With Integrity Technology, you can hit the ground running – and then run faster.
Because Integrity Technology 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 digital agent assistant, and Instant Insight, an automatic tagging feature, automate common tasks so you can focus on your clients.
Because Integrity’s technology was built for agents, by agents, we understand the challenge of keeping track of clients and next steps. That’s why our Integrity Technology 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.
Integrity Technology has been pivotal in our expansion. It’s been a game changer for our agents’ profitability and our urgency to grow.
– Easton, Insurance Agent
