Shop & Enroll 2023 Year-in-Review: Enhancing the Agent Experience

Skip the hassle of scanning, uploading, mailing, or faxing long, tedious paper applications. Our easy-to-use Shop & Enroll enrollment tool streamlines your business with consumers and carriers and helps you stay compliant with the latest CMS rules.

Still deciding if Shop & Enroll is the right tool for your business? Check out what we accomplished in 2023 and see for yourself!

Shop & Enroll’s Growth in 2023

Shop & Enroll continues to help agents thrive in the senior health insurance market, including adapting to new compliance regulations. More and more agents are creating their own site every year and seeing an increase in enrollments.

Agents Actively Using Shop & Enroll

By the end of 2023, 1,477 agents actively used Shop & Enroll for their Medicare sales needs!

Growth in Shop & Enroll Agents Over Time

MA & PDP Enrollments with Shop & Enroll

Since 2016, the Enroll Now button has helped agents streamline their Medicare Advantage and prescription drug enrollments. It helped Shop & Enroll agents complete more than 32,223 seamless online enrollments during the 2024 Annual Enrollment Period!

In total, we saw more than 53,000 Shop & Enroll enrollments in 2023!

Ritter Enrollment Data

Thanks to our agents’ hard work, we had a fantastic AEP. We reached a high of 1,484 enrollments in one day!

Number of Shop & Enroll Enrollments

Of agents who were active this AEP and last AEP, those who started using Shop & Enroll this AEP wrote 22 more applications on average. Prior to using Shop & Enroll, the average agent submitted 7 paper apps in the 2023 AEP, and for the 2024 AEP, they submitted 10 paper apps and 9 Shop & Enroll apps.

Shop & Enroll More Apps Big Trees

Our FastTrack feature allows agents to prefill applications for their clients, streamlining the enrollment process.

Once an application is filled out by the client, it can be sent out to the beneficiary or completed face to face. In total, agents completed 8,900 remote and 4,575 in person, improving over our previous totals by 13,420.

FastTrack Applications

Note: This enrollment data only includes carrier applications that Ritter processes. It does not include applications that are processed directly by Ritter’s carrier partners as carrier AEP enrollment reporting times vary.

Key Updates for 2023 & the 2024 AEP

At the end of the 2023 AEP, there were 34 carriers available for quoting and online enrollment on Shop & Enroll. In 2023, one new carrier joined Shop & Enroll and two existing carriers expanded their product availability on the platform.

Carriers Added on Shop & Enroll

The following carriers were available on Shop & Enroll in 2023 for the 2024 AEP:

  • Aetna
  • AmeriHealth Caritas VIP Care/Keystone First VIP Choice SNP
  • Anthem
  • Capital Blue Cross
  • CareFirst BlueCross BlueShield
  • CareSource
  • Cigna
  • Clear Spring Health
  • Clover Health
  • Devoted Health
  • Elderplan
  • EmblemHealth (ConnectiCare)
  • Excellus
  • Geisinger
  • Highmark
  • Humana
  • Independence Blue Cross
  • Jefferson Health Plans
  • Medical Mutual
  • MediGold
  • MetroPlus
  • Molina Healthcare
  • Mutual of Omaha Rx
  • MyTruAdvantage
  • Paramount
  • Regence BlueCross BlueShield
  • SilverScript
  • SummaCare
  • UnitedHealthcare
  • UPMC for Life
  • VNS Health
  • Wellcare
  • Zing Health

Bold denotes a new carrier. Italics denotes expanded product offering.

Enhancements to Shop & Enroll and the Ritter Platform

During 2023, we made several enhancements to the Ritter Platform to make sales on and off Shop & Enroll easier and help agents comply with the new CMS regulations. We’ve summarized these updates below.

Manage Health Risk Assessments

Ritter agents can now access HRA details on the Submissions tab in the Ritter Platform!

Ritter Docs already features an HRA Instructions section which provides important info for many carriers. We’ve taken this resource a few steps further by including HRA access. Within this view, you have access to everything you need to successfully and easily complete HRAs for all your submissions. Since HRAs can be a time-sensitive task, this new feature is essential for enabling fast and comprehensive enrollment submissions.

This AEP, 45 agents submitted HRAs through the Platform!

Organize Scopes of Appointment

Within your view of submission records, a Scopes column is now visible. This column either allows you to upload a paper or digital SOA. When an SOA is assigned to your submission, you will then be allowed to view or download any linked Scopes.

We hope this enhancement simplifies your process and makes organizing SOAs quick and easy!

Get Your No-Cost Marketing & Enrollment Site

Shop & Enroll is a free CMS-approved consumer-facing quoting and enrollment tool agents can use to connect with clients from home, the office, or in person. You can personalize your site with your name, business logo, and contact information. You can also choose your own easy-to-share URL. With this site you can collect electronic Scopes of Appointment, compare Medicare plans with your clients, and directly enroll clients in one of many preferred Medicare Advantage and prescription drug plans.

To get a free Shop & Enroll site, an agent must have at least one qualifying contract through Ritter Insurance Marketing. Shop & Enroll is integrated with Ritter’s Platform CRM, so you can do all of your business in one place!

Here are some of Shop & Enroll’s best features:

  • Access to secure quoting, enrollment, and eScopes
  • Complete enrollments in a breeze with FastTrack prefilled applications
  • Plan data directly from CMS and CSG Actuarial, an Integrity Company
  • Save and send drug cost estimates
  • Customizable marketing materials
  • Exclusive sales incentives
● ● ●

This year has been full of growth for Shop & Enroll, and we hope our new features make it even easier for our agents to thrive!

Want to see Shop & Enroll do even more? Tell us how we can improve! We want to make Shop & Enroll the best it can be!

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