Selling Medicare plans over the phone doesn’t have to mean juggling multiple tools, paperwork, and compliance requirements. Join us for a step-by-step walkthrough of the complete over-the-phone sales process inside IntegrityCONNECT.
We’ll show you how to manage every stage of the client journey in one place, from capturing Permission to Contact (PTC) and Scope of Appointment (SOA) to quoting, enrollment, call recording, and client follow-up. You’ll learn best practices for creating a smooth, compliant, and professional experience for your clients while improving your own efficiency.
Whether you’re new to remote selling or looking to streamline your current process, this session will help you leverage IntegrityCONNECT to save time, stay compliant, and confidently serve more clients during AEP and beyond.
Compliance is more than a requirement. It’s a business protection strategy. Join us for a practical overview of the Compliance Toolkit available in IntegrityCONNECT, including Permission to Contact (PTC), Scope of Appointment (SOA), and Call Recording tools.
Learn how these features can help you simplify compliance processes, create a documented audit trail, reduce administrative burden, and confidently meet CMS requirements. We’ll walk through best practices, show you how to use these tools within your daily workflow, and highlight how they can help protect both your clients and your business.
Discover how leveraging the right compliance tools can save time, reduce risk, and give you greater peace of mind throughout AEP and beyond.
Join us as we cover a few quick tips & tricks in using IntegrityCONNECT in your daily book of business! We’ll cover time-saving enhancements that will support you as you sell more with IntegrityCONNECT.
Join Kenny for an exclusive webinar to see how Medicare Supplement quoting is now available directly within IntegrityCONNECT®.
With Medicare Supplement, Medicare Advantage, and Prescription Drug Plans all in one platform, agents can now access the entire Medicare market without switching between systems. Learn how IntegrityCONNECT streamlines the quoting process, helps you find the right plan faster, and creates a more efficient enrollment experience.
In this session, you’ll learn:
Join us for an exclusive webinar to see how Medicare Supplement quoting is now available directly within IntegrityCONNECT®.
With Medicare Supplement, Medicare Advantage, and Prescription Drug Plans all in one platform, agents can now access the entire Medicare market without switching between systems. Learn how IntegrityCONNECT streamlines the quoting process, helps you find the right plan faster, and creates a more efficient enrollment experience.
In this session, you’ll learn:
As AEP approaches, standing out with Medicare consumers takes more than sending another mailer or running another ad. In this sales training, Anna Patrick is joined by Jason Sargent, Vice President of Health Marketing, to break down what makes direct response marketing work — from targeting the right audience at the right time to creating offers that capture attention and drive action. Agents will learn the 40/40/20 rule for successful campaigns, how to apply the ACME framework to build stronger messaging, and practical ways to improve follow-up once a prospect responds.
Never miss an update with the Notification Center in IntegrityCONNECT. In this webinar, you’ll learn how to stay informed, organized, and proactive by leveraging real-time notifications and alerts.
Explore how to customize your preferences, prioritize what matters most, and use notifications to streamline your workflow—so you can act quickly and stay ahead.
Learn how the IntegrityCONNECT platform works to help agents better serve and manage their clients, grow their business and be more efficient. Agents who use IntegrityCONNECT submit 79% more applications! We will cover the key features in IntegrityCONNECT and Ask Integrity that are driving agent success and helping them set more appointments, close more sales and retain their clients.
Join us for an introductory training session designed to help new users get the most out of IntegrityCONNECT. In this webinar, you’ll learn how to navigate the platform, access key features and resources, manage your profile, and leverage tools that support collaboration and productivity. Whether you’re just getting started or looking to build a strong foundation, this session will equip you with the knowledge and confidence needed to successfully use IntegrityCONNECT from day one.
Never miss an update with the Notification Center in IntegrityCONNECT. In this webinar, you’ll learn how to stay informed, organized, and proactive by leveraging real-time notifications and alerts.
Explore how to customize your preferences, prioritize what matters most, and use notifications to streamline your workflow—so you can act quickly and stay ahead.