog/video-conferencing-etiquette-2022/
Best Practices for Effective Video Conferencing: https://uit.stanford.edu/videoconferencing/best-practices
 
Follow Us on Social! 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

5 Things About Prepping for the Insurance License Exam

 
Getting ready to take your insurance license exam? A must-listen for those brand-new to the industry, Sarah outlines the process, where to get started, and what she learned while preparing to take her insurance license exam.
 
Questions about getting licensed to sell insurance? Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
Getting Licensed Knight School Module: https://ritterim.com/knight-school/selling-insurance/getting-licensed/1/
How Insurance FMOs Work eBook: https://ritterim.com/how-insurance-fmos-work/
Interested in Selling Insurance Knight School Module: https://ritterim.com/knight-school/selling-insurance/interested-selling-insurance/1/
Ready to Join an FMO? 10 Things to Consider: https://link.chtbl.com/ASG593
Training Opportunities for Insurance Agents at Ritter Insurance Marketing: https://link.chtbl.com/ASG437
Understanding FMOs Knight School Module: https://ritterim.com/knight-school/selling-insurance/understanding-fmos/1/
 
References:
Multiple Choice Test Taking Strategies: https://www.dmu.edu/wp-content/uploads/MULTIPLE-CHOICE-TEST-TAKING-STRATEGIES.pdf
NAIC Map of State Insurance Department Resources: https://content.naic.org/state-insurance-departments
National Association of Insurance Commissioners Official Site: https://content.naic.org/
National Insurance Provider Registry Online (NIPR): https://nipr.com/ 
VARK® Modalities: What do Visual, Aural, Read/write & Kinesthetic really mean? https://vark-learn.com/introduction-to-vark/the-vark-modalities/
 
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance    
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/
 
 

AHIP 2025 Certification Dates

 
The Friday Five for May 31, 2024:
Medicare Sales Planner & ACA Agent Calendar
The Fitbit Ace LTE
New Study on AI Adoption
KFF Health Policy 101 Resource
AHIP 2025 Certification Dates
 
How do you like to learn? Answer this week’s question of the week here: https://bit.ly/asgquestion
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
[01:39] Medicare Sales Planner & ACA Agent Calendar:
ACA Agent Sales Calendar PDF: https://ritterim.com/documents/the-busy-aca-agents-sales-calendar.pdf  
Increase Sales and Productivity with the Busy Medicare Agent’s Sales Planner: https://link.chtbl.com/ASG570
Medicare Agent Sales Planner PDF: https://ritterim.com/documents/busy-medicare-agent-sales-planner.pdf
Stay Organized with the Busy ACA Agent’s Sales Calendar: https://link.chtbl.com/ASG571
 
[02:39] Fitbit Ace LTE:
Google announced a smartwatch for kids — and it looks pretty good: https://www.businessinsider.com/google-smartwatch-kids-fitbit-ace-lte-2024-5
Introducing Fitbit Ace LTE: the smartwatch kids and parents will both love: https://blog.google/products/fitbit/fitbit-ace-lte-smartwatch-kids/
Smartwatches Can Learn a Lot From Fitbit's New Kid-Focused Watch: https://www.cnet.com/tech/mobile/smartwatches-can-learn-a-lot-from-fitbits-new-kid-focused-watch/
The Fitbit Ace LTE is like a Nintendo smartwatch for kids: https://www.theverge.com/2024/5/29/24166168/fitbit-ace-lte-kids-smartwatch-wearables
 
[06:22] New Study on AI Adoption:
AI products like ChatGPT much hyped but not much used, study says: https://www.bbc.com/news/articles/c511x4g7x7jo
Hardly any of us are using AI tools like ChatGPT, study says – here’s why: https://www.techradar.com/computing/artificial-intelligence/hardly-any-of-us-are-using-ai-tools-like-chatgpt-study-says-heres-why
What does the public in six countries think of generative AI in news? https://reutersinstitute.politics.ox.ac.uk/what-does-public-six-countries-think-generative-ai-news
 
[10:29] KFF Health Policy 101:
Full Resource: https://www.kff.org/health-policy-101/
 
KFF's Health Policy 101 Chapters:
The Affordable Care Act: https://www.kff.org/health-policy-101-the-affordable-care-act/
Congress, the Executive Branch, and Health Policy: https://www.kff.org/health-policy-101-congress-and-the-executive-branch-and-health-policy/
Employer-Sponsored Health Insurance: https://www.kff.org/health-policy-101-employer-sponsored-health-insurance/
Health Care Costs and Affordability: https://www.kff.org/health-policy-101-health-care-costs-and-affordability/
Health Policy Issues in Women's Health: https://www.kff.org/health-policy-101-health-policy-issues-in-womens-health/
International Comparison of Health Systems: https://www.kff.org/health-policy-101-international-comparison-of-health-systems/
Medicaid: https://www.kff.org/health-policy-101-medicaid/
Medicare: https://www.kff.org/health-policy-101-medicare/
Race, Inequality, and Health: https://www.kff.org/health-policy-101-race-inequality-and-health/
The Politics of Health Care and the 2024 Election: https://www.kff.org/health-policy-101-the-politics-of-health-care-and-the-2024-election/
The Regulation of Private Health Insurance: https://www.kff.org/health-policy-101-the-regulation-of-private-health-insurance/
The Uninsured Population and Health Coverage: https://www.kff.org/health-policy-101-the-uninsured-population-and-health-coverage/   
The U.S. Government and Global Health: https://www.kff.org/health-policy-101-the-u-s-government-and-global-health/
 
[14:27] AHIP 2025 Certification Dates:
AHIP Medicare + Fraud, Waste, and Abuse Online Course Site: https://www.ahipmedicaretraining.com/
 
Resources:
5 Social Media Trends for Insurance Agents in 2024: https://link.chtbl.com/ASGF20240524
9 Essential Tools for Beginner Insurance Agents: https://link.chtbl.com/ASG595
AI Highlights from Google I/O 2024: https://link.chtbl.com/ASGF20240517
Best Free Note-Taking Apps: https://link.chtbl.com/ASGA60
Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
Knight School Online Video Training Library: https://ritterim.com/knight-school/ 
 
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Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance    
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

9 Essential Tools for Beginner Insurance Agents

 
If you’re just starting out in the insurance industry, this episode is a must listen! Discover key tools and resources for establishing your business, gaining leads, marketing, compliance, and more!
  
Read the text version
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
A Review of the Top Medicare Quote Engines for Insurance Agents: https://ritterim.com/blog/a-review-of-the-top-medicare-quote-engines-for-insurance-agents/
CallVault: https://ritterim.com/the-ritter-platform/#callvault
CMS’ New Definition of Marketing & How it Affects Agents Selling Medicare Plans: https://ritterim.com/blog/cms-new-definition-of-marketing-how-it-affects-agents-selling-medicare-plans/
FMO vs. IMO vs. NMO vs. MGA vs. GA: What’s the Difference? https://link.chtbl.com/ASG508
Free eBooks & Guides: https://ritterim.com/guides/
How Insurance FMOs Work FREE eBook download: https://ritterim.com/how-insurance-fmos-work/
Knight School Training: https://ritterim.com/knight-school/
Lead Center: https://leads.integrity.com/login
Meet Your Sales Team at Ritter: https://ritterim.com/meet-your-sales-team/
Medicare Center: https://integrity.com/MedicareCENTER/
Medicare Quote Engine Prospectus PDF: https://ritterim.com/documents/prospectus/medicare-quote-engine-prospectus.pdf
Round Table Facebook Group: https://www.facebook.com/groups/RittersRoundTable/
Ritter Events Calendar: https://ritterim.com/events/
Ritter Insurance Marketing Joins Integrity Marketing Group: https://ritterim.com/blog/ritter-insurance-marketing-joins-integrity-marketing-group/
Shop & Enroll: https://ritterim.com/shop-and-enroll/
The Best Software for Tracking Your Medicare Commissions: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
The Ritter Blog: https://ritterim.com/blog/
The Ritter Platform: https://ritterim.com/the-ritter-platform/
The Ritter Platform – Elevate Your Sales Process PDF: https://ritterim.com/documents/prospectus/the-ritter-platform-prospectus.pdf
The Ultimate Agent Resource List Pt 1: Market Yourself: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-1-market-yourself/
The Ultimate Agent Resource List Pt. 3: Staying Organized: https://ritterim.com/blog/the-ultimate-agent-resource-list-pt-3-staying-organized/
Your Guide to Compliant Medicare Call Recording with CallVault PDF: https://ritterim.com/documents/prospectus/your-guide-to-compliant-medicare-call-recording-with-callvault.pdf
Your Step-By-Step Guide to Getting Started in Insurance Sales eBook: https://ritterim.com/free-guide/
 
References:
Acuity Scheduling: https://acuityscheduling.com/
AgentMethods: https://www.agentmethods.com/
Appointment scheduling with Google Calendar: https://workspace.google.com/resources/appointment-scheduling/
Calendly: https://calendly.com/
HubSpot Free Meeting Schedular: https://www.hubspot.com/products/sales/schedule-meeting
Market Advisor: https://csg-actuarial-wordpress.appspot.com/software/market-advisor/
Medicare Program; Contract Year 2023 Policy and Technical Changes to the Medicare Advantage and Medicare Prescription Drug Benefit Programs; Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency; Additional Policy and Regulatory Revisions in Response to the COVID-19 Public Health Emergency: https://www.federalregister.gov/documents/2022/05/09/2022-09375/medicare-program-contract-year-2023-policy-and-technical-changes-to-the-medicare-advantage-and
Microsoft Bookings: https://www.microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app
The Best 24 Appointment Scheduling Apps and Booking Software: https://blog.hubspot.com/sales/best-scheduling-app
TrustedForm: https://activeprospect.com/trustedform/
Verisk Marketing Solutions: https://marketing.verisk.com/compliance/
 
Follow Us on Social! 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Medicare Advantage Trial Rights Explained for Agents

 
What happens when a Medicare Advantage client wants to switch to Original Medicare? Depending on WHEN they enrolled, they may qualify for the Medicare Advantage Trial Right Period. Listen to learn more about how it works and who qualifies.
 
Read text version
  
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail. 
 
Resources:
Helping Clients Navigate Medicare’s Durable Medical Equipment Coverage: https://ritterim.com/blog/helping-clients-navigate-medicares-durable-medical-equipment-coverage/
How to Be an Adaptable Insurance Agent: https://link.chtbl.com/ASG582
How to Check Medicare Extra Help Eligibility for Your Client: https://ritterim.com/blog/how-to-check-medicare-extra-help-eligibility-for-your-client/
Interview: Training Opportunities for Agents at Ritter Insurance Marketing: https://ritterim.com/blog/interview-training-opportunities-for-agents-at-ritter-insurance-marketing/  
Medicare Advantage Emergency-Related SEPs: https://ritterim.com/blog/medicare-advantage-emergency-related-seps/
Medicare Advantage Open Enrollment Do's and Don'ts: https://link.chtbl.com/ASG574
Surviving AEP: https://ritterim.com/aep/
What Beneficiaries Value Most in Medicare Advantage Plans: https://link.chtbl.com/ASG555
 
References: 
Joining a Medicare Health Plan: https://www.medicare.gov/basics/get-started-with-medicare/get-more-coverage/joining-a-plan
Learn How Medigap Works: https://www.medicare.gov/health-drug-plans/medigap/basics/how-medigap-works
Medigap Open Enrollment Period: https://www.medicare.gov/health-drug-plans/medigap/ready-to-buy
 
Follow Us on Social!  
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance  
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

5 Social Media Trends for Insurance Agents in 2024

 
How do recent social media trends work (or not work!) for insurance agents? Sarah and Tina discuss the latest trends to help agents with their social strategies. Listen ‘til the end for a special invitation to a comprehensive social media marketing event tailored specifically to agents.
 
Register for the Webinar - How to Market Yourself Online: https://bit.ly/marketyourself2024
 
Don’t forget to answer this week’s question of the week: https://bit.ly/asgquestion
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
AI Highlights from Google I/O 2024: https://link.chtbl.com/ASGF20240517
Best Free Note-Taking Apps: https://link.chtbl.com/ASGA60
How AI Chat Bots Can Assist with Marketing & Social Media: https://link.chtbl.com/ASGA20230809
How to Keep Social Media Professional and Personal Simultaneously: https://link.chtbl.com/ASG443
Social Media Marketing for Insurance Agents: https://ritterim.com/social-media-ebook/
 
References:
11 social media trends you need to know in 2024: https://sproutsocial.com/insights/social-media-trends/
12 Emerging Social Media Trends in 2024: https://www.cmswire.com/digital-experience/12-emerging-social-media-trends-in-2024/
2024 Digital Media Trends: https://www2.deloitte.com/us/en/insights/industry/technology/digital-media-trends-consumption-habits-survey.html
Social Media Trends 2024: https://www.hootsuite.com/research/social-trends
The HubSpot Blog's 2024 Social Media Marketing Report: Data from 1400+ Global Marketers: https://blog.hubspot.com/marketing/hubspot-blog-social-media-marketing-report
The Top Marketing Trends of 2024 & How They've Changed Since 2023 [Data from 1400+ Global Marketers]: https://blog.hubspot.com/marketing/marketing-trends
THIS is how social media will change in 2024: https://www.youtube.com/watch?v=EAyUPsJ4JWY   
 
Follow Us on Social!
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka Twitter), https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance    
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Agent Apps | Best Free Note-Taking Apps

 
Take your notes to the next level! Customize your to-do lists, projects, thoughts, calendar, and more with these free apps.
 
Kilonotes Pocket Apple: https://apps.apple.com/us/app/kilonotes-pocket/id1574139091
Kilonotes PDF Apple: https://apps.apple.com/us/app/kilonotes-notes-pdf-reading/id1514322479
Kilonotes Playstore: https://play.google.com/store/apps/details?id=com.topstack.kilonotes.pad&hl=en_US&gl=US
Notion Official Website: https://www.notion.so/product
 
Contact the Agent Survival Guide Podcast! Email us ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.
 
Resources:
Agent Apps | Best Free Writing & Grammar Apps: https://link.chtbl.com/ASGA58
Agent Apps | What’s a Widget? Event Tracker Widgets and More: https://link.chtbl.com/ASGA59
How Much Money Can Health Insurance Agents Make? https://ritterim.com/blog/how-much-money-can-health-insurance-agents-make/
How to Become Certified for ACA Marketplace Sales with Federally Facilitated Marketplace (FFM) Training: https://ritterim.com/blog/how-to-become-certified-for-aca-marketplace-sales-with-federally-facilitated-marketplace-ffm-training/
Marketplace Training Resources for Health Insurance Agents: https://ritterim.com/blog/marketplace-training-resources-for-health-insurance-agents/
The Best Books for Insurance Agents: https://link.chtbl.com/ASG590
 
Follow Us on Social! 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka Twitter), https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/

Overcome Stress with Niksen: The Art of Doing Nothing

 
When's the last time you dropped everything and just... did nothing? Learn how Niksen - the counterintuitive act of doing nothing - can reduce anxiety, stress, and possibly prevent burnout!
 
How do you stay motivated? What method works for you? Let us know! Send a message to ASGPodcast@Ritterim.com or call us at 1-717-562-7211.
 
Resources:
Breathwork and Meditation Apps: https://link.chtbl.com/ASGA25
Celebrating Every Step of the Process: https://link.chtbl.com/ASGM10242022
Creating Margin & Taking Back Control of Your Time: https://link.chtbl.com/ASGM20230130
How to Create a Healthy Balance Between Work and Life: https://link.chtbl.com/ASG439
Is Toxic Positivity Real? (And How to Avoid It): https://link.chtbl.com/ASG434
Mental Health & Mindfulness Apps: https://link.chtbl.com/ASGA20231018
The Power of Listening & Laughter: https://link.chtbl.com/ASGM20230306
What I've Learned About Imposter Syndrome (So Far): https://link.chtbl.com/ASG426
 
References:
Do Nothing for 2 Minutes: http://www.donothingfor2minutes.com/
Niksen Is the Dutch Lifestyle Concept of Doing Nothing—And You’re About to See It Everywhere: https://time.com/5622094/what-is-niksen/
Niksen: The Dutch Art of Purposefully Doing Nothing: https://www.bluezones.com/2019/11/niksen-the-dutch-art-of-purposefully-doing-nothing/
The art of doing nothing: have the Dutch found the answer to burnout culture? https://www.theguardian.com/lifeandstyle/2024/feb/07/the-art-of-doing-nothing-have-the-dutch-found-the-answer-to-burnout-culture
The Dutch 'Doing Nothing' Trend Which Could Beat Your Burnout In 2024: https://www.newsweek.com/what-niksen-dutch-lifestyle-trend-doing-nothing-1853433
The Dutch solution to busyness that captivated the world: https://www.bbc.com/travel/article/20230522-the-dutch-solution-to-busyness-that-captivated-the-world
 
Follow Us on Social! 
Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X (fka) Twitter, https://twitter.com/RitterIM and Youtube, https://www.youtube.com/user/RitterInsurance     
Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel 
Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/