Tech Tip Tuesday - Every Tuesday
2024-10-22 09:00 - 09:15, 2024-10-29 09:00 - 09:15, 2024-11-05 09:00 - 09:15, 2024-11-12 09:00 - 09:15, 2024-11-19 09:00 - 09:15, 2024-11-26 09:00 - 09:15, 2024-12-03 09:00 - 09:15 (America/Phoenix)
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.

LeadCENTER | Realtime Campaigns and Automate & Save
2024-10-24 08:00 - 09:00
Consistent lead flow is important when growing your business. Learn about two ways agents can get leads delivered directly to them. Realtime campaigns allow agents to set their lead volume for the week and receive leads when they are available. Automate & Save delivers leads at the agent’s desired volume and selected days.
Thursday, October 24 at 8 a.m. MST | 10 a.m. CDT – Register here

Tech Tip Tuesday - Every Tuesday
2024-10-29 07:00 - 07:15
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
2024-11-05 08:00 - 08:15, 2024-11-12 08:00 - 08:15, 2024-11-19 08:00 - 08:15, 2024-11-26 08:00 - 08:15, 2024-12-03 08:00 - 08:15
Click here to view weekly topics and register for specific feature training.

Join us every Tuesday at 8 a.m. MST in July for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

Getting Started with the Integrity Technology Platform
2024-11-05 14:00 - 15:00
Register Here >

Learn about how the Integrity Technology Platform works to help you better serve and manage you clients, grow their business and be more efficient.
We will provide best practices for getting started and review key features that are driving agent success. Learn about MedicareCENTER, LifeCENTER, LeadCENTER, PlanEnroll and Ask Integrity.

Tuesday, November 5 at 1 p.m. CST

MedicareCENTER Quote Results with New Cost Estimates and MOOP
2024-11-06 09:00 - 10:00
Register Here >

There have been a lot of changes to the Medicare Advantage and PDP market for 2025. Learn how these changes are displayed in the MedicareCENTER quote results pages.
We will cover how the new cost estimates and max out-of-pockets are displayed, how you can view commissionable or non-commissionable plans, how to quote with multiple pharmacies, apply LIS and much more!

Register today!

CSG App | New User Overview Training
2024-11-06 12:00 - 13:00
Register Here >

CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents. Learn how the CSG APP can be used alongside Integrity Technology to quote Medicare Supplement and ancillary products.
We will highlight resources and tools to help agents better understand the Medicare market and strategize lead and marketing opportunities.

Register today!

LeadCENTER | New User Training
2024-11-11 11:00 - 12:00
Register Here >

Integrity offers Life and Health agents access to high quality, compliant leads at an affordable cost.
This webinar is designed for new users to provide a high-level overview of the different lead types available, how to order and receive leads, and manage the leads in LifeCENTER and MedicareCENTER.

Register now

New "Advanced Mode" for Client Connect Marketing Emails
2024-11-13 09:00 - 10:00
Register Here >

Join us to see how you can send automated marketing email campaigns in Client Connect based upon client tags and engagement.
Learn about the newly added email and text marketing campaigns and email performance tracking.

Join us. Register today.

Getting Started with the Integrity Technology Platform
2024-12-04 09:00 - 10:00
Register Here >

Getting Started with the Integrity Technology Platform – Learn about how the Integrity Technology Platform works to help you better serve and manage your clients, you’re your business and be more efficient. We will provide best practices for getting started and review key features that are driving agent success. Learn about MedicareCENTER, LifeCENTER, LeadCENTER, PlanEnroll and Ask Integrity.

New "Advanced Mode" for Client Connect Marketing Emails
2024-12-05 10:00 - 11:00
Register Here >

Join us to see how you can send automated marketing email campaigns in Client Connect based upon client tags and engagement. Learn about the newly added email and text marketing campaigns and email performance tracking.

Tech Tip Tuesday - Every Tuesday
2024-12-10 09:00 - 09:15, 2024-12-17 09:00 - 09:15, 2024-12-24 09:00 - 09:15, 2024-12-31 09:00 - 09:15
Click here to view weekly topics and register for specific feature training.

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

Post AEP Game Plan to Stay Connected with Clients
2024-12-19 11:00 - 12:00
Register Here >

MedicareCENTER has several built-in features to help you stay connected with your clients and increase your retention. From Ask Integrity Cross-sell Recommendations, Enrollment Thank You Email and Text Marketing Campaigns to Legacy Safeguard Memberships and PlanEnroll Profiles, there are several opportunities to stay engaged.

Integrity Tech Training: Tech Tip Tuesday
2025-01-04 10:00 - 10:15
Tech Tip Tuesday:
Join us every Tuesday at 9 a.m. or 11 a.m. CST (8 a.m. or 10 a.m. MST) for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform.

February 4: Automate Thank You/Referral Emails with Client Connect
February 11: PlanEnroll Final Expense Leads
February 18: Ask Integrity (AI) Digital Assistant
February 25: Realtime Call Leads Register for specific feature training.

Register HERE

Integrity Tech Training: Tech Tip Tuesday
2025-01-07 08:00 - 08:15
Tech Tip Tuesday:
Join us every Tuesday at 9 a.m. or 11 a.m. CST (8 a.m. or 10 a.m. MST) for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform.

January 7: Ways to Keep Clients Engaged Year-Round
January 14: Marketing PlanEnroll Personal Agent Website to Drive Interest & Engagement January 21: Sell Compliantly with SOA Tracking
January 28: Free Call Recording with AI summaries

Register for specific feature training HERE.

Integrity Tech Training: Tech Tip Tuesday
2025-01-07 10:00 - 10:15
Join us every Tuesday at 9 a.m. or 11 a.m. CST (8 a.m. or 10 a.m. MST) for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform.

January 7: Ways to Keep Clients Engaged Year-Round
January 14: Marketing PlanEnroll Personal Agent Website to Drive Interest & Engagement
January 21: Sell Compliantly with SOA Tracking
January 28: Free Call Recording with AI summaries

Register for specific feature training HERE.

Why Agents are Submitting 79% More Apps Utilizing Integrity’s Technology Platform
2025-01-08 09:00 - 10:00
Why Agents are Submitting 79% More Apps Utilizing Integrity’s Technology Platform
Learn how the Integrity Technology Platform works to help agents better serve and manage their clients, grow their business and be more efficient. There are key features built into MedicareCENTER, LifeCENTER, LeadCENTER, PlanEnroll and Ask Integrity that are driving agent success and helping them submit more business.
Register Here >
