Tech Tip Tuesday – Every Tuesday
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.
12 events found.
Events
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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
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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.
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Tips for Successful Lead Management
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
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Legacy Safeguard Introduction
Cross-SellingRegister 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
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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 for a quick 15-minute feature focus training designed to provide helpful tips when using CSG.
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Tech Tip Tuesday – Every Tuesday
TechnologyClick 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.
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Post AEP Game Plan to Stay Connected with Clients
TechnologyRegister 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.
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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 for a quick 15-minute feature focus training designed to provide helpful tips when using CSG.
-
Tech Tip Tuesday – Every Tuesday
TechnologyClick 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
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.
-
Tech Tip Tuesday – Every Tuesday
TechnologyClick 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.