LifeCENTER
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Save time and produce more year-round with LifeCENTER. Quote and enroll clients in Simplified Indexed Universal Life (SIUL) and Final Expense products directly from a contact record. Search for medical conditions based on medications and get enhanced underwriting results for SIUL and Final Expense. Purchase verified Life leads through LeadCENTER that integrates seamlessly with LifeCENTER. Working on the go with the Integrity for Agents mobile app makes managing your business seamless and don't forget to take advantage of Ask Integrity AI to assist you with your daily tasks.
Enhanced CRM with Dynamic Tagging
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Manage clients electronically, on any device at anytime. 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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Quoting & Enrollment
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Easily quote and enroll clients right from the CRM in LifeCENTER, available in the web version or the Integrity for Agents mobile app.
Quote and enroll clients for Simplified Indexed Universal Life (SIUL) and Final Expense products with fully underwritten IUL products coming soon. |
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Policy Management
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With at-a-glance client tracking through Policy Management, you can understand and meet your clients’ needs faster. Client management has never been easier — you can instantly track history, preferences, policy details and more.
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Ask Integrity AI
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Ask Integrity AI is available in LifeCENTER to help you work as efficiently as possible. It's absolutely free and available to all registered users.
Get all the client information you need by utilizing the built-in, voice activated AI prompts. |
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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, access to LeadCENTER and manage your business on the go. |
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LeadCENTER
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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 MedicareCENTER. 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 LeadCENTER page for additional information.
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PlanEnroll Agent
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Become a PlanEnroll Network Agent and take advantage of exclusive PlanEnroll leads. Create realtime campaigns in LeadCENTER 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!
Find your Personal Agent Website link in your LifeCENTER account and share it in your marketing materials. |
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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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