Tip: To filter events by carrier, see “Categories” at the bottom of the page. Click on a carrier name to see only that carrier’s upcoming events. To change back to the all carrier view, select “All Categories” on the bottom right of the category menu.
Events in January 2023
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Talk-O Tuesday: Don't miss this Monthly WAP Conversation
Talk-O Tuesday: Don't miss this Monthly WAP Conversation
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January 10, 2023We're kicking off Talk-O Tuesday with 2023 tips and compliance best practices for OEP + strategies for building and delivering on your 2023 business goals.
Highlights include:- OEP Do's & Don'ts
- 2023 Game Plan & Goals
- Check in with Your Clients (ID Cards, Benefit Review)
- Revisit your Marketing Strategy
- Tech Tools
Bring your questions and don't miss this Talk-O! -
New Agent Workshop - Medicare Engine
New Agent Workshop - Medicare Engine
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January 12, 2023Please email Tamara at tamara@westernassetprotection.com to RSVP
If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.
Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
- The WAP MEDICARE ENGINE AGENT PORTAL continues to evolve and deliver value for brokers and agencies. Agents who actively use this tool rave about this back-office support resource.
- Once you log in, you begin to see just how powerful this platform is.
- Our Tech Team continues to make improvements, enhancing the portal experience on an ongoing basis for both agents and agencies.
See you there!
New Agent Workshop - MedicareCENTERNew Agent Workshop - MedicareCENTER
January 12, 2023Email: tamara@westernassetprotection.com to RSVP
Are you new at Western Asset Protection? WELCOME!
RSVP for this important training and say hello to a powerful, easy-to-use system built to help you serve clients better, boost your production and take control of your business. Life as an agent just got better!
An important piece of our onboarding process, MedicareCENTER training provides you with an overview off all you can do with this amazing resource available to you.
This robust, free tool is provided to all WAP agents!
Features include:
- CRM - Manage your clients and prospects
- Quote & Enroll -
- Call Recording Solution - Smart and simple compliance at the click of a button
- Dashboard & Reporting - Understand and meet needs faster with at-a-glance client tracking
- Mobile App - Work when you want, from where you want. Get mobile-exclusive push notifications, plus all the features of MedicareCENTER
- Booster Production - With Lead Management, Side-by-Side Plan Comparison, and Integrated Quoting and Enrollment options
MedicareCENTER empowers you to work smarter and more efficiently. All to help you take your business to a whole new level.
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Agency Leadership Chat
Agency Leadership Chat
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January 16, 2023-Exclusive Invitation-
A monthly collaboration with Agency Principals discussing recruiting strategies, marketplace & industry updates
Exclusive Agency thought-leadership discussion each month with Paul Rose, Steven Smith and David Wessling. Gain valuable insights and key ways to grow your agency.
January Discussion Highlights:
- 2023 Game Plan
- Quick Tech Update/Center & Engine
- Save the Dates
- 2023 WAP Agency Summit Update
- Recruiting
- Operational Updates
Join in for this great conversation!
Register today! -
New Agent Workshop - MedicareCENTER
New Agent Workshop - MedicareCENTER
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January 19, 2023Please email Tamara at tamara@westernassetprotection.com to RSVP
If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.
Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
- The WAP MEDICARE ENGINE AGENT PORTAL continues to evolve and deliver value for brokers and agencies. Agents who actively use this tool rave about this back-office support resource.
- Once you log in, you begin to see just how powerful this platform is.
- Our Tech Team continues to make improvements, enhancing the portal experience on an ongoing basis for both agents and agencies.
See you there!
New Agent Workshop - Medicare EngineNew Agent Workshop - Medicare Engine
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January 19, 2023Please email Tamara at tamara@westernassetprotection.com to RSVP
If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.
Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
- The WAP MEDICARE ENGINE AGENT PORTAL continues to evolve and deliver value for brokers and agencies. Agents who actively use this tool rave about this back-office support resource.
- Once you log in, you begin to see just how powerful this platform is.
- Our Tech Team continues to make improvements, enhancing the portal experience on an ongoing basis for both agents and agencies.
See you there!
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New Agent Workshop - MedicareCENTER
New Agent Workshop - MedicareCENTER
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January 24, 2023Please email Tamara at tamara@westernassetprotection.com to RSVP
If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.
Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
- The WAP MEDICARE ENGINE AGENT PORTAL continues to evolve and deliver value for brokers and agencies. Agents who actively use this tool rave about this back-office support resource.
- Once you log in, you begin to see just how powerful this platform is.
- Our Tech Team continues to make improvements, enhancing the portal experience on an ongoing basis for both agents and agencies.
See you there!
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New Agent Workshop - MedicareCENTER
New Agent Workshop - MedicareCENTER
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January 26, 2023Please email Tamara at tamara@westernassetprotection.com to RSVP
If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.
Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
- The WAP MEDICARE ENGINE AGENT PORTAL continues to evolve and deliver value for brokers and agencies. Agents who actively use this tool rave about this back-office support resource.
- Once you log in, you begin to see just how powerful this platform is.
- Our Tech Team continues to make improvements, enhancing the portal experience on an ongoing basis for both agents and agencies.
See you there!
New Agent Workshop - Medicare EngineNew Agent Workshop - Medicare Engine
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January 26, 2023Please email Tamara at tamara@westernassetprotection.com to RSVP
If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.
Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
- The WAP MEDICARE ENGINE AGENT PORTAL continues to evolve and deliver value for brokers and agencies. Agents who actively use this tool rave about this back-office support resource.
- Once you log in, you begin to see just how powerful this platform is.
- Our Tech Team continues to make improvements, enhancing the portal experience on an ongoing basis for both agents and agencies.
See you there!
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UHC Compliance Training - Phoenix Market
UHC Compliance Training - Phoenix Market
January 30, 2023Click to join at the scheduled time
- Meeting ID: 926 7716 5705
Passcode: 357785 - +1 669 900 6833 US (San Jose)
Presenting: Raquel Garcia & Matt Bloom
Compliance Training - Phoenix Market - 2022 Materials - VIRTUAL
Don't miss this important training on Compliance.
- Meeting ID: 926 7716 5705
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New Agent Workshop - Medicare Engine
New Agent Workshop - Medicare Engine
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January 31, 2023Please email Tamara at tamara@westernassetprotection.com to RSVP
If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.
Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
- The WAP MEDICARE ENGINE AGENT PORTAL continues to evolve and deliver value for brokers and agencies. Agents who actively use this tool rave about this back-office support resource.
- Once you log in, you begin to see just how powerful this platform is.
- Our Tech Team continues to make improvements, enhancing the portal experience on an ongoing basis for both agents and agencies.
See you there!
New Agent Workshop - MedicareCENTERNew Agent Workshop - MedicareCENTER
–
January 31, 2023Please email Tamara at tamara@westernassetprotection.com to RSVP
If you are new to Western Asset Protection, you now have powerful technology to help you work more efficiently, saving you time and money.
Register today and receive an overview and navigation tips for our proprietary tool, Medicare Engine Agent Portal.
- The WAP MEDICARE ENGINE AGENT PORTAL continues to evolve and deliver value for brokers and agencies. Agents who actively use this tool rave about this back-office support resource.
- Once you log in, you begin to see just how powerful this platform is.
- Our Tech Team continues to make improvements, enhancing the portal experience on an ongoing basis for both agents and agencies.
See you there!