While plenty of technological tools exist to help independent insurance agents, there aren’t many for agencies themselves. That’s where IntegrityCONNECT+ comes in!
Read on to explore some of the key features of this new insurance agency sales tool!
What Is IntegrityCONNECT+?
Part of Integrity’s complete technology platform, IntegrityCONNECT+ is an incredibly helpful insurance agency management tool available at no cost to any Integrity or Integrity-partnered agencies. To access IntegrityCONNECT+, upline agents can simply toggle their view to an agency-specific dashboard on the IntegrityCONNECT platform.
If you have downline agencies and/or agents, you will definitely want to check it out! Even if you’re just starting your agency and have one downline so far, this tool is still essential for you.
IntegrityCONNECT also now supports health, life, and annuities, allowing agents to quote, apply, and track all within a single system!
Ritter and Integrity value their partnered agencies, so we’re always hard at work to make your business run as smoothly as possible. Ritter is a proud Integrity partner, so registering with us is an easy way to have access to tools and resources just like this!
IntegrityCONNECT+ Key Features
IntegrityCONNECT+ allows you and your business to thrive with a complete view of your downline, including:
- Enhanced insights — View key activities, such as production and agent hierarchy
- Actionable data — Tap into powerful information to inform strategy and optimize growth
- Accelerated growth — Coach, support, and drive productivity for your downlines
You’ll have access to so many inventive features that will assist you in expanding your business.
Agency View
At the top-left corner of the screen in IntegrityCONNECT, you’ll see the Agencies toggle!
Seamlessly move between an individual agent and an agency view with a simple click. With all your tools in one convenient place, you can streamline your business to fit your specific needs.
While the Agents view allows you to view your individual book of business and policy management, the Agencies view adds the ability to look at:
- Downline agents
- Production
- Contract management
Both roles conveniently provide you with access to Production and Learning views!
The various tabs featured in the Agencies view enable key agency management info and functions.
Dashboard
The Dashboard tab offers a comprehensive look at your business.
The Highlights section of the dashboard presents summaries of
- Contracts
- Downlines
- Policies
- Reminders
Simply select the summaries you would like to view and easily find the information you need!
Agents
With IntegrityCONNECT+, managing your downlines has never been easier. The Agents tab provides an at-a-glance view of your downline agents’ info including their:
- NPNs
- Stages
- Policies
- And more!
From here, you can review and manage each agent’s details, like contract status and recent activity, directly. Having this overarching insight into your downline agents can make your entire business as streamlined as possible.
There is also the ability to see policies under the Policies tab, where you can view all the policy names and information whenever you want!
Agent Record
The Agent Record provides a detailed view of every downline’s individual record. This section lets you go from the big picture of your business to the tiny, little details in just a few clicks! With the ability to look as broad or as specific as you need, IntegrityCONNECT+ helps you with it all.
Production
Within the Production tab, you can select Overview for:
- A summary of production numbers
- Average applications
- Total producing downlines
- And more
Plus, an analysis of these is clearly displayed:
- Top States
- Top Carriers
- Top Product Types
With this information at your fingertips, you’ll be able to determine how your business is faring and adjust as needed to suit your current situation.
Contracts
In the Contracts tab, you can see contracts by category and their statuses. Everything you need is ready at-a-glance and can be filtered to your specifications!
You can easily find all the information for each contract you need and where the contract is in the process, giving you that perfect bird’s eye view of any applicable information.
IntegrityCONNECT+ is your go-to place to accelerate the growth of your business.
To access this incredible feature, you simply need to be registered with an Integrity partner — such as Ritter! You can register with us today for free. Registering not only gives you access to IntegrityCONNECT+, but also other innovative tools, tech, and resources to help your business thrive!
Not affiliated with or endorsed by Medicare or any government agency.
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