IntegrityCONNECT allows you to save time and produce more. It has everything you need to serve your clients, including a robust Client Relationship Management system powered by one login and one password.
With IntegrityCONNECT you get a personalized phone number and website. You can quote and enroll clients in Health and Life plans, compliantly record and store calls and get on-demand client summaries with the built-in Ask Integrity AI assistant. All of these features allow you to scale your business. When you're on the go, you can easily manage your business with the mobile app on your phone or tablet. And if you're an agency, you'll be able to manage your downline and view their production with the flip of a switch to 'Agency View'. If you're a native Spanish speaker, you also have the ability to toggle a switch and view the entire platform in Spanish.
With IntegrityCONNECT you get a personalized phone number and website. You can quote and enroll clients in Health and Life plans, compliantly record and store calls and get on-demand client summaries with the built-in Ask Integrity AI assistant. All of these features allow you to scale your business. When you're on the go, you can easily manage your business with the mobile app on your phone or tablet. And if you're an agency, you'll be able to manage your downline and view their production with the flip of a switch to 'Agency View'. If you're a native Spanish speaker, you also have the ability to toggle a switch and view the entire platform in Spanish.
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Find your Personal Agent Website link in your IntegrityCONNECT account and share it in your email signature and marketing materials.
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Quoting & Enrollment
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Easily quote and enroll clients into Health and Life plans directly from the CRM in InegrityCONNECT. The functionality of the IntegrityCONNECT platform works on any device allowing you to work on the go.
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Enhanced CRM with Dynamic Tagging
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Track all your clients and leads and easily batch import clients or create a new client on the fly with just an e-mail address or phone number. Dynamic tagging allows you to filter and sort clients and leads by plan type, recommendations or any other important attribute.
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Call Recording
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Call recording capabilities include:
seamlessly recording all your inbound and outbound client calls. Easily link calls to both new and existing client contact records. Store your recordings automatically and securely for the full 10-year period required by CMS. Download calls anytime, from wherever you're working - including on the mobile app. |
Ask Integrity AI
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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. |
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Policy Management
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Policy Management features — Policy Snapshot, Task List and Plans.
Policy Snapshot gives you an at-a-glance status view of your applications and enrollments. Task List shows you the next steps to take with clients and leads. Plans shows plan history for each client record. |
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Client Connect
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Client Connect is an easy way for you 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.
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PlanEnroll Agent
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Become a PlanEnroll agent and take advantage of exclusive PlanEnroll leads. Create realtime campaigns with IntegrityCONNECT Leads to receive PlanEnroll leads when you are “checked in” and available to connect with consumers in real-time.
When clients use your personalized (url) link, they will see your contact information and they’ll be able to shop, compare and enroll in the plans you’re appointed to sell — and you’ll get the commission!
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IntegrityCONNECT Leads
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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, then purchase leads with just a few clicks. Visit our IntegrityCONNECT Leads page for additional information.
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Integrity for Agents Mobile App
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Do everything in the desktop version with the Integrity for Agents mobile app available in both the App Store and the Google Play Store. Take advantage of full quote and enroll capabilities, view clients in Map View, access leads and manage your business on the go.
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