How to Check for Your First Looks

The moment when carrier First Looks become available is a very exciting time for insurance agents! It can put a spring in your step and help you get in the mood for the upcoming Annual Enrollment Period!

Ritter is doing things a little differently this year in how we provide our agents with the First Look at 2021 Medicare Advantage and Part D plans. This time, you’re in control.

Read on to find out the what, why, and how of the process and how the Ritter Platform can be utilized to help you have a successful AEP. Remember, you must be registered with Ritter and logged in to RitterIM.com to use the Platform.

What Is the New Process?

We’re changing the way we deliver and provide access to First Looks leading up to the 2021 AEP. Before, you’d have to request a First Look from one of our team members. Now, you can access it entirely on your own via the Ritter Platform.

Why Is the Process Changing?

Our team is continuing to make the Ritter Platform your central location for getting work done. By making First Looks available on the Platform, it eases the process so you don’t have to make a request and then wait for a delivery. We have First Looks on demand, whenever you want access.

How Will Agents Access First Looks?

We’ve created a First Look panel in the Ritter Platform, right on the front page. When a First Look becomes available from any carrier you’re contracted with, you’ll see it in a list on the Platform’s overview page – the agent dashboard.

first-look-panel.jpg

We’ll still notify you by email each time a carrier’s First Look becomes available like we’ve always done. When you get the email, you’ll know you can access the First Look in the Platform.

What’s the Value of a First Look?

First Looks allow you to get a feel for potential expansion areas or plan enhancements for the upcoming year. They help you determine before AEP what plans are most competitive in your area so you can complete contracting and certifications. That way, you’ll be ready to sell them again in 2021. You can also consider if your clients would benefit from a plan change.

First Looks are only available to contracted agents per the carrier’s rules, which means you have a leg up on those agents who procrastinate on contracting and certification. You can get contracted and certified using Ritter’s Certification Center. You must be logged in to RitterIM.com to view Ritter Docs.

First Look Dissemination Notice

Please remember, any dissemination of 2021 plan benefits prior to October 1, 2020, is strictly prohibited. Additionally, all plan details are subject to Centers for Medicare & Medicaid Services (CMS) approval.

Check out this step-by-step tutorial to see how you can access your First Looks on the Platform.


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Best of luck as you eagerly prepare for the upcoming selling season. The team at Ritter Insurance Marketing is always available for agent support!

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