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Understand A More Advanced Agent Experience!
Are you taking full advantage of the powerful, easy-to-use systems that are available to our Agents?
The following training opportunities are here to help you serve your clients better, boost your production and take control of your business.
Please register for the following webinar opportunities:
JANUARY 10th @ 11:00AM CST:
LeadCENTER New User Training
Integrity's LeadCENTER is your one-stop-shop for purchasing high quality life and health leads. This webinar will give agents a high-level overview of the different lead types available, how to order and receive leads, and manage the leads in LeadCENTER. We will review account setup, My Wallet section, frequently asked questions, and LeadCENTER's Term of Use to ensure agents have a full understanding of how the platform works and are set up to be successful.
JANUARY 11TH @ 12:00PM CST:
Ensure Accurate Med Adv & PDP Quote Results in MedicareCENTER
Properly add your client’s providers, prescriptions, and pharmacy to ensure an accurate quote. This webinar will cover providers and in-network statuses and how the data is sourced. We will cover best practices for entering prescriptions, common mistakes agents are making and resources you can provide your clients with for PlanEnroll Profile Linking. Bring your questions, we will have live Q&A with our Support Representatives!
JANUARY 16TH @ 12:00PM CST:
MedicareCENTER Enrollment, HRA & Policy Management
From starting an application to the policy being issued, this training will walk you through the proper steps and best practices for submitting applications, completing HRAs and timeline for seeing these policies in Policy Management. We will discuss how and when policies appear in Policy Management if using MedicareAPP, MedicareLINK or Carrier websites. Bring your questions, we will have live Q&A with our Support Representatives!
JANUARY 17th @ 11:00AM CST:
LeadCENTER Lead Scoring & Lead Types
This webinar will cover the different types of leads available for life and health agents and the new lead scoring for Internet Life Leads. Internet Life Leads are now scored based on their likelihood to convert. Join us to learn about the different factors used to score leads. We will demonstrate how to order leads by lead type and location and how to save 15% with Automate and Save orders.
JANUARY 23rd @ 12:00PM CST:
CSG App Med Supp E-Application Training
Submitting an application is easier than ever with CSG Actuarial’s universal, multi-carrier electronic application. It’s one application process for multiple carriers! The e-application underwrites in real-time with logic to notify you of declinable conditions and prescriptions and allows multiple signature methods including applicant verification, email signature or text signature.
Questions? Don't hesitate to reach out to your health specialist at Premier Marketing today.
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