Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today!

This release includes updates to Ask Integrity® that make it easier to conduct your business: Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies. Plan Insights → Quick Quote Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients!

This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs.

IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth!

This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app. This makes it easier than ever to find what you need, when you need it.

IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients!

Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage.

We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets. Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app. The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies. Contact records now include a place to store financial information used in Life policy applications.

We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets. Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app. The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies. Contact records now include a place to store financial information used in Life policy applications.

This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles.

This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface.

This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities.

01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents. 02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply. 03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact.

01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents 02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply 03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact

Simplified Life Underwriting Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications. Simplified IUL Quoting Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening. Client Connect Updates The app will now display improved error messaging when unable to deliver an email or SMS.

In this update, we’ve included additional enhancements to improve your experience!

Integrity for Agents is more powerful than ever with the addition of Contact Map & Shoppers! The Contact Map makes it simple for you to find, filter & sort your clients by location, using a zoomable map so you can connect with contacts more efficiently. Ask Integrity™ Shoppers identifies clients most likely to shop this AEP, making your client outreach easier & more efficient. It’s powered by client and carrier data & automatically generates lists that help you prioritize client outreach.

Integrity for Agents’ new Client Connect feature is an easy way for you to send compliant marketing messages to your clients. Reach out about plan changes, gather client information, wish them happy birthday and more! Reach out to one client at a time via email or SMS, or to multiple clients at once via email. Track SMS threads, calls and SoAs, and marketing campaigns.This release also includes the addition of up to three pharmacies per contact record, including mail order and online pharmacies.

Reach out to your Contacts by email - individually or in bulk - to educate them about the significant changes happening this upcoming AEP and encourage them to create or update their PlanEnroll profile using Client Sync - so they can provide their up-to-date contact and health information to you as soon as possible. Streamline your process using Client Connect and Client Sync to prepare for this unique AEP!

Creating a quote just got quicker in Integrity for Agents! This update lets agents start a Health or Life quote from anywhere in the app, just by tapping the plus icon. Agents can also use the plus icon to create a new contact from anywhere in the app. Install or update today to save time with quicker quoting and contact management.

This release includes Personal Agent Website Customization. You can now add more details about yourself to your personal PlanEnroll agent website to help consumers get to know you!From the account screen, you can add: Profile photo* “About Me” paragraph* Office location Office hours Languages spoken Products offered These details will be visible to consumers who visit your free PlanEnroll website. Your personalized PlanEnroll agent link is now automatically personalized to your name and can be found from the Account screen.Download or update the app to build better trust with consumers who visit your personalized PlanEnroll website.

In this update, we've included additional enhancements to improve your experience!

Instant Insight, an enhancement to Contact Tags, helps you save time and serve your clients better: - Quickly identify and reach out to Clients who are likely to shop - View lead source information in the call banner so you can communicate with confidence - Slice and dice your book of business by product type, carrier, policy status, lead campaigns and more Also included: - Fingerprint and face recognition for quick, secure login - Reminder Due Time - Expanded Provider search radius

In this update, we’ve included additional enhancements to improve your experience!

In this update, we’ve included additional enhancements to improve your experience!