Week of Events
Monday, December 9, 2024
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December 9, 2024 -CSG APP – Feature Focus Training
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December 9, 2024 -LeadCENTER | New User Training
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December 9, 2024 -Agency Leadership Chat
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 for a quick 15-minute feature focus training designed to provide helpful tips when using CSG.
LeadCENTER | New User Training
Register Here > Integrity offers Life and Health agents access to high quality, compliant leads at an affordable cost. This webinar is designed for new users to provide a high-level overview of the different lead types available, how to order and receive leads, and manage the leads in LifeCENTER and MedicareCENTER.
Agency Leadership Chat
The Agency Leadership Chat is exclusively created to tackle urgent issues and assist in boosting the growth of your agency. Interested in attending? Let us know. Email Sherri Johnson at support@westernassetprotection.com. Join us for this exclusive thought-leadership monthly discussion with Paul Rose, Steven Smith, and David Wessling. Gain valuable insights and proven strategies
Tuesday, December 10, 2024
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December 10, 2024 -Tech Tip Tuesday – Every Tuesday
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December 10, 2024 -CSG App | New User Overview Training
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 for quick 15 minute tutorials on important tools to take advantage of this Annual Enrollment Period.
CSG App | New User Overview Training
Register Here > CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents. Learn how the CSG APP can be used alongside Integrity Technology to quote Medicare Supplement and ancillary products. We will highlight resources and tools to help agents better understand the Medicare market and strategize lead and marketing
Wednesday, December 11, 2024
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December 11, 2024 -LifeCENTER | New User Training
LifeCENTER | New User Training
Register Here > Get familiar with all LifeCENTER features, including how to create and manage contacts, add health information and conditions to client profiles and quote and enroll for Final Expense. LifeCENTER access includes free call recording, email marketing and text messaging! Plus, agents receive their own personalized PlanEnroll agent website.
Thursday, December 12, 2024
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December 12, 2024 -Tips for Successful Lead Management
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December 12, 2024 -Legacy Safeguard Introduction
Tips for Successful Lead Management
Register Here > Leads purchased in LeadCENTER seamlessly flow into Integrity's MedicareCENTER and LifeCENTER platforms so you can easily connect and manage your leads. Learn how you can utilize Contact Tags and Reminders for lead management and follow-up. Free call recording, text messaging and email marketing campaigns are all built into the platform to
Legacy Safeguard Introduction
Register Here > Legacy Safeguard® was created to help you serve client needs, helping you build momentum all year long — including after AEP. With Legacy Safeguard University you will learn how to successfully offer the Legacy Safeguard end-of-life planning service and our industry-leading solutions to everyone you serve. In this training, you will
Friday, December 13, 2024
No events on this day.