Put the power of Integrity Technology to work for your agents with these live trainings!

Make sure your agents know about these FREE training webinars throughout the month! These trainings cover all kinds of topics and feature Q&As from attendees, and on-demand viewing options if you cannot attend live. There's something for everyone!

Your agents can use the links below to register for each webinar. Even if they cannot attend live, registering will give them access to the recording on-demand! NOTE: These sessions are approved for licensed insurance agents only.

Tech Tip Tuesday

Join us every Tuesday at 9 AM or 11 AM CT for quick 15-minute tutorials on important tools to take advantage of the Integrity Technology Platform.

• December 3rd: Advanced Mode for Client Connect Marketing
• December 10th: Purchase Leads by Lead Vendor
• December 17th: Benefits of Becoming a PlanEnroll Network Agent

Getting Started with the Integrity Technology Platform

Learn about how the Integrity Technology Platform works to help agents better serve and manage their clients, grow their business and be more efficient. We will provide best practices for getting started and review key features that are driving agent success. Learn about MedicareCENTER, LifeCENTER, LeadCENTER, PlanEnroll and Ask Integrity™.

• Wednesday, December 4th at 10 AM CT

New "Advanced Mode" for Client Connect Marketing Emails

Join us to see how you can send automated marketing email campaigns in Client Connect based upon client tags and engagement — available in MedicareCENTER and LifeCENTER. Learn about the newly added email and text marketing campaigns and email performance tracking.

• Thursday, December 5th at 11 AM CT

LeadCENTER | New User Training

LeadCENTER offers Life and Health agents access to high-quality, compliant leads at an affordable cost. This webinar is designed for new users to provide a high-level overview of the different lead types available, how to order and receive leads, and manage the leads in LifeCENTER and MedicareCENTER.

• Monday, December 9th at 1 PM CT

CSG App | New User Overview Training

CSG Actuarial’s suite of quoting tools and market data is free for Integrity agents. Learn how the CSG APP can be used alongside Integrity Technology to quote Medicare Supplement and ancillary products. We will highlight resources and tools to help agents better understand the Medicare market and strategize lead and marketing opportunities.

• Tuesday, December 10th at 1 PM CT

LifeCENTER | New User Training

Get familiar with all LifeCENTER features, including how to create and manage contacts, add health information and conditions to client profiles and quote and enroll for Final Expense. LifeCENTER access includes free Call Recording, email marketing and text messaging! Plus, agents receive their own personalized PlanEnroll Agent Website.

• Wednesday, December 11th at 10 AM CT

Tips for Successful Lead Management

Leads purchased in LeadCENTER seamlessly flow into MedicareCENTER and LifeCENTER platforms so you can easily connect and manage your leads. Learn how you can utilize contact tags and reminders for lead management and follow-up. Free Call Recording, text messaging and email marketing campaigns are all built into the platform to help you stay connected with leads and close more sales.

• Thursday, December 12th at 10 AM CT

Legacy Safeguard

Legacy Safeguard® was created to help you serve client needs, helping you build momentum all year long — including after AEP. With Legacy Safeguard University, you will learn how to successfully offer the Legacy Safeguard end-of-life planning service and our industry-leading solutions to everyone you serve. In this training, you will find valuable resources and tools to help you serve more clients, including marketing and training materials, a Final Expense Calculator, and more! Join our training to better understand Legacy Safeguard and how it can help your clients leave a lasting legacy.

• Thursday, December 12th at 1 PM CT

Post AEP Game Plan to Stay Connected with Clients

MedicareCENTER has several built-in features to help you stay connected with your clients and increase your retention. From Ask Integrity Cross-sell Recommendations, Enrollment Thank You Email and Text Marketing Campaigns to Legacy Safeguard Memberships and PlanEnroll Profiles, there are several opportunities to stay engaged.

• Thursday, December 19th at 12 PM CT

On-Demand Trainings

Our full library of on-demand trainings lets you keep learning on your own schedule. To watch past trainings on-demand, click the link below.

• On-demand Trainings

For training-related questions, please contact webinars@integritymarketing.com. Let your agents know about these training opportunities!

For more than 40 years, AIP Marketing Alliance (AIPMA), an Integrity Company, serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. NOT AFFILIATED WITH OR ENDORSED BY THE GOVERNMENT OR THE MEDICARE PROGRAM.

AIP Marketing Alliance is committed to MORE in ’24 as we are launching a bunch of new resources to support our independent insurance wholesalers and agents. Visit our blog on aipma.com to stay informed on these upcoming launches and learn why wholesalers nationwide choose AIPMA as their distributor for selling life insurance, annuities, long-term care insurance, final expense, and much more. Ask about our lead services, myAIP CRM platform with customizable recruiter portal, and online tools/resources designed to grow your business.

AIP Marketing Alliance, an Integrity Company, has developed this electronic communication for informational and educational use only. Be advised, AIP Marketing Alliance, Inc. does not provide legal advice, tax advice, or guidance on issues involving securities laws, insurance laws nor securities or insurance regulations. This material should not be relied on as providing any such advice or guidance to either agents or retail consumers. Within this communication, AIPMA shares links for usage as information only. This content should not be interpreted as solicitation to purchase life insurance, annuities, or other products or as advice designed to meet your clients’ specific needs. Content involving fiduciary, tax, or legal advice should be directed to your legal, tax, and financial professionals for specific advice or product recommendations. AIPMA will not accept any legal liability resulting from any use of 3rd party material(s).