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/
Rules for Hosting a Compliant Medicare Sales Event
Rules for Hosting a Compliant Medicare Educational Event
Countdown to AEP 2024
2024 CMS Compliance Regulation Updates for Agents ft. Alyson Seighman
5 Pillars of Integrity ft. Jason Meyers
CMS Announces Q4 Medicare Part B Drug Rebate List
Agent Apps | Social Media Alternatives to X (fka Twitter)
Steps to Get Ready for OEP: Federal & State Exchanges
2024 ACA Exchange & FFM Certification Info
Are Your Medicare Marketing Materials Compliant?
How to Get Your Medicare Enrollment Kits on Time
Medicare Switching & AEP 2024
FAQs About Shop & Enroll ft. Jimmy Weber
Agent Apps | Free Video Conferencing Apps
Improve Your Customer Service with This Soft Skill: Negotiation
CMS Unveils First Medicare Drug Price Negotiation List
How to Overcome Common Insurance Sales Objections ft. Dan Ford
Understanding the C-SNP Product & Opportunity ft. Ben Miller (Zing Health)
5 Things I Learned This Week
Agent Apps | Apps for Professional Networking & Events
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