Western Asset Protection

*NEW* Key Client Management & Engagement Tools for AEP - Integrity for Agents
2024-07-10 10:00 - 11:00, 2024-07-24 11:00 - 12:00 (America/Phoenix)
Register HERE >

Your technology should work for you this Annual Enrollment Period.
Get a sneak peek at upcoming MedicareCENTER feature enhancements designed to help agents streamline client data collection, drive client engagement, and increase retention.

Tech Tip Tuesday - Every Tuesday
2024-07-16 07:00 - 07:15, 2024-07-23 07:00 - 07:15, 2024-07-30 07:00 - 07:15, 2024-08-06 07:00 - 07:15, 2024-08-13 07:00 - 07:15, 2024-08-20 07:00 - 07:15, 2024-08-27 07:00 - 07:15, 2024-09-03 07:00 - 07:15 and 5 more dates
Click here to view weekly topics and register for specific feature training.

Join us every Tuesday at 7 a.m. MST in July for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

Tech Tip Tuesday - Every Tuesday
2024-07-16 09:00 - 09:15, 2024-07-23 09:00 - 09:15, 2024-07-30 09:00 - 09:15, 2024-08-06 09:00 - 09:15, 2024-08-13 09:00 - 09:15, 2024-08-20 09:00 - 09:15, 2024-08-27 09:00 - 09:15, 2024-09-03 09:00 - 09:15 and 4 more dates
Click here to view weekly topics and register for specific feature training.

Join us every Tuesday at 9 a.m. MST in July for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

MedicareCENTER - AEP Cross-selling & Client Needs Assessment
2024-07-17 08:00 - 09:00
Register HERE >

MedicareCENTER helps agents recognize cross-selling opportunities which ultimately builds client trust, retention, and sales.
Get tips on managing ancillary sales with client tags, learn about the importance of using a Client Needs Assessment at the beginning of a client appointment and how to use the Medicare Advantage and Hospital Indemnity Fill the Gaps cross-selling tool.

Integrity Tech Tip Tuesday - Purchase Life or Health Leads
2024-08-06 07:00 - 07:15, 2024-08-06 09:00 - 09:15
Register HERE >

Join us every Tuesday at 9 a.m. CDT or 11 a.m. CDT for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Suite of Solutions.
Register for any sessions you are interested in:
August 6: Purchase Life or Health Leads
August 13: Contact Stages & Tags
August 20: Final Expense Quote & eApp
August 27: PlanEnroll Personal Agent Website
Watch previous Tech Tips here: https://www.gotostage.com/channel/integrity-webinars
