RI & MA Medicare Supplement Sales Solution Training

Put the power of Integrity’s Suite of Solutions to work with these online trainings!

Integrity holds these FREE trainings throughout the month and cover all kinds of topics. Whether you are new to their technology or a seasoned campaign creator, there’s something for everyone. These trainings feature Q&As from attendees, and on-demand viewing options if you cannot attend live.

Register for Integrity’s upcoming webcasts to get an in-depth look at what Integrity’s Technology Suite can offer you and your book of business. If you cannot attend a live broadcast, register to receive the recording. Click to view webinars on-demand.

Learn about how the Integrity Technology Platform works to help agents better serve and manage their clients, grow their business and be more efficient.

Thursday, October 3rd | 11:00AM – 12:00PM EDT

Med Adv and PDP Quote Enhancements for AEP

Learn about the quoting enhancements inside MedicareCENTER, including storing multiple pharmacies, Low-Income Subsidy (LIS) quoting, improved Special Needs filters and identifying non-commissionable plans.

Friday, October 4th | 1:00PM – 2:00PM

MedicareCENTER Best Practices for AEP

Your technology should work for you this AEP! Join Integrity for helpful tips and insights on utilizing MedicareCENTER this AEP.

Monday, October 7th | 1:00PM – 2:00PM

NEW Client Connect Marketing Emails and Performance Tracking

Learn how you can build automatic campaigns to send out Scope of Appointments, enrollment thank yous, and birthday messages. New performance tracking has been added for agents to view client engagement and open rates. Clients can now respond to emails and texts and communication is stored within the client’s profile.

October 8th through October 29th:

Tech Tip Tuesday

Join Integrity every Tuesday at 10 AM or 12PM EDT for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Suite of Solutions.

Wednesday, October 9th | 11:00AM – 12:00PM

Client Sync

Client Sync offers a simpler way to get started with appointments for new or existing clients. Simply send your client a link to gather their personal information, health information, doctors and pharmacies, obtain permission to contact and get a signed SOA. Client data seamlessly transfers into MedicareCENTER!

Thursday, October 10th | 11:00AM – 12:00PM

CSG App | Medicare Supplement Quote & e-App

Quote all Medicare Supplement carriers and gain insights on rating classes, rate adjustments, loss ratios, underwriting, and more. Applying has never been easier with CSG’s universal, multi-carrier electronic application. This advanced technology allows you to complete one application process for multiple carriers, making the process more efficient.

Want to learn more? Check our full schedule of available trainings!

GarityAdvantage Agencies
800-234-9488

Are you ready for AEP? Are you looking for tips, tricks, and guides on taking the stress out of identifying possible clients?

Join Integrity’s Ted Sims to learn the key points to make field underwriting a breezee. Dive into the strategies for pinpointing Med Supp clients and delve into the demographic characteristics typical of those clients.

Want to learn more? Check the full schedule for carrier specific training!

Have questions or curious about how GarityAdvantage can help you grow your Medicare business? Call Tori!

NOTE: You will need your Book-of-Business/Client List to complete your order. Follow Step 1 on our website to get your spreadsheet ready to upload.

GarityAdvantage Agencies
800-234-9488