Western Asset Protection

CSG APP – Feature Focus Training
2024-07-08 08:00 - 08:15 (America/Phoenix)
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.

WAPTech Training Series
2024-05-31 10:00 - 11:00
Register HERE >

WAPTech Training Series – Leverage WAP Resources

Elevate Your Business: Join Our Exclusive FMO Technology Training Series!
Are you ready to take your business to the next level with the latest in technology? We invite you to our FMO Technology Training Series, WAPTech, designed exclusively for Medicare agents like you who are eager to leverage free tech resources for enhanced success and efficiency.
Why Attend?
-Get Up to Speed: Quickly familiarize yourself with our cutting-edge tools and platforms.
-Advanced Techniques: Learn advanced strategies to maximize your business operations and client satisfaction.
-Exclusive Insights: Gain access to the latest features and updates in our technology suite.
Don’t wait! Register today!
*Register once and get notified of the next webinar in the series.

*NEW* Key Client Management & Engagement Tools for AEP - Integrity for Agents
2024-07-10 10:00 - 11:00
Register HERE >

Your technology should work for you this Annual Enrollment Period.
Get a sneak peek at upcoming MedicareCENTER feature enhancements designed to help agents streamline client data collection, drive client engagement, and increase retention.

Talk-O Tuesday - WAPs Informative Monthly Webinar
2024-07-09 11:00 - 12:00, 2024-06-11 11:00 - 12:00
Register HERE >

Talk-O Tuesday with WAP
On the 2nd Tuesday of every month, we invite you to join the discussion around anything and everything related to being in business in the Medicare space.
The WAP Team provides relevant, industry-related information you need to know now.
Bring your questions and your ideas and be part of the conversation. We can’t wait to see you there.
Register today!

Tech Tip Tuesday - Every Tuesday
2024-07-09 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
2024-07-09 07:00 - 07:15
Click here to view weekly topics and register for specific feature training.

Join us every Tuesday at 7 a.m. MST in July for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

Integrity LeadCENTER - More Opportunities to Capture Final Expense Clients
2024-07-08 09:00 - 10:00
Register HERE >

Integrity LeadCENTER has added more ways to connect with individuals seeking information and quotes on Final Expense Insurance.
PlanEnroll.com will allow individuals to find a local agent and connect with them in person, over the phone, or online.
Agents can receive real-time Final Expense call or data leads or send a generic direct-mail piece targeting Final Expense-eligibles who may be interested in seeing how much they qualify for.

CSG APP New User Over Training
2024-07-02 11:00 - 12:00
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 the Integrity Technology Suite 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.

CSG App New User Overview Training
2024-07-02 11:00 - 12:00

Agency Leadership Chat
2024-07-01 13:00 - 14:00, 2024-06-03 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!

NEW WAP Health Wealth Engine Launch & Intro Webinar
2024-07-01 11:00 - 12:00
Register HERE >

The NEW Health Wealth Engine is here!
**Important**
To ensure the security of your account, you will need to set a new password when the new version launches. Detailed instructions on how to reset your password will be sent via email today.
Brokers, Get Ready for an Engine Evolution!
The Engine will provide the familiar experience you love, now amplified with a host of fantastic enhancements, including:

A refreshed interface that is modern and visually appealing
Easier navigation to help you find what you need quickly
Full mobile-friendly design so you can use it on the go
Access to even more valuable content and resources And much more!

Do not miss this webinar | Highly recommended
Register now!

*NEW* 15 Minute Feature Focus Training every Monday
2024-07-01 08:30 - 08:45
Register HERE >
*NEW* Feature Focus Training every Monday 8:30 – 8:45 AM MST (The Registration Page allows you to pick your time zone and see upcoming training)
CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents.
Learn how the CSG APP can be used alongside the Integrity Technology Suite 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.

Join us every Monday in July for a quick 15-minute feature-focus training designed to provide helpful tips when quoting Medicare Supplements.
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 quoting Medicare Supplements in CSG.

Please register for each session you are interested in:

July 1: Medicare Supplement Underwriting Tool and Condition Lookback Periods
July 8: Household Discounts and Rating Classes
July 15: Market Analytics: Age Increase, Rate Adjustments, Loss Ratios
July 22: Create Plan Comparisons & Universal Comparison
July 29: E-Applications

WAPTech Training Series
2024-06-28 10:00 - 11:00
Register HERE >
**New Support Ticketing System Introduction – Freshdesk Tickets

WAPTech Training Series – Leverage WAP Resources

Elevate Your Business: Join Our Exclusive FMO Technology Training Series!
Are you ready to take your business to the next level with the latest in technology? We invite you to our FMO Technology Training Series, WAPTech, designed exclusively for Medicare agents like you who are eager to leverage free tech resources for enhanced success and efficiency.
Why Attend?
-Get Up to Speed: Quickly familiarize yourself with our cutting-edge tools and platforms.
-Advanced Techniques: Learn advanced strategies to maximize your business operations and client satisfaction.
-Exclusive Insights: Gain access to the latest features and updates in our technology suite.
Don’t wait! Register today!
*Register once and get notified of the next webinar in the series.

New Medicare Supplement & Ancillary/Under 65 Series
2024-05-23 11:00 - 12:00, 2024-05-30 11:00 - 12:00
Register HERE
Get ready to elevate your Medicare business to new heights with Western Penn and WAP!
We are thrilled to invite you to our highly anticipated Medicare Supplement and Ancillary Training Series, specifically designed to empower you with the skills and knowledge to excel in the market.
This two part series will help you to learn and navigate our Med Supp and Ancillary products. Register now!

Part 1 – Three Sessions include the 6 W’s of Med Supp (Who, Why, What, Where, When, HoW)
Part 2 – Three Sessions include Ancillary and Under 65 Training

Skillbuilder: Retention Strategies
2024-06-26 11:00 - 12:00
Register Here >
We’re excited to invite you to a special training webinar tailored just for you. This is a great chance to boost your skills and strategies in agent retention, helping you stay ahead in a competitive market.
What You Will Learn:
Traditional Core Activities:

Proven strategies for effective engagement
Best practices for ongoing support
Techniques for building lasting relationships with your clients

Outside-the-Box Approaches:

Innovative ideas for retention
Creative solutions to common retention challenges

Why Attend?

Gain insights from our industry expert, David Wessling
Discover new techniques to enhance client loyalty

Reserve Your Spot Today!
Don’t miss out on this chance to elevate your retention strategies. Register now and secure your place in this exclusive webinar.
We look forward to seeing you there and helping you take your Medicare agent retention to the next level!

New Medicare Supplement & Ancillary/Under 65 Series
2024-06-25 11:00 - 12:00
Register HERE

Get ready to elevate your Medicare business to new heights with Western Penn and WAP!
We are thrilled to invite you to our highly anticipated Medicare Supplement and Ancillary Training Series, specifically designed to empower you with the skills and knowledge to excel in the market.
This two part series will help you to learn and navigate our Med Supp and Ancillary products. Register now!

Part 1 – Three Sessions include the 6 W’s of Med Supp (Who, Why, What, Where, When, HoW)5
Part 2 – Three Sessions include Ancillary and Under 65 Training

Devoted New Broker Orientation- AZ Market (Phoenix)
2024-06-06 09:00 - 11:00
Reserve your spot – Register HERE >

Get ready to kick-start your career in the Arizona market as a broker at our in-person “New Broker Orientation- AZ Market (Phoenix)
Join us for an exciting in-person event, the New Broker Orientation- AZ Market (Phoenix). This event is designed specifically for brokers who want to stay ahead in the ever-evolving Medicare insurance industry. Whether you’re a seasoned broker or just starting out, this event will provide you with valuable knowledge and strategies to enhance your success in the AZ market.
Devoted Health Office, 16435 North Scottsdale Road Ste 285 Scottsdale, AZ 85254
Agenda:

New Broker Orientation
Welcome and Introductions
Why Devoted?
Devoted Footprint/Landscape
2024 Plan Benefit Review
Chronic Special Needs Plans (CSNP)
Tools and Resource Overview
What’s Next/Next Steps
Q&A

Register today!

Life Insurance Training with Quantum
2024-06-04 09:00 - 10:00
Register now >>
WAP & Quantum Present:
Quantum Life & Annuities Training
We are delighted to invite you to the Annuities/Life Webinar Training hosted by Quantum. These trainings will showcase the power of Quantum products.
By participating in this webinar series, you will learn how to enhance your agency’s capabilities by connecting with the Quantum network. Don’t miss out on this valuable training opportunity.
There’s more beyond Medicare

Expand your horizon beyond Medicare
Step into the world of Life & Annuities
Don’t let lack of experience hold you back
We can help you unlock your potential

Register now >>

Wellcare Training - Telephone Sales Techniques Mastering the Art of Phone Selling
2024-05-31 10:00 - 11:00
Join HERE at the scheduled time >

Presented by Eric Neria

Skillbuilder: Understanding the Veteran Market - Steven Smith
2024-05-28 11:00 - 11:30
Register HERE >

Skillbuilder – Understanding the Veteran Market

Description
Get Ready for Skillbuilder!
This month, WAP is thrilled to extend an invitation to our signature webinar, Skillbuilder, which focuses on “Understanding the Veteran Market for Medicare Agents.” In this 30-minute informative session, Steven Smith, WAP Sales Director, aims to provide you with essential knowledge and strategies to serve our veterans and optimize your business effectively.
Topics Covered:
• Veterans: Understanding their unique needs and preferences.
• HRAs (Health Risk Assessments): How to utilize HRAs to better serve veteran clients.
• ANOCs (Annual Notice of Change): Navigating and communicating changes effectively.
• Retention: Strategies to stay diligent about being in front of your books and retaining your clients.
• Business Planning for AEP (Annual Enrollment Period): How to reassess and optimize your business plan for AEP success.
Register now >
