Register HERE > Unlock the full power of IntegrityCONNECT in this hands‑on training designed to help agents confidently quote, compare, and submit Medicare Advantage applications—all within one streamlined platform. In this session, you’ll learn how easy it is to: ✔ Store & Use Client Health Information ✔ Compare Plans With Confidence ✔ Submit Applications for
Register HERE > What you’ll learn - Spot the need fast with Ask Integrity Plan Recommendations and Cross‑selling Tags to identify MA clients who could benefit from Hospital Indemnity. - Build a perfect‑fit HI plan in the CSG APP “Fill the Gaps” tool that mirrors a client’s MA copays and potential out‑of‑pocket exposure. - Present
Register HERE > Every Monday at 10:30 AM CDT, we have a quick webinar focusing on one part of the CSG App tool. Please register for each session you're interested in. January 5: Add a Med Supp Quoting Tool to Your Website January 12: Universal Compare Feature January 19: CSG App for New IntegrityCONNECT Users
Join the Agency Leadership Chat, an exclusive opportunity for valued agency principals to engage in meaningful discussions about pressing issues that impact your business. This exclusive forum is designed not only to address your most urgent concerns but also to provide the insights and strategies necessary to accelerate your agency's growth. Don’t miss out on
Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save
Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save
Register HERE > January Skillbuilder will be presented by Nic LeClair and Damon Rose on Commission Best Practices Western Asset Protection’s Skillbuilder Series is designed to help agents strengthen their foundation, stay informed, and grow with confidence. These sessions are more informational than interactive, focused on practical insights, timely reminders, and real-world guidance from our
Register HERE > Unlock the full potential of Life and Health lead generation with a deep dive into Marketplace Leads and Realtime Call and Data Campaigns. In this session, you'll learn how to leverage Integrity’s powerful lead ecosystem to consistently grow your book of business and connect with ready‑to‑engage consumers. We’ll break down the
Register HERE > We’ll cover: - How to send a Client Sync invitation through Client Connect or directly from a contact record. - Which information clients can submit, including providers, prescriptions, pharmacies, and personal details. - How automatic syncing works and how updates instantly populate their CRM record. - How Client Sync prepares both you
Register HERE > Every Monday at 10:30 AM CDT, we have a quick webinar focusing on one part of the CSG App tool. Please register for each session you're interested in. January 5: Add a Med Supp Quoting Tool to Your Website January 12: Universal Compare Feature January 19: CSG App for New IntegrityCONNECT Users
Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save
Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save