How to Follow Up with Medicare Clients Compliantly

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How to Follow Up with Medicare Clients Compliantly

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Don't let the fear of compliance keep you from following up with your Medicare clients. Find out how to follow up and stay within CMS guidelines for marketing and enrollment. 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: 4 Reasons Why Ritter Should Be Your FMO Insurance Agency 4 Ways to Keep Your Medicare Business Warm This Winter Building Client Loyalty: More than Just a Plan Keys to Client Retention: Face-to-Face Communication Medicare Advantage Open Enrollment Do's and Don'ts The Complete Guide to Client Loyalty and Retention References: “Centers for Medicare & Medicaid Services Website.” Cms.gov, Centers for Medicare & Medicaid Services, https://www.cms.gov/. Accessed 16 Feb. 2026. “Medicare Advantage Communication Requirements.” Cms.gov, Centers for Medicare & Medicaid Services, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-422/subpart-V. Accessed 16 Feb. 2026. “Medicare Part D Communication Requirements.” Cms.gov, Centers for Medicare & Medicaid Services, https://www.ecfr.gov/current/title-42/chapter-IV/subchapter-B/part-423/subpart-V. Accessed 16 Feb. 2026. “Silver&Fit Website.” Silverandfit.com, Silver & Fit, https://www.silverandfit.com/. Accessed 16 Feb. 2026. “SilverSneakers Website.” Tools.silversneakers.com, Silver Sneakers, https://tools.silversneakers.com/. Accessed 16 Feb. 2026. “The 3-30-60-90 Day Conversation Guide.” Heinrichdev.com, Humana, https://heinrichdev.com/email/6715/Humana_3-30-60-90_Conversation_Guide.pdf. Accessed 16 Feb. 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.

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