Western Asset Protection

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 (America/Phoenix)
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.

Legacy Safeguard: A Free Value‑Add That Builds Trust, Retention & Referrals
2026-02-26 10:00 - 11:00
Register HERE >

Legacy Safeguard is helping agents set more appointments, make more presentations, close more sales, and serve more people—and in this training, you’ll learn exactly how to make it part of your growth strategy.
This session will walk you through how to offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end‑of‑life planning guidance, and assistance for survivors and their loved ones. You’ll learn how to present these benefits in a way that deepens client relationships and demonstrates your long‑term commitment to their families.
We’ll also explore the tools and resources available through Legacy Safeguard University, including:
* Marketing materials
* Client presentation materials
* Enrollment materials
* Training videos & guides
* Sponsorship forms & gift certificates

Tech Tip Tuesdays
2026-03-03 07:00 - 07:15, 2026-03-10 07:00 - 07:15, 2026-03-17 07:00 - 07:15, 2026-03-24 07:00 - 07:15, 2026-03-31 07:00 - 07:15
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.
Agenda

March 3: New Carrier Resources
March 10: Consumer Self-Enrollments
March 17: Call Recording and AI Summaries
March 24: Realtime Call and Data Leads
March 31: Client Management with Custom Tags

Coming Soon: New Calendar & Appointment Scheduler inside IntegrityCONNECT
2026-03-19 08:00 - 09:00
Register HERE >
Get a first look at the upcoming Calendar & Appointment Scheduler inside IntegrityCONNECT—designed to help agents stay organized, save time, and connect with clients more efficiently.
In this preview session, we’ll showcase how the new Calendar experience brings appointments, reminders, and scheduling into one centralized view.
You’ll see how agents will be able to create and organize appointments by client and meeting type, and how consumers will be able to schedule appointments through their agent’s personalized website.
You will learn about integrations with other calendars.

Life Agents New to IntegrityCONNECT - Don't miss this training
2026-03-23 09:00 - 10:00
Register HERE >

IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more.
This webinar will be a compilation of things to know if you’re a Life Agent and new to IntegrityCONNECT. Get ready!

New Calendar & Appointment Scheduler inside IntegrityCONNECT
2026-03-26 12:00 - 13:00
Register_HERE >

Get a first look at the upcoming Calendar & Appointment Scheduler inside IntegrityCONNECT—designed to help agents stay organized, save time, and connect with clients more efficiently.
In this preview session, we’ll showcase how the new Calendar experience brings appointments, reminders, and scheduling into one centralized view.
You’ll see how agents will be able to create and organize appointments by client and meeting type, and how consumers will be able to schedule appointments through their agent’s personalized website.
You will learn about integrations with other calendars.

IntegrityCONNECT Enhancements For Life Agents
2026-03-30 09:00 - 10:00
Register_HERE >

IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more.
This webinar will cover some recent platform enhancements. We can’t wait to share them with you!
Presented by Keli Seder, VP, Life Sales Enablement | Integrity
