INTEGRITY Sneak peek at feature enhancements – register now!

• *NEW* Key Client Management & Engagement Tools for AEP — Your technology should work for you this Annual Enrollment Period. Get a sneak peek at upcoming MedicareCENTER feature enhancements designed to help agents streamline client data collection, drive client engagement, and increase retention.
  Wednesday, July 10 at 12 p.m. CDT  and Wednesday, July 24 at 1 p.m. CDT

• AEP Cross-selling & Client Needs Assessment — 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

• Legacy Safeguard — Legacy Safeguard helps agents set more appointments, make more presentations, close more sales, and serve more people! Join us to learn how you can offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate planning support, end-of-life planning, guidance, assistance, and support for survivors and their loved ones. We will review Legacy Safeguard training and marketing materials, the client enrollment process and much more!
  Thursday, July 18 at 11 a.m. CDT

• Medicare Leads Available this AEP — Learn how you can connect with consumers looking for a Medicare agent this AEP. PlanEnroll.com will allow individuals to find a local agent and connect with them in person, over the phone, or online. Send pre-approved direct-mail pieces targeting Medicare eligibles who have recently received their Annual Notice of Change and would like to review their current coverage to see if a new option could be a better fit. 
  Wednesday, July 31 at 10 a.m. CDT

• CSG APP New User Over Training — CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents. Learn how the CSG APP can be used alongside the Integrity Technology Suite 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 opportunities.
  Tuesday, July 2 at 1 p.m. CDT

NEW!

Join us every Tuesday at 9 a.m. CDT or 11 a.m. CDT in July for quick 15‑minute tutorials on important tools to take advantage of this Annual Enrollment Period.

Join us every Monday at 10 a.m. CDT 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 by the end of the month, you will be an expert in CSG.