Staying Connected to Current Clients
Expand & Dominate | Lesson 4


First up, let’s talk about newsletters.

Odds are, you’ve probably subscribed to one or more of these at some point.

It’s a great way to keep up with industry news, here at Ritter we send out our own newsletters to agents to keep you apprised of what’s going on with the industry.

And that’s because it’s a great and effective way to stay connected.

For you, it’s a way to make sure that your clients hear from you periodically throughout the year.

And the frequency is up to you, weekly, bi-weekly, monthly, and so on.

Not only are newsletters a great way to put out information, they’re also a fantastic way to direct traffic from the newsletter to your website, your Shop & Enroll pages, and your social media accounts.

How do you send out a newsletter?

Well, you’ll need an email list to start.

Then, you’ll need an email marketing service that can send out bulk emails to a contact list so you don’t have to send them out individually.

Services like MailChimp offer a large selection of newsletter templates to choose from, so you just insert your content.

It offers a free plan that includes up to 12,000 email sends per month to a list size of up to 2,000 contacts for free.

And they’re not the only service.

There’s Active Campaign, Benchmark, IBM Watson, and Get Response, to name a few more. Each has their own set of perks, advantages, templates, and cost.

We recommend vetting each one carefully to make sure you’re using the right one for your needs, and just remember, those needs might change and grow as your business grows.

We brushed past content earlier, but I want to come back to that because what you include in your newsletters matters.

You want to fill your newsletters with mostly educational content, so your clients actually want to read the information.

Sprinkle in promotional content lightly.

Not sure what your clients want to learn from you?

Start simple with information about Medicare.

Think about the basics like the different parts of Medicare, or commonly mistaken terminology.

You can also include health and financial tips from experts in those industries.

Let them know about the latest news in the insurance market that affects them, like annual Medicare Part A and B rate change announcements.

If you’re wondering where to get information that’s credible, the Shop & Enroll blog is an incredibly useful resource.

Our Shop & Enroll blog integrates with your Shop & Enroll site to direct traffic there.

It works like this, your client reads a post on the Shop & Enroll blog, sees your contact information, and can reach out to schedule an appointment with you to talk about what they’ve read.

And no worries about compliance, the request for the appointment doubles as the permission to contact and electronic scope of appointment form.

In addition to the Shop & Enroll blog, we recommend curating information from credible sources, like KFF Health News, the Mayo Clinic, and the National Institutes of Health to name a few.

Another credibility tip, make sure articles you share link to the research they cite, and check to make sure the information’s legit before sharing.

Last but not least, in your newsletter, you want to include links to all of the places online where recipients can interact with you.

Think your website, your Shop & Enroll site, and social media accounts where you’re actively posting.

In our next lesson, we’ll focus specifically on those social platforms, so if you’re not on social media yet, no worries.

This next lesson outlines all the steps to get you up to speed.

Watch the Next Lesson