BROKER EVENT CALENDAR
Workshops, Training Webinars, Lunch & Learns, Clinic Tours, Kit Pick-ups, and Broker Appreciation Events by Carriers, Clinics, and Carothers.
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Getting Started with IntegrityCONNECT for Health Agents
Learn how the IntegrityCONNECT platform works to help agents better serve and manage their clients, grow their business and be more efficient. Agents who use IntegrityCONNECT submit 79% more applications! We will cover the key features in IntegrityCONNECT and Ask Integrity that are driving agent success and helping them set more appointments, close more sales and retain their clients.
Growing Your Business in 2026 with Health Exclusive Leads
Supercharge your business with exclusive, compliant health leads. Join us to learn how to connect with consumer in real-time as they are looking to speak with a license health agent about their Medicare options. Agents can target their ideal clients through our customizable direct mail pieces. There is a lead type of any agent no matter their budget, schedule or experience working leads. The best part is, leads seamlessly flow into IntegrityCONNECT Clients so you can instantly start working leads and take advantage of the automated marketing to start connecting with them without ever having to log into the platform. Your Integrity Business Phone automatically records and stores your lead calls and can quickly provide you call summaries for easy follow-up
IntegrityCONNECT New User Training & Enhancements | For Life Agents
IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. This webinar will be a combination of some new user training and recent platform enhancements!
United Healthcare - ACA Alternatives to Keep Your Clients Covered
The ACA market is facing significant challenges—expiring subsidies, rising rates, and potential enrollment declines. Your clients need solutions, and UnitedHealthcare delivers.
As the largest health insurance carrier in the U.S., rated A+ Superior by AM Best, UnitedHealthcare offers innovative alternatives through its Golden Rule (UnitedHealthOne) division, backed by more than 80 years of experience in the individual market.
Join our exclusive webinar to explore three powerful ACA alternative options:
• TriTerm Medical – 3-year coverage
• Short Term Medical – Up to 1-year in most states
• Health ProtectorGuard – The powerhouse of fixed benefit plans
These plans feature simplified underwriting and access to the nation’s largest provider network. For brokers, this means delivering valuable options during a challenging time—while maximizing competitive commissions and bonus opportunities.
Reserve your spot today!
Client Retention Strategies
Maintaining engagement with your clients during OEP is key—not only for retention but for strengthening relationships. Discover strategies to keep your clients engaged throughout OEP and all year long.
Agenda
PlanEnroll Learning Center
Marketing emails and texts
Legacy Safeguard
Ask Integrity Cross-sell Recommendations
Serving Spanish-speaking Clients in IntegrityCONNECT (in Spanish)
IntegrityCONNECT makes it easier than ever to serve your Spanish-speaking clients in their native language. Join our Spanish-language IntegrityCONNECT overview training, where we’ll show you how to send marketing emails and texts, complete Scope of Appointments, compare plans, and submit E-Applications—all in Spanish.
United Healthcare - Help Seniors Reduce Out-of-Pocket Costs
With AEP behind us, many seniors may not realize their Medicare Advantage or Supplement plan could still leave them with unexpected medical expenses. For those on a fixed income, even one hospital stay can force difficult choices between essential needs like groceries or utilities. Rising healthcare costs and out-of-pocket expenses—such as hospital copays and skilled nursing fees—can quickly erode the savings they’ve worked a lifetime to build. Your clients need solutions, and UnitedHealthcare delivers.
Join our exclusive webinar to explore three valuable solutions:
• AdvantageGuard – Hospital indemnity coverage
• AccidentWise – Accident protection
• CriticalGuard – Critical illness coverage
These plans offer guaranteed issue coverage, helping you provide peace of mind for your clients—while maximizing competitive commissions and bonus opportunities.
Reserve your spot today!
Humana Achieve Med Supp Showcase
Join us for a comprehensive webinar to explore the significant improvements implemented in Humana Achieve Medicare Supplement, affirming its position as a leading product in the market. This event is crucial for those looking to enrich their Med Supp portfolio with a product that's continuously evolving to better serve its clients. The improvements include: Enhanced Household Discount Industry Leading Incentive program Rate Reductions and Rate Holds Client Value-Adds Don't miss out on this opportunity to stay ahead in the Medicare supplement industry. Join us to stay updated in the Medicare supplement industry and see how Humana Achieve should be a vital part of your portfolio.
How To Win More Clients in 2026
A Sales Acceleration Session with Todd Hartley
Get Proven Techniques to Double your Close Rate and Grow Revenue in 2026!.
Necessary Alternatives for Under 65 Clients
As ACA premiums continue to rise for your under age 65, it is critical to have alternatives options for your clients. - Friday, January 9, 2026 · 8:00 a.m PST
The Liberty Bankers (ABL) Med Supp
We can't think of another carrier that's doing more to make On-The-Spot-Underwriting a reality...and a smooth & efficient reality at that!
ABL is a great company to do business with!
Sporting some of the most competitive rates in many markets, a simple value proposition, and the affore-mentioned on-the-spot underwriting…
And our favorite features is their phone app...it's like having an underwriter in your pocket, and on demand!
One of the best tools in the industry, from one of the most agent-friendly carries in the industry!
365 Selling: Medicare Election Periods Beyond AEP
Approved CE Course ID: 28540
Course Type: Life & Health
Course Credit: 1 Hour
Sales that Stick: Retention Strategies for Brokers
Building a retention strategy is crucial in building your client base – not only in retaining your clientele but also in gaining referrals all year-round. Join us to learn how to develop your plan to grow your business.
Market Disruption Series - 2025 Before the Dust Settles- SAR/OEP Opportunities
We know AEP is still ringing in everyone's ears, but there is a lot of business still on the table! Learn how to make the most of the continued Service Area Reduction SEP, and carry that momentum into OEP in 2026! We'll cover the continued Medicare Supplement market opportunities, how to market compliantly during OEP, and finding opportunity in unlikely places. Let's make 2026 your biggest growth year yet by setting you up for a successful Q1 today!
Understanding the Medicare Advantage Open Enrollment Period
Even after AEP ends, you still have an opportunity to grow your business! Join us for OEP training to help you understand how you can leverage the OEP enrollment period to grow your book of business as we begin the new year.
IntegrityCONNECT New User Training & Enhancements | For Life Agents
IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. This webinar will be a combination of some new user training and recent platform enhancements!
How HealthSpring Choice Accident works
Get to know our Choice Accident policy better. Gain insights into its comprehensive accident coverage, key benefits, and eligibility criteria. Learn how it supplements existing policies by covering unexpected costs, providing peace of mind to clients, and enhancing your expertise in insurance solutions.
Understanding the Medicare Advantage Open Enrollment Period
Even after AEP ends, you still have an opportunity to grow your business! Join us for OEP training to help you understand how you can leverage the OEP enrollment period to grow your book of business as we begin the new year.
How to position HealthSpring Flexible Choice Dental, Vision & Hearing plan
Frequently, members may have medical coverage that does not offer dental, vision, and/or hearing benefits. Join our session to discover how our "all in one" plan can pair well with any medical plan to help provide complete coverage.
Sales that Stick: Retention Strategies for Brokers
Building a retention strategy is crucial in building your client base – not only in retaining your clientele but also in gaining referrals all year-round. Join us to learn how to develop your plan to grow your business.
Is Humana Achieve Medicare Supplement Still Relevant?
Join us for a comprehensive webinar to explore the significant improvements implemented in Humana Achieve Medicare Supplement, affirming its position as a leading product in the market. This event is crucial for those looking to enrich their Med Supp portfolio with a product that's continuously evolving to better serve its clients. The improvements include: Enhanced Household Discount Industry Leading Incentive program Rate Reductions and Rate Holds Client Value-Adds Don't miss out on this opportunity to stay ahead in the Medicare supplement industry. Join us to stay updated in the Medicare supplement industry and see how Humana Achieve should be a vital part of your portfolio.
