CSG APP – Feature Focus Training
2024-11-04 08:00 - 08:15, 2024-11-11 08:00 - 08:15, 2024-11-18 08:00 - 08:15, 2024-11-25 08:00 - 08:15, 2024-12-02 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.

Tech Tip Tuesday - Every Tuesday
2024-11-05 08:00 - 08:15, 2024-11-12 08:00 - 08:15, 2024-11-19 08:00 - 08:15, 2024-11-26 08:00 - 08:15, 2024-12-03 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.

Tech Tip Tuesday - Every Tuesday
2024-11-05 09:00 - 09:15, 2024-11-12 09:00 - 09:15, 2024-11-19 09:00 - 09:15, 2024-11-26 09:00 - 09:15, 2024-12-03 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.

Getting Started with the Integrity Technology Platform
2024-11-05 14:00 - 15:00
Register Here >

Learn about how the Integrity Technology Platform works to help you better serve and manage you clients, grow their 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.

Tuesday, November 5 at 1 p.m. CST

MedicareCENTER Quote Results with New Cost Estimates and MOOP
2024-11-06 09:00 - 10:00
Register Here >

There have been a lot of changes to the Medicare Advantage and PDP market for 2025. Learn how these changes are displayed in the MedicareCENTER quote results pages.
We will cover how the new cost estimates and max out-of-pockets are displayed, how you can view commissionable or non-commissionable plans, how to quote with multiple pharmacies, apply LIS and much more!

Register today!

CSG App | New User Overview Training
2024-11-06 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.

Register today!

LeadCENTER | New User Training
2024-11-11 11:00 - 12:00
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.

Register now

New "Advanced Mode" for Client Connect Marketing Emails
2024-11-13 09:00 - 10:00
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.

Join us. Register today.

WAPTech Training Series – Leverage WAP Resources
2024-11-15 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.

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.

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.

CSG APP – Feature Focus Training
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.

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.

Agency Leadership Chat
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!

Tech Tip Tuesday - Every Tuesday
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 | 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.

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.

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.
