Tips for Successful Lead Management
2024-12-12 09:00 - 10:00 (America/Phoenix)
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Leads purchased in LeadCENTER seamlessly flow into Integrity’s MedicareCENTER and LifeCENTER platforms so you can easily connect and manage your leads. Learn how you can utilize Contact Tags and Reminders for lead management and follow-up. Free call recording, text messaging and email marketing campaigns are all built into the platform to help you stay connect with leads and close more sales.

Legacy Safeguard Introduction
2024-12-12 12:00 - 13:00
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Legacy Safeguard® was created to help you serve client needs, helping you build momentum all year long — including after AEP. With Legacy Safeguard University you will learn how to successfully offer the Legacy Safeguard end-of-life planning service and our industry-leading solutions to everyone you serve. In this training, you will find valuable resources and tools to help you serve more clients, including marketing and training materials, a Final Expense Calculator, and more! Join our training to better understand Legacy Safeguard and how it can help your clients leave a lasting legacy.

CSG APP – Feature Focus Training
2024-12-16 08:00 - 08:15, 2024-12-23 08:00 - 08:15, 2024-12-30 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 for a quick 15-minute feature focus training designed to provide helpful tips when using CSG.

Tech Tip Tuesday - Every Tuesday
2024-12-17 09:00 - 09:15, 2024-12-24 09:00 - 09:15, 2024-12-31 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 for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

Post AEP Game Plan to Stay Connected with Clients
2024-12-19 11:00 - 12:00
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MedicareCENTER has several built-in features to help you stay connected with your clients and increase your retention. From Ask Integrity Cross-sell Recommendations, Enrollment Thank You Email and Text Marketing Campaigns to Legacy Safeguard Memberships and PlanEnroll Profiles, there are several opportunities to stay engaged.

Integrity Tech Training: Tech Tip Tuesday
2025-01-04 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

CSG APP – Feature Focus Training
2025-01-06 08:00 - 08:15, 2025-01-13 08:00 - 08:15, 2025-01-20 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.

CSG APP – Feature Focus Training
2025-01-06 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 6: Plan your Marketing for 2025 with MarketEdge Demographic Data
January 13: Cross-sell Hospital Indemnity to Med Adv Clients
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.

Agency Leadership Chat
2025-01-06 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!

Agency Leadership Chat
2025-01-06 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
2025-01-07 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.

January 7: Ways to Keep Clients Engaged Year-Round
January 14: Marketing PlanEnroll Personal Agent Website to Drive Interest & Engagement January 21: Sell Compliantly with SOA Tracking
January 28: Free Call Recording with AI summaries

Register for specific feature training HERE.

Integrity Tech Training: Tech Tip Tuesday
2025-01-07 10:00 - 10:15
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 7: Ways to Keep Clients Engaged Year-Round
January 14: Marketing PlanEnroll Personal Agent Website to Drive Interest & Engagement
January 21: Sell Compliantly with SOA Tracking
January 28: Free Call Recording with AI summaries

Register for specific feature training HERE.

Why Agents are Submitting 79% More Apps Utilizing Integrity’s Technology Platform
2025-01-08 09:00 - 10:00
Why Agents are Submitting 79% More Apps Utilizing Integrity’s Technology Platform
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.
Register Here >

Recognize Medicare Cross-selling Opportunities to Increase Sales, Improve Retention and Better Protect Clients
2025-01-09 12:00 - 13:00
Recognize Medicare Cross-selling Opportunities to Increase Sales, Improve Retention and Better Protect Clients
MedicareCENTER and Ask Integrity Cross-sell Recommendations help agents understand their clients’ Medicare Advantage co-pays and suggest products that can better protect clients from high medical expenses. You can quote ancillary products using the CSG APP, and then utilize MedicareCENTER’s Custom Tags, Activities, and Notes to document your efforts and sales.
Register HERE >

CSG APP – Feature Focus Training
2025-01-13 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 13: Cross-sell Hospital Indemnity to Med Adv Clients
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.

Integrity Tech Training: Tech Tip Tuesday
2025-01-14 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.

January 14: Marketing PlanEnroll Personal Agent Website to Drive Interest & Engagement
January 21: Sell Compliantly with SOA Tracking
January 28: Free Call Recording with AI summaries

Register for specific feature training HERE.

Integrity Tech Training: Tech Tip Tuesday
2025-01-14 10:00 - 10:15
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 14: Marketing PlanEnroll Personal Agent Website to Drive Interest & Engagement
January 21: Sell Compliantly with SOA Tracking
January 28: Free Call Recording with AI summaries

Register for specific feature training HERE.

Talk-O Tuesday
2025-01-14 11:00 - 12:00
Register Now >
Greetings Agents & Agency Partners,
It’s Almost Time for Talk-O Tuesday!
We’re reaching out to remind you about our upcoming Talk-O Tuesday, one of the most important monthly discussions for agents like you! As we kick off the New Year, this is a great chance to gain valuable insights and stay updated on essential industry trends. Register today!
Discussion Highlights:

Commission Tips with Nic LeClair

Compliance Topics –

New proposed rules
SEP DST going away
OEP Compliance reminders

And much more

A Year in Review: CSG APP Medicare Supplement Agent and Carrier Activity
2025-01-14 12:00 - 13:00
Register here >
A Year in Review: CSG APP Medicare Supplement Agent and Carrier Activity

WAP & Aetna OEP Kickoff 2025!
2025-01-15 08:30 - 12:30
Register Here >
We wanted to give you a quick reminder about the **WAP/Aetna OEP Kickoff 2025**! It’s a fantastic chance for all Medicare agents to ramp up their OEP knowledge, meet with other professionals, and get the latest scoop on what’s happening in the industry. You won’t want to miss it!
Agenda Highlights

**Key Compliance Updates**: Stay informed on OEP compliance reminders with insights from Jean Lentsch.
**Networking Opportunities**: Engage directly with Aetna and WAP Leadership and Support Teams and your peers during designated networking sessions.
**Valuable Strategies**: Discover effective social media approaches and learn how to utilize your Personal Agent Website (PAW) for greater success, presented by Christie Pond.
**Exciting Program Overviews**: Gain insights into OEP CVS opportunities and the Aetna Eagle Plan.

Devoted AZ "Next Level" Event at Top Golf
2025-01-17 10:00 - 13:00
Register Here >

**Register Now to Reserve Your Seat!**
We’re excited to invite you to an informative gathering with the leadership team from Devoted Health and our CEO, Ed Park*. If you’re curious about what’s happening at Devoted, this is the perfect chance to get the inside scoop on Friday, January 17 · 10 AM – 1 PM MST!
**RSVP HERE to reserve your seat**
**What You Can Look Forward To:**

Connect virtually with Ed Park and in person with Devoted Health, WAP Sales Leadership, and fellow agents.
Enjoy a complimentary lunch and drinks.

After the presentation, relax and have some fun with golf swings at Top Golf Scottsdale (9500 Talking Stick Way, Scottsdale, AZ).

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
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.
