Integrity Trainings
Upcoming
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Recurring Webinar -
Monday, December 15, 2025 · 10:00 AM MST
Tech Tip Tuesday
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On-demandAsk Integrity provides expert guidance by suggesting ancillary products that complement your client's current coverage.
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On-demandAllow others, agents or non-agents, to view your account to help service your clients.
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On-demandIntegrityCONNECT, PlanEnroll and MyIntegrity is now available in Spanish. Agents can send compliant consumer messages, including Scope of Appointment, Plan Details, Applications, marketing messages and more in Spanish.
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On-demandGet quick answers to common questions about MAPD plans and 2026 plan changes.
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On-demandSend client thank you emails from IntegrityCONNECT Marketing. One-time or automated options.
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On-demandClient Summaries, Specialist Recommendations, Shopper Tags and much more!
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On-demandShopper Tags provide insights into clients expected to experience plan disruption. Instantly see which clients need your help the most!
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On-demandLearn how to save time this AEP by sending contacts plan benefits, applications, and side-by-side comparisons via email or text within the IntegrityCONNECT platform.
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On-demandDiscover the methods to connect with your clients on an all-in-one platform, saving you valuable time during AEP.
On-Demand Trainings
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Wednesday, December 10, 2025 · 10:00 AM CSTLearn how the IntegrityCONNECT platform can help you retain your clients after the Annual Enrollment Period is over.
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Monday, November 24, 2025 · 10:00 AM CSTHaving ancillary products in your portfolio for your Under 65 clients is essential, especially as benefits change and out-of-pocket expenses continue to rise.
Join Gaylan Hendricks, the Queen of the Bundle, as she provides an update to the under ... -
Thursday, November 13, 2025 · 2:00 PM CSTLearn how IntegrityCONNECT was built to help you better serve and manage your clients, grow your business and be more efficient. Agents who use IntegrityCONNECT submit up to 79% more apps! We will cover the key features in IntegrityCONNECT and Ask...
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Tuesday, November 11, 2025 · 1:00 PM CSTJoin us for an IntegrityCONNECT Overview training presented in Spanish! We will highlight information about IntegrityCONNECT, PlanEnroll and Personalized-agent Websites which are now available in Spanish.
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Monday, November 10, 2025 · 1:00 PM CSTAsk Integrity® now helps all agents serve clients better with Ask Integrity Plan Insights! Agents can get instant answers about Medicare Advantage and Prescription Drug Plans at the State and County level, including which plans are new or disrupte...
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Monday, November 10, 2025 · 10:00 AM MSTIntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. We've hosted a few trainings for new users of the platform, so in this webinar, we'll dive further int...
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Thursday, November 6, 2025 · 11:00 AM CSTJoin us as we provide answers to frequently asked questions and guidance on troubleshooting common errors. A dedicated portion of this training will include Live Q&A.
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Thursday, October 30, 2025 · 11:00 AM CDTSend pre-approved compliant emails and texts from IntegrityCONNECT.
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Monday, October 27, 2025 · 12:00 PM CDTConnect with individuals seeking Medicare guidance this AEP!
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Monday, October 20, 2025 · 12:00 PM CDTLearn how IntegrityCONNECT helps agents save time and sell more. This world-class technology is everything an agent needs to serve their Medicare Advantage powered by one login and password.
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Monday, October 13, 2025 · 10:00 AM CDTHaving ancillary products in your portfolio for your ACA and Medicare clients is essential, especially as benefits change and out-of-pocket expenses continue to rise.
Join Gaylan Hendricks, the Queen of the Bundle, as she introduces a product tha... -
Friday, October 10, 2025 · 10:00 AM CDTIntegrityCONNECT™ makes it easy to submit applications across multiple carriers, plus client information is filled in automatically. Join us to learn how to submit an application in-person, over the phone with new voice signature, or by email or t...
New User Onboarding
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On-demandLearn how to register for an IntegrityCONNECT account, how to update your account settings, customize your agent profile and check your selling permissions.
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On-demandThis video we will cover what’s included on your Dashboard, where to find Ask Integrity, how to use the platform in Spanish, how to run a quick quote without creating a contact, when to use the I’m Available toggle and best practices for using the...
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On-demandThis video we will cover how to add clients, filter your clients by stages and tags, and review what can be done within a client record.
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On-demandThis video we will cover how to send a Scope of Appointment by email or text, how to track the SOA with the 48 waiting period, the option to send a SOA in Spanish, how the SOA compliantly stores within the client’s profile, how to view SOA client ...
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On-demandThis video will cover how to use your personalized business phone number for inbound and outbound calls, where to locate the CMS call scripts, how calls are compliantly recorded and stored in the platform, where to access Ask Integrity Call and Me...
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On-demandThis video we will cover how to run quotes with your clients stored health information, how to quote companies you are and aren’t appointed with as well as understanding how suppressed plans appear in the platform. We will review the plan details ...
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On-demandThis video we demonstrate how to complete an enrollment in person, over the phone with a voice signature or by sending an email or text. We will discuss the opportunity to complete the Health Risk Assessment at the time of submission, where a copy...
