Selling Medicare plans over the phone doesn't have to mean juggling multiple tools, paperwork, and compliance requirements. Join us for a step-by-step walkthrough of the complete over-the-phone sales process inside IntegrityCONNECT.

We'll show you how to manage every stage of the client journey in one place, from capturing Permission to Contact (PTC) and Scope of Appointment (SOA) to quoting, enrollment, call recording, and client follow-up. You'll learn best practices for creating a smooth, compliant, and professional experience for your clients while improving your own efficiency.

Whether you're new to remote selling or looking to streamline your current process, this session will help you leverage IntegrityCONNECT to save time, stay compliant, and confidently serve more clients during AEP and beyond.