Past Events from November 13, 2024 – December 4, 2024 – Western Asset Protection

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New “Advanced Mode” for Client Connect Marketing Emails

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.

WAPTech Training Series – Leverage WAP Resources

Register HERE >   WAPTech Training Series – Leverage WAP Resources Elevate Your Business: Join Our Exclusive FMO Technology Training Series! Are you ready to take your business to the next level with the latest in technology? We invite you to our FMO Technology Training Series, WAPTech, designed exclusively for Medicare agents like you who

Event Series CSG APP – Feature Focus Training

CSG APP – Feature Focus Training

Click here to view weekly topics and register for specific feature training.   Join us every Monday at 8 a.m. MST in July for a quick 15-minute feature focus training designed to provide helpful tips when using CSG. Each week, we will build on a quoting feature. Focus on the quoting feature that week and

Event Series CSG APP – Feature Focus Training

CSG APP – Feature Focus Training

Click here to view weekly topics and register for specific feature training.   Join us every Monday at 8 a.m. MST in July for a quick 15-minute feature focus training designed to provide helpful tips when using CSG. Each week, we will build on a quoting feature. Focus on the quoting feature that week and

Event Series CSG APP – Feature Focus Training

CSG APP – Feature Focus Training

Click here to view weekly topics and register for specific feature training.   Join us every Monday at 8 a.m. MST in July for a quick 15-minute feature focus training designed to provide helpful tips when using CSG. Each week, we will build on a quoting feature. Focus on the quoting feature that week and

Getting Started with the Integrity Technology Platform

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