Every insurance agent wants the upcoming Annual Enrollment Period (AEP) to be their best one yet. Integrity’s suite of sales technology solutions, which includes PlanEnroll, is available to you today to help you achieve just that!
Here are four ways this consumer-facing quoting and enrollment platform can help you succeed during AEP.
Start using PlanEnroll today by registering with Ritter’s site then signing up with MedicareCENTER. Registering with us is free and so is using PlanEnroll, so be sure to check it out!
1. PlanEnroll’s Client Sync Feature
Integrity’s Client Sync technology creates a focused experience for both you and your clients during AEP! This feature elevates communication and simplifies the sales process by enabling clients to create a consumer PlanEnroll profile in fewer steps and submit a permission to contact and sign a Scope of Appointment (SOA) in the same process.
Client Sync will allow you to:
- Gather consumer information (personal and health information, doctors, pharmacies, etc.)
- Obtain permission to contact
- Get a signed SOA
- Stay connected with your clients
Watch this video for a closer look at Client Sync!
2. Enhanced Personalization for Your PlanEnroll Website
Your Personal Agent Website through Integrity can be an effective way to market your business and connect with more consumers.
On your PlanEnroll website, you can highlight who you are and what you offer to stand out from other agents! Customization options include:
- Your name
- A professional headshot
- Office hours and location
- Years of experience in the industry
- About Me section
- Product specialization
- Languages you speak
New for 2025: Agent bios are automatically approved — just make sure you read and agree to the submission guidelines first. These automatically pop up whenever you try to save an update to your bio.
For more info, refer to the agent user guide or check out this helpful PlanEnroll customization how-to video.
3. PlanEnroll Network Agent Lead Generating Capabilities
It’s simple to become a PlanEnroll Network Agent! Once you customize your site, just complete a short set of training videos on Trainings.PlanEnroll.com.
Once your training is complete and you’ve set up your site, there are several ways PlanEnroll integration helps you expand your reach.
Exclusive Lead Campaigns
PlanEnroll runs national campaigns provide exclusive and proprietarily generated leads. When creating a PlanEnroll Lead Campaign in LeadCENTER, you can specify the geographical area and lead type you’re seeking. Leads generated from a PlanEnroll Lead Campaign are Realtime Call Leads routed to your MedicareCENTER phone number.
These calls will be compliantly recorded and not resold to other agents. You can then view your leads in MedicareCENTER, and utilize tags like new, contacted, engaged, and retained so you can filter your clients based on status.
Note: Medicare Advantage leads are no longer offered through LeadCENTER due to CMS requirements.
Marketing Content and Materials
As a PlanEnroll Network Agent, you gain access to a variety of educational resources and marketing materials so you can connect with clients and help answer questions. These professional and compliant pieces will reflect positively on your business and have the potential to boost not only your business but also client trust and loyalty!
By leveraging this perk, you can enhance your client interactions and maximize your impact during AEP!
4. Automate Communication with Client Connect
Quickly and compliantly send messages to a full list of clients with this upcoming feature! Client Connect automates your communication with clients via email and text message. With pre-approved and compliant templates, you can send targeted messages, directly from your client records, focused on:
- Annual Notice of Change (ANOC) receipt
- Coverage review
- Client profile sync
- Birthday messages and more!
To get started, upon logging in to MedicareCENTER, click *Marketing. From there, you can click New Campaign and follow the prompts that appear to send out a new message.
Watch this video to get a glimpse of this feature!
Start Using PlanEnroll Today
Not registered with Ritter or Integrity’s MedicareCENTER yet? No problem — it’s quick, easy, and free!
MedicareCENTER is your all-in-one CRM and agent dashboard, built specifically for Medicare agents to streamline your day-to-day operations, manage clients efficiently, and submit business seamlessly. It combines quoting, enrollment, and contact management in one powerful, easy-to-use system.
While PlanEnroll also offers quoting and enrollment capabilities, it’s designed with the consumer in mind. Think of MedicareCENTER as your core tool for selling, whether in person or remotely, and PlanEnroll as a way to let clients engage with you on their own time, from their own device! Together, the possibilities are endless!
Have questions about PlanEnroll? Check out our MedicareCENTER & PlanEnroll FAQs post or reach out to Ritter’s Sales team.
Want to earn a virtual $5 Amazon gift card for completing signing up with MedicareCENTER?
Participate in our Best AEP Yet program, and you’ll not only prepare for the busy season but also earn incentives!
Agents who qualify can:
The first 25 agents to complete one qualifying task from each and every step earn a $50 Amazon gift card (on top of previous completion earnings)!
To qualify for rewards, participants must be direct to Ritter with an appointed or pending contract. The Your Best AEP Yet qualifying period is from 6/15/25 to 9/30/25. Only steps completed within this period are eligible for rewards. Participants will only be rewarded once for each step. Participants can earn a maximum of three (3) step rewards totaling $15 in virtual Amazon gift cards. Participants among the first 25 to complete all three tasks within the qualifying period will earn one (1) additional $50 virtual Amazon gift card. All qualifying events can be found at RitterIM.com/your-best-aep-yet.
No payment or purchase necessary. Ritter is solely responsible for the distribution of any prizes. Distributions will be made as soon as processing is complete following a qualifying event. Final distributions will be made by 10/14/25. Restrictions may apply. Rewards will be delivered while supplies last. Ritter will make final determinations of all qualifying actions.
Not affiliated with or endorsed by Medicare or any government agency.
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