Western Asset Protection

*NEW* Key Client Management & Engagement Tools for AEP - Integrity for Agents
2024-07-24 11:00 - 12:00 (America/Phoenix)
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.

WAPTech IN PERSON Training - Elevate your Expertise
2024-07-26 09:30 - 13:00
Register HERE > marketing@westernassetprotection.com
Tell us which date you’re attending and you’re in!

Friday, July 26 – 9:30 – 1:00 PM
Location: BCBSAZ Office Training Room, 8220 N. 23rd Ave., Phoenix, AZ 85021

Get ready to supercharge your skills and stay ahead in the game!
You’re invited to our exclusive in-person technology training sessions designed to empower you with the latest tools and insights and keep you competitive.
Don’t forget to bring your laptops!
We’ll dive into these key tools:

Health Wealth Engine: Get a quick, comprehensive look at this powerful tool transforming broker business.

Integrity For Agents: Master the essentials! Learn everything from contact management and basic CRM functionalities to call recording, scope of appointments, and quoting and enrolling for final expense, MAPD, and PDP. This session is filled with practical tips to improve your workflow and client services.

PlanEnroll/Personal Agent Website (PAW): Explore how to maximize your Personal Agent Website, including how clients can set up their own portal login for easier engagement and information access.

CSG APP: Unleash the full potential of the CSG APP! Discover how to quote Medicare Supplement and hospital indemnity plans more efficiently, offering your clients better and more competitive options.

Register Today!
Additional Opportunities for training

Thursday, August 1, 2024 | 1:00 PM – 4:30 PM
*Aetna Office Training Room*
9501 E. Shea Blvd., Scottsdale, AZ 85260
Friday, August 2, 2024 | 1:00 PM – 4:30 PM
*BCBS Office Training Room*
8220 N. 23rd Ave., Phoenix, AZ 85021
Tuesday, August 6, 2024 | 9:30 AM – 1:00 PM
*Aetna Office Training Room*
9501 E. Shea Blvd., Scottsdale, AZ 85260

CSG APP – Feature Focus Training
2024-07-29 08:00 - 08:15, 2024-08-05 08:00 - 08:15, 2024-08-12 08:00 - 08:15, 2024-08-19 08:00 - 08:15, 2024-08-26 08:00 - 08:15, 2024-09-02 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.

Tech Tip Tuesday - Every Tuesday
2024-07-30 07:00 - 07:15, 2024-08-06 07:00 - 07:15, 2024-08-13 07:00 - 07:15, 2024-08-20 07:00 - 07:15, 2024-08-27 07:00 - 07:15, 2024-09-03 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.

Tech Tip Tuesday - Every Tuesday
2024-07-30 09:00 - 09:15, 2024-08-06 09:00 - 09:15, 2024-08-13 09:00 - 09:15, 2024-08-20 09:00 - 09:15, 2024-08-27 09:00 - 09:15, 2024-09-03 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.

Medicare Leads Available this AEP - PlanEnroll
2024-07-31 08:00 - 09:00
Register HERE >

Learn how you can connect with consumers looking for a Medicare agent this AEP. PlanEnroll.com will allow individuals to find a local agent and connect with them in person, over the phone, or online.
Send pre-approved direct-mail pieces targeting Medicare eligibles who have recently received their Annual Notice of Change and would like to review their current coverage to see if a new option could be a better fit.

Gold Kidney CSNP Overview Webinar - Transforming Chronic Care
2024-08-01 09:00 - 10:00
Register HERE >

If you’ve ever considered adding Gold Kidney to your portfolio, now is the perfect time! This is a great opportunity for agents to gain valuable insights into how targeted health plans can dramatically improve patient outcomes.
You’re invited to an informative presentation hosted by WAP and Gold Kidney Health Plan, where you’ll discover the Chronic Special Needs Plans (CSNPs) significant benefits and features.
In This Session, You Will Learn:

Key information about CSNP Special Enrollment Periods (SEP)
The number of people in your area eligible for CSNPs
The transformative impact of selecting the right CSNP for those with chronic conditions

Register now! Don’t delay.

WAPTech IN PERSON Training - Elevate your Expertise
2024-08-01 13:00 - 16:30
Register HERE > marketing@westernassetprotection.com
Tell us which date you’re attending and you’re in!

Thursday, August 1 – 1:00 PM – 4:30 PM
Location: AETNA Office Training Room, 9501 E. Shea Blvd., Scottsdale, AZ 85260

Get ready to supercharge your skills and stay ahead in the game!
You’re invited to our exclusive in-person technology training sessions designed to empower you with the latest tools and insights and keep you competitive.
Don’t forget to bring your laptops!
We’ll dive into these key tools:

Health Wealth Engine: Get a quick, comprehensive look at this powerful tool transforming broker business.

Integrity For Agents: Master the essentials! Learn everything from contact management and basic CRM functionalities to call recording, scope of appointments, and quoting and enrolling for final expense, MAPD, and PDP. This session is filled with practical tips to improve your workflow and client services.

PlanEnroll/Personal Agent Website (PAW): Explore how to maximize your Personal Agent Website, including how clients can set up their own portal login for easier engagement and information access.

CSG APP: Unleash the full potential of the CSG APP! Discover how to quote Medicare Supplement and hospital indemnity plans more efficiently, offering your clients better and more competitive options.

Register Today!
Additional Opportunities for training

Friday, August 2, 2024 | 1:00 PM – 4:30 PM
*BCBS Office Training Room*
8220 N. 23rd Ave., Phoenix, AZ 85021
Tuesday, August 6, 2024 | 9:30 AM – 1:00 PM
*Aetna Office Training Room*
9501 E. Shea Blvd., Scottsdale, AZ 85260

WAPTech IN PERSON Training - Elevate your Expertise
2024-08-02 13:00 - 16:30
Register HERE > marketing@westernassetprotection.com
Tell us which date you’re attending and you’re in!

Friday, August 2, 2024 | 1:00 PM – 4:30 PM
*BCBS Office Training Room*
8220 N. 23rd Ave., Phoenix, AZ 85021

Get ready to supercharge your skills and stay ahead in the game!
You’re invited to our exclusive in-person technology training sessions designed to empower you with the latest tools and insights and keep you competitive.
Don’t forget to bring your laptops!
We’ll dive into these key tools:

Health Wealth Engine: Get a quick, comprehensive look at this powerful tool transforming broker business.

Integrity For Agents: Master the essentials! Learn everything from contact management and basic CRM functionalities to call recording, scope of appointments, and quoting and enrolling for final expense, MAPD, and PDP. This session is filled with practical tips to improve your workflow and client services.

PlanEnroll/Personal Agent Website (PAW): Explore how to maximize your Personal Agent Website, including how clients can set up their own portal login for easier engagement and information access.

CSG APP: Unleash the full potential of the CSG APP! Discover how to quote Medicare Supplement and hospital indemnity plans more efficiently, offering your clients better and more competitive options.

Register Today!
Additional Opportunities for training

Tuesday, August 6, 2024 | 9:30 AM – 1:00 PM
*Aetna Office Training Room*
9501 E. Shea Blvd., Scottsdale, AZ 85260

Agency Leadership Chat
2024-08-05 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!

Integrity Tech Tip Tuesday - Purchase Life or Health Leads
2024-08-06 07:00 - 07:15, 2024-08-06 09:00 - 09:15
Register HERE >

Join us every Tuesday at 9 a.m. CDT or 11 a.m. CDT for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Suite of Solutions.
Register for any sessions you are interested in:
August 6: Purchase Life or Health Leads
August 13: Contact Stages & Tags
August 20: Final Expense Quote & eApp
August 27: PlanEnroll Personal Agent Website
Watch previous Tech Tips here: https://www.gotostage.com/channel/integrity-webinars

WAPTech IN PERSON Training - Elevate your Expertise
2024-08-06 09:30 - 13:00
Register HERE > marketing@westernassetprotection.com
Tell us which date you’re attending and you’re in!

Tuesday, August 6, 2024 | 9:30 AM – 1:00 PM
*Aetna Office Training Room*
9501 E. Shea Blvd., Scottsdale, AZ 85260

Get ready to supercharge your skills and stay ahead in the game!
You’re invited to our exclusive in-person technology training sessions designed to empower you with the latest tools and insights and keep you competitive.
Don’t forget to bring your laptops!
We’ll dive into these key tools:

Health Wealth Engine: Get a quick, comprehensive look at this powerful tool transforming broker business.

Integrity For Agents: Master the essentials! Learn everything from contact management and basic CRM functionalities to call recording, scope of appointments, and quoting and enrolling for final expense, MAPD, and PDP. This session is filled with practical tips to improve your workflow and client services.

PlanEnroll/Personal Agent Website (PAW): Explore how to maximize your Personal Agent Website, including how clients can set up their own portal login for easier engagement and information access.

CSG APP: Unleash the full potential of the CSG APP! Discover how to quote Medicare Supplement and hospital indemnity plans more efficiently, offering your clients better and more competitive options.

Register Today!

WAPTech Training Series - Leverage WAP Resources
2024-08-09 10:00 - 11:00, 2024-08-23 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.
