Past Events from April 11, 2023 – March 6, 2023 – Page 2 – Western Asset Protection

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  • Post AEP Game Plan to Stay Connected with Clients

    Register Here >   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

    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

  • CSG APP – Feature Focus Training

    CSG APP – Feature Focus Training

    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

  • CSG APP – Feature Focus Training

      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

  • Agency Leadership Chat

    Agency Leadership Chat

    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

  • Agency Leadership Chat

    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