Learn how to initiate, record, store and listen to your sales calls. We will provide best practices and troubleshooting with your free Call Recording Phone Number. See a demo of how Ask Integrity can summarize and transcribe your calls. Learn how to send, track, and store your Appointments. SOAs are pre populated and can be […]
There is a quick and easy way to bulk quote Medicare Supplement leads and clients with your preferred carriers in the CSG APP. This training will walk you through the steps.
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. Key Highlights […]
Integrity offers Health and Life agents their own PlanEnroll Personal Agent Website to use to educate clients on their health and life insurance options and run quotes. Clients can create their own PlanEnroll account on your website to share health information with you. Client data seamlessly integrates with Integrity Contacts.
LTC-Laying out a Plan & Product Training -How to have the Conversation -Why NOT to Self-Fund an LTC Event --LTC Statistics --Cost of Care and impact to client's Family & Finances --Simple 3-Step LTC Sales process --Review of Traditional LTC Products--Secure Care and Custom Care --Tax Favorability --Underwriting Tips --Q & A
Join us for an exclusive webinar that will empower you to enhance your insurance career and prioritize your clients like never before. Discover the secret to success by incorporating a Client Needs Assessment (CNA) into your toolkit, ultimately boosting your ancillary sales. During this session, we will delve into: - Unlocking the Power of a […]
We’re here to equip you to conduct business more efficiently – both in a virtual arena and face-to-face. Join us for a live walk-through of Illinois Mutual’s online Agent Portal where we will review the online tools available to help you manage and grow your business with Illinois Mutual. During this session we will cover […]
New to the senior market or looking to learn about Short-Term Care products for your clients? This is the Webinar for you. We are not going to dive into product details as much as highlight the How-To aspects of this must have product for seniors! In this Can't miss event for the Senior Market Agent, […]
Now Available: Additional Aetna D-SNP Training Sessions! Aetna has scheduled three additional training sessions to showcase content improvements that will help further position you and your teams for success. The Aetna D-SNP Difference: Agents who are already selling D-SNP should attend this session to understand why Aetna could be a top choice for their clients. […]
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.
