Published by Carolyn Portanova

As a busy insurance agent you need technology to help run and manage your business effectively, and our technology does exactly that. From the built-in CRM to manage prospects and clients, to the quote and enrollment capabilities for Life and Health products, to the Integrity for Agents mobile app that lets you work on the go, to the AI prompts that help you access information faster, Integrity Technology is here to help your business grow. IntegrityCONNECT, IntegrityCONNECT Leads and Ask Integrity are the pieces of the puzzle you've been searching for.

Let's get right into the details of IntegrityCONNECT. You can quickly quote and enroll clients in Medicare Advantage and Prescription Drug plans directly from a contact record. You're able to compliantly record and store phone calls for 10 years per CMS requirements. If you're looking to quote and enroll clients in Medicare Supplement plans, you'll be able to do that soon with the Quick Quote feature. You're able to track all your clients and leads regardless of enrollment or quoting system. Easily batch import clients or create a new client on the fly with just an e-mail address or phone number in the CRM and use the dynamic tagging feature which allows you to filter and sort clients and leads by plan type, recommendations or any other important attribute. The robustness of IntegrityCONNECT, with new enhancements rolling out each quarter, is the most efficient way to manage your Medicare clients.

If you're selling Life products, you'll be able to save time and produce more with IntegrityCONNECT as well. Quote and enroll clients in fully underwritten IUL, Simplified Indexed Universal Life (SIUL), Simplified Term and Final Expense products directly from a contact record. Searching for medical conditions based on medications and getting enhanced underwriting results for products makes recommendations easier than ever. In the coming weeks DIME analysis will be deployed to help you quickly find the right coverage for your clients. 

If you're starting out in the insurance industry or you're just looking to purchase leads, then IntegrityCONNECT Leads is your gateway to purchase exclusive, verified leads for Health and Life. All leads are 100% verified, TCPA compliant and are updated regularly. Utilizing the lead scoring feature to purchase leads based on their likelihood of converting, allows you to prioritize your budget. You have the capability to run real-time campaigns to have live leads funneled to you when you're able to take phone calls or receive live data leads. These leads are then fed directly into your IntegrityCONNECT CRM. Setting up custom ad campaigns with the ability to select from several different mailer types to target your preferred audience is a breeze in IntegrityCONNECT Leads. All of the marketing and advertising is done for you. All you have to do is login, select your preferred demographics and with a few clicks, begin growing your client base.

Get all the client information you need by utilizing the built-in, voice activated AI prompts. Ask Integrity is our proprietary AI software that has been built to help our agents be more efficient. Ask Integrity Shoppers assists you with carrier data and alerts you to clients who have a higher likelihood of shopping and may need to change their coverage. 

Client Connect is the built-in email marketing program that allows you to reach out to your clients to keep in touch with regards to their policies or simply to wish them a happy birthday. You also have the ability to use SMS from within the platform if your clients prefer to be contacted via text message.

The Integrity Technology platform that encompasses all of these elements is free to our contracted agents. Reach out to us today if you would like to learn more and to get started.

Ask Integrity™ Shoppers is a new feature within Medicare​CENTER and the Integrity for Agents mobile app that prioritizes which clients need your help most due to this year's disruption in the market. This technology is powered by client and carrier data and it automatically generates lists that display which of your clients are most likely to shop for a new Medicare Advantage or Prescription Drug plan. This key feature was developed to assist you and to help you stay organized by getting critical insights into your clients' plans.

Client Information Summaries
​Get to know your clients better — regardless of how long you’ve worked together — with instant, on-demand summaries of key client information.

​Call Summaries
Quickly and easily review meetings and prepare for follow-ups and future meetings.

Client Notes
Add notes quickly with the Ask Integrity™ feature.

AI Prompts
Help each client find a plan that best fits their needs through AI-powered prompts such as Specialist Recommendations.
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Privacy and Security
All insights from Ask Integrity™ are securely protected and only available for direct agent use.

​Another new feature within Medicare​CENTER is Client Connect. This new marketing feature gives you the ability to contact your clients compliantly from within Medicare​CENTER or the mobile app. Utilize convenient, pre-made templates to make reaching out even easier when it comes to addressing policy changes or simply gathering client information. Client Connect also allows you to track your clients' statuses with the activity stream and gives you the ability to send text messages directly from within your client's record.

To get access to Ask Integrity™ Shoppers ​and all the amazing features in Medicare​CENTER, visit our Contracting Tools page to become an agent. All of our technology tools are free to our appointed agents. Questions? Please reach out to us.