Join us every Monday to learn more Medicare market intel available in CSG.
March 23: Fill Med Adv Coverage Gaps with Hospital Indemnity
Unlock the full power of IntegrityCONNECT in this hands‑on training designed to help agents confidently quote, compare, and submit Medicare Advantage applications—all within one streamlined platform.
In this session, you’ll learn how easy it is to:
✔ Store & Use Client Health Information
See how IntegrityCONNECT automatically pulls prescriptions, providers, and pharmacies from the client record to generate accurate and personalized Medicare Advantage quotes
✔ Compare Plans With Confidence
Quickly filter, evaluate, and compare Medicare Advantage and PDP plans side‑by‑side using built‑in plan cards and comparison tools. Easily send digital plan comparisons to clients for review with just a few clicks.
✔ Submit Applications for Multiple Carriers
Walk through the seamless enrollment experience—applications prefill using stored client data, reducing errors and saving significant time. Learn how IntegrityCONNECT supports Medicare Advantage and PDP enrollments across many carriers in a unified workflow.
✔ Offer Multiple Signature Options
Discover how to complete applications in the way that works best for your client. IntegrityCONNECT supports:
You’ll also see how each completed enrollment stores a PDF copy automatically within the client’s record, ensuring easy reference and compliance.
✔ Keep All Production & Client Details in One Place
Track your carrier production, plan selections, client interactions, and enrollment activity—all from one central dashboard. IntegrityCONNECT is built to simplify your workflow and give you full visibility into your book of business.
What You’ll Leave With:
* Confidence navigating quotes and enrollments
* Best practices for comparing plans and sending client‑ready summaries
* A full understanding of signature options and application storage
* Clear insight into how IntegrityCONNECT centralizes your client and production management
Medicare Advantage plans can leave clients exposed to copays and out‑of‑pocket costs—especially around hospital stays. In this session, you’ll learn exactly when Hospital Indemnity is a good fit and how to present it with confidence using Ask Integrity Plan Recommendations and Cross‑selling Tags. We’ll show you how these insights surface real, client‑specific opportunities—so you can protect your book, increase client satisfaction, and grow revenue by solving a genuine need.
Then we’ll go hands‑on with the CSG APP “Fill the Gaps” tool to build a customized Hospital Indemnity plan that maps to a client’s exact MA copays and out‑of‑pocket structure. You’ll see how to set daily benefit amounts, add riders, and align benefits to close coverage gaps. Best of all, we’ll demonstrate how Fill the Gaps clearly explains how the HI plan works—making the conversation easier for you and more understandable for your client.
What you’ll learn
– Spot the need fast with Ask Integrity Plan Recommendations and Cross‑selling Tags to identify MA clients who could benefit from Hospital Indemnity.
– Build a perfect‑fit HI plan in the CSG APP “Fill the Gaps” tool that mirrors a client’s MA copays and potential out‑of‑pocket exposure.
– Present with clarity using Fill the Gaps’ client‑friendly visuals and explanations to boost understanding and close rates.
– Position HI compliantly and confidently as part of a holistic protection strategy that supports retention and referrals.
Unlock the full power of IntegrityCONNECT in this hands‑on training designed to help agents confidently quote, compare, and submit Medicare Advantage applications—all within one streamlined platform.
In this session, you’ll learn how easy it is to:
✔ Store & Use Client Health Information
See how IntegrityCONNECT automatically pulls prescriptions, providers, and pharmacies from the client record to generate accurate and personalized Medicare Advantage quotes
✔ Compare Plans With Confidence
Quickly filter, evaluate, and compare Medicare Advantage and PDP plans side‑by‑side using built‑in plan cards and comparison tools. Easily send digital plan comparisons to clients for review with just a few clicks.
✔ Submit Applications for Multiple Carriers
Walk through the seamless enrollment experience—applications prefill using stored client data, reducing errors and saving significant time. Learn how IntegrityCONNECT supports Medicare Advantage and PDP enrollments across many carriers in a unified workflow.
✔ Offer Multiple Signature Options
Discover how to complete applications in the way that works best for your client. IntegrityCONNECT supports:
In‑person signatures
Voice signatures
Email signatures
Text message signatures
You’ll also see how each completed enrollment stores a PDF copy automatically within the client’s record, ensuring easy reference and compliance.
✔ Keep All Production & Client Details in One Place
Track your carrier production, plan selections, client interactions, and enrollment activity—all from one central dashboard. IntegrityCONNECT is built to simplify your workflow and give you full visibility into your book of business.
What You’ll Leave With:
* Confidence navigating quotes and enrollments
* Best practices for comparing plans and sending client‑ready summaries
* A full understanding of signature options and application storage
* Clear insight into how IntegrityCONNECT centralizes your client and production management
Join us for a sales‑focused training designed to help you maintain strong momentum throughout the Open Enrollment Period (OEP). We’ll break down why OEP is a critical time for both client retention and new growth opportunities, and share strategies for communicating with clients in a clear, confident, and fully compliant way.
Hosted by Anna Patrick and Olivia Richardson, this session will equip you with practical approaches to stay engaged with your book of business, support clients proactively, and continue building lasting relationships during this pivotal season.
IntegrityCONNECT makes it easy to quote all your carrier plans in one place! Join us to learn how you filter by your appointment plans, view which plans are commissionable, compare plan benefits and cost and much more. Enter and store client health information to find the best plans for your clients. Store plan comparisons for easy follow-up.