All-in-One, AI-Powered Software that Makes It Easy
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Best-in-class CRM built to help you work smarter
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Integrated Quote & eApp — powered by Ask Integrity® — for multiple products from Health and Life carriers
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Get a Quick Quote in 10 seconds from anywhere in the platform
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Single Sign-on powered by one login and password
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Work anywhere with the Integrity mobile app available on Apple and Google Play stores
Stay Organized
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Client Snapshot and Task List offer insurance agents insights at a glance
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Policy Snapshot provides policy status at your fingertips
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Recent Activity to stay on top of the current details
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Meetings made easy – share your availability and make booking meetings easy for your clients
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Plus, Reminders and Custom Notes to help you serve your clients and never miss a commitment!
Streamline. Simplify. Succeed.
Insurance agents can quote multiple products for multiple carriers — all with one log in.
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Life Product Categories including: Final Expense, Simplified Indexed Universal Life, Fully Underwritten Indexed Universal Life, Simplified Term and Fully Underwritten Term Life
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Health Product Categories including: Medicare Advantage and Prescription Drug Plans
Build Better Relationships
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AI-powered Automated Marketing to send compliant messages to your clients via email or text messages
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Message history shows in the Recent Activity stream for tracking and compliance
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Client Sync lets insurance agents easily collect key consumer health information
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Calendar and Scheduling (Coming Soon!) to schedule and manage client appointments
Grow Your Business
IntegrityCONNECT is your source for AI-optimized lead purchasing and management tools to take your insurance agent business to the next level!
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Multiple options — Browse vendors and purchase leads on the IntegrityCONNECT Leads Marketplace
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Leads where you want them — Search for leads by geography, lead type and lead source with our easy-to-use heat map
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Get leads your way — Choose from Realtime lead campaigns, customizable direct mail campaigns or on-demand leads
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Work smarter not harder — Leads purchased automatically flow into your CRM so you can easily manage the relationship from lead to sold
Exclusive Integrity Benefits
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Exclusive Benefits & Savings offers insurance agents thousands of exclusive benefits and savings — all to help you supercharge your business and get more out of life!
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Integrity E&O Insurance lets you save up to 50% on Errors & Omissions (E&O) insurance.*
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Personalized Benefits elevate your workflow with an Agent-personalized Website, Personalized Business Phone Number and email address.
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IntegrityCONNECT is free for all Integrity insurance agents and agencies!
For Agents. By Agents.™
Transform the way you work with IntegrityCONNECT.
The All-in-One, AI-powered software solution for insurance agents and agencies.
*Source: https://www.forbes.com/advisor/business-insurance/errors-and-omissions/
The E&O discount program offered as part of the IntegrityCONNECT Association (“Program”) is offered at the sole discretion of IntegrityCONNECT Association and may be modified or discontinued at any time without prior notice. Potential savings and discounts are displayed for informational purposes only and actual savings may vary. The Program has no cash value and may not be applied to past purchases, taxes or fees. IntegrityCONNECT Association reserves the right to verify eligibility and refuse participation to any individual at its discretion. Misuse of the Program, including but not limited to resale or fraudulent activity, may result in termination of participation and reversal of any associated discounts. Participation in the Program constitutes acceptance of these terms and any additional terms or conditions that may apply.
Discounts presented are examples used for demonstrative purposes only – actual discounts will be determined and applied at checkout.