Register HERE > We’ll cover: - How to send a Client Sync invitation through Client Connect or directly from a contact record. - Which information clients can submit, including providers, prescriptions, pharmacies, and personal details. - How automatic syncing works and how updates instantly populate their CRM record. - How Client Sync prepares both you
Register HERE > Every Monday at 10:30 AM CDT, we have a quick webinar focusing on one part of the CSG App tool. Please register for each session you're interested in. January 5: Add a Med Supp Quoting Tool to Your Website January 12: Universal Compare Feature January 19: CSG App for New IntegrityCONNECT Users
Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save
Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save
Register HERE > You’ll learn how to: * Share your personalized PlanEnroll URL across email, social media, business cards, and marketing campaigns * Help consumers self‑quote and self‑enroll directly from your page for MA and PDP plans * Understand how you receive agent attribution and credit for all consumer‑initiated enrollments completed through your site
Register HERE > Legacy Safeguard is helping agents set more appointments, make more presentations, close more sales, and serve more people—and in this training, you'll learn exactly how to make it part of your growth strategy. This session will walk you through how to offer your clients a free Legacy Safeguard membership, which includes
We’re delighted to welcome agency leaders from across the U.S. The Summit is prepared to offer a focused, valuable experience, filled with dedicated professionals passionate about protecting and expanding their businesses in today’s increasingly complex environment. Why Summit 2026 Matters Effective high-value thought leadership strategies Industry-leading speakers and real-world insights Meaningful, curated networking with peers
Register HERE > On the 2nd Tuesday of every month, we invite you to join the discussion around anything and everything related to being in business in the Medicare space. Boost your business success! Join the WAP Team for Talk-O Tuesday, a chance to connect with our National FMO Sales, Compliance, and Marketing Leaders.
Join the Agency Leadership Chat, an exclusive opportunity for valued agency principals to engage in meaningful discussions about pressing issues that impact your business. This exclusive forum is designed not only to address your most urgent concerns but also to provide the insights and strategies necessary to accelerate your agency's growth. Don’t miss out on
Register HERE > On the 2nd Tuesday of every month, we invite you to join the discussion around anything and everything related to being in business in the Medicare space. Boost your business success! Join the WAP Team for Talk-O Tuesday, a chance to connect with our National FMO Sales, Compliance, and Marketing Leaders.
Join the Agency Leadership Chat, an exclusive opportunity for valued agency principals to engage in meaningful discussions about pressing issues that impact your business. This exclusive forum is designed not only to address your most urgent concerns but also to provide the insights and strategies necessary to accelerate your agency's growth. Don’t miss out on
Register HERE > On the 2nd Tuesday of every month, we invite you to join the discussion around anything and everything related to being in business in the Medicare space. Boost your business success! Join the WAP Team for Talk-O Tuesday, a chance to connect with our National FMO Sales, Compliance, and Marketing Leaders.