Tech Tip Tuesday:Â Automate and Save on your Lead Purchase
Tuesday, March 25 at 10:00 a.m. EST or 12:00 p.m. EST
Join us every Tuesday at 9 a.m. or 11 a.m. CST for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform.
Elevate your Marketing Strategy by Sending and Automating Engaging Email Campaigns Effortlessly
Thursday, March 27 at 12:00 p.m. EST
Send compliant email and text message marketing campaigns from your MedicareCENTER and LifeCENTER platform. Learn how you can build automatic campaigns to send out Scope of Appointments, enrollment thank yous, birthday messages and more. Performance Tracking has been added for agents to view client engagement and open rates.
Client Needs Assessment
Thursday, March 27 at 1:00 p.m. EST
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 execute a flawless CNA, as taught by leading industry figures.
CSG APP: Ace Medicare Supplement E-Application
Monday, March 31 at 11:30 a.m. EST
Join us every Monday for quick 15-minute feature-focus training. Please register for each Monday session individually.
Annuities Made Simple Part 2 – Unlock Sales Opportunities Using the Confidential Needs Analysis
Tuesday, April 1 at 10:00 a.m. EST
Office Hours with Ronnie James
Wednesday, April 2 at 9:00 a.m. EST
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