LifeCENTER

Section divider type: waves -- position: bottom
Save time and produce more year-round. Manage your clients and prospects in the enhanced CRM. Quote and enroll clients in Final Expense directly from a contact record. Purchase verified Life leads through LeadCENTER that integrates seamlessly with LifeCENTER. Work on the go with the mobile app and take advantage of Ask Integrity AI to assist you with your daily tasks.

Enhanced CRM with Dynamic Tagging
Manage clients electronically, on any device at anytime. 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. Dynamic tagging allows you to filter and sort clients and leads by plan type, recommendations or any other important attribute.

Quoting & Enrollment

Easily quote and enroll clients right from the CRM in LifeCENTER. Available in the web version or the mobile app.

​Quote and enroll clients for Final Expense products with additional Life products and Annuities coming soon.
Section divider type: waves -- position: bottom

Policy Management

With at-a-glance client tracking through Policy Management, you can understand and meet your clients’ needs faster. Client management has never been easier — agents can instantly track history, preferences, policy details and more.

Ask Integrity AI
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.​
Section divider type: waves -- position: bottom

Integrity for Agents Mobile App

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.​

LeadCENTER

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.
Section divider type: waves -- position: bottom

PlanEnroll Agent

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. 

Client Connect
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.