Supercharge Your Business
Make Client Management Easy
Efficiently prefill quotes and applications using compliantly stored data your client provides you with via Client Sync. Record and hear summaries of sales calls and notes to quickly reacquaint yourself with each client!
Stay Organized
Easy-to-navigate dashboards show you at-a-glance insights for your business. Set tasks and reminders to keep your commitments. See the status of an application under Policy Management. COMING SOON: A built-in appointment scheduler!
Build Better Relationships
Ask Integrity AI shopper tags help you prioritize your client outreaches based on market disruption. Batch-send or automate emails and texts through Client Connect. Use the app for an enhanced mobile experience!
Grow Your Book of Business
Each agent gets a customizable PlanEnroll Personal Agent Website to organically market their services, collect permission to contact, and meet Scope of Appointment requirements. LeadCENTER leads populate in IntegrityCONNECT for seamless business management.
Remain Cutting-Edge
Integrity’s proprietary Ask Integrity AI technology is your personal digital assistant and superpower. Summaries, recommendations, and insights are available seconds after a request! Know your book of business’ data is in safe hands.
Lead Through Knowledge
Have downlines? IntegrityCONNECT+ gives you real-time visibility into how your agency and each of your agents are performing. Use powerful data to inform and accelerate your agency’s growth, all at no added cost!
Get Free Access Through Ritter!