Past Events from December 10, 2024 – December 23, 2024 – Page 7 – Western Asset Protection

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Tech Tip Tuesday – Every Tuesday

Click here to view weekly topics and register for specific feature training.   Join us every Tuesday at 8 a.m. MST for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

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.

Talk-O Tuesday – WAPs Informative Monthly Webinar

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

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.

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

Legacy Safeguard Introduction

Register 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

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

Click here to view weekly topics and register for specific feature training.   Join us every Tuesday at 8 a.m. MST for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.

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.

Post AEP Game Plan to Stay Connected with Clients

Register 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.

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.