We built the Integrity platform to work the way the best agents do, so you can be more efficient, organized and effective. Whether you’re a current health or life insurance agent, or interested in exploring a new career in the insurance industry, Integrity offers you the solutions and support you need to succeed.
Integrity will help you optimize your workflow, be more organized and ultimately sell more. Our solution brings together agents’ most common activities – such as client management, quoting, e-applications, lead generation and more – under one, easy-to-use platform.
As a result, agents who use the Integrity platform have submitted up to 79% more apps than those who don’t.
With Integrity, you can hit the ground running – and then run faster.
Because Integrity works the way agents work, it’s simple to use. In fact, most agents can start using the platform with little to no training.
We’ve seamlessly connected lead generation, client management, quoting and e-applications under one platform — so you always have what you need, right at your fingertips.
Ask Integrity®, our virtual agent assistant, and Instant Insight, an automatic tagging feature, automate common tasks so you can focus on your clients.
Because the Integrity platform was built to help agents save time and sell more, we understand the challenge of keeping track of clients and next steps. That’s why our platform is designed to help you stay organized and deepen client relationships.
Our full Client Management system easily tracks the most important client information — from doctors and prescriptions to policy information — so you can make the right recommendations.
Track progress, see next steps, and get recommendations for important actions that will help you serve your clients better. And faster.
When connecting with clients, Instant Insight tags allow you to uncover key information — including products, lead source and more — quickly and easily.
Send a link to your Personal Agent Website so clients can share their personal info, including prescriptions, Scope of Appointment and Permission to Contact. Updates will automatically sync with your agent records.
Compliant Leads
No matter your goals or budget, our lead platform has multiple types of high-quality, compliant leads available for you.
Call Recording
Have your client calls automatically recorded, stored and assigned to your clients’ records. Plus, get call transcriptions and client summaries with Ask Integrity®.
48-Hour SOA Tracking
Easily track, and receive reminders about your client SOA status to stay compliant with the CMS 48-hour rule.
Secure Platform
Our team employs best practices to protect data and personal information, including end-to-end infrastructure security.
Access to our powerful, best-in-class Integrity platform doesn’t cost you anything.