Join Wellabe sales team members to get a preview of exciting projects going live this summer - a new agent portal and the Instant Incentives program.

Join Wellabe sales team members to get a preview of exciting projects going live this summer - a new agent portal and the Instant Incentives program.

Learn how the IntegrityCONNECT platform works to help agents better serve and manage their clients, grow their business and be more efficient. Agents who use IntegrityCONNECT submit 79% more applications! We will cover the key features in IntegrityCONNECT and Ask Integrity that are driving agent success and helping them set more appointments, close more sales […]

IntegrityCONNECT just made Medicare Advantage plan comparisons even easier—thanks to powerful new filtering capabilities and enhanced sharing options. - Filter plans by what matters most including, commissionable plans, Special Needs Plans (with level details), providers, prescriptions, and pharmacy, key benefits and mail order options. - Compare a client’s current plan vs. future plan, or share […]

Serving Medicare Advantage clients doesn’t have to be complicated. With IntegrityCONNECT, you can move seamlessly from quote to enrollment—all within one connected platform. In this webinar, we’ll focus on how to efficiently and accurately guide clients through the core sales process. You’ll learn how to: - Capture Scopes of Appointment and stay compliant with built-in […]

Staying organized is key to delivering a great client experience and growing your business. In this webinar, you’ll learn how to effectively use notes, tags, and client organization tools within IntegrityCONNECT to keep your client data clean, accessible, and actionable. We’ll walk through best practices for documenting client interactions, categorizing contacts for easy segmentation, and […]