Register HERE > Ensure Accurate Med Adv & PDP Quote Results in MedicareCENTER: Properly add your client’s providers, prescriptions, and pharmacy to ensure an accurate quote. This webinar will cover providers and in-network statuses and how the data is sourced. We will cover best practices for entering prescriptions, common mistakes agents are making and
Click here to register > This webinar is designed for new users. We will demonstrate how to add and manage your contacts, review active selling permissions, call scripts, policy management flow, and basic quoting and enrollment features. This is a great “let’s get started” training at a slow pace. Thursday, February 15 at
Click HERE to register > Learn how to enter a client’s prescriptions, providers, and pharmacy to ensure an accurate Medicare Advantage & PDP quote. See how Ask Integrity’s built-in Specialist Recommendations uses client and plan data to help match clients with plans or providers that can better support their conditions. In this training we
Register HERE > CSG APP | New User Training – Learn how the CSG APP can be used alongside the Integrity Technology Suite to quote Medicare Supplement and ancillary products. Learn about CSG’s resources and tools to help you better understand the Medicare market.
Register HERE > Rate Adjustments, Loss Ratios and Household Discounts – Get detailed Medicare Supplement quotes with the CSG App. Compare premiums, rating classes, age increases, policy fees, and underwriting across carriers and plans.
Register HERE > Gain Access to Exclusive T65 Medicare Leads – PlanEnroll's 2024 Age-In campaign is now live and makes connecting to new clients easy! Gain access to more people turning 65, who need help with Medicare enrollment, by joining the PlanEnroll Agent Network.
Register HERE > Save on Leads with Higher Conversation Rates – Lead Scoring assesses the quality and potential conversion likelihood of leads, allowing agents to prioritize their efforts. Receive these high-quality leads on a schedule with a built-in discount!
Register HERE > Improve Your Online Presence with Consumer Quoting - Integrity's PlanEnroll Personal Agent Website is designed for Health and Life insurance agents to educate clients about their insurance options and generate quotes. The website can be shared on social media and email marketing campaigns to reach potential clients.
Register HERE > Help Your Clients Leave a Lasting Legacy – Provide your clients with a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end-of-life planning, guidance, assistance, and support for survivors and their loved ones.
Register HERE > Lead Management Success for Workflow Efficiency - Integrity's tools for managing contacts and leads can enhance your workflow, boost productivity, and optimize profitability for your business.
Register HERE > Connect with More Consumers through Warm Call Transfers – Are you looking for a way to expand your customer base and increase your sales? Try LeadCENTER's real-time call campaigns! Personalize your engagement with potential customers to build trust and establish long-term relationships. Our platform helps you stay compliant and track leads
Register HERE > Better Protect Clients by Recognizing Cross-sell Opportunities - Integrity offers agents valuable insights into their clients' Medicare coverage gaps, along with suggestions for ancillary products that can be cross-sold to them. By using our additional quoting and cross-selling tools, you can enhance your selling potential and make the most of every
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