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
42 events found.
Events
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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. 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. |
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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 |
2 events,
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. 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. |
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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 |
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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. |
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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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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.
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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 |
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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.
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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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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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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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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 |
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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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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. |
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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. |
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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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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. |
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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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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. |
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Tech Tip Tuesday: Join us every Tuesday at 9 a.m. or 11 a.m. CST (8 a.m. or 10 a.m. MST) for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform. February 4: Automate Thank You/Referral Emails with Client Connect February 11: PlanEnroll Final Expense Leads February 18: Ask Integrity |
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