Published by Carolyn Portanova

IntegrityCONNECT is a brand new, unique platform that encompasses more than quoting and enrollment capabilities. It's a robust platform that allows insurance agents to actually manage and grow their businesses effectively...from anywhere. Stick around, and we'll go over the endless capabilities this platform can provide if you're in the market for more than a CRM and want to actually scale your insurance business.

Let's begin. With IntegrityCONNECT you get a user-friendly experience from the moment you login to the platform with a single sign-on. You're presented with a dashboard that displays your clients, your downline (if you have one), your personal production, marketing and learning. You're also presented with a client snapshot and the ability to run a quick quote. Additionally, you have the ability to contact support, access a live chat feature and use Ask Integrity, the AI assistant. There is no shortage of support features that ensures you will get the most out of IntegrityCONNECT. As you explore the dashboard you'll also find the ability to use other quoting systems, including CSG App, iPipeline and the ability to access leads with the integrated IntegrityCONNECT leads platform.​

As a registered user, which is free to our contracted agents, you will receive a personalized phone number and website. These are essential for any insurance agent who's dedicated to growing their business and presenting themselves in the most professional manner. If you're an agency, you'll also have the capability to toggle a switch that allows you to view your downline's production. This gives you the power to see your business as a whole. This platform has been designed and engineered to think of everything an insurance professional would need to manage their book of business.​

The nuts and bolts of IntegrityCONNECT are what allows you to easily manage your clients and leads....and of course gives you the ability to quote and enroll clients into Health (Medicare Advantage, Prescription Drug Plans, Medicare Supplement (coming soon) and Life (Final Expense, Simplified Issue Term, Indexed Universal Life and Simplified Indexed Universal Life) plans.  And to make managing your business even easier, the functionality of the IntegrityCONNECT platform works on any device allowing you to work on the go. The Integrity for Agents mobile app is available for download in both the App Store and the Google Play Store.

No matter how big your book of business is, importing client records directly into IntegrityCONNECT is made easy with the batch import feature. And you can always create a new client on the fly with just an e-mail address or phone number. As we dig deeper, dynamic tagging allows you to filter and sort your clients and leads by plan type, recommendations or any other important attribute. 

Ask Integrity AI is available to help you work as efficiently as possible. Get all the client information you need by utilizing the built-in, voice activated AI prompts. 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. Ask Integrity can also give you product recommendations as well as call summaries and important details about your clients.

Call recording capabilities include​​ seamlessly recording all your inbound and outbound client calls. You're able to easily link calls to both new and existing client contact records. IntegrityCONNECT stores your recordings automatically and securely for the full 10-year period required by CMS. Need to download your calls? Not a problem, you can do so at anytime from wherever you're working.

Policy Snapshot gives you an 'at-a-glance' status view of your applications and enrollments. While the task list shows you the next steps to take with clients and leads. The notes, reminders and scheduling features allow you to stay organized and efficient.

Client Connect makes it a breeze to send compliant marketing messages to your clients; from addressing policy changes and gathering client information to simply wishing them a happy birthday. You're able to track client status with the activity stream and even send text messages directly from a client record. And the Client Sync feature allows your clients to input their own information (from your personal website) which keeps their details about doctors, pharmacies and medications current and up to date.

​IntegrityCONNECT leads allows you to set up lead campaigns and enable real-time lead acquisition through data or call leads. With the flip of a switch, toggle your status to “online” to begin receiving your leads directly into your CRM in IntegrityCONNECT. Or use the lead mapping feature to find and purchase leads anywhere in the country...choose from Internet, Direct Mail and Social Media leads.

If you have questions or are ready to get access to this remarkable platform, we invite you to reach out us or visit our IntegrityCONNECT page where you can begin the registration process. We know you'll find IntegrityCONNECT to be everything and more. It's an exciting time to work in the insurance industry and with technology that works hard for you, it guarantees you'll be successful. 

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.