Why Should You Use IntegrityCONNECT?

Independent agents need more than just carriers and products in today’s competitive insurance market. Technology can level the playing field by adding efficiency in processing applications, maintaining communication with valued clients, and keeping you organized by streamlining your appointments and tasks.

For Agents. By Agents.™

IntegrityCONNECT was developed with agents’ processes and feedback in mind as Integrity will continue to grow this all-in-one platform to continually support your business goals. Agents using IntegrityCONNECT already have an impressive 79 percent increase in applications submitted.

• Simplifying Your Daily Operations: IntegrityCONNECT is a best-in-class CRM designed to help you work smart with an integrated quote & eApp for multiple products from health and life insurance carriers. You can get a quick quote in 10 seconds from anywhere on the platform! Agents can utilize a single sign-on (SSO) powered by one login and password to gain access to IntegrityCONNECT, and you can work anywhere with the Integrity for Agents mobile app.
• Stay Organized: The flexible CRM technology gives you a client snapshot (new, contacted, engaged, retained, etc.) and a task list for insights at a glance with the policy snapshot providing policy status at your fingertips. Recent activity helps you stay on top of the current details plus reminders and custom notes help you better service your clients and never miss a commitment!
• Build Better Client Relationships: Stay connected with clients by sending compliant marketing messages via email or text messages directly from IntegrityCONNECT. The message history shows in the recent activity stream for tracking and compliance. The Client Sync feature also easily collects key consumer health information, and you’ll even be able to schedule and manage client appointments!
• Grow Your Business: The two main needs for most independent agents are a personalized website and qualified leads. IntegrityCONNECT has both features available to AIPMA downline wholesalers and agents. Your Agent Personalized Website (through PlanEnroll) connects you with consumers to share quotes and capture enrollments in a compliant manner. IntegrityCONNECT Leads provides a built-in lead purchase and management platform with high-quality leads from multiple, compliant lead sources.
• Cutting-Edge Innovation: Today’s world is filled with that AI buzzword, and the Ask Integrity AI digital assistant becomes your new superpower to get plan insights/details in real-time, meeting summary reviews to prep for your next client meeting, shopper tags to identify clients potentially experiencing plan disruptions, and carrier insights about specific health carriers.

IntegrityCONNECT Leads

IntegrityCONNECT Leads makes it simpler than ever to purchase and manage leads and take your business to the next level! You can choose from multiple vendors, multiple lead types and products (final expense to Medicare) plus you can search by geography, lead type and lead source using Integrity’s heat map.

Purchased leads automatically flow into the IntegrityCONNECT CRM platform, so you can manage the relationship from lead to sale. Licensed agents also have the option to set up Automate and Save to get 15% off orders that repeat automatically. You also can send leads to your preferred automation tools, so you can connect with the prospects how you want to.

The IntegrityCONNECT Leads program is committed to quality and compliance as all leads are verified using industry-leading compliance partners such as TrustedForm and Jornaya – or a certified customer reply card for direct mail. Integrity lead vendors are reviewed for TCPA and CMS compliance, and all leads are checked for accuracy.

Disclaimer: We do not guarantee the accuracy or quality of any lead vendor services. Although we may promote and/or recommend the services offered by these companies, agents are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer, (if applicable), and the insurance carriers they represent. Agents are not obligated to use these lead companies and may use any lead company of their choosing. AIPMA, an Integrity Company, does not profit from or have any financial interest in, nor responsibility for the operation of any lead company or the results from any leads.