Western Asset Protection

CSG APP – Feature Focus Training
2025-01-27 09:30 - 09:45 (America/Phoenix)
Join us every Monday at 10:30 a.m. CST for a quick 15-minute feature-focus training designed to provide helpful tips when using CSG.

January 27: Add Med Supp Quoting to your Website

Register for specific feature training.

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.

CSG APP – Feature Focus Training
2025-02-03 09:30 - 09:45
CSG APP – Feature Focus Training – Join us every Monday at 10:30 a.m. CST for a quick 15-minute feature focus training designed to provide helpful tips when using CSG.

February 3: New E-App Signature Process
February 10: New AFLAC Med Supp E-App
February 17: 2025 Medicare Advantage Carrier and Plan Enrollment Data Summary
February 24: 2025 Medicare Supplement Rate Adjustments Register for specific feature training.

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 >

CSG APP – Feature Focus Training
2025-02-10 09:30 - 09:45
CSG APP – Feature Focus Training – Join us every Monday at 10:30 a.m. CST for a quick 15-minute feature focus training designed to provide helpful tips when using CSG.

February 10: New AFLAC Med Supp E-App
February 17: 2025 Medicare Advantage Carrier and Plan Enrollment Data Summary
February 24: 2025 Medicare Supplement Rate Adjustments

Register for specific Feature Training HERE >

Top 5 Most Useful Tools in CSG APP
2025-02-11 11:00 - 12:00
Register HERE >
Tuesday, February 11 at 12 p.m. CST
You can discover the most popular and useful tools within the CSG APP in MedicareCENTER. Agents report that these tools help them better understand the Medicare market, cross-sell more effectively, and identify growth opportunities for their business.
While CSG is the most widely used quoting tool for Medicare Supplement plans, it offers much more than that!
This training is ideal for new users, agents, and those who want to enhance their knowledge of the market and increase their sales.

Client Sync: Easily Obtain & Update Client Health Information
2025-02-12 08:00 - 09:00
Register HERE >

Wednesday, February 12 at 9 a.m. CST

Client Sync offers a simpler way to get started with appointments for new or existing clients.
Simply send your client a link to gather their personal information, health information, doctors, and pharmacies.
You will obtain permission to contact and get a signed SOA. Client data seamlessly transfers into MedicareCENTER!

If you are new to MedicareCENTER, register here before the webinar: https://clients.integrity.com/ClientsSSO?utm_source=webinar

CSG APP – Feature Focus Training
2025-02-17 09:30 - 09:45
CSG APP – Feature Focus Training – Join us every Monday at 10:30 a.m. CST for a quick 15-minute feature focus training designed to provide helpful tips when using CSG.

February 17: 2025 Medicare Advantage Carrier and Plan Enrollment Data Summary
February 24: 2025 Medicare Supplement Rate Adjustments

Register for specific Feature Training 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 >

Understanding Med Adv Coverage Gaps and Ask Integrity Cross-selling Tags with Queen of the Bundle
2025-02-20 09:00 - 10:00
Register HERE >
Thursday, February 20 at 10 a.m. CST
Queen of the Bundle, Gaylan Hendricks, joins us to educate agents on Medicare Advantage coverage gaps and explain why the Ask Integrity Cross-selling Tags recommend specific ancillary products based on the exact benefits and co-pays of Med Adv plans.
Discover which ancillary products would be most beneficial for your clients and learn how to effectively discuss these options with them. Utilize MedicareCENTER’s Client Notes and Custom Tags to streamline your cross-selling efforts.

CSG APP – Feature Focus Training
2025-02-24 09:30 - 09:45
CSG APP – Feature Focus Training – Join us every Monday at 10:30 a.m. CST for a quick 15-minute feature focus training designed to provide helpful tips when using CSG.

February 24: 2025 Medicare Supplement Rate Adjustments

Register for specific Feature Training HERE >

Essential Sales Tools for Medicare Advantage Agents
2025-03-20 10:00 - 11:00
Register HERE >

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!

Elevate your Marketing Strategy by Sending and Automating Engaging Email Campaigns Effortlessly
2025-03-27 10:00 - 11:00
Register HERE >

Send compliant email and text message marketing campaigns from your MedicareCENTER and LifeCENTER platform.
Learn how you can build automatic campaigns to send out Scope of Appointments, enrollment thank yous, birthday messages and more.
Performance Tracking has been added for agents to view client engagement and open rates.

Tech Tip Tuesdays - Send Birthday Emails in Client Connect Marketing
2025-06-24 07:00 - 07:15
Register HERE >
Join us every Tuesday at 9 a.m. or 11 a.m. CDT for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform. Please register for each session that interests you.

Tech Tip Tuesdays - Send Birthday Emails in Client Connect Marketing
2025-06-24 09:00 - 09:15
Register HERE >

Join us every Tuesday at 7:00 a.m. or 9:00 a.m. MST for quick 15-minute tutorials on essential tools available within the Integrity Technology Platform.
Please register for each session that interests you.

Tech Tip Tuesday - How to Invite Your Clients to Sync
2025-07-01 07:00 - 07:15, 2025-07-01 09:00 - 09:15
Register HERE >
Tech Tip Tuesday: Join us every Tuesday at 9:00 AM or 11:00 AM CDT for quick tutorials on essential tools to utilize within the Integrity Technology Platform.
July 1: How to Invite Your Clients to Sync July 8: How to Send Plan Comparisons July 15: How to Calculate Prescription Costs with LIS Beneficiaries July 22: Ways to Communicate with Your Clients through MedicareCENTER July 29: Your Account— Important Information You Need to Update!

CSG APP – Feature Focus Training: Stack Your Med Supp Plan Alongside a PDP & DVH
2025-07-07 08:30 - 09:00
Register HERE >

CSG APP – Feature Focus Training – Join us every Monday at 10:30 AM CDT to learn more Medicare market intel available in CSG. July 7: Stack Your Med Supp Plan Alongside a PDP & DVH July 14: Underwriting Features & Conditional Lookback Periods July 21: Medicare Advantage Enrollment Data July 28: Medicare Supplement Household Discounts & Rating Classes

Tech Tip Tuesday - How to Send Plan Comparisons
2025-07-08 07:00 - 07:15, 2025-07-08 09:00 - 09:15

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.

CSG APP – Feature Focus Training: Underwriting Features & Conditional Lookback Periods
2025-07-14 08:30 - 09:00

Tech Tip Tuesday - How to Calculate Prescription Costs with LIS Beneficiaries
2025-07-15 07:00 - 07:15, 2025-07-15 09:00 - 09:15

Stay Compliant with Electronic Scope of Appointments
2025-07-16 11:00 - 12:00
Register HERE >

Stay Compliant with Electronic Scope of Appointments

Send SOA by email or text message from a Contact Record or Client Connect Marketing.
48-hour tracking option is available. SOAs are stored in the Contact Record and can be viewed and printed as needed.

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.

CSG APP – Feature Focus Training: Medicare Advantage Enrollment Data
2025-07-21 08:30 - 09:00

Tech Tip Tuesday - Ways to Communicate with Your Clients through MedicareCENTER
2025-07-22 07:00 - 07:15, 2025-07-22 09:00 - 09:15
