Western Asset Protection

New "Advanced Mode" for Client Connect Marketing Emails
2024-11-13 09:00 - 10:00 (America/Phoenix)
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.

Tech Tip Tuesday - Every Tuesday
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.

Tech Tip Tuesday - Every Tuesday
2024-11-19 09:00 - 09:15, 2024-11-26 09:00 - 09:15, 2024-12-03 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 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
2024-12-04 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 >

Recognize Medicare Cross-selling Opportunities to Increase Sales, Improve Retention and Better Protect Clients
2025-01-09 12:00 - 13:00
Recognize Medicare Cross-selling Opportunities to Increase Sales, Improve Retention and Better Protect Clients
MedicareCENTER and Ask Integrity Cross-sell Recommendations help agents understand their clients’ Medicare Advantage co-pays and suggest products that can better protect clients from high medical expenses. You can quote ancillary products using the CSG APP, and then utilize MedicareCENTER’s Custom Tags, Activities, and Notes to document your efforts and sales.
Register HERE >

Integrity Tech Training: Tech Tip Tuesday
2025-01-21 08:00 - 08:15, 2025-01-21 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.

January 21: Sell Compliantly with SOA Tracking
January 28: Free Call Recording with AI summaries

Register for specific feature training HERE.

MedicareCENTER Medicare Advantage Quote and Enroll
2025-01-23 10:00 - 11:00
Register Here >
MedicareCENTER Medicare Advantage Quote and Enroll
MedicareCENTER is your one-stop-shop for servicing your Medicare Advantage clients. Store a client’s prescription drugs, providers and pharmacies for accurate quoting. View plan details and share comparisons with clients. Complete an application alongside your client or send the application electronically for them to sign.
Keep the client’s application, Scope of Appointment, Notes and Call Recording in one location!

Integrity Tech Training: Tech Tip Tuesday
2025-01-28 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 28: Free Call Recording with AI summaries

Register for specific feature training HERE.

Integrity Tech Training: Tech Tip Tuesday
2025-02-04 08:00 - 08:15, 2025-02-04 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 >

Introduction to the Integrity Technology Platform
2025-02-05 12:00 - 13:00
Wednesday, February 5 at 1 p.m. CST

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.

Before the webinar, make sure to register for an Integrity account here: https://clients.integrity.com/ClientsSSO?utm_source=webinar

Register HERE >

Integrity Tech Training: Tech Tip Tuesday
2025-02-18 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.

February 18: Ask Integrity (AI) Digital Assistant
February 25: Realtime Call Leads Register for specific feature training.

Register HERE >

New to MedicareCENTER - Gain Insights Here
2025-07-09 11:00 - 12:00
Register HERE >
MedicareCENTER is a powerful, easy-to-use system built to help agents serve clients better and take control of their workflow. MedicareCENTER brings together the most important agent activities in one place, helping to deliver better outcomes. MedicareCENTER empowers you to work smarter and more efficiently. All to help you take your business to a whole new level.

Tech Tip Tuesday - Every Tuesday
2025-07-29 10:00 - 10:15
Click here to view weekly topics and register for specific feature training.
Integrity Tech Tip Tuesdays

Join us every Tuesday at 9 a.m. or 11 a.m. CDT (7am MST and 9am MST/AZ) for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform. Please register for each session you are interested in.

Topic changes every week:
The content changes every week, please click here to see the upcoming topics.
https://events.integrity.com/Integrity-Events/integrity-tech-tip-tuesdays

15 Minute Tech Tip Tuesday - How to Use Filters
2025-08-05 07:00 - 07:15
Register Here >

Tech Tip Tuesday: Join us every Tuesday at 9 AM or 11 AM CDT for quick tutorials on important tools to take advantage of inside the Integrity Technology Platform.
August 5: How to Use Filters to organize your contacts.
