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Annuities
CSG APP – Feature Focus Training
Integrity Technology Suite
Medicare Supplement Carrier Showcase
Tech Tip Tuesday
CSG App - CSG Actuarial
PlanEnroll

LeadCENTER Realtime Call and Data Leads

Thursday, April 24 at 11:00 a.m. EST

Connect with individuals seeking health and life insurance through LeadCENTER Campaigns. Choose to receive leads as warm transfer phone calls or form-submitted data leads to work how you prefer. Narrow in on lead locations, lead types and volume of leads that will have the most impact for your business. Leads seamlessly flow into MedicareCENTER and LifeCENTER to instantly start managing and quoting.

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Feature Focus Training: E-Application Signature Process

Monday, April 28 at 11:30 a.m. EST

Join us every Monday for Medicare Supplement e-App Training. Please register for each Monday session individually.

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Tech Tip Tuesday: Gather and Update Client Information with Client Sync

Tuesday, April 29 at 10:00 a.m. EST or 12:00 p.m. EST

Join us every Tuesday at 10 a.m. or 12 p.m. EST for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform.

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PlanEnroll Personal Agent Website

Wednesday, April 30 at 2:00 p.m. EST

Connect with your clients through your free Personal Agent Website, powered by PlanEnroll to stay up-to-date with their latest needs – compliantly.

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