Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow

Ready to streamline everyday tasks with Ask Integrity AI? This powerful digital agent was built just for insurance agents. In this episode of the ASG Podcast, we’re digging into the features, where they fit into your business processes, and the prompts to use for best results.
 

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Get Connected:
🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!  

📧 Connect with the Ritter Insurance Marketing Sales Team Near You!

📢 Submit a shoutout to be read in a future episode

🎙️ Be a Guest on the ASG Podcast

💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:
2027 ACA & Medicare Cost Projections

Finding Opportunity Despite Medicare & ACA Market Challenges

Get Access to IntegrityConnect

Introducing the Integrity Health Plan

Learn More About AskIntegrity

Turning Life Changes into Sales Opportunities

 

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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, https://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

Not affiliated with or endorsed by Medicare or any government agency.

Building a relationship with a client is just like any other relationship—it needs to start with a strong foundation. In this episode of the ASG Podcast, we’re going to be showing you what behaviors a client will appreciate in an agent
 

Read the text version
 

Get Connected:
🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!  

📧 Connect with the Ritter Insurance Marketing Sales Team Near You!

📢 Submit a shoutout to be read in a future episode  

🎙️ Be a Guest on the ASG Podcast  

💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:
Are You Offering Multiple LTC Insurance Options?

Boost Business Selling Hospital Indemnity Insurance

Handling Difficult Clients: Tips for Agents

How Field Agents Can Differentiate from Call Centers

How to Prevent Insurance Agent Negligence

How to Retain Insurance Customers

Medicare Advantage Open Enrollment Do's and Don'ts

Ritter AEP Reflection Sheet

Ritter Follow-Up One Sheet

Ritter Follow-Up Guide

The Complete Guide to Client Loyalty and Retention

 

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, https://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

Not affiliated with or endorsed by Medicare or any government agency.

Arthur Barlow, CEO and President of Compass Insurance Advisors and Founder of the ACA Health Summit joins Sarah to talk about ACA open enrollment changes for 2027. From CMS efforts to fight fraud in the ACA market to the new identity proofing requirements and high-risk applications, this interview is a must-listen for agents preparing for the ACA Open Enrollment Period.
 

Get Connected:
🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!  

📧 Connect with the Ritter Insurance Marketing Sales Team Near You!

📢 Submit a shoutout to be read in a future episode

🎙️ Be a Guest on the ASG Podcast

💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:
2027 ACA & Medicare Cost Projections

5 Myths About Selling ACA Health Insurance Plans

Compass Insurance Advisors

MyChart Medicare Kit Scam

New CMS Identity Proofing & Agent Authorization Rules

Register for the ACA Health Summit – Use Code ASG40 to get 40% off your ticket price!

Turning Life Changes into Sales Opportunities

 

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, https://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

Opinions expressed by interview guests are their own and not representative of Ritter Insurance Marketing or Integrity. The Agent Survival Guide Podcast is not affiliated with or endorsed by Medicare or any government agency.

So you want to start selling Medicare Advantage plans, but you aren’t sure what kind of clients to look for? No problem. In our newest episode, we break down some of the characteristics of what one of your ideal clients may look like.  

 

Get Connected:
🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!  

📧 Connect with the Ritter Insurance Marketing Sales Team Near You!

💌 Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:
How to Help Medicare Clients in Poor Health Choose the Right Coverage

Medicare Advantage Trial Rights Explained for Agents

Organization Tips and Tricks for the Medicare Annual Enrollment Period

Stay Busy Outside of AEP With Special Enrollment Periods

The Beginner's Guide to C-SNPs

The Benefits of Selling Medicare Special Needs Plans

Why People Are Choosing Part C Over Original Medicare

 

References:
Backman, M. (2025, December 1). This is the average social security benefit for 2026. is it enough?. 24/7 Wall St. https://247wallst.com/investing/2025/12/01/this-is-the-average-social-security-benefit-for-2026-is-it-enough/  

Fuglesten Biniek, J., Freed, M., Ochieng, N., & Neuman, T. (2026, February 23). Medicare advantage enrollment grew by about 1 million people, mainly due to special needs plans. KFF. https://www.kff.org/medicare/medicare-advantage-enrollment-grew-by-about-1-million-people-mainly-due-to-special-needs-plans/  

Munnell, A. H., & Margolis, H. S. (2026, February 23). The government is trying to rein in Medicare advantage costs. will it work?. Center for Retirement Research. https://crr.bc.edu/the-government-is-trying-to-rein-in-medicare-advantage-costs-will-it-work/  

National Council on Aging. (2025, December 1). Top 10 chronic conditions affecting older adults. The Top 10 Most Common Chronic Diseases for Older Adults. https://www.ncoa.org/article/the-top-10-most-common-chronic-conditions-in-older-adults/  

National Council on Aging. (2025, September 9). New poverty numbers show more older adults face economic struggle. How Rising Poverty Rates Will Affect Older Adults. https://www.ncoa.org/article/poverty-among-older-adults-keeps-growing/  

Social Security Administration. (2025, October 24). 2026 cost-of-living adjustment (cola) fact sheet. Social Security. https://www.ssa.gov/news/en/cola/factsheets/2026.html  

 

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, https://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social 

Not affiliated with or endorsed by Medicare or any government agency.

Whether you’re starting your own insurance agency or have been at it for awhile, it’s important to make sure you’re not getting in your own way. On this episode of the Agent Survival Guide, we’ll share some key tips that can put you and your agency on the path to success.
 

Read the text version
 

Get Connected:
🤝 Register with Ritter Insurance Marketing – the FMO that powers the Agent Survival Guide Podcast!  

📧 Connect with the Ritter Insurance Marketing Sales Team Near You! 

💌Send feedback, questions, and topic suggestions to ASGPodcast@Ritterim.com or call 1-717-562-7211 and leave a voicemail.

 

Resources:
Best Practices for Training Downline Agents

Digital Marketing for Insurance Agents: Our Top Tips to Boost Business

Everything You Get With Your Ritter Registration

How to Recruit Insurance Agents to Your Downline

IntegrityCONNECT

What Insurance License Do You Need? A Guide for Agents

PlanEnroll

 

References:
“The 5 Best Trademark Services in the USA.” Emanus, 13 Sept. 2025, emanus.com/best-trademark-services-usa/.

O’Reilly, Dennis. “10 Best Accounting Software – Forbes Advisor.” 10 Best Accounting Software, 19 May 2026, www.forbes.com/advisor/business/software/best-accounting-software/.

Ryan, Emma. “Best 5 Website Builders for 2026: My Tried & Tested Picks.” Website Builder Expert, 5 May 2026, www.websitebuilderexpert.com/website-builders/.

Luthi, Ben. “Can You Use a Personal Credit Card to Start a Business? | Credit Cards | U.S. News.” Can You Use a Personal Credit Card to Start a Business?, 26 May 2022, money.usnews.com/credit-cards/articles/can-you-use-a-personal-credit-card-to-start-a-business.

“Choose a Business Structure.” U.S. Small Business Administration, www.sba.gov/business-guide/launch-your-business/choose-business-structure. Accessed 15 June 2026.

“Employer Identification Number.” Internal Revenue Service, www.irs.gov/businesses/employer-identification-number. Accessed 15 June 2026.

“Get an Employer Identification Number.” Internal Revenue Service, www.irs.gov/businesses/small-businesses-self-employed/get-an-employer-identification-number. Accessed 15 June 2026.

“How to Start an Insurance Agency: A Step-by-Step Guide.” Brightway, 23 June 2025, www.brightway.com/news/starting-an-insurance-agency-guide.

“Insurance Licensing Directory.” AgencyEquity, www.agencyequity.com/listing-categories/insurance-licensing-directory. Accessed 15 June 2026.

“Register Your Business.” U.S. Small Business Administration, www.sba.gov/business-guide/launch-your-business/register-your-business. Accessed 15 June 2026.

“Ritter Agents - Schedule a Demo.” AgentMethods, www.agentmethods.com/ritter-agents/. Accessed 15 June 2026.

“Stanford Guidelines for Web Credibility.” The Web Credibility Project: Guidelines - Stanford University, credibility.stanford.edu/guidelines/index.html. Accessed 15 June 2026.

“Streamlined Insurance Licensing & Compliance Monitoring.” NIPR, nipr.com/. Accessed 15 June 2026.

Gupta, Mayank. “Top Startup Business Consultant Firms for 2026 Success.” CaseBasix, 19 Jan. 2026, www.casebasix.com/pages/top-startup-business-consultant-firms.

Upwork | Hire Top Freelance Talent with Confidence, www.upwork.com/. Accessed 15 June 2026.

USPTO Office of Public Affairs (OPA). United States Patent and Trademark Office, 12 May 2026, www.uspto.gov/.

“What Is a Trademark?” United States Patent and Trademark Office, 30 Nov. 2023, www.uspto.gov/trademarks/basics/what-trademark.

“Write Your Business Plan.” U.S. Small Business Administration, www.sba.gov/business-guide/plan-your-business/write-your-business-plan. Accessed 15 June 2026.

 

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, https://x.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/ Threads, https://www.threads.net/@thesarahjrueppel  and Bluesky, https://bsky.app/profile/sarahjrueppel.bsky.social  

Not affiliated with or endorsed by Medicare or any government agency.