Getting Carrier and Plan Recommendations

First things first, the most crucial part of being prepared to sell is being ready with the most competitive options in your market.

You can have the perfect marketing strategy and sales process down, but it will all be for nothing if you don’t have the right plans for your potential clients.

The process to contract and certify with a new carrier can often take more than two weeks, especially if it’s during the busiest contracting season leading up to the Annual Enrollment Period.

That’s time a potential client might not have to waste before needing to enroll in their ideal plan.

But where to start?

If you’re new to the Medicare market, your best option might be to contact the Ritter Sales Specialist in your state.

These specialists are knowledgeable in your local market. They can point you in the right direction on the top options in your area, so that you can quickly get your portfolio up to speed.

If you’re someone who would rather do the research yourself, that’s OK, too! If you return to the Knight School homepage after this module, you can jump ahead to the Perfect Portfolio module in the Expand and Dominate path.

In that module, we talk about how to research the top products in your market using tools available in the Ritter Platform. We also provide tips for making sure you cover a variety of potential clients’ needs.

One more thing to note on having a strong portfolio of options… this is an ongoing process.

Every market changes from year to year for Medicare Advantage products and prescription drug plans.

Those changes are even more frequent for Medicare Supplement plans, because of rate changes.

We recommend reaching out to your Ritter Sales Specialist a few times throughout the year, or follow the guidelines provided in our Perfect Portfolio module to do so yourself.

Mentioned in this Lesson:

Perfect Portfolio Module

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