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Your Personal Digital Assistant
Ask Integrity Shoppers
Easily identify clients affected by plan disruption and changes and prioritize your outreaches with Ask Integrity Shoppers tags. Clients are sorted by their likelihood to shop for new coverage.
In-The-Moment Recommendations
Get well-informed plan recommendations at a glance, powered by AI — save time comparing plans and searching for the right fit.
Streamline Your Efforts
Apply filters and reminders to sort your tagged client list. Identify clients experiencing similar changes and make your communications even easier.
Client Insight with a Click
Click to activate Ask Integrity, and ask a question to summarize client details, summarize recorded calls, store client notes, and more.
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Next Gen Lead Gen
Quality & Diverse Leads
Grow your client base with life and health insurance leads sourced from a variety of channels like direct mail, social media, and search engines.
Seamless Event Invitation
New! Purchase personalized direct mail invitations for your educational Medicare events with a LeadCENTER Custom Campaign. You customize the mailers and set target age and income ranges, and Integrity prints and mails them within 10 business days!
Zero In
Use interactive heatmaps to target leads within a specific geographical area.
Cost-Effective
Purchase leads through a “buy-per-lead” model. Leads are 100 percent verified and updated regularly via TrustedForm Certified Leads, Trusted LeadiD Jornaya, and/or a Direct Mail certified reply card.
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Manage Your Business
Easy Client Management
Keeping track of all your clients is simple with MedicareCENTER. Compliantly record both inbound and outbound sales calls, utilize at-a-glance client tracking, access your client files using the mobile app version, and more.
Communicate Effectively
Identify and connect with key client groups using pre-built compliant templates that allow you to contact consumers directly from your client record.
Work Smart
Schedule lead deliveries right to your profile, quote MA and Part D plans, compare plans side by side, and autofill e-Apps with saved client info.
Universal Login
Access a full docket of Integrity tools with one username and password.
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Quote & Enroll Med Supps
Quote & Compare
Research an array of product costs, including Medicare Supplements, ancillary products, and more.
Breezy Client Management
Store client information and segment it based on key demographics and current plan details. Run quotes on segments!
Efficiency at Its Best
Enroll your client in multiple products and carriers at once and utilize real-time underwriting with multiple signature options.
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Serve Clients For Life
Custom Quotes
Input client health information to provide the most accurate and custom life insurance quote.
One Platform, Many Tools
Merged with LeadCENTER, leads are delivered to your Contact Management profile to manage and work.
Seamless Application Submission
Use Quote and eApp to submit applications directly from client records!
Real-Time Updates
Know the status of each application at a glance with Policy Snapshot.
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