How Ask Integrity Can Streamline Your Medicare Sales Appointments

During a year with high levels of disruption for Medicare clients, simplifying your business operations is critical to reducing your stress and making more sales! Tools such as Ask Integrity can help you prioritize clients that deserve your attention and make business functions go smoother.

Start using Ask Integrity to streamline your Medicare sales appointments and calls this AEP. Activated with a simple click and voice prompt, Ask Integrity has many features to ease your mind.

About Ask Integrity

This tool in the Integrity Suite of Solutions was designed to help agents prepare for appointments, make in-the-moment recommendations, prioritize client outreach, and more. As part of your daily sales routine, Ask Integrity makes it possible for you to focus on the clients who need your attention the most.

Watch this video to learn more!

Ask Integrity is accessible in the MedicareCENTER platform or in the Integrity app for agents. If you haven’t already signed up for MedicareCENTER, it’s free to access as a Ritter agent. If you’re not already a Ritter agent, register today to have access to Integrity tools and even more great resources!

Become familiar with the key functions of Ask Integrity before heading out to your client appointments!

In-The-Moment Recommendations

During client appointments or whenever you’re on the go, Ask Integrity can provide on-demand specialist recommendations that are custom-tailored to your client’s history and preferences. This feature creates suggestions using AI-generated information which is powered by Integrity’s secure and intelligent platform. Data is CMS-compliant and is stored securely to ensure their protection.

Comparing coverage networks, preferred doctors, and prescriptions is made even easier through Ask Integrity’s examination of available plan options in a client’s area using the preferences established in the client’s profile. These custom recommendations can save you time this AEP.

Ask Integrity Shopper Tags

Ask Integrity Shoppers is an excellent way to sort your MedicareCENTER records into categories for needed outreach. One of three colored tags can be assigned to a client’s record to help you more efficiently identify clients who need your attention and why. You can view these tags in the Contacts section, and they can be filtered by priority.

Gold Tag

These are your highest priority clients. Gold clients are those affected by the most disruption. For example, these clients’ carriers have left the market, or their plan has been discontinued. Rely on Ask Integrity Shoppers to easily organize gold-tagged clients at the top of your list. You can then make phone calls to these clients within the MedicareCENTER platform where calls are compliantly recorded and stored.

Royal Blue Tag

Clients with a royal blue tag are experiencing some disruption that requires attention but are not left without coverage. Royal blue-tagged clients remain with the same carrier or plan, but their preferred doctors, medications, or pharmacies are no longer supported. We recommend ensuring that your clients’ preferred physicians, prescriptions, and pharmacies are listed in their client profile to make the most of Ask Integrity’s features.

Navy Tag

Under Contacts in MedicareCENTER, your clients marked with a navy shopper tag are experiencing some level of disruption with some of their benefits. For example, their dental benefits may be changing, or they may no longer receive SilverSneakers^® coverage. These clients are still worthy of your attention and excellent client service this AEP but may not need your immediate assistance, unlike gold- or royal blue-tagged clients.

Apply Reminders and Filters

When sorting through your tagged client list, take note of Ask Integrity’s Reminders and Filters to stay organized. These filters can allow you to change your priorities or look for clients who may be experiencing similar changes. During a year where so many individuals, an estimated two million beneficiaries, are going to be affected by Medicare Part D changes and more, tools to streamline your business functions are even more important.

Automate Your Messaging

Streamline your communications with clients, by incorporating Client Connect. This feature can quickly send communications to a full list of clients while maintaining CMS compliance standards. Connect with your clients via email or text message using templates that have been pre-approved to communicate:

• Annual Notice of Change (ANOC) receipt
• Coverage review
• Client profile sync
• Happy birthday messages
• And more!

Using Ask Integrity Digital Assistant

Ask Integrity also includes a digital assistant that will ease your mind while preparing for client appointments this AEP. Ask Integrity seamlessly connects your client management tools, appointment assistant, and communication tools with a first-of-its-kind digital assistant designed for insurance agents, by insurance agents. The Ask Integrity AI-powered digital assistant is the answer to your busy calendar, emails in your inbox, and notes that fill your desk.

Ask Integrity digital assistant is a voice-activated tool that can be accessed in the Integrity app for agents or in MedicareCENTER. Activate Ask Integrity by a variety of voice prompts to streamline your business operations this AEP.

Summarizing Client Details

Get quick reminders about your clients before meetings. Ask Integrity can provide you with a simple summary of a client’s selected doctor, pharmacy, location, and policy details all with a simple question. Feel prepared and personally connected with each of your clients so you can provide the best service possible.

Simply Ask Integrity, “Tell me about my client name”

Summarize Previous Appointments

Utilize Ask Integrity’s Digital Assistant to see notes about your last appointment with a client. If you’ve stored notes in MedicareCENTER or have previously used Ask Integrity to save client information, this tool can quickly provide you with a client summary.

Perhaps it’s been a few months since you last spoke to a particular client and you’d like to get a good benchmark before meeting with them during AEP. Ask Integrity’s voice prompts make it easy to find important-to-know information without digging through client records, finding the right file, or searching for a misplaced sticky note.

Simply Ask Integrity, “Tell me about my last appointment with my client, name”

Summarize Recorded Calls

Ask Integrity can provide a summary of your last recorded call if you accept or make phone calls in MedicareCENTER, which seamlessly records and stores your phone call recordings in the platform for easy CMS compliance. The tool will prompt an overview of these stored phone calls with a simple voice action. These summaries can be detailed, including specific plan recommendations and client concerns discussed in the phone call. Instead of listening to your full call recording to jog your memory, simplify the process by asking your digital assistant.

Simply Ask Integrity, “Summarize my last phone call with name.”

Store Client Notes

Simply add notes to a client’s profile while you’re busy or need to remember something for later. Ask Integrity will recall this information when you ask about your client. Ask Integrity can provide a quick summary of your notes stored in a client profile and can direct you to view more detailed notes for a longer amount of time if you wish. Having the option to view your notes quickly with just one question can be a great way to jog your memory!

Simply Ask Integrity, “Add a note to name’s client profile that says…”

Ritter and Integrity are focused on providing sales technology solutions that reduce your stress and simplify your operations during the busy enrollment season. The 2025 AEP will require you to provide standout service and tools like Ask Integrity can make it easier.

Getting started with Ask Integrity is easy and free! After becoming a Ritter agent, if you’re not already, sign up with MedicareCENTER to access Ask Integrity and the full Integrity Suite of Solutions to simplify your client connections and appointments this AEP.