Integrity Tech Tip Tuesday
2025-09-09 07:00 - 07:15, 2025-09-09 09:00 - 09:15, 2025-09-16 07:00 - 07:15, 2025-09-16 09:00 - 09:15, 2025-09-23 07:00 - 07:15, 2025-09-23 09:00 - 09:15, 2025-09-30 07:00 - 07:15, 2025-09-30 09:00 - 09:15 (America/Phoenix)
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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

WAP In-Person Tech Intensive Training
2025-09-10 10:00 - 16:00 | The Quantum Group, 18700 Hayden Rd, Scottsdale, Arizona, 85255
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We’re hosting three in-person Tech Intensives designed to help brokers like you master the tools that streamline operations, boost productivity, and support real growth.
This full-day, hands-on session will teach you how to work smarter, stay compliant, and optimize your workflow, from onboarding and certifications to quoting and enrollments.
We look forward to seeing you there and helping you elevate your tech skills!

IntegrityCONNECT – New User Training
2025-09-11 09:00 - 10:00
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IntegrityCONNECT™ is our powerful technology platform that is built to help you save time and sell more. Join this health-focused training to learn how IntegrityCONNECT can help you work smarter, not harder, this AEP.
Video is available on demand.

CSG APP – Feature Focus Training
2025-09-15 08:30 - 09:00, 2025-09-22 08:30 - 09:00, 2025-09-29 08:30 - 09:00
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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

IntegrityCONNECT - New User Training
2025-09-17 11:00 - 12:00
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IntegrityCONNECT™ is our powerful technology platform that is built to help you save time and sell more. Join this health-focused training to learn how IntegrityCONNECT can help you work smarter, not harder, this AEP.
This training webinar is available on demand.

AEP Gut Check with Deft Research
2025-09-18 11:00 - 12:00
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The AEP Gut Check Study acts as a “Pre-AEP” report to ensure you’re pointed in the right direction. We assess seniors’ pain points, service failures, and plan experiences so carriers can make last-minute adjustments to their marketing and design efforts, even after benchmarks are released. By understanding what seniors are seeking to improve with their Medicare coverage, you can improve your approach for the fall selling period.
Don’t miss out. This presentation provides insights into client and prospect expectations, concerns, and shopping habits.

WAPTECH Tech Intensive Series - Learn about WAP's Tech Tools
2025-09-19 11:00 - 12:00, 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

Easy E-Applications + New Voice Signature
2025-09-22 11:00
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IntegrityCONNECT™ makes it easy to submit applications across multiple carriers, plus client information is filled in automatically. Join us to learn how to submit an application in-person, over the phone with new voice signature, or by email or text.

AEP Cross-Selling with the Queen of the Bundle
2025-09-23 10:00 - 11:00
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The 2026 Annual Enrollment Period is approaching, and with increased maximum out-of-pocket expenses, Gaylan will help you get ready by focusing on ancillary products that will benefit your clients and your bottom line. She will share strategies for discussing ancillary products using just 4 to 5 simple questions!

Devoted Agency AEP Kickoff
2025-09-24 10:00 - 11:00
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Join Devoted for their Annual AEP Kickoff designed specifically for our valued agency partners! In this session, we’ll cover:

How to use your Devoted Health agency portal to track broker activity and performance
Where to find key resources and support materials to help your brokers succeed
Exciting updates and insights as we head into AEP

This is a can’t-miss opportunity to ensure your agency is fully equipped and energized for a successful enrollment season!

AEP Bundle: Gain Insights to Unlock Growth with Ancillary Sales
2025-09-24 11:00 - 12:00
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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
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– 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
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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.

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

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

CSG App Feature Focus Training
2025-10-06 08:30 - 09:00
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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
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!
