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IntegrityCONNECT™

IntegrityCONNECT

Formerly called MedicareCENTER

lntegrityCONNECT™ brings everything you need together in one powerful platform, designed to elevate your success. Engineered specifically for relationship-driven businesses, this world-class technology empowers agents—leading to as much as 79% more applications written.

IntegrityCONNECT - computer and mobile phone showing the interface

For Agents. By Agents.™

Revolutionize your workflow with IntegrityCONNECT™—an experience unlike any other.

IntegrityCONNECT™ was created by agents, for agents, to help you save time, work more efficiently, and boost your sales. Whether you’re an established health or life insurance agent or considering a new career in insurance, IntegrityCONNECT™ offers the all-in-one platform you need for success.

“I had a customer walk in to the office today. He aged into Medicare in August and had not made any choices. He wrote a UHC Plan #1 policy for a 10/1 effective date with me. I used the IntegrityCONNECT™ to enroll him and it was a breeze. I looked up the doctor and drugs with no issues and even printed the application. This was the first time I used it and am confident that all TMG agents will be able to do it.”

Ronnie James
Ronnie
Training Director, Tidewater Management Group

Benefits for Insurance Agents

lntegrityCONNECT™ is your all-in-one solution, linking you to everything that matters and empowering you to work smarter, not harder.
Website All-in-One IntegrityCONNECT™

  • A best-in-class CRM built to help you work smarter

  • Client Connect to send compliant marketing messages to your clients via email or text messages

  • Integrated Quote & eApp for multiple products from Health and Life carriers

  • Get instant sales insights to make smarter, faster decisions

  • Power Up Your Scheduling

  • Work anywhere with the Integrity for Agents mobile app available on Apple and Google Play stores

  • Gain deeper client insights instantly with on-demand summaries of key information and previous meeting details—all accessible with a single click!

  • Now you can quote and enroll clients in Affordable Care Act (ACA) plans!

IntegrityCONNECT™ in the Spotlight

What it Offers

  • Get instant insight to your sales production — to make smarter, faster decisions that drive results!

    Your Production At-a-Glance

    Production Summary Offers Vital Information

    Get a clearer picture of your business with production insights available right inside IntegrityCONNECT™. Quickly see what’s selling, where your business is growing and where new opportunities may be emerging.

    • At-a-glance overview of your top states, carriers and products

    • Pinpoint your highest-selling products and regions to maximize results

    • Filter by upcoming renewals, service area reductions and premium increases to find new opportunities

    • On-demand access to production trends to stay ahead of the game

    IntegrityCONNECT Production At-a-Glance

  • Share availability. Book easily. Meet with confidence!

    Scheduling Made Easy!

    Book Fast. Close Faster.

    Spend less time coordinating schedules and more time connecting with clients. IntegrityCONNECT™ makes it easy to share availability, book appointments and manage your schedule, all in one convenient place.

    • Automatic: One email to multiple clients and they book on their own

    • Simple Setup: Syncs with Google or Microsoft Outlook calendars

    • Book Appointments Your Way: Agents, clients, anyone — all through IntegrityCONNECT™

    • Availability in Real Time: Clients can book directly from your Agent-personalized Website

    • Work Anywhere: Your schedule moves with you — right from the Integrity mobile app

    • No Back-and-Forth: Faster booking without the hassle

    • Smart Reminders: Automatically send emails and text messages to clients

    Scheduling Made Easy

  • Health Tools

    Click your profile picture or initials in the upper right corner and select the “Health Tools” drop-down to quickly access MedicareAPP, MedicareLink, and CSG APP.

    Ask Integrity Sales Coach

    With Ask Integrity Sales Coach, you can create custom practice scenarios, strengthen objection-handling techniques, track your progress through competency scoring, and receive personalized coaching tips designed to help you improve with every session.

  • ACA is now in IntegrityCONNECT™!

    Available Product Types

    IntegrityCONNECT™ brings a broad range of health and wealth products together in one convenient platform. Explore Medicare, ACA, life insurance and annuity solutions to help meet the diverse needs of your clients.

    Health Products

    • Medicare Advantage

    • Medicare Supplement

    • Special Needs Plans

    • Prescription Drug Plans

    • Affordable Care Act (ACA)

    Life Products

    • Final Expense

    • Indexed Universal

    • Simplified IUL

    • Term Life

    Wealth Products

    • Fixed Indexed Annuity (FIA)

    • Multi-Year Guaranteed Annuity (MYGA)

    ACA now in IntegrityCONNECT

  • New Reporting Capabilities

    Build custom reports, save favorites, schedule reports, export data, and receive notifications when larger reports are ready. Reporting is available across clients, policies, contracts, agents, agencies, and more.

    Custom Marketing

    The marketing experience has received a major upgrade with a redesigned marketing dashboard, campaign analytics, improved template management, a custom email builder with an AI compliance checker, and automated email and SMS drip campaign capabilities.

  • Policy Management in IntegrityCONNECT™ makes it easier for you to serve your clients at all stages of enrollment.

    Policy Management

    IntegrityCONNECT’s Policy Management gives you at-a-glance policy information so you canwork more efficiently, manage your day and serve your clients better.

    • Client Information Summaries to help you to know every client better, no matter how long you have worked together

    • Benefit Summary – access a snapshot of benefits for a client’s plan at time of enrollment, including drugs available and doctors in network so you can answer their questions accurately

    • Enrollment History – view client’s plan history to better understand their needs.

    • Carrier Integration – current policy status is imported from carriers directly, including UnitedHealthcare, Humana, Aetna, Elevance, Cigna and Wellcare, to give you up-to-date information.*

    *additional carriers available when data is provided
    Watch Video Overview
    Policy Management in IntegrityCONNECT™

  • Get Real-time Leads

    LeadCENTER

    LeadCENTER streamlines and enhances lead management: better: fast and cost-effective acquisition and efficient management — all in one place. Now, with real-time leads, you can help more Americans find the right insurance products for their lives.

    • Access to TCPA compliant and exclusive leads

    • New lead notifications – based on your saved search history

    • Competitive lead pricing – manage your budget

    • Management of pre-existing leads – all of your leads in one place

    • Immediate access to leads from anywhere in the United States – no waiting

    • Leads with complete contact details including scanned Direct Mail images

    Explore LeadCENTERWatch Video Overview
    LeadCENTER in IntegrityCONNECT™

  • Build your business AND get quality leads from a platform with proven national reach!

    PlanEnroll

    PlanEnroll is a consumer-facing platform that helps people feel confident in their Medicare and Life insurance choices.

    PlanEnroll also helps you engage and connect with current and future clients, helping you build stronger relationships.

    How PlanEnroll connects consumers to you:

    • Personal Agent Website: Your Personal Agent Website lets clients link directly to you for personal guidance — or compare and enroll in plans while you receive credit!

    • Consumer Profile Linking: Profile Linking empowers clients to securely save and update their preferences and health information on their profile, which reflects in both your Integrity CRM and PlanEnroll, alerting both you and your client.

    • Carrier Integration – current policy status is imported from carriers directly, including UnitedHealthcare, Humana, Aetna, Elevance, Cigna and Wellcare, to give you up-to-date information.*

    Explore PlanEnrollWatch Video Overview
    IntegrityCONNECT™ - PlanEnroll Network Agent - Insurance woman agent on tablet

  • Looking for a smart and simple solution to the latest CMS rule? IntegrityCONNECT™ has you covered with a powerful and easy-to-use Call Recording feature.

    Call Recording

    IntegrityCONNECT’s Call Recording feature is available for you to use! Gear up for your most successful AEP yet with the powerful solutions available in IntegrityCONNECTTM. It’s easy to use and completely FREE!

    Not a IntegrityCONNECTTM user yet? Join thousands of agents who have already made the switch — talk to your marketer today!

    • Seamlessly record all your inbound and outbound client calls

    • Easily link calls to both new and existing client contact records

    • Store recordings automatically and securely for the full 10-year period required

    • Download calls anytime, from wherever you are working

    Watch Video Overview
    Call Recording

  • Everything you love about IntegrityCONNECT™ in the palm of your hand!

    IntegrityCONNECT™ Mobile App

    Bring your business with you wherever you go with our powerful, FREE solution right on your smartphone.

    With the latest IntegrityCONNECT™ Mobile App update, you now have the opportunity to seamlessly record and store in-person conversations with your clients – an extra perk you can choose to use when and where you want!

    You’ll have instant access to game-changing technology, including:

    • Comprehensive CRM

    • Full Quote & eApplication

    • Scope of Appointments

    • CMS-Compliant Call Recording

    • Personal Agent Number & Website

    • Real-Time Leads

    • Push Notifications

    • Video Chat

    • Client & Product Recommendation

    Download from the App Store or Google Play!

    IntegrityCONNECT™ Mobile app

  • Ask Integrity

    Be confident and prepared for your next client meeting

    Take Integrity®’s AI-powered data and insights with you wherever you are—stay informed on key information and strengthen your relationships.

    • Client Summaries — Instantly access on-demand overviews of essential client details to better understand each client.

    • Automatic Meeting & Call Notes — One-click access to concise summaries of past client interactions.

    • Shopper Tags — Easily identify clients who may face plan disruptions, allowing you to focus your outreach where it’s needed most.

    • AI-Powered Recommendations — Get tailored guidance on products that complement each client’s current coverage.

    Watch Video Overview
    Ask Integrity

Our Technology is backed with support from our Experienced Team

How to Get Started

  1. Become a Insurance Agent Partner
    The first step is to become a partner with Tidewater Management Group | An Integrity Company.
  2. TMG Will Review Your Request
    We will review your request and either approve or contact you about your request. Once approved, you will be registered and sent your login credentials. If you want to expedite the approval, you can call your agent support specialist. 888.622.9122
  3. Training (Optional)
    You can schedule one-on-one training with one of our Agent Support Specialists or you can find a comprehensive webinar and training documents to review on your own

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