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INTEGRITY AEP Cross-selling & Client Needs Assessment
July 17, 2024 @ 10:00 am – 11:00 am
Our July technology training sessions are designed to educate and train agents on the
free tools available to them to help manage and serve their clients efficiently and
compliantly during the Annual Enrollment Period.
Click here for additional training on-demand. Go at your pace – pause, rewind, or fast-
forward. Need help finding a feature training?
Email: webinars@integritymarketing.com.
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 the Gaps cross-selling tool.
Wednesday, July 17 at 10 a.m. CDT