Innovating Insurance

IntegrityCONNECT® is everything you need in one AI-powered software platform, built to help insurance agents and advisors be more successful. It’s a world-class technology solution that strengthens relationships. In fact, agents who use IntegrityCONNECT submit 79% more apps.

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All In One

IntegrityCONNECT

Save time, work smarter, and sell more with AI-driven IntegrityCONNECT.

  • A best-in-class CRM for insurance agents built to help you work smarter

  • Integrated Quote & eApp for multiple products from Health and Life carriers

  • AI-powered Automated Marketing to send compliant marketing messages to your clients via email or text messages

  • Meetings made easy – share your availability and make booking meetings easy for your clients

  • Work anywhere with the Integrity mobile app available on Apple and Google Play stores

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Ask Integrity

Ask Integrity® delivers AI-powered data and insights that are with you wherever you go — stay up to date on important information and build stronger relationships.

  • Client Summaries — Know every client better with an on-demand, AI-enabled summary of key client information

  • Automatic Meeting & Call Notes — Uses AI to summarize prior client meeting details with one click

  • Shopper Tags — Leverages AI to identify clients likely to experience plan disruptions so you can prioritize outreach

  • AI-Powered Recommendations — Expert guidance suggests products that complement current coverage

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Grow Your Business

IntegrityCONNECT Leads is your source for AI-optimized lead purchasing and management tools to take your insurance agent business to the next level!

  • Multiple options — Browse vendors and purchase leads on the IntegrityCONNECT Leads Marketplace

  • Leads where you want them — Search for leads by geography, lead type and lead source with our easy-to-use heat map

  • Get leads your way — Choose from Realtime lead campaigns, customizable direct mail campaigns or on-demand leads

  • Work smarter not harder — Leads purchased automatically flow into your CRM so you can easily manage the relationship from lead to sold

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Data Science, Artificial Intelligence, and Machine Learning

Integrity uses the power of AI and data science to gain insights into consumer behavior across the full insurance journey of demand, prospect, engagement and retention. By leveraging machine learning and artificial intelligence, we provide insurance agents and agencies with the right data, in the right place, at the right time.

We also leverage AI to track metrics through all stages of an enrollment — from product to consumer to agent — by tapping into data from agents across our platform. When then combine it with world-class market intelligence to make reporting more accurate and experiences more human. All while following best practices for data security.

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Get Access to IntegrityCONNECT

IntegrityCONNECT is the all-in-one, AI-powered software solution for insurance agents and agencies that has everything you need to serve your clients and manage your business. Transform the way you work with IntegrityCONNECT.

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