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Learn how Ask Integrity Smart Book, Shopper Tags and Suggestions can help prioritize outreach and identify opportunities in your book of business during AEP. October 14, 2026, at 2:00 PM Central Time (Houston). ENGLISH | ONLINE. Presenter: Anna Patrick. Free training; registration required.


  • Date:10/14/2026 02:00 PM - 10/14/2026 08:25 AM
  • Location Online Event

Description

AEP Opportunity: Ask Integrity Smart Book, Shopper Tags and Suggestions


Explore the tools available in IntegrityCONNECT to identify prospects in your book of business, prioritize outreach and prepare for client conversations during AEP.


Topics

• Ask Integrity Smart Book

• Shopper Tags

• Suggestions

• Identifying opportunities and prioritizing client outreach


Date: Wednesday, October 14, 2026

Start time: 2:00 PM Central Time (Houston)

Language: ENGLISH

Format: ONLINE

Organizer: Integrity

Presenter: Anna Patrick, Vice President of Sales Enablement and Tech Adoption

Cost: Free


Registration required. Reserve your spot through the official Integrity event page to receive access information. The form requests your name, email, phone number, NPN, Integrity FMO and whether you are a new platform user.


The invitation states that registration also provides access to the recording after the webinar.

Integrity FMO: "HEARTLAND FINANCIAL GROUP"