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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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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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Register HERE > Wednesday, February 12 at 9 a.m. CST Client Sync offers a simpler way to get started with appointments for new or existing clients. Simply send your client a link to gather their personal information, health information, doctors, and pharmacies. You will obtain permission to contact and get a signed SOA. Client |
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