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 […]
New to Medicare Supplements or the Senior Market? join our webinar to excel in identifying Med Supp clients! In this webinar, we'll dive into the strategies for pinpointing Med Supp clients, crucial for thriving in this market.
Join us every Tuesday at 9 a.m. CDT or 11 a.m. CDT for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Suite of Solutions.
Utilize your free Integrity Agent Phone Number to have enrollment calls recorded and stored in your client’s contact record. Ask Integrity can summarize and transcribe your calls for easy follow-ups. Send SOAs by email or text and track with 48-hour waiting period. New Client Connect allows you to send SOA to multiple clients at once! […]
Join us every Monday for quick 15-minute feature-focus training. September 23: Medicare Supplement Consumer Quoting Widget for your website
Legacy Safeguard University was created to help agents like you successfully offer the Legacy Safeguard® end-of-life planning service and our industry-leading solutions to everyone you serve. In this training, you will find valuable resources and tools to help you serve more clients, including Marketing and Training Materials, A Final Expense Calculator, and more! Join our […]
As an insurance professional, tapping into the Medicare Supplements market is a smart strategy for business growth. However, choosing the right provider from the myriad of options can be daunting. ABL stands out in the crowded market with its compelling blend of competitive rates, rapid underwriting, and a legacy of trust and excellence.
Join us every Tuesday at 9 a.m. CDT or 11 a.m. CDT for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Suite of Solutions.
Attending the Aflac Medicare Supplement webinar is a must for agents looking to elevate their portfolio and strengthen client relationships.
MedicareCENTER’s Contact Stages and Tags can help you filter and find your clients based on key insights, such as status of application, product, carrier, reminders, SOA and custom tags. Ask Integrity Shopper Tag prioritizes your clients based on likelihood to shop and will identify clients closing coverage. Use Client Connect to send automated email marketing […]
Join us every Monday for quick 15-minute feature-focus training. September 30: Heat Maps for Competitive Med Supp Carriers
New to the senior market or looking to learn about Hospital Indemnity products for your clients? This is the Webinar for you. We will dive into product details as well as highlight the some of the How-To aspects of this must have product for seniors!
