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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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/
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/
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/
Why Client Retention Should Be Your Top Priority
How Client Retention Boosts Insurance Sales
Talkspace Plans to Enter Medicare Market
Optimize Client Acquisition by Becoming a Registered Social Security Analyst ft. Tom Drapala
Agent Apps | Best News Apps
How to Help Clients Navigate ACA Marketplace Subsidies & Taxes
KFF Poll on Affordability & ACA: Takeaways for Agents
Keys to Client Retention: Face-to-Face Communication
Keys to Client Retention: Digital Communication
Learning from Lost Medicare Insurance Sales
Halfway Through Medicaid Unwinding
Agent Apps | Apps to Help You Stay Healthy
4 Perks of Partnering with an FMO
A Financial Snapshot of Medicare Beneficiaries in 2023
How Insurance FMOs Work
Medicare Advantage Open Enrollment Do's and Don'ts
What You Need to Know About 1035 Exchanges
Legislation on Social Media for Kids
Agent Apps | Social Media Marketing Apps
Things to Think About Post-OEP
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