Past Events from December 2, 2024 – December 11, 2024 – Page 4 – Western Asset Protection

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Event Series 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

Getting Started with the Integrity Technology Platform

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

New “Advanced Mode” for Client Connect Marketing Emails

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.

LeadCENTER | New User Training

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.

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

CSG App | New User Overview Training

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

LifeCENTER | New User Training

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.