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Register HERE > Presenter Anna Patrick Vice President of Sales Enablement and Tech Adoption
35 events found.
IntegrityCONNECT
Events
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Register HERE > IntegrityCONNECT Leads makes it simpler than ever to purchase and manage life and health leads and take your business to the next level! Join us to learn about the different lead types and vendors and how leads automatically flow into the CRM so you can easily manage the relationship from lead |
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Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save
Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save |
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Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save
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Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save |
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Register HERE > Unlock the full power of IntegrityCONNECT in this hands‑on training designed to help agents confidently quote, compare, and submit Medicare Advantage applications—all within one streamlined platform. In this session, you’ll learn how easy it is to: ✔ Store & Use Client Health Information ✔ Compare Plans With Confidence ✔ Submit Applications for |
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Register HERE > What you’ll learn - Spot the need fast with Ask Integrity Plan Recommendations and Cross‑selling Tags to identify MA clients who could benefit from Hospital Indemnity. - Build a perfect‑fit HI plan in the CSG APP “Fill the Gaps” tool that mirrors a client’s MA copays and potential out‑of‑pocket exposure. - Present |
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Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save
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Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save |
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Register HERE > Unlock the full potential of Life and Health lead generation with a deep dive into Marketplace Leads and Realtime Call and Data Campaigns. In this session, you'll learn how to leverage Integrity’s powerful lead ecosystem to consistently grow your book of business and connect with ready‑to‑engage consumers. We’ll break down the |
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Register HERE > We’ll cover: - How to send a Client Sync invitation through Client Connect or directly from a contact record. - Which information clients can submit, including providers, prescriptions, pharmacies, and personal details. - How automatic syncing works and how updates instantly populate their CRM record. - How Client Sync prepares both you |
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Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save
Register HERE > Tech Tip Tuesdays are quick, 15-minute tutorials on important tools in the Integrity Suite of Technology. These are a wonderful way to quickly get up to speed on a feature you're interested in. Tech Tip Tuesdays are every Tuesday at 9 AM or 11 AM CDT. February 3: Automate & Save |
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Register HERE > You’ll learn how to: * Share your personalized PlanEnroll URL across email, social media, business cards, and marketing campaigns * Help consumers self‑quote and self‑enroll directly from your page for MA and PDP plans * Understand how you receive agent attribution and credit for all consumer‑initiated enrollments completed through your site |
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Register HERE > Legacy Safeguard is helping agents set more appointments, make more presentations, close more sales, and serve more people—and in this training, you'll learn exactly how to make it part of your growth strategy. This session will walk you through how to offer your clients a free Legacy Safeguard membership, which includes |
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