Week of Events
Monday, January 6, 2025
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January 6, 2025 -CSG APP – Feature Focus Training
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January 6, 2025 -CSG APP – Feature Focus Training
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January 6, 2025 -Agency Leadership Chat
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January 6, 2025 -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 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
CSG APP – Feature Focus Training
Join us every Monday at 10:30 a.m. CST for a quick 15-minute feature-focus training designed to provide helpful tips when using CSG. January 6: Plan your Marketing for 2025 with MarketEdge Demographic Data January 13: Cross-sell Hospital Indemnity to Med Adv Clients January 20: Stack Med Supp Plan alongside PDP and DVH Plans January
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 to grow
Agency Leadership Chat
Don't miss this important discussion Join us for the first Agency Leadership Chat of the year on Monday, January 6th. This exclusive session will help you prep for 2025 and gear up for an incredible new year ahead. If you have not received an invitation to this exclusive discussion and are interested in attending, reach
Tuesday, January 7, 2025
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January 7, 2025 -Integrity Tech Training: Tech Tip Tuesday
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January 7, 2025 -Integrity Tech Training: Tech Tip Tuesday
Integrity Tech Training: Tech Tip Tuesday
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. January 7: Ways to Keep Clients Engaged Year-Round January 14: Marketing PlanEnroll Personal Agent Website to Drive Interest &
Integrity Tech Training: 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. January 7: Ways to Keep Clients Engaged Year-Round January 14: Marketing PlanEnroll Personal Agent Website to Drive Interest & Engagement January 21:
Wednesday, January 8, 2025
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January 8, 2025 -Why Agents are Submitting 79% More Apps Utilizing Integrity’s Technology Platform
Why Agents are Submitting 79% More Apps Utilizing Integrity’s Technology Platform
Why Agents are Submitting 79% More Apps Utilizing Integrity’s Technology Platform Learn how the Integrity Technology Platform works to help agents better serve and manage their clients, grow their business and be more efficient. There are key features built into MedicareCENTER, LifeCENTER, LeadCENTER, PlanEnroll and Ask Integrity that are driving agent success and helping
Thursday, January 9, 2025
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January 9, 2025 -Recognize Medicare Cross-selling Opportunities to Increase Sales, Improve Retention and Better Protect Clients
Recognize Medicare Cross-selling Opportunities to Increase Sales, Improve Retention and Better Protect Clients
Recognize Medicare Cross-selling Opportunities to Increase Sales, Improve Retention and Better Protect Clients MedicareCENTER and Ask Integrity Cross-sell Recommendations help agents understand their clients' Medicare Advantage co-pays and suggest products that can better protect clients from high medical expenses. You can quote ancillary products using the CSG APP, and then utilize MedicareCENTER's Custom Tags, Activities,
Friday, January 10, 2025
No events on this day.