CSG APP – Feature Focus Training
2025-09-22 08:30 - 09:00 (America/Phoenix)
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CSG APP – Feature Focus Training: Join us every Monday at 10:30 AM CDT to learn more Medicare market intel available in CSG.
September 8: Market Analytics
September 15: Fill Med Adv Coverage Gaps with Hospital Indemnity
September 22: Medicare Supplement Quoting Tools – Key Features
September 29: Med Supp Bulk Quoting

Easy E-Applications + New Voice Signature
2025-09-22 11:00
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IntegrityCONNECT™ makes it easy to submit applications across multiple carriers, plus client information is filled in automatically. Join us to learn how to submit an application in-person, over the phone with new voice signature, or by email or text.

Integrity Tech Tip Tuesday
2025-09-23 07:00 - 07:15, 2025-09-23 09:00 - 09:15
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Tech Tip Tuesday: Join us every Tuesday at 9 AM or 11 AM CDT for quick tutorials on important tools to take advantage of inside the Integrity Technology Platform.
September 2: Updating Your Agent Profile in IntegrityCONNECT
September 9: Inviting Your Clients and Prospects to Client Sync
September 16: Using Filters to Organize Your Contacts in IntegrityCONNECT
September 23: Ways to Connect with your Clients and Prospects in IntegrityCONNECT
September 30: Sending Plan Comparisons in IntegrityCONNECT

AEP Cross-Selling with the Queen of the Bundle
2025-09-23 10:00 - 11:00
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The 2026 Annual Enrollment Period is approaching, and with increased maximum out-of-pocket expenses, Gaylan will help you get ready by focusing on ancillary products that will benefit your clients and your bottom line. She will share strategies for discussing ancillary products using just 4 to 5 simple questions!

Devoted Agency AEP Kickoff
2025-09-24 10:00 - 11:00
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Join Devoted for their Annual AEP Kickoff designed specifically for our valued agency partners! In this session, we’ll cover:

How to use your Devoted Health agency portal to track broker activity and performance
Where to find key resources and support materials to help your brokers succeed
Exciting updates and insights as we head into AEP

This is a can’t-miss opportunity to ensure your agency is fully equipped and energized for a successful enrollment season!

AEP Bundle: Gain Insights to Unlock Growth with Ancillary Sales
2025-09-24 11:00 - 12:00
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Don’t Miss This Training with Gaylan Hendricks, Queen of the Bundle & Julie Griffith, Western Penn
Gain Insights to Unlock Growth with Ancillary Sales
Join us for a powerful training with Gaylan Hendricks, Queen of the Bundle, and Julie Griffith, Managing Partner at Western Penn, as they walk you through how to make ancillary products a core part of your portfolio.
Here’s what you’ll experience:

A walkthrough of real-world claims, including Medicare Advantage, Medicare Supplement, and ACA, so you can see exactly where ancillary fits in.
3-4 simple questions you can ask every client to open the door to ancillary sales.
Strategies to protect your book of business, retain clients, and grow revenue while putting consumer needs first.

IntegrityCONNECT Time Saving Tips for AEP
2025-09-24 11:00 - 12:00
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IntegrityCONNECT™ puts agents on the fast track to success. Join us to learn how IntegrityCONNECT will save you time this AEP – so you can serve more clients.

IntegrityCONNECT Automated Marketing and Client Sync
2025-09-25 09:00 - 10:00
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– Client Connect Marketing makes it easy to send pre-approved email and text messages to your clients.
– Client Sync easily connects consumer health information for your health or life clients.
Come learn how IntegrityCONNECT can help you work smarter, not harder and serve more clients this AEP.

Compliance Made Easy with SOA and Call Summaries
2025-09-26 09:00 - 10:00
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IntegrityCONNECT™ has solutions to protect you and your business. Join us to learn how to capture and track SOAs with 48-hour waiting period. Every agent receives a Business Phone Number to record over the phone appointments and enrollments. Ask Integrity, your AI-powered digital assistant, can provide meeting and call summaries for quick follow-ups. All Scope of Appointments and calls are compliantly stored within a contact’s record for easy retrieval.
