The Ultimate Agent Resource List Pt. 1: Market Yourself

Welcome to The Ultimate Agent Resource List! Over three installments, we’ll equip you with everything you need to get clients, keep them, organize their info, and ultimately provide them the best service possible. Read on and get connected to the services and tools necessary to run your business.

We get it; there are a lot of tools and resources out there for agents. It can get overwhelming! That’s why we’ve researched and compiled the ultimate resource list all in one place — the Ritter blog. The fruit of extensive research, any resources we suggest here have been vetted by Ritter staff. In fact, we often use these vendors ourselves! We’ve broken our list up into three installments to keep everything organized…

In part one of The Ultimate Agent Resource List, you’ll discover all the different vendors and services you can utilize to market yourself. And don’t worry, you won’t need to be a marketing pro to use them! Our aim is to provide resources that are stress-free to work with and make your life easier, not harder. We’ll provide the info you need to decide which services and vendors fit your style and skill level best.

Note: This post is longer than our usual blog posts. Take it in chunks! Stick with it, bookmark it, and come back to it, because we think you’ll find it’s full of useful information! For the purposes of this post, we define “marketing” as promoting your business and services generically, not relaying any specific plan information.

Employ Multi-Channel Marketing

The most effective way to market your business is to utilize a type of marketing called multi-channel marketing. Instead of marketing yourself through one avenue, you can use many, both online and offline. Marketing through many different channels just makes sense. Think about what you do in any given week — drive around town, shop at stores, check your social media, Google something, read a newspaper, watch the news. All these activities are outlets for marketing. Multi-channel marketing is the best set up for an effective and comprehensive strategy.

Our Breakdown of Multi-Channel Marketing

Before we jump into specific recommendations of resources, let’s orient ourselves to the organization of this post. We’ve divvied up multi-channel marketing into three broad categories. The first two, traditional and digital marketing, cover the different types of marketing materials you can use. The third, partner marketing, is more of a method of marketing that incorporates both traditional and digital mediums.

Here’s your visual table of contents:

First, let’s dive into types of traditional marketing materials, what they are and best used for, and where to source them.

Traditional Marketing

Traditional marketing refers to any kind of marketing that isn’t online. Drive down the highway, open your mailbox, or pick up some groceries and you’ll likely see an example. With its many forms and uses, traditional marketing should play a key part in your overall strategy. In fact, traditional marketing has been the hallmark approach for generations of businesses, unlike the relatively new frontier of digital marketing.

Types & Applications

Check out these different types of traditional marketing materials and their definitions and uses. Click on the link to see an example. First up, print materials for individuals include pieces that an agent (or an agent’s affinity partner) gives to a person for individual use.

Next, print materials at large include what an agent puts out into the world for all to see.

Finally, our last section includes other types of specialized traditional marketing, like door-to-door and broadcast marketing.

This list is not exhaustive but very extensive and should give you lots of ideas! You’re likely already utilizing some of these materials in your marketing. Consider which ones you’d like to add and how you’ll use them. Make a note and continue by choosing one of our recommended services below.

Traditional Marketing Resources

Now that you have a handle on what types of materials you could use and some of their applications, choose one of our vetted options for obtaining them.

Your Insurance Partners

Some of your best and easiest options will come from organizations you’re already partnered with, namely your contracted insurance carriers and field marketing organization (FMO). Your partners should be able to supply you with some type of printed material for traditional marketing.

You can often find comprehensive options like brochures, booklets, and mailers in carriers’ agent portals that will work well for marketing certain plans and types of insurance to individuals. You likely won’t find printed materials aimed towards the masses, except perhaps a flyer, and of course, any material that you utilize will be carrier branded and not suitable for generally marketing your business. Ordering items from a carrier through their portal is simple and cost effective, and you can rest assured that the materials are compliant. You can use these carrier-specific materials for welcome packets, event marketing, mailings, affinity partnerships, and around the office for walk-ins.

Depending on the FMO, you may be able to source certain marketing materials from this partner, too. Ritter, for example, offers our agents reasonably priced materials on ShopRitterIM.com^* that can help you generate more leads. When you become a PlanEnroll Network Agent through our partner, Integrity, you gain access to resources and co-branded materials that correspond to your consumer-facing PlanEnroll Personal Agent Site. Check with your FMO to explore more marketing options.

^*Agents must register with Ritter and have at least one active contract through Ritter to purchase marketing materials on ShopRitterIM.com. Orders will be rejected if both requirements are not met.

Here’s a recap:

Specialty Advertising & Local Businesses

Companies that focus on traditional marketing materials can offer different and specialized options instead of, or in addition to, brochures, business cards, and other printed materials. Unfortunately, it’s difficult to find a full-service traditional marketing company online — most specialize in digital marketing. Another option we’ll discuss, print shops, dominate the web space when it comes to sourcing print materials.

If you’re looking for a one-stop shop for your traditional marketing needs, the best place to start might be local advertising agencies, although you’re more likely to find local options that specialize in specific mediums instead of providing full-service design and production for everything. Local radio and TV stations, bus companies, grocery stores, independent convenience stores, and newspapers will be able to guide you through advertising on their platforms. They will help you by designing materials and ads for you or steering you towards the right resources (or use some of the resources in this post).

For some advertising, you can find companies that have a presence online. One of Ritter’s partners, ReminderMedia, for example, concentrates on branded magazines — a unique marketing opportunity that involves providing your clientele base lifestyle magazines branded with your business information. Another option, AllOver Media, specializes in advertising your business at convenience stores, on the sides of trucks, at bars, on the sides of buildings, on pizza boxes, and more.

Advertising companies and local business are best utilized for specialized advertising on specific platforms and likely won’t be able to provide you everything you need for your traditional marketing strategy. However, you may find the unicorn local business that can truly be your one-stop shop.

Here’s a recap:

Print Shops

For an option that’s halfway between full DIY and an advertising company, consider an online or local print shop. Print shops do what they say — print your brochures, postcards, business cards, etc. for you. They usually do not provide full-service graphic design for your materials (except perhaps as a paid add-on), but many offer simple and intuitive tools or templates where you can easily create an eye-catching design.

If you’re looking for a more comprehensive list of print materials than your insurance carriers and FMO can provide, print shops are your best option, especially if you enjoy curating your own unique look for your business. If crafting your own designs is not something you want to take on, consider hiring a graphic designer. There are many options for hiring one, from searching for local or online agencies to hiring a student from a local college to employing a designer from one of many online freelancing sites. Here are some popular online options for hiring a freelancer:

• Upwork
• Freelancer
• Fiverr
• 99designs (partnered with Vistaprint)

When you’re vetting designers, follow these steps to make sure you’re finding a qualified professional.

• Use filters on your search like “Best Sellers,” “Pro,” “Top Level,” or “Highly Rated” to find the most popular, experienced, and talented freelancers.
• Look at portfolios and any reviews.
• Talk to them before you hire to make sure you’re on the same page with your vision, needs, and budget.

Remember, quality usually costs something, so proceed with caution with anyone pricing themselves extremely low. Once you have your design created by a designer, it’s time to head to the print shop. Alternatively, use the design tools or templates provided by these shops to create your own materials. Online print shops make the process easy. Browse your format options, upload your artwork or customize a template, view an online proof, and order the quantity you want.

Another important point to keep in mind: If you want to advertise your FMO’s services or technology as part of your business, make sure to check on any requirements from your FMO before sending your design to print.

Here are our vetted online print resources:

There are many other options out there, but these are the ones we’ve used ourselves or that hold good reputations.

DIY

Lastly, the truly budget option — full on do-it-yourself. If you have a nice printer, this option becomes even more budget friendly. If you don’t and want to go this route, you’ll need to invest in one, which can be pricey (along with purchasing toner/ink). After the purchase of a printer, however, printing your own marketing materials is the cheapest option.

You’ll be limited in what you can produce with your printer, not only by the machine itself (sorry, it can’t print magnets or car wraps) but also by your skill and comfort level. True DIY would involve designing your own materials in programs such as Microsoft Word or Designer or a free online graphic designing app like Lunacy or Canva, although hiring a graphic designer is still an option. A printer can handle materials such as letterhead, brochures, labels, and flyers and perhaps booklets, business cards, and mailers. Beyond that, you’ll need to seek other avenues.

This can be a great option for smaller projects like printing a letter on letterhead for a small number of clients or a couple sheets of labels for a street fair. But overall, we don’t recommend the complete DIY route for the busy insurance agent. You’ll be trading time for money, spending valuable time that you could be meeting with clients doing grunt marketing work instead. Use your best judgement, and remember, the less time you spend with clients, the fewer sales and commission you’ll earn.

Digital Marketing

Now that we’ve explored underneath our first umbrella of traditional marketing, let’s investigate what falls under digital marketing. With digital ads able to increase your brand’s awareness by 80 percent, it’s imperative you integrate online marketing into your overall strategy. Let’s dive into the types of digital marketing and how you might use them before jumping into our recommendations.

Types & Applications

As mentioned before, digital marketing covers any kind of marketing performed online. Here are some different types and uses you might find effective as an insurance agent. We haven’t included every type of digital marketing here — just those that we think you’ll find most useful.

As you can see, digital marketing can take many forms, from reaching out to individuals through email to putting your information out there for the general public on a website to methods for increasing the chances that someone will see your advertising.

You might be wondering where texts are on this list since companies utilize them widely for marketing their products and services and they could fall under the category of digital. Because of how the Centers for Medicare & Medicaid Services (CMS) regulates phone use, which includes texting, we don’t recommend using it for marketing purposes. Avoid bulk and automated texting applications to be safe and stick to the one-on-one texting with clients that we recommend in Pt. 2: Keeping in Touch with Clients.

Remember: You must follow certain rules when contacting agents through email, like CMS rules and the CAN-SPAM Act. Continue reading for more info.

Digital Marketing Resources

As with traditional marketing, you can decide to go for more full-service, expensive options or more self-service, cheaper options. What you choose will depend on your style, skill level, schedule, and budget. We’ll explore recommended resources starting with full-service companies and moving to more self-service platforms. The market is saturated with online digital marketing agencies. These vetted options rose to the top as businesses most often recommended and with the best reviews. Some are even official Ritter partners!

Your Insurance Partners

Your carrier and FMO partners will sometimes offer online marketing services or resources you can utilize quickly, easily, and at low to no cost to you. They may also partner with certain marketing agencies, like Ritter does with AgentMethods and ReminderMedia.

For example, if you’re a Ritter agent, consider using our partner’s, Integrity’s, digital display ads and lead-nurturing emails that pair with PlanEnroll, the consumer-facing platform where your clients can learn, explore, quote, and enroll in Medicare plans.

Check with your FMO and in carrier agent portals to see what ready-made digital marketing pieces you have available for use.

Here’s a recap:

Full-Service Options

Self-Service Options

Staying Compliant Digitally

When employing an agency or doing it yourself, make sure you follow the rules regarding bulk and commercial email, including CMS guidelines and the CAN-SPAM Act. Although you don’t technically need to obtain permission to contact (PTC) for emails, your client may appreciate you asking if email is a preferred mode of communication.

To stay compliant through marketing or bulk email, don’t forget to:

• Identify your email as an ad (when applicable)
• Tell recipients where you’re located
• Give recipients the option to opt out of receiving future email communications from you
• Avoid deceptive or misleading header information and subject lines
• Include the TPMO disclaimer on all emails

So, if you’re sending a mass email to all your clients about the upcoming AEP, follow all the rules above. If you’re emailing a specific client to check in after an appointment (like we talk about it Pt. 2), you may not need to follow all of them. The audience and intent of the email make the difference. When in doubt, follow all the rules.

Pro tip: Want an easy way to never forget to include certain necessary information when emailing from your business email? Set up a digital signature that includes your name, title, business name, address, contact info, opt-out notice, and TPMO disclaimer.

Mass emailing applications or marketing agencies should already include relevant business information and an opt-out section in the footers of their email templates (since they also have to follow the CAN-SPAM Act). Simply make sure your business information and the TPMO disclaimer are included. If you’re not using a bulk email application with a templated footer, make sure you include the option to opt out.

Your mass emailing application should also have reporting functions that show you who unsubscribes. If it doesn’t notify you automatically, set a reminder on your calendar to check this report periodically and honor opt-out requests across all your emailing platforms. To simplify the opt-out process, consider only utilizing one mass emailing tool.

Partner Marketing

Partner marketing involves marketing with and through other individuals and businesses in your community. You could also think of it as community-based marketing. When you market your business with partners, you’ll utilize both traditional and digital marketing materials and approaches. Let’s outline some different partner marketing options and what materials might be involved.

Affinity Partnerships

Reap the benefits of a mutually beneficially relationship between you and another local business or organization through affinity marketing, where you both work together to increase each other’s business and client/customer base.

Traditional marketing materials will come in handy here, as you’ll want to give your partners business cards, brochures, etc. to hand out to their customers. Here are some ideas of organizations with whom you could partner:

Complementary businesses:

• Property and casualty insurance agencies
• Group insurance agencies
• Tax preparers, retirement planners, law firms, etc.

Community organizations:

• Senior organizations
• Retirement communities
• Libraries
• Churches
• Rotary clubs
• Senior fairs or other events (e.g., health screenings)

Medical organizations:

• Doctor offices
• Pharmacies

Other local businesses:

• Grocery stores
• Malls (rent a kiosk!)
• Local retailers

Once you’ve established affinity partners, consider asking them to participate in some of these other partner marketing opportunities.

Ready to learn more about forming, maintaining, and marketing through affinity partnerships? Check out our guide, The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships!.

Community Sponsorships

Consider giving an organization funding in exchange for publicity. You’ll support your community while marketing your business.

Ideas include:

• Local school or community sports teams — your ad in the arena or on the field
• Local school or community theater — your ad in the playbill
• Community events — your ad in a booklet or on a flyer/sign; your business publicized through digital channels

Scholarships

Similar to sponsorships, scholarships take a more individualized approach to community involvement by helping students or participants reach their goals. Consider making your dollars go further by working together with an affinity partner on this one. To create a marketing opportunity, request the school or organization for which you’re establishing the scholarship name the scholarship or fund after your name or business name (e.g., the Mary Hill Scholarship).

Fundraisers

Is there an organization in your community that you’d like to support? Organizing and running a fundraiser for a local nonprofit makes for a great marketing opportunity — just be careful. Don’t shout it from the rooftops, “Hey, look at this good thing I’m doing!” Make the focus the organization you’re raising funds for, not your business. Instead, advertise subtly by putting your branding alongside the organization’s and by providing branded swag to participants. For example, a flyer advertising the event could say, “Come out and walk for [insert nonprofit name]!” and underneath in smaller font, “Hosted by XYZ Insurance Solutions” with your logo. Don’t forget to publicize the event through digital channels and include your name there, too.

Whether it’s a walk-a-thon, auction, bake sale, raffle, fashion show, or art exhibition, organizing a fundraiser is a big undertaking. Ask an affinity partner for help!

Referrals

Some of your best partners in marketing are your own clients! Try to plant the seed of referring your services to others without being too obvious or pushy about it. Instead of a blatant, “Tell your friends about me,” place referral cards in your welcome packets or say something like, “If you have any family or friends with questions about insurance, I’d love to help them out, too!” Your clients will refer you, too, without any additional effort on your part except to provide the high level of service you’re already giving. Good news travels fast, and your clients will be one of your best sources of leads. Traditional marketing materials will come in handy here.

Working with partners out in your community is an extremely effective way to market yourself. Combine the power of traditional and digital marketing with the people around you, and you’ll soon be well known as an agent who cares about their clients’ needs.

Compliance

It wouldn’t be a marketing posts without a mention of compliance! CMS holds a tight rein on what agents can and can’t do when it comes to marketing, namely for Medicare Advantage and Part D plans. At Ritter, we’re passionate about staying compliant ourselves and helping our agents do so, too.

Check out these resources for staying compliant:

• CMS’ marketing guidelines
• CY 2025 Final Rule
• Are Your Medicare Marketing Materials Compliant?
• Rules for Hosting a Compliant Medicare Sales Event
• Do’s and Don’ts of Medicare Compliance
• Medicare Advantage Open Enrollment Do’s and Don’ts
• All our compliance posts

If you have any questions about compliance, our compliance department is available to help. Contact your sales specialist to get connected.

Further Reading

Now that you know the what to use for marketing, maybe you’re wondering about the how to. We have a large library of marketing resources to educate you on all facets.

eBooks:

• Modern Medicare Marketing for Today’s Agents
• Social Media Marketing for Insurance Agents
• The Definitive Guide to Getting Leads and Prospecting for Medicare Sales
• The Insurance Agent’s Guide to Establishing Successful Affinity Partnerships

Ritter blog posts:

• Community-Based Marketing for Insurance Agents
• Community Engagement & ACA Marketing Suggestions for Agents
• Digital Marketing for Insurance Agents: Our Top Tips to Boost Business
• How Insurance Agents Can Learn About Their Social Media Audience
• Advertising Medicare Through Facebook
• 5 Insurance Marketing Tips to Help Agents Stand Out from the Crowd
• Ways to Get Medicare Leads
• Best Practices for Writing an Email to Your Insurance Clients
• How to Successfully Set SMART Goals
• Build Your Brand with Community Involvement
• How To Better Market Yourself
• 5 Tips for Creating Your Personal Brand

Your Next Move

With a firm grasp on the types of marketing you could utilize and what vendors or companies will help you obtain your goals, it’s time to form a plan. It’s easy when viewing such an extensive list to feel overwhelmed. That’s why we suggest starting slow, writing out a comprehensive marketing plan, and building momentum organically. Choose one thing to focus on at a time.

Check out our next installment in this series, The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients.

Ritter Insurance Marketing is always here for you to help you take your marketing and sales game to the next level. Register with Ritter for free today and access tailored sales support, technology, and more!

No guarantee of results. The resources in The Ultimate Agent Resource List are the opinions of staff who work with Ritter Insurance Marketing. We cannot guarantee that an agent’s business will succeed if utilizing these recommendations. An agent is solely responsible for making all decisions and taking actions related to their business.