Every insurance agent wants the upcoming Annual Enrollment Period (AEP) to be their best one yet. Integrity’s technology platform, 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 IntegrityCONNECT. 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 Agent-personalized 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 Learning tab in IntegrityCONNECT 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 IntegrityCONNECT, 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 IntegrityCONNECT phone number.
These calls will be compliantly recorded and not resold to other agents. You can then view your leads in IntegrityCONNECT, 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 IntegrityCONNECT 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. Power Communication with Automated Marketing
Quickly and compliantly send messages to a full list of clients with this upcoming feature! Automated Marketing powers 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 IntegrityCONNECT, 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 signed up for IntegrityCONNECT yet? No problem — it’s quick, easy, and free!
IntegrityCONNECT 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 IntegrityCONNECT 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 IntegrityCONNECT & PlanEnroll FAQs post or reach out to Ritter’s Sales team.
Not affiliated with or endorsed by Medicare or any government agency.
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