Western Asset Protection

CSG APP – Feature Focus Training
2024-10-21 08:00 - 08:15, 2024-10-28 08:00 - 08:15, 2024-11-04 08:00 - 08:15, 2024-11-11 08:00 - 08:15, 2024-11-18 08:00 - 08:15, 2024-11-25 08:00 - 08:15, 2024-12-02 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.

Tech Tip Tuesday - Every Tuesday
2024-10-22 07:00 - 07:15, 2024-10-29 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.

Tech Tip Tuesday - Every Tuesday
2024-10-22 09:00 - 09:15, 2024-10-29 09:00 - 09:15, 2024-11-05 09:00 - 09:15, 2024-11-12 09:00 - 09:15, 2024-11-19 09:00 - 09:15, 2024-11-26 09:00 - 09:15, 2024-12-03 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.

LeadCENTER | Realtime Campaigns and Automate & Save
2024-10-24 08:00 - 09:00
Consistent lead flow is important when growing your business. Learn about two ways agents can get leads delivered directly to them. Realtime campaigns allow agents to set their lead volume for the week and receive leads when they are available. Automate & Save delivers leads at the agent’s desired volume and selected days.
Thursday, October 24 at 8 a.m. MST | 10 a.m. CDT – Register here

WAPTech Training Series – Leverage WAP Resources
2024-11-01 10:00 - 11:00, 2024-11-15 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.

Tech Tip Tuesday - Every Tuesday
2024-11-05 08:00 - 08:15, 2024-11-12 08:00 - 08:15, 2024-11-19 08:00 - 08:15, 2024-11-26 08:00 - 08:15, 2024-12-03 08:00 - 08:15
Click here to view weekly topics and register for specific feature training.

Join us every Tuesday at 8 a.m. MST in July for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

Getting Started with the Integrity Technology Platform
2024-11-05 14:00 - 15:00
Register Here >

Learn about how the Integrity Technology Platform works to help you better serve and manage you clients, grow their business and be more efficient.
We will provide best practices for getting started and review key features that are driving agent success. Learn about MedicareCENTER, LifeCENTER, LeadCENTER, PlanEnroll and Ask Integrity.

Tuesday, November 5 at 1 p.m. CST

MedicareCENTER Quote Results with New Cost Estimates and MOOP
2024-11-06 09:00 - 10:00
Register Here >

There have been a lot of changes to the Medicare Advantage and PDP market for 2025. Learn how these changes are displayed in the MedicareCENTER quote results pages.
We will cover how the new cost estimates and max out-of-pockets are displayed, how you can view commissionable or non-commissionable plans, how to quote with multiple pharmacies, apply LIS and much more!

Register today!

CSG App | New User Overview Training
2024-11-06 12:00 - 13:00
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 Integrity Technology 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.

Register today!

LeadCENTER | New User Training
2024-11-11 11:00 - 12:00
Register Here >

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 different lead types available, how to order and receive leads, and manage the leads in LifeCENTER and MedicareCENTER.

Register now

New "Advanced Mode" for Client Connect Marketing Emails
2024-11-13 09:00 - 10:00
Register Here >

Join us to see how you can send automated marketing email campaigns in Client Connect based upon client tags and engagement.
Learn about the newly added email and text marketing campaigns and email performance tracking.

Join us. Register today.

Getting Started with the Integrity Technology Platform
2024-12-04 09:00 - 10:00
Register Here >

Getting Started with the Integrity Technology Platform – Learn about how the Integrity Technology Platform works to help you better serve and manage your clients, you’re your business and be more efficient. We will provide best practices for getting started and review key features that are driving agent success. Learn about MedicareCENTER, LifeCENTER, LeadCENTER, PlanEnroll and Ask Integrity.
