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
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
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
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
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
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
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
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
Register HERE > Get a first look at the upcoming Calendar & Appointment Scheduler inside IntegrityCONNECT—designed to help agents stay organized, save time, and connect with clients more efficiently. In this preview session, we’ll showcase how the new Calendar experience brings appointments, reminders, and scheduling into one centralized view. You’ll see how agents will be
Register_HERE > Get a first look at the upcoming Calendar & Appointment Scheduler inside IntegrityCONNECT—designed to help agents stay organized, save time, and connect with clients more efficiently. In this preview session, we’ll showcase how the new Calendar experience brings appointments, reminders, and scheduling into one centralized view. You’ll see how agents will be