An Impressive CRM

Easily organize your clients’ information and other aspects of your business with the Ritter Platform’s customer relationship management (CRM) capabilities. Keep detailed profiles on your clients that include drug info, doctors and hospitals, and more. Share records with clients, take notes, and assign yourself tasks all from our comprehensive agent dashboard.

Learn more about all the features your can access for your business. Download The Ritter Platform guide and see why the Platform’s right for you!

Complete Agent Dashboard

The producer portal consolidates functionality from all of our applications, giving agents quick access to the most valuable information up front.

Lead Sharing for Agency Management

Share client leads with downline agents to proactively manage your business while keeping insight into all of your reassigned client records. See how it works!

Real-Time Client Record Notifications

Invite your client to create a Shared Client Record, then get notified when they submit a Scope of Appointment or change their drugs, preferred doctor, pharmacy, or health details.

Keep Your Day in Order

When it comes to getting work done and getting on with your life, there’s nothing better than crossing off every to-do. Our Tasks tool helps you cross your t’s and dot your i’s.

From Our Agents

Powered by Ritter Insurance Marketing, driven by you.

Do More With More

All in One

All in One

The Ritter Platform is everything an insurance agent needs, all in one place.

Unparalleled Insight

Unparalleled Insight

Check your clients’ application statuses or view your contracts and commissions in a flash.

Time Management

Time Management

Our powerful agent dashboard keeps every aspect of your business moving forward so you can get the job done fast.

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Contract Faster Online

Make us your FMO and unlock the power of Ritter’s Contract Now. Expanding your product portfolio just got easier than ever!

Shop Contracts

Shop Contracts

Choose contracting from over 120 competitive carriers based on state, product type, or commissions. Answer questions to be saved for even faster future contracting.

Fill Your Cart

Fill Your Cart

Conveniently store contracting for multiple carriers and products in your cart. Once all contracting selections have been made, simply open your cart for quick, batch completion.

Review & Sign

Review & Sign

Look over selected contracts, editing info and uploading documents as necessary. Then, sign to complete each contract, including accepted ‘wet’ signatures, if required.

Join Ritter and start enjoying the convenience of Contract Now. Register for free!

Newly registered with Ritter and ready to unlock fully online contracting through Contract Now? Have a conversation with your sales specialist to activate this feature.

Contracting with Carriers Nationwide

Ritter offers contracting at full commissions levels with preferred carriers offering Medicare, life, long- and short-term care, and various ancillary products. Direct and immediate vested contracts are available, so any money you make is yours!

Quicker Contract Completion

Contract Now can automatically fill in your profile info and digitally submit most contracts. Ritter’s full-time licensing department also flips an average of 106 contracts to appointed every business day!

Integrated Power

You’ll find Contract Now housed within the Ritter Platform along with our other proprietary sales tools. Enjoy the ease of completing your contracting on the same interface you manage your contracts, clients, submissions, commissions, and more!

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Quote & Compare Efficiently with the MQE

The Medicare Quote Engine (MQE) is an exclusive service for independent, licensed insurance agents who are registered users of Ritter Insurance Marketing’s website. Built into the revolutionary do-it-all Ritter Platform, Ritter’s technology provides leading agents with an outstanding plan comparison tool featuring accurate plan details and costs.

Learn everything you need to know about how to quote faster and easier. Download the Medicare Quote Engine guide and feel even more confident in your plan recommendations!

See how the MQE can help you begin quoting and comparing in as little as two minutes. Request a demo!

Provider Lookup

Easily view in-network providers for specific plans to allow clients to keep their doctor or find a new one if they’re switching plans. See how it works!

Drug Cost Estimator

Get an accurate estimate of drug costs in every available MAPD or prescription drug plan for each client in your book of business. See how it works!

Make More Informed Decisions

Search using your client’s age, zip code, county, gender, or marital status to find and compare detailed plan information.

Find a Range of Plans Instantly

Our cutting-edge Medicare Quote Engine helps you find MA, MAPD, Med Supp, Part D, and final expense plans that will fit your client’s unique needs.

Compare and Contrast

Select up to three plans to compare side by side! Now you can be confident you’re recommending the most competitive plans available in your market.

Made Simple, Fast, and Secure.

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Record with CallVault

Stay compliant with call recording regulations without the headache!

Keep Compliant

Keep Compliant

CMS requires agents to record all marketing, sales, and enrollment calls concerning MA and PDP sales. We have a solution.

Stay Integrated

Stay Integrated

There’s no new login for CallVault. Record calls directly from the Platform!

Inbound & Outbound

Inbound & Outbound

Record both inbound and outbound calls with ease and store them in your client’s profile.

Join Ritter and seamlessly record and store client calls. Register for free!

Stay Compliant

Follow CMS’ call recording rules with this simple tool that integrates with our current CRM technology and conveniently stores calls within your client profiles.

Make Calls from the Platform

Record outbound calls effortlessly when you make a call from a client’s profile. Utilize the provided mandatory CMS notice you must read and also collect a Scope of Appointment if needed.

Your Generated Number

When your clients call your unique CallVault number, the inbound call will be automatically recorded. Assign the recordings to your client’s profile for easy tracking!

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