5 Ways Insurance Agents Should Be Utilizing Ask Integrity

In today’s competitive insurance landscape, maximizing the tools at your disposal can be the difference between an average year or an exceptional one.

Ask Integrity offers several features that we believe are underutilized by many agents — and tapping into them can streamline your workflow to help you better serve your clients and make your life easier.

Here are five ways you can use Ask Integrity to its full potential.

1. Streamline Meetings and Outreach

Do you spend way too much time searching through your client notes for important information? If you’re not using Ask Integrity, you’re wasting valuable time. In mere seconds, the Client Summary feature can present you with need-to-know information on clients, so you don’t miss a beat during meetings and save time and effort searching and scanning your notes yourself.

Here are just a few ways to put it to work:

AEP outreaches: Before the Annual Enrollment Period (AEP) hits, quickly review client summaries to identify individuals who may need a plan review or a switch.
Callbacks: If a client reaches out to you, you can pull up their summary before calling them back, giving you an instant refresher on their current plan, preferences, and history.
Tracking last contact: Wondering when you last touched base with a client? Client Summary shows the last recorded activity, making it easier to prioritize follow-ups and maintain client engagement.

Try It! Simply…

“Tell me about [client full name] in [town, state]”
“Give me a call summary for [client full name] on [date]“

2. Easily Find Carrier Answers

Stop wasting time hunting down carrier details when Ask Integrity can provide it in seconds!

You’ll have access to valuable information for over 35 top Medicare Advantage carriers (with more being added) so you can easily check on:

Enrollment and application status
Provider and pharmacy lookups
Drug formularies
Dental and vision information
Member websites and helpful links

All of this is just a few clicks away, so you can spend less time searching and more time helping your clients find the right plan.

Try It! Simply…

“What is the status of my [carrier] application for [client name]”
“Is [provider] included in [carrier]‘s network”
“Show me member resources for [carrier]“

3. Discover Cross-Selling Recommendations

Cross-selling isn’t just good business; it’s good service. Not only are you adding more plans to your portfolio, but you’re also helping a client get the coverage they need.

If you’re having trouble thinking of what else you should market to a specific client, Ask Integrity automatically suggests ancillary products that pair well with the primary plan you quote for a client.

It also identifies coverage gaps and offers tailored suggestions to fill them, such as hospital indemnity plans, dental and vision coverage, or critical illness policies.

Not sure who the ideal ancillary client is? Download our free guide, A Quick Guide to Cross-Selling Ancillary Insurance with Medicare Products, and learn how to supplement the products you’re already selling!

This feature allows you to offer more complete protection packages without having to do all the legwork yourself. We think it can open the door to more commissions and happier, better-protected clients!

Try It! Simply…

Go into your Contacts on the Integrity Platform and click on the icon next to a client under the Ask Integrity column. You’ll then see all the other plans your client is eligible for, so you don’t have to play any guessing games!

4. Prioritize Your Outreaches

Shopper Tags

This feature within Ask Integrity AI is game-changer if you’re having trouble balancing all of your clients during enrollment seasons. Shopper tags identifies clients using a priority rating based on how urgent it is to review or change their plan:

Priority one: Must change plans (e.g., service area reductions, county changes)
Priority two: Losing coverage (e.g., doctors, medications, pharmacies)
Priorities three through five: Plan benefit or cost changes, or potential interest in a plan review

Ask Integrity assigned due dates based on these priority levels, making it easy to organize your outreach schedule and stay ahead during the busy season.

Start reviewing these insights early to ensure you’re reaching the right clients at the right time.

Try It! Simply…

Go into your Contacts on the Integrity Platform and click on the icon next to a client under the Ask Integrity column. Look at the first section to see what priority your client is and any insight into their coverage needs!

Plan Insights

This conversational tool within Ask Integrity makes it easy for insurance agents to quickly get answers to:

Common questions about plan benefits (copays, deductibles, max out-of-pocket, etc.)
Upcoming plan changes or new plans for 2027
Year-over-year plan changes

Watch it at work here

5. View Recent Calls

Ever hang up the phone and immediately wish you could double-check a detail from the conversation? Now you can.

Under the prompt for requesting a call summary, you can select View Recent Calls to instantly see the last 10 calls saved in your account.

This can be a major timesaver, especially during AEP or when you’re juggling multiple client conversations back to back.

Try It! Simply…

“Summarize my recent call with [client]”
“Review the important details from my most recent call with [client] on [date]”

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Ask Integrity isn’t your average digital assistant — it’s a full client relationship management system designed to work fast to make your job easier and more profitable.

Plus, it’s free when you register with Ritter! If you haven’t explored its features yet, now’s the time to dive in. Your future self (and your clients) will thank you!