Integrity
Upcoming
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Recurring WebinarJoin us every Tuesday at 9 a.m. or 11 a.m. CDT for quick 15-minute tutorials on important tools to take advantage of inside the Integrity Technology Platform. Please register for each session you are interested in.
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Wednesday, May 28, 2025 · 10:00 AM CDTIntegrity Technology allows you to stay connected with your client's year-round helping you retain and strengthen your client relationships. Join us as we share client retention and management strategies you can take advantage of in just a few cli...
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Wednesday, June 4, 2025 · 2:00 PM CDTLearn how the Integrity Technology Platform works to help agents better serve and manage their clients, grow their business and be more efficient. Agents who use Integrity Technology submit 79% more applications! We will cover the key features in...
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Monday, June 9, 2025 · 12:00 PM CDTMedicareCENTER is a powerful, easy-to-use system built to help agents serve clients better and take control of their workflow. MedicareCENTER brings together the most important agent activities in one place, helping to deliver better outcomes. Med...
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Tuesday, June 10, 2025 · 1:00 PM CDTLegacy Safeguard is helping agents set more appointments, make more presentations, close more sales and serve more people! Join us to learn how you can offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate p...
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Wednesday, June 11, 2025 · 10:00 AM CDTWith the 2026 Annual Enrollment Period approaching and the increased maximum out-of-pocket expenses, Gaylan is helping agents get ready by focusing on ancillary products that will benefit both their clients and their bottom line. She shares effect...
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Wednesday, June 11, 2025 · 1:00 PM CDTLeadCENTER simplifies your workflow by giving a single place to purchase a variety of life and health leads from multiple sources. Narrow in on lead locations, lead types and volume of leads that will have the most impact for your business.
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Thursday, June 12, 2025 · 12:00 PM CDTMedicareCENTER provides a single source for accurate Medicare Advantage and PDP quoting. Agents can safely capture and store their clients prescriptions, providers and pharmacies to find the best plan options for their clients. View costs and plan...
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Wednesday, June 18, 2025 · 11:00 AM CDTLifeCENTER is an easy-to-use system that helps Life Agents save time, sell more and better serve their clients! Built by industry experts, LifeCENTER gives agents the technology they need to manage their business.
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Thursday, June 19, 2025 · 10:00 AM CDTClient Connect Marketing makes it easy to send pre-approved email and text message marketing campaigns to your clients. Select from a variety of messages and send to a grouping of contacts at once. Track your client's opens and clicks for proper f...
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Monday, June 23, 2025 · 12:00 PM CDTLeadCENTER Marketplace leads are ready for purchase to help impact your business right away.
Featured
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Tuesday, May 6, 2025 · 1:00 PM CDTLegacy Safeguard is helping agents set more appointments, make more presentations, close more sales and serve more people! Join us to learn how you can offer your clients a free Legacy Safeguard membership, which includes legacy planning, estate p...
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Tuesday, April 22, 2025 · 10:00 AM CDTDeft Research joins us to share key findings from its 2025 Medicare Shopper and Switcher Study.
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Thursday, April 3, 2025 · 10:00 AM CDTLearn how the Integrity Technology Platform works to help agents better serve and manage their clients, grow their business and be more efficient. Agents who use Integrity Technology submit 79% more applications! We will cover the key features in...
Tech Tip Tuesday
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On-demandAll agents are provided with a free call recording Agent Phone Number to help them stay compliant. Utilize Ask Integrity to summarize and transcribe your most recent calls.
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On-demandSend SOA by email or text message from a Contact Record or Client Connect Marketing.
48-hour tracking option is available. SOAs are stored in the Contact Record and can be viewed and printed as needed. -
On-demandAdd a new contact or import a list of clients or leads into MedicareCENTER and LifeCENTER.
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On-demandClient Sync offers a simpler way to get started with appointments for new or existing health and life clients. Gather key contact information and permission to contact, obtain providers, prescriptions, pharmacies, and a signed Scope of Appointment...
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On-demandSend pre-approved Final Expense Business Reply Cards and LetterPacks in LeadCENTER Custom Ads. Target individuals by geography, age ranges and income levels. LeadCENTER will print, address and mail on your behalf.
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On-demandWork when you want, from where you want with the Integrity for Agents mobile app. Get all the features of MedicareCENTER and LifeCENTER on your mobile device. Download on Google Play or Apple App Store.
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On-demandSend customized post cards and letters to individuals turning 65. Select geography, birthday month and household income range.
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On-demandTags help agents quickly identify and group contacts based sales cycle, reminders, products, carriers, lead campaigns, cross-sell opportunities, custom tags, and more.
MedicareCENTER
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Wednesday, May 21, 2025 · 2:00 PM CDTMedicareCENTER makes it convenient and easy to quote and enroll your Medicare Advantage and PDP clients across multiple carriers. Join us to learn how to submit an enrollment in person or virtually. Applications and policy data are conveniently st...
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Thursday, April 17, 2025 · 11:00 AM CDTMedicareCENTER is a powerful, easy-to-use system built to help agents serve clients better and take control of their workflow. MedicareCENTER brings together the most important agent activities in one place, helping to deliver better outcomes. Med...
LifeCENTER
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Wednesday, May 14, 2025 · 10:00 AM CDTLifeCENTER offers industry-leading features and client insights to help agents work more efficiently. LifeCENTER has a full CRM system so agents can easily track important client information and make the right product recommendations. Agents can u...
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Wednesday, April 9, 2025 · 2:00 PM CDTLifeCENTER is an easy-to-use system that helps Life Agents save time, sell more and better serve their clients! Built by industry experts, LifeCENTER gives agents the technology they need to manage their business. As a result, agents who use Integ...
LeadCENTER
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Thursday, May 22, 2025 · 10:00 AM CDTBecome a PlanEnroll Network Agent to receive exclusive, real-time call and data leads for Medicare and Final Expense. Leads generated on PlanEnroll.com are sent to agents with active PlanEnroll campaigns in LeadCENTER. Join us to learn about how l...
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Thursday, April 24, 2025 · 10:00 AM CDTConnect with individuals seeking health and life insurance through LeadCENTER Campaigns. Choose to receive leads as warm transfer phone calls or form-submitted data leads to work how you prefer. Narrow in on lead locations, lead types and volume o...
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Monday, April 14, 2025 · 12:00 PM CDTJoin us to learn about YOUR Exclusive Leads (YIG) inside LeadCENTER Marketplace. During this webinar, we will explain how these leads are generated and provide details about the advertisements and lead forms consumers complete. These leads range f...
PlanEnroll
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Wednesday, April 30, 2025 · 1:00 PM CDTConnect with your clients through your free Personal Agent Website, powered by PlanEnroll to stay up-to-date with their latest needs – compliantly.
