New Agent Training_Houston Area Agents
Copeland Houston Office: In-Person Training
Copeland Houston Office: In-Person Training
Join Us! Come learn about Integrity Medicare supplement and Ancillary proprietary carriers and products to add for your clients!!
With IntegrityCONNECT, adding Life Insurance to your portfolio of products is easier than you think! Learn the basics in our upcoming Broker BOOTCAMP and we will follow up with more carrier and product specific training. Many of you have a client base to call on and with Legacy Safeguard, the conversation can start with ease and […]
Join us to learn how to navigate the platforms and learn strategies that will help grow your business and engage your members.
FIRST FRIDAY Meetings are designed to keep agents & agency owners abreast of changes happening as the result of legislative and carrier updates. Agents using AI and systems through IntegrityCONNECT accomplish more in less time. During these next months (what carriers refer to as ROY- rest of year), building your pipeline of prospects and clients […]
Via Microsoft Teams
We will discuss the top 10 steps to planning a successful 2027 AEP.
TX agents, we will discuss fully commissioned plans and growing during the lock-in period. Presented by Jonathan Lemus
In-person office training
Need a Dental, Vision & Accident product to add to your portfolio to assist clients of all ages? Discover why agents choose NCD! Give your clients the coverage they want and earn lifetime commissions with NCD. NCD helps you turn every client conversation into an opportunity—with coverage that’s easy to explain, enroll, and trust. Top-rated reputation: […]