Western Asset Protection

CSG APP – Feature Focus Training
2024-07-22 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
2024-07-23 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
2024-07-23 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.

Skillbuilder: Commissions Bootcamp
2024-07-23 11:00 - 12:00
Register HERE >

Get Ready for Skillbuilder!
Whether you’re new to the Medicare market or looking for a refresher on this topic, this session is tailored to help you master the ins and outs of commissions in Medicare. Nic LeClair, AR/AP Manager, brings firsthand experience and insights that will empower you to maximize your earning potential.
Date & Time: Thursday, July 23 @ 11 AM MST
Duration: 45 minutes
Location: Online
Registration Link above
Why Attend?
This comprehensive webinar will cover key aspects of Medicare commissions including:

CMS Fair Market Value Guidelines: Understand this framework and how it affects your commissions.
Carrier Payment Structures: Get insights into how different carriers calculate and distribute payments.
Payment Timelines: Learn when to expect payments and how to plan accordingly.
Managing Discrepancies: Find out the best practices for identifying and handling payment discrepancies effectively.
Commission Tracking: Explore tools and techniques to accurately track your earnings for better financial planning.

Reserve Your Spot Today!

*NEW* Key Client Management & Engagement Tools for AEP - Integrity for Agents
2024-07-24 11:00 - 12:00
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
