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PIPAC Newswire

Webinar: Health | AEP Opportunity: Ask Integrity Smart Book, Shopper Tags, and Suggestions

Unlock hidden opportunities in your book of business this AEP with the powerful insights available in IntegrityCONNECT. In this webinar, you’ll learn how to use Ask Integrity Smart Book, Shopper Tags, and Suggestions to identify high-potential prospects, prioritize outreach, and have more meaningful conversations with clients. Discover how these tools can help you uncover sales opportunities, improve client retention, and drive stronger results throughout AEP.

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Webinar: 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.

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Webinar: Health | The AEP Marketing Toolkit in IntegrityCONNECT

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.

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Webinar: 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.

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Webinar: AEP Signals with Deft Research: What Agents Need to Know Before Enrollment Season

Join Integrity Health and Deft Research for a timely look at the market signals shaping this year’s Annual Enrollment Period. Featuring insights from Deft Research’s latest AEP Signals and Readiness Study, this session will help agents understand what Medicare consumers are thinking, what frustrations may drive shopping behavior, and why more seniors may seek agent guidance this year.

Together, we’ll also discuss what consumers value most in their agent relationships, how post-enrollment engagement can improve retention and referrals, and how agents can strengthen client relationships through broader protection conversations. Most importantly, this session will connect these market signals to practical actions agents can take now so they can enter AEP prepared, confident, and ready to deliver value when consumers need them most.

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