Ritter Insurance Marketing | 2600 Commerce Drive | Harrisburg, PA 17110 | 800-769-1847

We’ve got the training program you need tomake sure you get the top spot on the podium this AEP!

Step 1: Warm Up! Are you contracted with all the top Medicare Advantagecarriers in your area? Schedule a contract review with your regional marketer and make sure you are ready to offer everything a client may ask for. Don’t forget about cross-selling! Ancillary products can save your clients money.

Step 2: Preliminary Trials! AHIP or Gorman – which do you need? Log in and check our carriers page to find training requirements. These exams are generally fee-based, however, some carriers will offer a discount. Additionally, you will only need to take the AHIP exam one time as it is transferable across carriers. This is an “open book” test, but AHIP has a two-hour time limit. You need a 90% to pass AHIP or Gorman, and you only get three attempts, so take your time and get rid of the distractions.

Step 3: Qualifying Round! Compliance done, now onto product certifications.It takes some carriers 24-48 hours for product modules to be available aftersubmitting your AHIP or Gorman results. Once you start a test there is no turningback – three strikes and you’re out for the product-selling year! Also, be aware that some carriers require face-to-face training. Refer to our carriers page to see if this will be required for you.

Ritter Insurance Marketing | 2600 Commerce Drive | Harrisburg, PA 17110 | 800-769-1847

Step 4: Stock Up! Congratulations, you’re certified! As soon as the carrier deems you “Ready-to-Sell,” you can pre-order enrollment kits for the upcoming product year. These kits generally aren’t shipped out to agents until October 1, but you will want to get your order in early. Not sure how to place an order? Find out on our carriers page.

Step 5: Get Strong! Be familiar with all the online tools, submission processes, phone numbers for support, the list goes on... Get all this information in advanceso you’re not scrambling at the last minute. Also, keep an eye out for emailinvitations for upcoming webinars from Ritter or the carriers. You can also view these on our events page.

Step 6: Review! Now that you’ve got your game face on, is there anything you missed? What about a way to boost your online lead generation? Medicareful.com is our online consumer-facing quote tool for Medicare Advantage and Prescription Drug Plans. Get your personalized Medicareful link so consumers can reach youcompliantly with our CMS-approved request-to-contact form and even enrollthemselves in our preferred PDP!

Step 7: Game On! Stay compliant and keep organized. Ritter, as well as the carriers you are appointed with, are here to help you succeed. If you have questions onanything and need some help, let us know and we’ll do our best to make this asuccessful AEP for you!

Don’t just be a spectator this enrollment season! Call your regional marketer at800-769-1847 for contracting or additional help.