Roadmap to Success
Make a few pit stops along the road and fuel up your knowledge before AEP!
Discover Integrity tools, sales technology resources, and more while earning rewards.
Rewards can range from LeadCENTER cash, Amazon gift cards, and more!
Get familiar with Integrity tools before AEP to become a master before the busy season.
- Register for the Integrity Suite of Technology
- Attend two Integrity-hosted webinars
- Attend a Ritter Sales Technology Team webinar
- Set up a one-on-one training session with a member of the Ritter Sales Technology Team
Gearing Up for Success
Start working in the Integrity platform to earn rewards while meeting the needs of your clients.
- Download the Integrity for Agents mobile app
- Update your PlanEnroll Agent Profile
- Complete a Medicare Advantage application using Integrity for Agents
- Provide feedback on the Integrity Tools
Utilizing Your Car to the Max
Level up your marketing efforts with automated communications in Client Connect and a client-facing site with PlanEnroll.
- Create and send a campaign via Client Connect
- Have a client complete the Client Sync process and create a PlanEnroll Consumer Account
- Log into LeadCENTER
- Become a PlanEnroll Network Agent
Roll Out
Complete your portfolio by offering ancillary coverage options to offer plans to every client in your book of business.
- Attend an ACA webinar and complete ACA contracting
- Attend a More Than Medicare webinar and complete final expense contracting
- Attend a Legacy Safeguard webinar
- Run a quote through Market AdvisorTM by CSG Actuarial
The Home Stretch
Put the pedal to the metal and make Medicare Advantage sales.
- Complete five Medicare Advantage applications via Integrity for Agents in the previous month to be entered into the next month’s drawing