Upcoming Webinars

Please join us as we demonstrate different features of the CSG App inside MedicareCENTER. If you are unable to attend a webinar due to a scheduling conflict, please register for the webinar to receive a recorded version of the training. Only agents with access to Integrity’s MedicareCENTER can attend these webinars.

 Submitting E-Applications

Let’s start making e-applications easy! CSG’s universal application process makes it more convenient to submit business electronically. Quote and enroll in one platform. It’s the same application process for all carriers, which eliminates the headache of having to learn several different carrier e-app platforms.

Wednesday, May 11 at 10 a.m. Central Time
Wednesday, May 18 at 10 a.m. Central Time
Wednesday, May 25 at 10 a.m. Central Time

Click here to register

Lead Generation and Direct Mail Sales Leads

If you are ready to start purchasing leads, this webinar is for you! We will demonstrate how you can use CSG’s MarketEdge tool inside MedicareCENTER to locate zip codes with the highest number of Medicare eligible. You can then take those zip codes to Leads 2 Success to purchase leads and sent direct mailers.

Tuesday, May 3 at 11 a.m. Central Time
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Electronic Scope of Appointments and Document Locker

Capture and sign Scope of Appointment forms inside your CSG quoting tool. Fill out the form alongside your client or allow them to fill out their information out via the email signature process. Save and manage all your completed SOAs inside the Document Locker. Upload, organize and manage other paper SOAs, related documents, or notes you may want to keep on file. The Document Locker repository meets industry retention standards.

Tuesday, May 10 at 2 p.m. Central Time
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Take Your Quoting to the Next Level

Serving your clients goes beyond just providing them a rate, and that is why CSG is more than just a quoting tool. Learn more about a company’s rate adjustment history, enrollment data, underwriting rules and much more. Educate yourself and your client to make the best decision.

Thursday, May 12 at 10 a.m. Central Time
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Fill the Gaps with Hospital Indemnity

The CSG App inside MedicareCENTER offers the only Medicare Advantage and Hospital Indemnity cross-selling tool in the industry! The Fill the Gaps tool allows you to compare multiple Hospital Indemnity plans alongside your client’s Medicare Advantage plan to find the best plan to fill their coverage gaps.

Thursday, May 19 at 11 a.m. Central Time
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Client Manager & Bulk Quoting

Client Manager connects with the quoting tool, auto populating your client’s information to quickly run quotes. You will never have to look-up or ask for a client zip code again! Easily store basic client information and create manageable segments based on key demographics inside Client Manager. Use easy filtering process to create targeted list of clients by a number of demographics and current plan details. Use the bulk quoting option in Client Manager to run multiple Medicare Supplement quotes at one time! This is a great tool for quoting leads or requoting a block a business that received a high rate adjustment.

Tuesday, May 24 at 10 a.m. Central Time
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Effective cross-selling to increase commissions

What’s holding you back from making more money? Don’t be afraid to cross-sell! CSG provides you the technically to efficiently cross-sell across products and carriers. Show your client a complete health insurance and final expense portfolio in just minutes.

Thursday, May 26 at 10 a.m. Central Time
Click here to register