Week of Events
Monday, July 15, 2024
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July 15, 2024 -CSG APP – Feature Focus Training
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July 15, 2024 -Integrity LeadCENTER – Why Agents are Successful with LeadCENTER Leads
CSG APP – Feature Focus Training
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
Integrity LeadCENTER – Why Agents are Successful with LeadCENTER Leads
Register HERE > LeadCENTER provides highquality, compliant life and health leads to agents. Discover how LeadCENTER’s various lead types, exclusive leads, lead validation process, lead scoring, and policy suppression are enhancing agents' lead management experience.
Tuesday, July 16, 2024
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July 16, 2024 -Tech Tip Tuesday – Every Tuesday
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July 16, 2024 -Tech Tip Tuesday – Every Tuesday
Tech Tip Tuesday – Every Tuesday
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
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.
Wednesday, July 17, 2024
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July 17, 2024 -MedicareCENTER – AEP Cross-selling & Client Needs Assessment
MedicareCENTER – AEP Cross-selling & Client Needs Assessment
Register HERE > MedicareCENTER helps agents recognize cross-selling opportunities which ultimately builds client trust, retention, and sales. Get tips on managing ancillary sales with client tags, learn about the importance of using a Client Needs Assessment at the beginning of a client appointment and how to use the Medicare Advantage and Hospital Indemnity Fill
Thursday, July 18, 2024
No events on this day.
Friday, July 19, 2024
No events on this day.