Available for the Medicare Annual Enrollment Period, Plan Insights provides agents with real-time answers to questions about Medicare Advantage and Part D plans

DALLAS – OCTOBER 16, 2025 – Integrity, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the addition of Plan Insights to Ask Integrity®, the industry’s most robust AI-powered and voice-activated customer relationship management solution. Using a conversational interface, Plan Insights offers agents real-time answers to questions about Medicare Advantage and Part D prescription drug plans, allowing for greater precision in determining client needs. This groundbreaking solution is available to all Integrity agents in time for the 2026 Medicare Annual Enrollment Period (AEP) following availability of plan details released by CMS.

“The Plan Insights feature of Ask Integrity instantly surfaces fundamental information for agents, so they can help clients make well-informed healthcare decisions,” said Bryan W. Adams, Co-Founder and CEO of Integrity. “In an industry defined by rapid change and complex plan options, agents are challenged to stay current and deliver accurate, timely guidance. Plan Insights empowers agents to elevate the client experience by using AI to clarify plan selection. Agents will receive instant, reliable answers to client questions — streamlining every interaction and ensuring higher overall client satisfaction. Each of Integrity’s innovations cultivates a deeper agent-client relationship, so we can continue to help consumers prepare for the good days ahead.”

Plan Insights is Integrity’s latest enhancement to its groundbreaking AI solution, Ask Integrity, which empowers agents to manage customer relationships more dynamically. Especially relevant during AEP, Plan Insights places access to information about Medicare Advantage and Part D prescription drug plans — including year-over-year plan changes — at an agent’s fingertips. Agents can instantly confirm plan details, such as copays, deductibles, out-of-pocket maximums and more. By incorporating Plan Insights into meeting preparations, agents can feel more confident in offering expert guidance to clients about plans that best serve their needs.

“Integrity is optimizing the process of securing health and life wellbeing by utilizing technology to streamline tedious and stressful tasks for agents,” said Harsh Singla, Chief Product and Technology Officer at Integrity. “Ask Integrity was built to help agents know their clients better and quickly access crucial information, all while working from anywhere. Adding the Plan Insights feature makes it easier than ever for agents to efficiently manage details of multiple plans and expand their capacity to serve. Plan Insights also works in tandem with Ask Integrity’s other features to help agents recall relevant client history and preferences, which keeps all interactions consistent and ensures recommendations are in alignment with a client’s overall health goals.”

Ask Integrity helps agents feel fully prepared for every opportunity to serve by leveraging data analysis and intelligence into an easily accessible digital assistant. Features include instant, voice-activated access to each client’s healthcare and drug coverage and medications, as well as preferences. Ask Integrity also generates automated call summaries, client background information and meeting minutes. In addition, agents can benefit from a predictive analytics model that determines which clients may be most interested in switching coverage, making it possible to prioritize outreach. All features of Ask Integrity are accessed through IntegrityCONNECT® — an all-in-one technology platform and growth engine designed to transform agents’ ability to serve clients and grow their business.

To learn more about the powerful ways Ask Integrity Plan Insights is helping consumers secure greater wellbeing, please visit www.integrity.com/Ask-Integrity.

About Integrity

Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. Through its broad partner network of agents and advisors, Integrity helps millions of Americans protect their life, health and wealth with a commitment to meet them wherever they are — in person, over the phone and online. Integrity’s proprietary, cutting-edge technology helps expand the insurance and financial planning experience for all stakeholders using an omnichannel approach. In addition, Integrity develops products with carrier partners and markets them compliantly through its nationwide distribution network. Providing best-in-class service to their clients and consumers is at the center of Integrity’s holistic approach to life, health and wealth protection. The company and its partners focus on helping families and individuals prepare for the good days ahead, so they can make the most of what life brings. The recipient of nationally ranked business awards, including Newsweek’s America’s Greatest Workplaces, Inc.’s Power Partner, and Business Intelligence Group’s AI Excellence Award, Integrity has also earned impressive employee sentiment awards such as Best Company for Career Growth, Best Company Leadership, Best Company Culture, and Best Company Happiness. For more information, visit www.integrity.com.

For more than 40 years, AIP Marketing Alliance (AIPMA), an Integrity Company, serves as a premier life insurance and annuity distribution partner to provide full-service support to independent wholesalers, brokerages and agents from our Troy, Michigan office. NOT AFFILIATED WITH OR ENDORSED BY THE GOVERNMENT OR THE MEDICARE PROGRAM.

AIP Marketing Alliance is committed to STRIVE in ’25 as we support our independent insurance wholesalers and agents. Visit our blog on aipma.com to stay informed on these upcoming launches and learn why wholesalers nationwide choose AIPMA as their distributor for selling life insurance, annuities, long-term care insurance, final expense, and much more. Ask about our lead services, myAIP CRM platform with customizable recruiter portal, and online tools/resources designed to grow your business. The difference is personal.

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