Western Asset Protection

CSG APP – Feature Focus Training
2025-01-20 08:00 - 08:15, 2025-01-27 08:00 - 08:15, 2025-02-03 08:00 - 08:15, 2025-02-10 08:00 - 08:15 (America/Phoenix)
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 by the end of the month, you will be an expert in CSG.

CSG APP – Feature Focus Training
2025-01-20 09:30 - 09:45
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 20: Stack Med Supp Plan alongside PDP and DVH Plans
January 27: Add Med Supp Quoting to your Website

Register for specific feature training.

Grow your Final Expense Sales with Leads and Quick Quote
2025-01-20 11:00 - 12:00
Register Here >
Grow your Final Expense Sales with Leads and Quick Quote
LeadCENTER and LifeCENTER work together to help agents connect with potential customers and generate accurate Final Expense quotes. When a lead is purchased in LeadCENTER, a client profile is instantly created in LifeCENTER, allowing the agent to run a quote. The agent can enter basic health information and conditions to determine if the lead prequalifies for coverage. Additionally, agents can track lead activity in LifeCENTER and even initiate an application!

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.

Alignment In Person Coffee & Chat
2025-01-23 09:30 - 11:00
Get Kits | Updates | Q&A | Coffee & Snacks
Come by and chat with Jason Wilton with Alignment!
Location: Panera Bread, 2845 N. Central Ave, Phoenix, AZ 85012
Time: 9:30 AM – 11:00 AM
Thursday, Jan. 23
No RSVP is needed. Stop by.

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!

CSG APP – Feature Focus Training
2025-01-27 09:30 - 09:45
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.

Alignment In Person Coffee & Chat - Tucson
2025-01-27 10:00 - 11:30 | Brueggers Bagels, 1064 N. Campbell Ave, Tucson, AZ, 85719, United States
Get Kits | Updates | Q&A | Coffee & Snacks
Come by and chat with Jason Wilton with Alignment!
Location: Brueggers Bagels, 1064 N. Campbell Ave, Tucson, AZ 85719
Time: 10:00 AM – 11:30 AM
Monday, Jan. 27
No RSVP is needed. Stop by.

Integrity Tech Training: Tech Tip Tuesday
2025-01-28 08:00 - 08:15, 2025-01-28 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 28: Free Call Recording with AI summaries

Register for specific feature training HERE.

Alignment In Person Coffee & Chat - Peoria
2025-01-28 09:00 - 10:30 | Union Coffee, 6750 W Thunderbird Rd b109, Peoria, AZ, 85381
Get Kits | Updates | Q&A | Coffee & Snacks
Come by and chat with Jason Wilton with Alignment!
Location: Union Coffee, 6750 W. Thunderbird Rd., B109, Peoria, AZ 85381
Time: 9:00 AM – 10:30 AM
Tuesday, Jan. 28
No RSVP is needed. Stop by.

Skillbuilder: OEP Compliance Review
2025-01-28 11:00 - 12:00
Register Here >
You are invited to attend the OEP (Open Enrollment Period) Compliance Review presented by Jean Lentsch.
This session will provide valuable insights and information regarding compliance during the Open Enrollment Period.

**Details of the Event:**
**Date:** Tuesday, January 28
**Time:** 11 AM Arizona Time
**Duration:** 45-60 minutes
**Presenter:** Jean Lentsch

Please mark your calendar and join us for this informative session. This webinar will equip you with the knowledge and tools to stay ahead, even when the unexpected happens. Register now to secure your spot.

Alignment In-Person Coffee & Chat - Green Valley
2025-01-30 09:30 - 11:00 | Starbucks, 18719 S Nogales Hwy, Green Valley, AZ, 85614
Get Kits | Updates | Q&A | Coffee & Snacks
Come by and chat with Jason Wilton with Alignment!
Location: Starbucks, 18719 S. Nogales Hwy, Green Valley, AZ 85614
Time: 9:30 AM – 11:00 AM
Thursday, Jan. 30
No RSVP is needed. Stop by.

Alignment In-Person Coffee & Chat - Tucson
2025-01-31 10:00 - 11:30 | Panera Bread, 6129 E Broadway Blvd, Tucson, AZ, 85711
Get Kits | Updates | Q&A | Coffee & Snacks
Come by and chat with Jason Wilton with Alignment!
Location: Panera Bread, 6129 E. Broadway Blvd, Tucson, AZ 85711
Time: 10:00 AM – 11:30 AM
Friday, Jan. 31
No RSVP is needed. Stop by.

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 >

Agency Leadership Chat
2025-02-03 13:00 - 14:00
Don’t miss this important discussion
Join us for the first Agency Leadership Chat of the year on Monday, January 6th. This exclusive session will help you prep for 2025 and gear up for an incredible new year ahead. If you have not received an invitation to this exclusive discussion and are interested in attending, reach out to Sherri at support@westernassetprotection.
We look forward to seeing you on the call.

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 >

Devoted Digest- Review of late enrollment penalties (LEP), Givebacks, and M3P program
2025-02-04 09:00 - 10:00
Stay Connected with Devoted Health!
Get the latest updates, market insights, and answers to your questions during this engaging session with your local team.
RSVP 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 >

LeadCENTER New User Training
2025-02-06 09:00 - 10:00
Register HERE >
Thursday, February 6 at 10 a.m. CST
Integrity offers life and health agents access to high-quality, compliant leads at an affordable cost.
This webinar is designed for new users to provide a high-level overview of the available lead types, how to order and receive leads, and how to manage the leads in LifeCENTER and MedicareCENTER.
Before the webinar, make sure to register for LeadCENTER: https://leads.integrity.com/?utm_source=webinar

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 >

Integrity Tech Training: Tech Tip Tuesday
2025-02-11 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 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
2025-02-11 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 11: PlanEnroll Final Expense Leads
February 18: Ask Integrity (AI) Digital Assistant
February 25: Realtime Call Leads Register for specific feature training.

Register HERE

Talk-O Tuesday
2025-02-11 11:00 - 12:00
Greetings Agents & Agency Partners,
Join us for Talk-O Tuesday! The fastest hour in Medicare.
We’re reaching out to remind you about our upcoming Talk-O Tuesday, one of the most important monthly discussions for agents like you! This is a great chance to gain valuable insights and stay updated on essential industry trends.
Register today!

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.
