Protect Your Business with Compliance Toolkit: PTC, SOA & Call Recording
About
Compliance is more than a requirement. It's a business protection strategy. Join us for a practical overview of the Compliance Toolkit available in IntegrityCONNECT, including Permission to Contact (PTC), Scope of Appointment (SOA), and Call Recording tools.
Learn how these features can help you simplify compliance processes, create a documented audit trail, reduce administrative burden, and confidently meet CMS requirements. We'll walk through best practices, show you how to use these tools within your daily workflow, and highlight how they can help protect both your clients and your business.
Discover how leveraging the right compliance tools can save time, reduce risk, and give you greater peace of mind throughout AEP and beyond.
When
Monday, August 24, 2026 · 1:00 p.m.
Central Time (US & Canada) (GMT -5:00)
Presenter
Anna Patrick
Vice President of Sales Enablement and Tech Adoption
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