Western Asset Protection

Integrity Tech Tip Tuesday
2025-09-23 07:00 - 07:15, 2025-09-23 09:00 - 09:15, 2025-09-30 07:00 - 07:15, 2025-09-30 09:00 - 09:15 (America/Phoenix)
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Tech Tip Tuesday: Join us every Tuesday at 9 AM or 11 AM CDT for quick tutorials on important tools to take advantage of inside the Integrity Technology Platform.
September 2: Updating Your Agent Profile in IntegrityCONNECT
September 9: Inviting Your Clients and Prospects to Client Sync
September 16: Using Filters to Organize Your Contacts in IntegrityCONNECT
September 23: Ways to Connect with your Clients and Prospects in IntegrityCONNECT
September 30: Sending Plan Comparisons in IntegrityCONNECT

IntegrityCONNECT Time Saving Tips for AEP
2025-09-24 11:00 - 12:00
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IntegrityCONNECT™ puts agents on the fast track to success. Join us to learn how IntegrityCONNECT will save you time this AEP – so you can serve more clients.

IntegrityCONNECT Automated Marketing and Client Sync
2025-09-25 09:00 - 10:00
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– Client Connect Marketing makes it easy to send pre-approved email and text messages to your clients.
– Client Sync easily connects consumer health information for your health or life clients.
Come learn how IntegrityCONNECT can help you work smarter, not harder and serve more clients this AEP.

Compliance Made Easy with SOA and Call Summaries
2025-09-26 09:00 - 10:00
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IntegrityCONNECT™ has solutions to protect you and your business. Join us to learn how to capture and track SOAs with 48-hour waiting period. Every agent receives a Business Phone Number to record over the phone appointments and enrollments. Ask Integrity, your AI-powered digital assistant, can provide meeting and call summaries for quick follow-ups. All Scope of Appointments and calls are compliantly stored within a contact’s record for easy retrieval.

CSG APP – Feature Focus Training
2025-09-29 08:30 - 09:00
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CSG APP – Feature Focus Training: Join us every Monday at 10:30 AM CDT to learn more Medicare market intel available in CSG.
September 8: Market Analytics
September 15: Fill Med Adv Coverage Gaps with Hospital Indemnity
September 22: Medicare Supplement Quoting Tools – Key Features
September 29: Med Supp Bulk Quoting

All-In-One: Everything you Need to Serve your Clients this AEP
2025-09-29 09:00 - 10:00
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IntegrityCONNECT™ has everything you need to serve your clients with one login and password! Join us as we walk through a client appointment start to finish. We will create a contact, capture SOA, gather health information, quote and enroll n just a start amount of time!

Serve More Clients with Consumer Self-Enrollments
2025-09-30 08:00 - 09:00
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IntegrityCONNECT™ helps you save time and sell more by providing you two ways for consumers to self-enroll. We will demonstrate how consumers can self-enroll on your PlanEnroll personalized website or by sending your client a plan comparison through IntegrityCONNECT.

Integrity Tech Tip Tuesday
2025-10-07 07:00 - 07:15, 2025-10-07 09:00 - 09:15, 2025-10-14 07:00 - 07:15, 2025-10-14 09:00 - 09:15, 2025-10-21 07:00 - 07:15, 2025-10-21 09:00 - 09:15, 2025-10-28 07:00 - 07:15, 2025-10-28 09:00 - 09:15
Register HERE >

Tech Tip Tuesday
Join us every Tuesday for quick 15-minute tutorials on how to use IntegrityCONNECT.
7 AM or 9 AM AZ Time
9 AM or 11 AM CT

October 7th: Ask Integrity® Shopper & Cross-sell Recommendations
October 14th: New Production Overview and Policy Snapshot
October 21st: Ask Integrity Your AI-powered Digital Assistant
October 28th: Send Enrollment Thank You Emails

IntegrityCONNECT for Life Agents | Most Frequently Asked Questions
2025-10-20 09:00 - 10:00
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IntegrityCONNECT for Life Agents | Most Frequently Asked Questions!

IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. We’ve hosted a few trainings on the platform already, so in this webinar, we’ll go over the most frequently asked questions about IntegrityCONNECT, including selling permissions, texting, accessing eApps, and more!

All-In-One Platform for AEP
2025-10-20 10:00 - 11:00
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Learn how IntegrityCONNECT helps agents save time and sell more. This world-class technology is everything an agent needs to serve their Medicare Advantage powered by one login and password.

Agenda

Client Management
Scope of Appointment
Quote & Enroll
Production Overview & Policies

New Medicare Schedule Appointment Leads
2025-10-22 10:00 - 11:00
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Learn about our two newest lead campaigns – Medicare In-Home Visit Lead and Medicare Scheduled Callback. These leads are pre-qualified, fully scoped and one-to-one compliant Medicare sales meetings scheduled based on agent availability and preferred appointment window. All appointment leads are fully scoped and set 48 hours out from the appointment time.

IntegrityCONNECT for Life Agents | Most Frequently Asked Questions
2025-10-27 09:00 - 10:00
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IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. We’ve hosted a few trainings on the platform already, so in this webinar, we’ll go over the most frequently asked questions about IntegrityCONNECT, including selling permissions, texting, accessing eApps, and more!

Medicare Realtime Call and Data Leads
2025-10-27 10:00 - 11:00
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Connect with individuals seeking Medicare guidance this AEP!

Client Sync and Agent-personalized Website
2025-10-29 08:00 - 09:00
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Client Sync & Agent-Personalized Website Training

Automated Marketing Emails and Texts
2025-10-30 09:00 - 10:00
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Send pre-approved compliant emails and texts from IntegrityCONNECT.

Tech Tip Tuesdays
2025-11-04 08:00 - 08:15, 2025-11-04 10:00 - 10:15, 2025-11-11 08:00 - 08:15, 2025-11-18 08:00 - 08:15
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Join us every Tuesday at 9AM or 11AM CDT for quick 15-minute trainings on how IntegrityCONNECT® can help you save time, work smarter, and sell more. Register for each session you are interested in.
Agenda

November 4: Voice Signature for E-Applications
November 11: New ‘View As’ Feature
November 18: New Ask Integrity Plan Insights
November 25: Spanish View

Enhanced Selling Permissions | For Life Agents
2025-11-17 10:00 - 11:00
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IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. We’ve hosted a few trainings for new users of the platform, so in this webinar, we’ll dive further into enhanced selling permissions!
