Apps Like Integrity for Agents for iPhone and iPad
Get quotes, manage accounts, and work anywhere
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
by Integrity Marketing Group, LLC★ 4.341 ratingsBusinessFreeData updated 2026-09-06
Manage client relationships with contact tracking and appointment scheduling. Showcase services with customizable profiles and portfolios. Send and receive messages, invoices, and payment requests.
Track work hours and tasks with customizable folders for projects, clients, or categories. Assign colors for organization. View recent sessions on a timeline, add, edit, or delete entries.
Create sales quotes and track client interactions. Manage sales pipelines and set reminders. Upload custom logos and use professional templates. Access Insights for data and analytics. Generate invoices and track payments.
Secure messaging and scheduling for professionals and clients. Exchange messages, set and view appointments, receive notifications. Enable location-based reminders for arrival alerts. Sync with web service for shared access and updates.
Facilitates check deposits into client accounts. Allows login with credentials. Enables advisors and staff to process deposits securely. Tracks details and confirms transactions. Sends notifications for completed deposits.
The app provides current term life insurance rates from over 20 carriers. It offers a pre-screener for underwriting issues and is available in all 50 states.
Create and send professional instantly. Add client details, set payment terms, and track due dates. Manage billing and payments on the go. Export and receive payments directly through the .
Track work hours and breaks with start/end registration and pause logging. View employee status in real-time. Analyze daily and weekly work and pause times. Access PIN mode for offline time .
Create professional invoices with automated numbering and track their status. Generate PDFs with payment links for instant email delivery. Manage job quotes and send invoices directly from the . Simplify billing and payment processes for businesses.
Manage leads and contacts with organization tools for tracking and nurturing. Automate follow-ups, messages, and campaigns using AI. Monitor sales performance and streamline client engagement through integrated communication features.
Create and manage a personal beauty professional profile to showcase work and attract clients. Accept and manage orders through a calendar interface. Communicate with clients via live chat to customize services.
Track freight shipments and view delivery status. Request rate quotes and schedule pickups. Scan PRO barcodes using the device camera or compatible external scanners. Connect Bluetooth Low Energy devices for barcode reading.
Create and send branded invoices and quotes. Track overdue payments instantly. Convert quotes to invoices with one tap. Upload logos and sign documents digitally.