★★★★★
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A smarter, simpler home screen. • Ask Integrity shows which clients to reach out to first, on your home screen, client list and profiles. • Tap Schedule Review on a suggestion and your appointment opens already filled in. • Sort or hide suggestions, with easy undo. • A cleaner layout for phone and tablet, with an Ask Integrity button you can move anywhere. • Banners and shortcuts matched to what you sell. • Review meetings, opportunities and missed calls, and match policies to clients.
A best-in-class CRM built to help you work smarter! • Integrated Quote & eApp for multiple products from Health and Life carriers • Get a Quick Quote in 10 seconds from anywhere in the platform • Single Sign-on powered by one login and password • Work anywhere with the Integrity mobile app Stay Organized! • Client Snapshot and Task List for insights at-a-glance • Policy Snapshot provides policy status at your fingertips • Recent Activity to stay on top of the current details • Plus, reminders and custom notes to help you serve your clients Build Better Client Relationships! • Client Connect send compliant marketing messages to your clients via email or text messages • Client Sync easily collect key consumer health information