Register HERE > - Client Connect Marketing makes it easy to send pre-approved email and text messages to your clients. - Client Sync easily connects consumer health information for your health or life clients. Come learn how IntegrityCONNECT can help you work smarter, not harder and serve more clients this AEP.
Register HERE > IntegrityCONNECT™ has solutions to protect you and your business. Join us to learn how to capture and track SOAs with 48-hour waiting period. Every agent receives a Business Phone Number to record over the phone appointments and enrollments. Ask Integrity, your AI-powered digital assistant, can provide meeting and call summaries for
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. September 8: Market Analytics September 15: Fill Med Adv Coverage Gaps with Hospital Indemnity September 22: Medicare Supplement Quoting Tools – Key Features September 29: Med Supp Bulk
Register HERE > IntegrityCONNECT™ has everything you need to serve your clients with one login and password! Join us as we walk through a client appointment start to finish. We will create a contact, capture SOA, gather health information, quote and enroll n just a start amount of time!
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. September 2: Updating Your Agent Profile in IntegrityCONNECT September 9: Inviting Your Clients and Prospects to Client Sync September 16: Using Filters to
Register HERE > IntegrityCONNECT™ helps you save time and sell more by providing you two ways for consumers to self-enroll. We will demonstrate how consumers can self-enroll on your PlanEnroll personalized website or by sending your client a plan comparison through IntegrityCONNECT.
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. September 2: Updating Your Agent Profile in IntegrityCONNECT September 9: Inviting Your Clients and Prospects to Client Sync September 16: Using Filters to
Register for the Series HERE > We've brought back our bi-weekly virtual tech trainings called WAPTECH, which will take place every other Friday. Discover the latest support features in the HealthWealthEngine and IntegrityCONNECT (Formerly Medicare Center) Join our Suite of Tools training series to help streamline your business and serve clients more efficiently Register now
Register Here > Join us every Monday to learn more Medicare market intel available in CSG. Use the drop-down arrow to select the preferred training dates and topic. October 6: Fill Med Adv Coverage Gaps with Hospital Indemnity October 13: Universal, Multi-Carrier EApplication October 20: Medicare Supplement Quoting Tools – Key Features October 27: Dental,
Register HERE > Tech Tip Tuesday Join us every Tuesday for quick 15-minute tutorials on how to use IntegrityCONNECT. 7 AM or 9 AM AZ Time 9 AM or 11 AM CT October 7th: Ask Integrity® Shopper & Cross-sell Recommendations October 14th: New Production Overview and Policy Snapshot October 21st: Ask Integrity Your AI-powered
Register HERE > Tech Tip Tuesday Join us every Tuesday for quick 15-minute tutorials on how to use IntegrityCONNECT. 7 AM or 9 AM AZ Time 9 AM or 11 AM CT October 7th: Ask Integrity® Shopper & Cross-sell Recommendations October 14th: New Production Overview and Policy Snapshot October 21st: Ask Integrity Your AI-powered
The Agency Leadership Chat is exclusively created to tackle urgent issues and assist in boosting the growth of your agency. Interested in attending? Let us know. Contact our support team at support@westernassetprotection.com. Join us for this exclusive thought-leadership monthly discussion with Paul Rose, Steven Smith, and David Wessling. Gain valuable insights and proven strategies to