12 minutes | Apr 1st 2021

How to Follow Up with Medicare Clients Compliantly

  Think your job as an agent is complete after the sale? Not so fast. We whole-heartedly believe that the fortune is found in the follow-up! If you’re not sure how to follow up with your clients, listening to this episode is a great place to start.   Read the text version.   Reach out to a member of our team!   Mentioned in this episode:   2019 Medicare OEP: You Never Get a Second Chance to Make a First Impression Four Reasons Why Ritter Should Be Your FMO Insurance Agency Building Client Loyalty: More than Just a Plan CMS.gov Official Website Definitive Guidelines for the New Open Enrollment Period Download the Ritter Fact-Finder! How Medicare Helps Your Clients Stay Healthy How to Get Started in Medicare Sales Humana Ignite 3-30-60-90 Conversation Guide Silver&Fit SilverSneakers What is a Medicare Wellness Visit? What’s New in the 2020 Medicare Communications and Marketing Guidelines   Ritter Insurance Marketing eBooks & Guides:   Agent Survival Kits: Beginners or Experts A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products Developing an Agency – Your Guide to Getting Started How to Host a Successful Medicare Educational Event Modern Medicare Marketing for Today’s Agents Social Media Marketing for Insurance Agents The Complete Guide on How to Sell Final Expense Insurance The Complete Guide on How to Sell Medicare Advantage Plans The Complete Guide on How to Sell Medicare Supplements The Complete Guide to Client Loyalty and Retention Your Step-By-Step Guide to Getting Started in Insurance Sales   More episodes you’ll like:   3 Easy Ways to Build Your Insurance Territory Maximize your reach and grow your selling territory! We outline the best practices for insurance agents to follow. Best Practices for Writing an Email to Your Insurance Clients Write emails with confidence! We outline the best (and easy to implement!) practices for insurance agents to use when emailing clients. How Client Retentions Boosts Your Insurance 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. How Medicare Helps Your Clients Stay Healthy Did you know that Medicare is about more than just those moments when your clients are sick? Learn more about the health and wellness side of selling insurance. Working with New Medicare Clients in Poor Health Don't let a client's not-so-great medical history scare you away! Learn how to walk them through their options to find the Medicare coverage that fits their needs and budget.   Articles to Share with Your Clients:   3 Signs You Should Go to the Doctor Many people don't like going to their doctor, for a variety of reasons. But there are a few signs you shouldn’t ignore that indicate when it’s time to see the doctor and get checked. Cookbooks vs. Cooking Books: What's the Difference? If you're looking to improve your cooking, there are options you can try at home. Among these are cookbooks and cooking books. You may be surprised by the difference between the two. How is Medicare Funded? We talk a lot about what Medicare costs to use, but not how the benefits are financed. Here's how Medicare is funded, and how we each help ensure enrollees receive affordable health care.   The latest from Ritter’s Blog:   Why Insurance Agents Fail (& How Not To!) There are many reasons why insurance agents may “fail” or not be as successful as they originally set out to be. Let’s discuss some of those obstacles, and how to overcome them! Ritter is More Than Medicare & Our New Team Brand Shows Why When selling Medicare Advantage and Medicare Supplement policies, it’s important to remember that More than Medicare products are the missing pieces of the puzzle. 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.   Subscribe & Follow:   Apple Podcasts Google Podcasts Overcast Podbean Spotify Stitcher   Connect on social:   Facebook LinkedIn Twitter YouTube Instagram Sarah’s LinkedIn Sarah’s Instagram  
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