IntegrityCONNECT

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.*

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

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.

Agent Selection Map: Take advantage of the additional exposure from the PlanEnroll Agent Selection Map. Agents with an active PlanEnroll Lead Campaign rank higher in local search results.

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