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Inviting Your Clients and Prospects to Client Sync

About

Join us every Tuesday at 9AM or 11AM CDT for quick 15-minute trainings on how IntegrityCONNECT™ can help you save time, work smarter, and sell more. Register for each session you are interested in.

Agenda

  • September 9th: Inviting Your Clients and Prospects to Client Sync

  • September 16th: Using Filters to Organize Your Contacts in IntegrityCONNECT

  • September 23rd: Ways to Connect with your Clients and Prospects in IntegrityCONNECT

  • September 30th: Sending Plan Comparisons in IntegrityCONNECT

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September 9

Inviting Your Clients and Prospects to Client Sync
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September 9

Dave's Life Insurance Cafe