Your technology should work for you this AEP! Join us for helpful tips and insights on utilizing MedicareCENTER this AEP. We will cover frequently asked questions, carrier selling permissions, provide guidance on entering providers and prescriptions, how to view non-commissionable plans, policy management, completing HRAs and much more!
Join us to see the additional marketing emails you can now email and text in Client Connect Marketing. Learn how you can build automatic campaigns to send out Scope of Appointments, enrollment thank yous, and birthday messages. New Performance Tracking has been added for agents to view client engagement and open rates. Clients can now […]
October 8: New Campaigns and Text Option with Client Connect Marketing
Client Sync offers a simpler way to get started with appointments for new or existing clients. Simply send your client a link to gather their personal information, health information, doctors and pharmacies. You will obtain permission to contact and get a signed SOA. Client data seamlessly transfers into MedicareCENTER!
Can't wait to host our friends from Bankers Fidelity Life Insurance Company on a special webinar meant to showcase the new INTEGRITY Proprietary hospital indemnity product from BFLIC…this one is gonna be good!
Quote all Medicare Supplement carriers and gain insights on rating classes, rate adjustments, loss ratios, underwriting, and more. Applying has never been easier with CSG’s universal, multi-carrier electronic application. This advanced technology allows you to complete one application process for multiple carriers, making the process more efficient.
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 Integrity.
October 15: Medicare Lead Call Campaigns
Advance your insurance career and client service to new levels by perfecting the art of the Client Needs Assessment (CNA). A glaring gap in many agents' strategies is the lack of comprehensive client care, crucial for both nurturing client relationships and exploring ancillary sales opportunities. Our targeted webinar will equip you with the techniques to […]
LifeCENTER's real-time underwriting is a convenient option that can save you valuable time and help maximize the benefit options for your clients. With this feature, you can easily enter and store your client's health information and medical conditions for quick prescreening to determine the eligible plans. The quote results will be sorted to present the […]
In a world where every challenge is an opportunity for growth, it's time to elevate your strategy with Medicare Supplement Plan N. Join us for an exclusive webinar, "Plan N for the Win," and discover how to transform obstacles into victories. With agents already harnessing the power of Plan N, don't miss your chance to […]
October 22: Ask Integrity Shopper Tags
