Western Asset Protection

Integrity Tech Training: Tech Tip Tuesday
2025-01-07 08:00 - 08:15 (America/Phoenix)
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.

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.

Agency Leadership Chat
2025-01-06 13:00 - 14:00, 2024-12-09 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!

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.

CSG APP – Feature Focus Training
2025-01-06 08:00 - 08:15, 2024-12-02 08:00 - 08:15, 2024-11-25 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.

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

Tech Tip Tuesday - Every Tuesday
2024-12-31 09:00 - 09:15, 2024-12-24 09:00 - 09:15, 2024-12-17 09:00 - 09:15, 2024-12-10 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.

CSG APP – Feature Focus Training
2024-12-30 08:00 - 08:15, 2024-12-23 08:00 - 08:15, 2024-12-16 08:00 - 08:15, 2024-12-09 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.

Post AEP Game Plan to Stay Connected with Clients
2024-12-19 11:00 - 12:00
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.

Legacy Safeguard Introduction
2024-12-12 12:00 - 13:00
Register Here >

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.

Tips for Successful Lead Management
2024-12-12 09:00 - 10:00
Register Here >

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.

LifeCENTER | New User Training
2024-12-11 09:00 - 10:00
Register Here >

Get familiar with all LifeCENTER features, including how to create and manage contacts, add health information and conditions to client profiles and quote and enroll for Final Expense. LifeCENTER access includes free call recording, email marketing and text messaging! Plus, agents receive their own personalized PlanEnroll agent website.

CSG App | New User Overview Training
2024-12-10 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.

LeadCENTER | New User Training
2024-12-09 12:00 - 13:00
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.

New "Advanced Mode" for Client Connect Marketing Emails
2024-12-05 10:00 - 11:00
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.

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.

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

Tech Tip Tuesday - Every Tuesday
2024-12-03 08:00 - 08:15, 2024-11-26 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.
