Best Practices for Training Downline Agents episode artwork

EPISODE · Aug 4, 2025 · 17 MIN

Best Practices for Training Downline Agents

from Agent Survival Guide | Empowering Insurance Agents to Survive Today and Thrive Tomorrow · host Sarah J. Rueppel | Ritter Insurance Marketing

Your business is growing, and you’ve got new agents excited to get out in the field! In this episode we’ve got tips and strategies for training downline agents. Read the text version   Developing an Agency – Your Guide to Getting Started   Contact the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail.   Ritter Blog: 4 Tips for Making a Better Insurance Sales Pitch How to Get Health and Life Insurance Continuing Education Credits as an Agent How to Recruit Insurance Agents to Your Downline The Best Books for Insurance Agents The Ritter Blog Tips for Becoming a Top Producing Insurance Agency What Are Insurance Hierarchies & How Do They Work?   Podcast Episodes: Level Up: The Value of Sales Shadowing for New Insurance Agents Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo Should You Hire an Assistant for Your Insurance Business? The Agent Survival Guide Podcast   Additional Resources: Events with Ritter Insurance Marketing FREE eBooks & Guides for Insurance Agents Integrity Tools & Resources Knight School Training for Agents MA & PDP Compliant Sales Checklist Meet Your Ritter Sales Team Ritter Docs Agencies Ritter Insurance Marketing on YouTube Ritter Summits   References: “7 Types of Learning Styles and How to Teach Them.” Teachable, https://teachable.com/blog/types-of-learning-styles. Accessed 8 July 2025. Chen, Jessica. “10 Best Virtual Meeting Platforms & Software (Tried & Tested).” Teambuilding.Com, 12 Feb. 2025, https://teambuilding.com/blog/virtual-meeting-platforms. “40 Reflection Questions.” Edutopia, https://www.edutopia.org/pdfs/stw/edutopia-stw-replicatingPBL-21stCAcad-reflection-questions.pdf. Accessed 8 July 2025. Herrity, Jennifer. “Collaborative Learning: Center for Teaching Innovation.” Indeed, 26 Mar. 2025, https://www.indeed.com/career-advice/career-development/benefits-of-collaborative-learning. “Health Care Insurance Coverage for Self-Employed Individuals.” HealthCare.Gov, https://www.healthcare.gov/self-employed/. Accessed 8 July 2025. Pollick, Michael. “How Do Birds Learn How to Fly?” All Things Nature, All Things Nature, 4 June 2024, https://www.allthingsnature.org/how-do-birds-learn-how-to-fly.htm. “Independent Contractor (Self-Employed) or Employee?” Internal Revenue Service, https://www.irs.gov/businesses/small-businesses-self-employed/independent-contractor-self-employed-or-employee. Accessed 8 July 2025. Gutierrez, Karla. “Mind-Blowing Statistics Prove the Value of Employee Training - Shift E.” Shift Learning, https://www.shiftelearning.com/blog/statistics-value-of-employee-training-and-development. Accessed 8 July 2025. Ayoola, Elizabeth. “Self-Employed Retirement Plans: Know Your Options.” NerdWallet, 3 Jan. 2025, https://www.nerdwallet.com/article/investing/retirement-plans-self-employed. Colin Burton. “The 5 Most Effective Teaching Styles, and How to Adapt Your Style.” THINKFIC, 7 Oct. 2024, https://www.thinkific.com/blog/teaching-styles/. Chapman, Tom. “Top 10: Supply Chain Management Platforms.” Supply Chain Magazine, Bizclik Media Ltd, 5 June 2024, https://supplychaindigital.com/digital-supply-chain/top-10-supply-chain-management-platforms. Gellerman, Erica. “The Complete Guide to Independent Contractor Taxes.” NerdWallet, https://www.nerdwallet.com/article/small-business/independent-contractor-tax-guide. Accessed 8 July 2025.   Follow Us on Social! Ritter on Facebook, https://www.facebook.com/RitterIM Instagram, https://www.instagram.com/ritter.insurance.marketing/ LinkedIn, https://www.linkedin.com/company/ritter-insurance-marketing TikTok, https://www.tiktok.com/@ritterim X, https://x.com/RitterIM and YouTube, https://www.youtube.com/user/RitterInsurance     Sarah on LinkedIn, https://www.linkedin.com/in/sjrueppel/ Instagram, https://www.instagram.com/thesarahjrueppel/ and Threads, https://www.threads.net/@thesarahjrueppel  Tina on LinkedIn, https://www.linkedin.com/in/tina-lamoreux-6384b7199/   Not affiliated with or endorsed by Medicare or any government agency.

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Your business is growing, and you’ve got new agents excited to get out in the field! In this episode we’ve got tips and strategies for training downline agents.

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Best Practices for Training Downline Agents

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