With all of the insurance products on the market, it can be hard for agents to keep track of the rates for all their carriers and their different plans.
We’re looking at Integrity’s options for fast and reliable insurance plan quoting software and what makes them so special.
IntegrityCONNECT
Integrity’s powerful customer relationship management (CRM) system, IntegrityCONNECT, enables integrated plan quoting, comparison, and enrollment straight from a client’s record for:
- Medicare
- Medicare Advantage, Medicare Supplement, prescription drug, Special Needs Plans
- Life
- Final expense, term life, IUL
- Annuities
IntegrityCONNECT supports health, life, and annuities, allowing agents to quote, apply, and track all within a single system!
This tool supports both face-to-face and virtual client interaction with email or text Scopes of Appointment and quotes. You can also seamlessly check Medicare and Medicaid benefit eligibility in real time and run prescription and provider quotes to give your clients a closer cost estimate.
Additionally, the Quick Quote feature allows agents to work even faster, depending on the situation, and generate a health quote from any page within the Integrity platform!
From your first contact through years of policy renewals, this platform’s designed for complete business process management. Sign up for IntegrityCONNECT now to use fewer systems, have cleaner records, and strengthen follow ups!
Plan comparisons and quoting are going to become even easier with IntegrityCONNECT! AI tools for agents are coming soon to the platform — quickly compare plans side by side with Renewal Review. Additionally, add documents and IntegrityCONNECT’s agent AI will identify key details and tag them to the proper clients so you can help your clients with ease!
PlanEnroll
Integrity’s PlanEnroll platform makes the Medicare enrollment process simple. Your clients can quickly enter a zip code to compare top-rated plans in the area.
This consumer-facing Agent-personalized Website also enables those eligible for Medicare to learn about their coverage options, choose the type of product they would like to explore, and review their coverage on their own time and devices.
Your clients can simply enter a zip code to compare top-rated plans in the area.
With Medicare plan options available from many industry-leading insurance companies, your clients are sure to find the right product to fit their needs through PlanEnroll!
Agents can get their own PlanEnroll marketing site by completing the simple sign up for IntegrityCONNECT. This sign up unlocks access to Integrity’s technology platform.
Note: PlanEnroll should be used by consumers on their own devices. Have questions about when to use PlanEnroll vs. IntegrityCONNECT? Check out our IntegrityCONNECT & PlanEnroll FAQs .
We wholeheartedly believe these quoting tools are the best quote engines available to insurance agents. With them, you can be sure you’re compliant and getting accurate results fast… and you can quote us on that!
Complete your quick and free registration with Ritter to unlock access to these tools and more!
Not affiliated with or endorsed by Medicare or any government agency.
Share Post