Western Asset Protection

WAPTech IN PERSON Training - Elevate your Expertise
2024-08-01 13:00 - 16:30 (America/Phoenix)
Register HERE > marketing@westernassetprotection.com
Tell us which date you’re attending and you’re in!

Thursday, August 1 – 1:00 PM – 4:30 PM
Location: AETNA Office Training Room, 9501 E. Shea Blvd., Scottsdale, AZ 85260

Get ready to supercharge your skills and stay ahead in the game!
You’re invited to our exclusive in-person technology training sessions designed to empower you with the latest tools and insights and keep you competitive.
Don’t forget to bring your laptops!
We’ll dive into these key tools:

Health Wealth Engine: Get a quick, comprehensive look at this powerful tool transforming broker business.

Integrity For Agents: Master the essentials! Learn everything from contact management and basic CRM functionalities to call recording, scope of appointments, and quoting and enrolling for final expense, MAPD, and PDP. This session is filled with practical tips to improve your workflow and client services.

PlanEnroll/Personal Agent Website (PAW): Explore how to maximize your Personal Agent Website, including how clients can set up their own portal login for easier engagement and information access.

CSG APP: Unleash the full potential of the CSG APP! Discover how to quote Medicare Supplement and hospital indemnity plans more efficiently, offering your clients better and more competitive options.

Register Today!
Additional Opportunities for training

Friday, August 2, 2024 | 1:00 PM – 4:30 PM
*BCBS Office Training Room*
8220 N. 23rd Ave., Phoenix, AZ 85021
Tuesday, August 6, 2024 | 9:30 AM – 1:00 PM
*Aetna Office Training Room*
9501 E. Shea Blvd., Scottsdale, AZ 85260

Gold Kidney CSNP Overview Webinar - Transforming Chronic Care
2024-08-01 09:00 - 10:00
Register HERE >

If you’ve ever considered adding Gold Kidney to your portfolio, now is the perfect time! This is a great opportunity for agents to gain valuable insights into how targeted health plans can dramatically improve patient outcomes.
You’re invited to an informative presentation hosted by WAP and Gold Kidney Health Plan, where you’ll discover the Chronic Special Needs Plans (CSNPs) significant benefits and features.
In This Session, You Will Learn:

Key information about CSNP Special Enrollment Periods (SEP)
The number of people in your area eligible for CSNPs
The transformative impact of selecting the right CSNP for those with chronic conditions

Register now! Don’t delay.

Medicare Leads Available this AEP - PlanEnroll
2024-07-31 08:00 - 09:00
Register HERE >

Learn how you can connect with consumers looking for a Medicare agent this AEP. PlanEnroll.com will allow individuals to find a local agent and connect with them in person, over the phone, or online.
Send pre-approved direct-mail pieces targeting Medicare eligibles who have recently received their Annual Notice of Change and would like to review their current coverage to see if a new option could be a better fit.

Tech Tip Tuesday - Every Tuesday
2024-07-30 09:00 - 09:15, 2024-07-23 09:00 - 09:15, 2024-07-16 09:00 - 09:15, 2024-07-09 09:00 - 09:15
Click here to view weekly topics and register for specific feature training.

Join us every Tuesday at 9 a.m. MST in July for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

Tech Tip Tuesday - Every Tuesday
2024-07-30 07:00 - 07:15, 2024-07-23 07:00 - 07:15, 2024-07-16 07:00 - 07:15, 2024-07-09 07:00 - 07:15
Click here to view weekly topics and register for specific feature training.

Join us every Tuesday at 7 a.m. MST in July for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

CSG APP – Feature Focus Training
2024-07-29 08:00 - 08:15, 2024-07-22 08:00 - 08:15, 2024-07-15 08:00 - 08:15, 2024-07-08 08:00 - 08:15
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.

WAPTech IN PERSON Training - Elevate your Expertise
2024-07-26 09:30 - 13:00
Register HERE > marketing@westernassetprotection.com
Tell us which date you’re attending and you’re in!

Friday, July 26 – 9:30 – 1:00 PM
Location: BCBSAZ Office Training Room, 8220 N. 23rd Ave., Phoenix, AZ 85021

Get ready to supercharge your skills and stay ahead in the game!
You’re invited to our exclusive in-person technology training sessions designed to empower you with the latest tools and insights and keep you competitive.
Don’t forget to bring your laptops!
We’ll dive into these key tools:

Health Wealth Engine: Get a quick, comprehensive look at this powerful tool transforming broker business.

Integrity For Agents: Master the essentials! Learn everything from contact management and basic CRM functionalities to call recording, scope of appointments, and quoting and enrolling for final expense, MAPD, and PDP. This session is filled with practical tips to improve your workflow and client services.

PlanEnroll/Personal Agent Website (PAW): Explore how to maximize your Personal Agent Website, including how clients can set up their own portal login for easier engagement and information access.

CSG APP: Unleash the full potential of the CSG APP! Discover how to quote Medicare Supplement and hospital indemnity plans more efficiently, offering your clients better and more competitive options.

Register Today!
Additional Opportunities for training

Thursday, August 1, 2024 | 1:00 PM – 4:30 PM
*Aetna Office Training Room*
9501 E. Shea Blvd., Scottsdale, AZ 85260
Friday, August 2, 2024 | 1:00 PM – 4:30 PM
*BCBS Office Training Room*
8220 N. 23rd Ave., Phoenix, AZ 85021
Tuesday, August 6, 2024 | 9:30 AM – 1:00 PM
*Aetna Office Training Room*
9501 E. Shea Blvd., Scottsdale, AZ 85260

*NEW* Key Client Management & Engagement Tools for AEP - Integrity for Agents
2024-07-24 11:00 - 12:00, 2024-07-10 10:00 - 11:00
Register HERE >

Your technology should work for you this Annual Enrollment Period.
Get a sneak peek at upcoming MedicareCENTER feature enhancements designed to help agents streamline client data collection, drive client engagement, and increase retention.

Skillbuilder: Commissions Bootcamp
2024-07-23 11:00 - 12:00
Register HERE >

Get Ready for Skillbuilder!
Whether you’re new to the Medicare market or looking for a refresher on this topic, this session is tailored to help you master the ins and outs of commissions in Medicare. Nic LeClair, AR/AP Manager, brings firsthand experience and insights that will empower you to maximize your earning potential.
Date & Time: Thursday, July 23 @ 11 AM MST
Duration: 45 minutes
Location: Online
Registration Link above
Why Attend?
This comprehensive webinar will cover key aspects of Medicare commissions including:

CMS Fair Market Value Guidelines: Understand this framework and how it affects your commissions.
Carrier Payment Structures: Get insights into how different carriers calculate and distribute payments.
Payment Timelines: Learn when to expect payments and how to plan accordingly.
Managing Discrepancies: Find out the best practices for identifying and handling payment discrepancies effectively.
Commission Tracking: Explore tools and techniques to accurately track your earnings for better financial planning.

Reserve Your Spot Today!

Legacy Safeguard Training
2024-07-18 09:00 - 10:00
Register HERE >

Legacy Safeguard helps agents set more appointments, make more presentations, close more sales, and serve more people!
Join us to learn how you can offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end-of-life planning, guidance, assistance, and support for survivors and their loved ones.
We will review Legacy Safeguard training and marketing materials, the client enrollment process and much more!

MedicareCENTER - AEP Cross-selling & Client Needs Assessment
2024-07-17 08:00 - 09:00
Register HERE >

MedicareCENTER helps agents recognize cross-selling opportunities which ultimately builds client trust, retention, and sales.
Get tips on managing ancillary sales with client tags, learn about the importance of using a Client Needs Assessment at the beginning of a client appointment and how to use the Medicare Advantage and Hospital Indemnity Fill the Gaps cross-selling tool.

Integrity LeadCENTER - Why Agents are Successful with LeadCENTER Leads
2024-07-15 09:00 - 10:00
Register HERE >

LeadCENTER provides highquality, compliant life and health leads to agents.
Discover how LeadCENTER’s various lead types, exclusive leads, lead validation process, lead scoring, and policy suppression are enhancing agents’ lead management experience.

WAPTech Training Series
2024-07-12 10:00 - 11:00
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 are eager to leverage free tech resources for enhanced success and efficiency.
Why Attend?
-Get Up to Speed: Quickly familiarize yourself with our cutting-edge tools and platforms.
-Advanced Techniques: Learn advanced strategies to maximize your business operations and client satisfaction.
-Exclusive Insights: Gain access to the latest features and updates in our technology suite.
Don’t wait! Register today!
*Register once and get notified of the next webinar in the series.

Talk-O Tuesday - WAPs Informative Monthly Webinar
2024-07-09 11:00 - 12:00
Register HERE >

Talk-O Tuesday with WAP
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.
The WAP Team provides relevant, industry-related information you need to know now.
Bring your questions and your ideas and be part of the conversation. We can’t wait to see you there.
Register today!

Integrity LeadCENTER - More Opportunities to Capture Final Expense Clients
2024-07-08 09:00 - 10:00
Register HERE >

Integrity LeadCENTER has added more ways to connect with individuals seeking information and quotes on Final Expense Insurance.
PlanEnroll.com will allow individuals to find a local agent and connect with them in person, over the phone, or online.
Agents can receive real-time Final Expense call or data leads or send a generic direct-mail piece targeting Final Expense-eligibles who may be interested in seeing how much they qualify for.

CSG APP New User Over Training
2024-07-02 11:00 - 12:00
Register HERE >

CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents. Learn how the CSG APP can be used alongside the Integrity Technology Suite to quote Medicare Supplement and ancillary products.
We will highlight resources and tools to help agents better understand the Medicare market and strategize lead and marketing opportunities.

CSG App New User Overview Training
2024-07-02 11:00 - 12:00

Agency Leadership Chat
2024-07-01 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. Email Sherri Johnson 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!

NEW WAP Health Wealth Engine Launch & Intro Webinar
2024-07-01 11:00 - 12:00
Register HERE >

The NEW Health Wealth Engine is here!
**Important**
To ensure the security of your account, you will need to set a new password when the new version launches. Detailed instructions on how to reset your password will be sent via email today.
Brokers, Get Ready for an Engine Evolution!
The Engine will provide the familiar experience you love, now amplified with a host of fantastic enhancements, including:

A refreshed interface that is modern and visually appealing
Easier navigation to help you find what you need quickly
Full mobile-friendly design so you can use it on the go
Access to even more valuable content and resources And much more!

Do not miss this webinar | Highly recommended
Register now!

*NEW* 15 Minute Feature Focus Training every Monday
2024-07-01 08:30 - 08:45
Register HERE >
*NEW* Feature Focus Training every Monday 8:30 – 8:45 AM MST (The Registration Page allows you to pick your time zone and see upcoming training)
CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents.
Learn how the CSG APP can be used alongside the Integrity Technology Suite to quote Medicare Supplement and ancillary products. We will highlight resources and tools to help agents better understand the Medicare market and strategize lead and marketing opportunities.

Join us every Monday in July for a quick 15-minute feature-focus training designed to provide helpful tips when quoting Medicare Supplements.
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 quoting Medicare Supplements in CSG.

Please register for each session you are interested in:

July 1: Medicare Supplement Underwriting Tool and Condition Lookback Periods
July 8: Household Discounts and Rating Classes
July 15: Market Analytics: Age Increase, Rate Adjustments, Loss Ratios
July 22: Create Plan Comparisons & Universal Comparison
July 29: E-Applications
