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!
To ensure you get what you need when you need it, you can access every First Look that we’ve received from our carrier partners via the Ritter Platform.
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Where Can You Find First Looks?
A couple of years ago, 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. Remember, you must be registered with Ritter and logged in to RitterIM.com to use the Platform.
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 Can You Access First Looks?
We’ve created a First Look tile in the Ritter Platform, right on the front page. When a First Look becomes available from any one of our carriers, you’ll see it in a list on the Platform’s overview page — the agent dashboard.*
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.
*Some carriers may require you to be contracted to view the First Look.
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 2022. You can also consider if your clients would benefit from a plan change.
First Look Dissemination Notice
Please remember, any dissemination of 2022 plan benefits prior to October 1, 2021, 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!