Trainings and Events
Stay tuned to this area for all our upcoming trainings, webinars, seminars, and educational meetings.
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Life | API Integration Now in IntegrityCONNECT!
Join us as we explore the new API Integration options in IntegrityCONNECT! Now link your IntegrityCONNECT contacts and CRM with external platforms, and bring all of your data in one secure place. In this training we’ll show you where to find the overview guide, how to toggle between sandbox and production modes, and more!
Health | The Medicare Advantage AEP Sales Playbook
Join us to learn proven sales strategies, best practices, and how to leverage IntegrityCONNECT tools to streamline your Medicare Advantage sales process. We’ll cover appointment preparation, compliant enrollment workflows, client follow-up, and tips to help you maximize production and serve more clients this AEP season.
Tech Tip Tuesday: AEP Ready: Quote, Compare, and Convert More Clients
Live Tech Tip Tuesday gives Health agents quick, real-time updates on new features and tools they can use right away, along with practical strategies to help them save time and sell more.
Each session delivers simple, actionable tips while building their confidence with the platform.
Plan N for the Win
Unlock Your Potential with “Plan N for the Win” – A Can’t-Miss Webinar Event!
In a world where every challenge is an opportunity for growth, it’s time to elevate your strategy with Medicare Supplement Plan N. Join us for an exclusive webinar, “Plan N for the Win,” and discover how to transform obstacles into victories. With agents already harnessing the power of Plan N, don’t miss your chance to get ahead.
MASTERING MED SUPP UNDERWRITING : A Ride-Along Experience
Once upon a time the “Ride Along” was a common & effective way for new agents to learn the ropes. And in the world of Medicare Supplements this approach was a fantastic way for agents to become familiar with Field-Underwriting, and Medicare Supplement underwriting in general.
This new webinar adopts the style of a graphic novel, or comic book, and follows a young rookie agent on his first a ride-along to the home of a new, prospective Med Supp client.
Office Hours with Tidewater (October)
Join us for our last Office Hours before AEP begins!
During the session, we’ll cover: Carrier-specific updates, Product and portfolio opportunities, Final AEP prep strategies, Tidewater support for this AEP, Technology tools for AEP success, What’s happening at Tidewater, Training opportunities and so much more!
Health | The AEP Marketing Toolkit inIntegrityCONNECT
Get your marketing strategy AEP-ready with the powerful tools available in IntegrityCONNECT. In this webinar, we’ll show you how to streamline your outreach using bulk appointment schedulers, Scope of Appointment (SOA) requests, and Client Sync to engage more prospects, stay organized, and fill your calendar. Learn how to work smarter, connect with more clients, and drive stronger results throughout AEP.
Mastering The Mystery of Med Supps – Part 1
Are you new to the world of Medicare Supplements?
Join us as we embark on a journey to uncover the compelling reasons behind why 1 in 3 clients are embracing the power of Medicare Supplements.
Aflac Showcase
Register today! This webinar will leave you inspired to enrich your portfolio with Aflac, a groundbreaking force in the world of Medicare Supplements. Get ready to present this game-changing opportunity to your clients and watch your success soar.
Health | Humana and Elevance Member Benefit Activation in IntegrityCONNECT
To support the Humana and Elevance Member Benefit Activation Program, the Medicare Advantage enrollment experience in IntegrityCONNECT is evolving. Join us for a walkthrough of the updated application process and see how easy it is to enroll clients using the enhanced experience. We’ll cover what’s changing and help you feel confident and prepared to support your clients every step of the way.
Health | AEP Intelligence: Tracking Readiness, Production, and Client Reports
Stay ahead of the competition this AEP by turning data into action. In this webinar, you’ll learn how to leverage IntegrityCONNECT’s readiness notifications, production tracking, and client reporting tools to monitor your business, identify opportunities, and stay organized throughout the season. Discover how real-time insights can help you improve productivity, manage your pipeline, and make smarter decisions to maximize your AEP success.
CSG APP: New to CSG App
Join us to learn about the tools and data you have available to quote Medicare Supplement and ancillary products.
Life | NEW AI Sales Coach in IntegrityCONNECT!
Join us as we show how the AI Sales Coach in IntegrityCONNECT helps you practice your sales training! In this week’s webinar, we’re excited to share the new Ask Integrity feature inside IntegrityCONNECT that helps you with personalized sales coaching so you can boosts your book of business.
Health | From Quote to Close: The Medicare Supplement Sales Process in IntegrityCONNECT
Master the Medicare Supplement sales process with IntegrityCONNECT. In this webinar, we’ll walk through the complete sales journey, from generating quotes and comparing plans to enrolling clients and managing follow-up activities. Learn how to streamline your workflow, improve the client experience, and confidently guide prospects from their initial quote to a completed sale.
Liberty Bankers Showcase
ABL is a great company to do business with!
Sporting some of the most competitive rates in many markets, a simple value proposition, and the affore-mentioned on-the-spot underwriting…
Tech Tip Tuesday: Voice SOA to Voice Signature: The End-to-End Phone Sales Process
Live Tech Tip Tuesday gives Health agents quick, real-time updates on new features and tools they can use right away, along with practical strategies to help them save time and sell more.
Each session delivers simple, actionable tips while building their confidence with the platform.
Unlock Your Potential: The Mutual of Omaha Showcase
Mutual of Omaha has been a staple of the Med Supp Industry for years. Let’s us dive deeper into their stable of products in this great session. New Hospital Indemnity Plan Coming In today’s health care landscape, your Medicare clients may face a significant challenge that often goes unaddressed: the financial burden of being hospitalized and the need for rehabilitation when they leave the hospital. Recovery doesn’t end at the hospital doors, and neither should their coverage. In this webinar, hear the exciting details about a new Hospital Indemnity Plan offered by Mutual of Omaha. You’ll learn about: – product details and availability – how to tailor a plan for your clients with nine optional riders – sales concepts – how to take and application – and more!!
Client Needs Assessment
Take better care of your clients by unlocking the power of a Client Needs Assessment.
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.
INA Med Supp Showcase
We’re so excited for the launch of this exciting, new Medicare Supplement from INA – and we can’t wait to see what amazing things we can accomplish together with products like this, and your entire suite of INTEGRITY PROPRIETARY PRODUCTS on our side!
Master the Mechanics of High Deductible G
Discover why High-Deductible Medicare Supplement Plan G (HD Plan G) is an often-overlooked, high-value option—offering near-identical coverage to standard Plan G at significantly lower premiums, ideal for healthy clients or areas with limited Medicare Advantage plans.