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 at some point. It’s a great way to keep up with the industry news.

Here at Ritter, we send newsletters to our agents to keep you apprised with what’s going on in the industry, and that’s because it’s a great and effective way for your clients to hear from you periodically throughout the year.

And the frequency is up to you. Weekly, biweekly, monthly, and so on. How do you send out a newsletter? Well, you’ll need an email list, then you’ll need an email marketing service to 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 newsletters for you to choose from.

They offer a free plan of about 12,000 email sends per month to a contact list up to 2,000 contacts for free.

And they’re not the only service. There’s also ActiveCampaign, Benchmark, IBM Watson, and GetResponse to name a few more. Each has their own set of advantages, perks, templates, and cost.

We recommend vetting each one carefully to make sure that it’s the right one for your needs. And just remember, your 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 put in your newsletter matters.

You want to fill your newsletter with mostly educational content so that 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 Part B rate changes.

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 research they cite, and check to make sure the information is legit before sharing.

Last but not least, in your newsletter, you want to include all of the platforms that recipients can interact with you on. Think about your website and your social media accounts that you’re actively posting on.

In our next lesson, we’ll focus specifically on those social media sites, and it’s OK if you’re not on social media yet. Our next lesson will teach you everything to keep up to speed.

Watch the Next Lesson