Register HERE > Never miss a beat with your clients and prospects with reminders, activity logs, notes, custom tagging, and stage filtering. View applications submitted and active policies in MedicareCENTER and from Carrier websites. Learn how Ask Integrity can summarize your contact’s key information. Tuesday, October 3 at 8 a.m. MST, 10 a.m. CDT, 11
Register HERE > New enhanced RX quoting, multi-provider search, Ask Integrity Specialist Recommendations, completing applications, and HRA. Carrier overview of enrollment and HRA availability. Wednesday, October 4 at 8 a.m. MST, 10 a.m. CDT, 11 a.m. EDT or Wednesday, October 18 at 8 a.m. MST, 10 a.m. CDT, 11 a.m. EDT
Register HERE > Record, store, and listen to recorded calls. Learn how to Ask Integrity provides call recording summaries. Prepopulate eSOA and track with the 48-hour rule. Tuesday, October 10 at 9 a.m. MST, 11 a.m. CDT, 12 p.m. EDT or Tuesday, October 24 at 8 a.m. MST, 10 a.m. CDT, 11 a.m. EDT
Register HERE > Share your PlanEnroll Personal Agent Website with your clients and educate them on their Medicare options. Consumers can quote and enroll on your website, giving you credit for the sale. Learn how clients can share their prescription drugs and providers with you.
Watch HERE > LeadCENTER's Automate and Save features allow agents to strategically build their book of business with a steady flow of high-quality life and health leads. With Automate and Save, agents can set up recurring lead delivery and save 15%! Join us to learn how to set up your automated order and how the
Watch HERE > LeadCENTER has created a new way to zero in on the highest-quality leads. Lead Scoring is our proprietary technology built to evaluate and rank leads for their potential to convert. Lead Scoring also increases lead quality by removing lower-quality leads before they can even be purchased! Join us to learn how
Watch HERE > LeadCENTER's Automate and Save features allow agents to strategically build their book of business with a steady flow of high-quality life and health leads. With Automate and Save, agents can set up recurring lead delivery and save 15%! Join us to learn how to set up your automated order and how the
Watch HERE > Share your PlanEnroll the Personal Agent Website with your clients and leads to educate them on their Medicare options. Consumers can quote and enroll on your website, giving you credit for the sale. Learn how clients can share their prescription drugs and providers with you. (Must sign in to view presentation)
Watch HERE > Share your PlanEnroll the Personal Agent Website with your clients and leads to educate them on their Medicare options. Consumers can quote and enroll on your website, giving you credit for the sale. Learn how clients can share their prescription drugs and providers with you. (Must sign in to view presentation)
Register HERE > Best Practices: Get a deeper understanding of MedicareCENTER and set yourself up for success in 2024. Learn how top-producing agents are using the technology efficiently and how it can help you this year. This webinar will cover the most frequently asked questions during AEP regarding ready-to-sell permissions, Self-assistance, and carrier and
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
