Western Asset Protection

AEP Bundle: Gain Insights to Unlock Growth with Ancillary Sales
2025-09-24 11:00 - 12:00 (America/Phoenix)
Register HERE >

Don’t Miss This Training with Gaylan Hendricks, Queen of the Bundle & Julie Griffith, Western Penn
Gain Insights to Unlock Growth with Ancillary Sales
Join us for a powerful training with Gaylan Hendricks, Queen of the Bundle, and Julie Griffith, Managing Partner at Western Penn, as they walk you through how to make ancillary products a core part of your portfolio.
Here’s what you’ll experience:

A walkthrough of real-world claims, including Medicare Advantage, Medicare Supplement, and ACA, so you can see exactly where ancillary fits in.
3-4 simple questions you can ask every client to open the door to ancillary sales.
Strategies to protect your book of business, retain clients, and grow revenue while putting consumer needs first.

IntegrityCONNECT Time Saving Tips for AEP
2025-09-24 11:00 - 12:00
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IntegrityCONNECT™ puts agents on the fast track to success. Join us to learn how IntegrityCONNECT will save you time this AEP – so you can serve more clients.

IntegrityCONNECT Automated Marketing and Client Sync
2025-09-25 09:00 - 10:00
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.

Compliance Made Easy with SOA and Call Summaries
2025-09-26 09:00 - 10:00
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 quick follow-ups. All Scope of Appointments and calls are compliantly stored within a contact’s record for easy retrieval.

CSG APP – Feature Focus Training
2025-09-29 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.
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 Quoting

All-In-One: Everything you Need to Serve your Clients this AEP
2025-09-29 09:00 - 10:00
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!

Integrity Tech Tip Tuesday
2025-09-30 07:00 - 07:15, 2025-09-30 09:00 - 09:15
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 Organize Your Contacts in IntegrityCONNECT
September 23: Ways to Connect with your Clients and Prospects in IntegrityCONNECT
September 30: Sending Plan Comparisons in IntegrityCONNECT

Serve More Clients with Consumer Self-Enrollments
2025-09-30 08:00 - 09:00
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.

WAPTECH Tech Intensive Series - Learn about WAP's Tech Tools
2025-10-03 11:00 - 12:00
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

CSG App Feature Focus Training
2025-10-06 08:30 - 09:00, 2025-10-13 08:30 - 09:00
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, Vision, and Hearing Quoting

Integrity Tech Tip Tuesday
2025-10-07 07:00 - 07:15, 2025-10-07 09:00 - 09:15, 2025-10-14 07:00 - 07:15, 2025-10-14 09:00 - 09:15, 2025-10-21 07:00 - 07:15, 2025-10-21 09:00 - 09:15
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 Digital Assistant
October 28th: Send Enrollment Thank You Emails

Agency Leadership Chat
2025-10-08 13:00 - 14:00
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 grow your agency.
Don’t miss this great conversation!
Register today!

Talk-O Tuesday
2025-10-14 11:00 - 12:00
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.

Bring your questions and your ideas and be part of the conversation.
Perfect for refining your strategies and staying updated on market trends!

We look forward to seeing you there.

WAPTECH Tech Intensive Series - Learn about WAP's Tech Tools
2025-10-17 11:00 - 12:00, 2025-10-24 11:00 - 12:00
Register for the Series HERE >

We’ve brought back our weekly virtual tech trainings called WAPTECH, which will take place every Friday through AEP.

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

Devoted Health Arizona Drop In - Q&A Series
2025-10-20 07:30 - 08:00, 2025-10-22 10:00 - 10:30, 2025-10-24 10:00 - 10:30, 2025-10-27 07:30 - 08:00
We’re excited to share a great opportunity to help you stay connected and informed about Devoted Health’s Medicare Advantage plans in Arizona during AEP.

Our local Devoted Broker Manager team will be hosting 3 opportunities each week for agents or agency leads to hop in and ask questions about benefits, tools, and resources, or just to listen in; all are welcome to stop by.
🕒 When: Every Monday, Wednesday and Friday at 7:30 AM-8 AM through December 5, 2025.
📍 Where: Google Meets
❓What to Expect: No formal agenda—just real-time support, answers, and open conversation.
It’s a relaxed space to get the info you need and connect with the Devoted team directly.

CSG App Feature Focus
2025-10-20 08:30 - 09:00

IntegrityCONNECT for Life Agents | Most Frequently Asked Questions
2025-10-20 09:00 - 10:00
Register Here >

IntegrityCONNECT for Life Agents | Most Frequently Asked Questions!

IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. We’ve hosted a few trainings on the platform already, so in this webinar, we’ll go over the most frequently asked questions about IntegrityCONNECT, including selling permissions, texting, accessing eApps, and more!

All-In-One Platform for AEP
2025-10-20 10:00 - 11:00
Register Here >

Learn how IntegrityCONNECT helps agents save time and sell more. This world-class technology is everything an agent needs to serve their Medicare Advantage powered by one login and password.

Agenda

Client Management
Scope of Appointment
Quote & Enroll
Production Overview & Policies

New Medicare Schedule Appointment Leads
2025-10-22 10:00 - 11:00
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Learn about our two newest lead campaigns – Medicare In-Home Visit Lead and Medicare Scheduled Callback. These leads are pre-qualified, fully scoped and one-to-one compliant Medicare sales meetings scheduled based on agent availability and preferred appointment window. All appointment leads are fully scoped and set 48 hours out from the appointment time.
