Integrity for Agents
Get quotes, manage accounts, and work anywhere
Integrity Marketing Group, LLC
Description
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.
A best-in-class CRM built to help you work smarter!
• Integrated Quote & eApp for multiple products from Health and Life carriers
• Get a Quick Quote in 10 seconds from anywhere in the platform
• Single Sign-on powered by one login and password
• Work anywhere with the Integrity mobile app
Stay Organized!
• Client Snapshot and Task List for insights at-a-glance
• Policy Snapshot provides policy status at your fingertips
• Recent Activity to stay on top of the current details
• Plus, reminders and custom notes to help you serve your clients
Build Better Client Relationships!
• Client Connect send compliant marketing messages to your clients via email or text messages
• Client Sync easily collect key consumer health information
App information from Apple App Store. Integrity for Agents and related trademarks belong to Integrity Marketing Group, LLC.