Among everything Integrity offers agents, there hasn’t been a tool for agency principals to use to manage their downline businesses…until now! We’re pleased to announce a new feature that’s coming this fall — Integrity for Agencies!
Read on to explore some of the key features of this new insurance agency sales tool!
What Is Integrity for Agencies?
Part of Integrity’s ever-growing suite of technology, Integrity for Agencies is a new insurance agency management tool. If you have downline agencies and/or agents, you will want to check it out!
When launched, upline agents will be able to toggle their view to an agency-specific dashboard in the Integrity platform. This new feature will be available at no cost to any Integrity or Integrity-partnered agencies!
Ritter and Integrity value their partnered agencies, so we are 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!
Integrity for Agencies Key Features
Integrity for Agencies will allow 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
As a part of this new technology, you’ll have access to so many inventive features that will assist you in expanding your business.
Agency Switch
At the top-left corner of the screen in MedicareCENTER or LifeCENTER, you’ll see the Agencies toggle switch!
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, and contract management. Both roles conveniently provide you with access to reports and the Learning Center!
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, and Reminders. Simply select the summaries you would like to view and easily find the information you need!
Downline
With Integrity for Agencies, managing your downlines has never been easier. The Downline 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 selling permissions and recent activity directly. Having this overarching insight into your downline agents can make your entire business as streamlined as possible.
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 Top States, Top Carriers, and Top Product Types is clearly displayed.
With this information at your fingertips, you’ll be able to determine how your business is faring and make adjustments to suit your 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.
Integrity for Agencies is your go-to place to accelerate the growth of your business.
To access this incredible, new feature upon its release, you simply need to be registered with an Integrity partner — such as Ritter! You can register with us today for free.
Check back with our blog for any updates on this brand-new feature!
Not affiliated with or endorsed by Medicare or any government agency.
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