CSG APP Feature Focus Training
2025-12-22 09:30 - 10:00 (America/Phoenix)
Register Here >

Every Monday at 10:30 AM CDT we have a quick webinar focusing on one part of the CSG App tool.
Please register for each session you’re interested in.

December 8: Household Discounts and Rating Classes
December 15: Med Supp Quoting Tool – Key Features
December 22: Add Med Supp Quoting to Your Website

Tech Tip Tuesdays
2026-01-06 08:00 - 09:00, 2026-01-06 10:00 - 11:00, 2026-01-13 08:00 - 09:00, 2026-01-13 10:00 - 11:00, 2026-01-20 08:00 - 09:00, 2026-01-20 10:00 - 11:00, 2026-01-27 08:00 - 09:00, 2026-01-27 10:00 - 11:00
Register HERE >

Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you’re interested in.
Tech Tip Tuesdays are every Tuesday at 9AM or 11AM CDT.
Please register for each session you’re interested in.

January 6: Save on Major Brands with Exclusive Integrity Benefits
January 13: Drive Engagement to Medicare Seminars + Compliant Presentation Materials
January 20: Save Time with Call Summaries
January 27: How IntegrityCONNECT Enrollments are Helping Agents Track Client Data and Plan Details

Getting Started with IntegrityCONNECT for Health Agents
2026-01-07 09:00 - 09:30
Register HERE >

Learn how the IntegrityCONNECT platform works to help agents better serve and manage their clients, grow their business and be more efficient.
Agents who use IntegrityCONNECT submit 79% more applications!
We will cover the key features in IntegrityCONNECT and Ask Integrity that are driving agent success and helping them set more appointments, close more sales and retain their clients.

Growing Your Business in 2026 with Health Exclusive Leads
2026-01-08 12:00 - 13:00
Register HERE >

Supercharge your business with exclusive, compliant health leads.
Join us to learn how to connect with consumers in real time as they seek to speak with a licensed health agent about their Medicare options.
Agents can target their ideal clients through our customizable direct mail pieces. There is a lead type for any agent, no matter their budget, schedule, or experience working with leads.
The best part is that leads seamlessly flow into IntegrityCONNECT Clients, so you can instantly start working on them and take advantage of automated marketing to connect with them without ever having to log into the platform.
Your Integrity Business Phone automatically records and stores your lead calls and can quickly provide you with call summaries for easy follow-up.

Client Retention Strategies
2026-01-14 10:00 - 11:00
Register HERE >

Maintaining engagement with your clients during OEP is key—not only for retention but for strengthening relationships.
Discover strategies to keep your clients engaged throughout OEP and all year long.

Agenda

PlanEnroll Learning Center
Marketing emails and texts
Legacy Safeguard
Ask Integrity Cross-Sell Recommendations

Serving Spanish-speaking Clients in IntegrityCONNECT (in Spanish)
2026-01-15 11:00 - 12:00
Register HERE >

IntegrityCONNECT makes it easier than ever to serve your Spanish-speaking clients in their native language. Join our Spanish-language IntegrityCONNECT overview training, where we’ll show you how to send marketing emails and texts, complete Scope of Appointments, compare plans, and submit E-Applications—all in Spanish.

Marketing Agent-Personalized Website to Drive Interest and Engagement
2026-01-21 09:00 - 10:00
Register HERE >

Presenter

Anna Patrick
Vice President of Sales Enablement and Tech Adoption

Keep Clients Engaged All Year Long
2026-01-22 09:00 - 10:00

Start Selling Final Expense for Medicare Agents
2026-01-28 09:00 - 10:00

New to IntegrityCONNECT Leads
2026-01-29 11:00 - 12:00
Register HERE >

IntegrityCONNECT Leads makes it simpler than ever to purchase and manage life and health leads and take your business to the next level!
Join us to learn about the different lead types and vendors and how leads automatically flow into the CRM so you can easily manage the relationship from lead to sale. Integrity is committed to quality.
All leads are verified and compliant.

Agenda

Account and Terms of Use Review
Life and Health Marketplace Leads
Realtime Call and Data Campaigns
Lead Management

Presenter

Anna Patrick
Vice President of Sales Enablement and Tech Adoption

Tech Tip Tuesdays
2026-02-03 08:00 - 08:30, 2026-02-03 10:00 - 10:30, 2026-02-10 08:00 - 08:30, 2026-02-10 10:00 - 10:30, 2026-02-17 08:00 - 08:30, 2026-02-17 10:00 - 10:30, 2026-02-24 08:00 - 08:30, 2026-02-24 10:00 - 10:30
Register HERE >

Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you’re interested in.
Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT.

February 3: Automate & Save on Lead Purchases
February 10: New OEP Email & Text Templates in Marketing
February 17: T-65 & Medicare Seminar Invite Mailers
February 24: Medicare Supplement Leads

Supercharge Your Medicare Advantage Workflow: Fast Quoting, Easy Comparing, Instant Submission
2026-02-11 09:00 - 10:00
Register HERE >
Unlock the full power of IntegrityCONNECT in this hands‑on training designed to help agents confidently quote, compare, and submit Medicare Advantage applications—all within one streamlined platform.
In this session, you’ll learn how easy it is to:
✔ Store & Use Client Health Information
✔ Compare Plans With Confidence
✔ Submit Applications for Multiple Carriers
✔ Offer Multiple Signature Options
✔ Keep All Production & Client Details in One Place
Discover how to complete applications in the way that works best for your client. IntegrityCONNECT supports:
In‑person signatures
Voice signatures
Email signatures
Text message signatures

Cross‑Sell with Confidence: Leveraging Ask Integrity Insights to Recommend Hospital Indemnity for MA Clients
2026-02-12 09:00 - 10:00
Register HERE >
What you’ll learn
– Spot the need fast with Ask Integrity Plan Recommendations and Cross‑selling Tags to identify MA clients who could benefit from Hospital Indemnity.
– Build a perfect‑fit HI plan in the CSG APP “Fill the Gaps” tool that mirrors a client’s MA copays and potential out‑of‑pocket exposure.
– Present with clarity using Fill the Gaps’ client‑friendly visuals and explanations to boost understanding and close rates.
– Position HI compliantly and confidently as part of a holistic protection strategy that supports retention and referrals.

Accelerate Your Sales Pipeline: Life & Health Leads
2026-02-18 13:00 - 14:00
Register HERE >

Unlock the full potential of Life and Health lead generation with a deep dive into Marketplace Leads and Realtime Call and Data Campaigns. In this session, you’ll learn how to leverage Integrity’s powerful lead ecosystem to consistently grow your book of business and connect with ready‑to‑engage consumers.
We’ll break down the different types of Life and Health leads available in the Marketplace — including internet, direct mail, and social categories — and show you how to target by geography, product type, and consumer behavior. You’ll also get an inside look at Realtime Campaigns, where leads are delivered the moment a consumer requests information, helping you maximize your “speed to lead” and increase closing potential.
Whether you’re new to lead generation or ready to scale your production, this webinar will give you the tools, techniques, and confidence to grow your business using high‑quality, compliant Life and Health leads.

Prep Smarter: Using Client Sync to Effortlessly Collect Health Details in Advance
2026-02-19 09:00 - 10:00
Register HERE >
We’ll cover:
– How to send a Client Sync invitation through Client Connect or directly from a contact record.
– Which information clients can submit, including providers, prescriptions, pharmacies, and personal details.
– How automatic syncing works and how updates instantly populate their CRM record.
– How Client Sync prepares both you and your client, making the appointment smoother and more effective.
Whether you’re working with new prospects or long-time clients, Client Sync gives you the clean, complete, and current health information you need—without the back-and-forth.

Let Your Website Work for You: Self‑Quoting & Self‑Enrollment Through PlanEnroll
2026-02-25 09:00 - 10:00
Register HERE >

You’ll learn how to:
* Share your personalized PlanEnroll URL across email, social media, business cards, and marketing campaigns
* Help consumers self‑quote and self‑enroll directly from your page for MA and PDP plans
* Understand how you receive agent attribution and credit for all consumer‑initiated enrollments completed through your site
* Use PlanEnroll’s Learning Center content to educate prospects and drive organic traffic
* Integrate your website with Client Sync so clients can update health info and sign SOAs before appointments
By the end of this session, you’ll know exactly how to turn your PlanEnroll page into a 24/7 enrollment engine—helping you expand your reach, improve consumer experience, and grow your Medicare business year‑round.
