Agent Trainings

Events in September 2024

Sunday Monday Tuesday Wednesday Thursday Friday Saturday
September 1, 2024
September 2, 2024
September 3, 2024(2 events)

9:00 am: Tech Tip Tuesday: Client Sync


September 3, 2024

11:00 am: Tech Tip Tuesday: Client Sync


September 3, 2024

September 4, 2024(1 event)

11:00 am: Client Sync & Client Connect


September 4, 2024

September 5, 2024(1 event)

1:00 pm: Become a PlanEnroll Network Agent


September 5, 2024

September 6, 2024
September 7, 2024
September 8, 2024
September 9, 2024(1 event)

10:30 am: CSG APP – Feature Focus Training: Medicare Supplement Quoting


September 9, 2024

September 10, 2024(2 events)

9:00 am: Tech Tip Tuesday: Enhancements to PlanEnroll Find an Agent Map


September 10, 2024

11:00 am: Tech Tip Tuesday: Enhancements to PlanEnroll Find an Agent Map


September 10, 2024

September 11, 2024(1 event)

10:00 am: One-Stop-Shop for Medicare Advantage Clients


September 11, 2024

September 12, 2024(1 event)

10:00 am: Medicare Advantage + Hospital Indemnity Cross-selling Tool


September 12, 2024

September 13, 2024
September 14, 2024
September 15, 2024
September 16, 2024(2 events)

10:30 am: CSG APP – Feature Focus Training: Summary of 2024 Medicare Supplement Rate Adjustments


September 16, 2024

12:00 pm: Lead Type for Every Agent


September 16, 2024

September 17, 2024(2 events)

9:00 am: Tech Tip Tuesday: Client Connect - Send Email Marketing Campaigns


September 17, 2024

11:00 am: Tech Tip Tuesday: Client Connect - Send Email Marketing Campaigns


September 17, 2024

September 18, 2024(1 event)

10:00 am: New Medicare Lead Regulations


September 18, 2024

September 19, 2024(1 event)

1:00 pm: Stay Compliant with Call Recording and 48-hour SOA Tracking


September 19, 2024

September 20, 2024
September 21, 2024
September 22, 2024
September 23, 2024(1 event)

10:30 am: CSG APP – Feature Focus Training: Medicare Supplement Consumer Quoting Widget for your website


September 23, 2024

September 24, 2024(2 events)

9:00 am: Tech Tip Tuesday: Ask Integrity Shopper Tags – Prioritize clients losing coverage


September 24, 2024

11:00 am: Tech Tip Tuesday: Ask Integrity Shopper Tags – Prioritize clients losing coverage


September 24, 2024

September 25, 2024
September 26, 2024(1 event)

10:00 am: Helpful Ways to Manage and Keep Clients Engaged this AEP


September 26, 2024

September 27, 2024
September 28, 2024
September 29, 2024
September 30, 2024(1 event)

10:30 am: CSG APP – Feature Focus Training: Heat Maps for Competitive Med Supp Carriers


September 30, 2024

October 1, 2024
October 2, 2024
October 3, 2024
October 4, 2024
October 5, 2024

Note: all training times listed are Central Time