Field Notes on Productivity Tools episode artwork

EPISODE · Jul 21, 2025 · 15 MIN

Field Notes on Productivity Tools

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

Not enough hours in the day? ✋🏼 We've been there! In this episode, we explore problems that can be a time-suck for insurance agents. Our list of solutions could change the game for your business! Read the text version   Free Downloads: Months of Medicare Sales Planner The Busy ACA Agent’s Sale Calendar   Resources: 5 Things From the 2025 Budget Reconciliation Bill Field Notes on Digital Marketing Resources Field Notes on Traditional Marketing Resources Get Focused with These Apps Register with Ritter Insurance Marketing Ritter Docs Send your questions to the Agent Survival Guide Podcast! Email us [email protected] or call 1-717-562-7211 and leave a voicemail. Setting Up Your Insurance Business Structure ft. Frank Lavery & Justin Abodalo The Ultimate Agent Resource List Pt. 1: Market Yourself The Ultimate Agent Resource List Pt. 2: Keeping in Touch with Clients The Ultimate Agent Resource List Pt. 3: Staying Organized   Productivity Solution Websites: ABBYY FineReader PDF Acuity Scheduling Adobe Acrobat Adobe Scan Asana Basecamp Box Cold Turkey Document360 Docusign Dropbox Dropbox Paper Dropbox Sign eSignatures FocusMe Freedom Google Calendar Google Drive Google Tasks Great AEP Microsoft Bookings Microsoft Lens: Apple | Google Microsoft Sharepoint Microsoft To Do Monday.com Office Depot Shredding OnceHub RescueTime Sharefile SignNow SimplyBook.me Staples Shredding Services SwiftScan Things TickTick Todoist Trello UPS Wrike Zoho Workdrive   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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Not enough hours in the day? ✋🏼 We’ve been there! In this episode, we explore problems that can be a time-suck for insurance agents. Our list of solutions could change the game for your business!

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Field Notes on Productivity Tools

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This episode was published on July 21, 2025.

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