Integrity Training Webinars

IntegrityCONNECT is your source for:

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• Lead Purchasing

  • IntegrityCONNECT's Lead Marketplace allows you to browse vendors and purchase leads, including leads exclusive to Equis Financial. 

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• Quoting

  • The IntegrityCONNECT quote tool streamlines the entire sales process, from collecting client details to running a quote to completing the application.

  • Quotes for Final Expense, Simplified IUL, Traditional IUL and Simplified
    Term products.

  • Filter by carriers you're appointed to sell, or view all to identify competitive carriers.

  • Change coverage amounts and premiums mid-quote to adjust on the fly.

  • Use the built-in coverage calculator to figure out the amount of coverage they need.

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• eApps​

  • Go from quote to application with single sign-on simplicity.

  • Carrier writing permissions are automatically updated when available, or manually by the agent.

  • Add health conditions to provide underwriting guidance.

  • Utilize Single Sign-On to prefill and complete applications on the carrier site with ease.

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• Client Management

  • You can view all your contacts in one place with the Client List. It provides an at-a-glance overview of each client including how they were generated, reminders, linked policies, Ask Integrity tags, communication activity, and more.

  • Access specific contacts quickly with search, sort, and filter options.

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• Policy Management

  • Policy Management in Integrity Clients is a convenient way to view and manage policy status for your contacts. From one location you can view pending, past, and active policies.

  • Integrity Clients tracks policies from submission to enrollment. We track this information not just for policies you've submitted through IntegrityCONNECT, but any policy that you have submitted through an Integrity upline.

  • You can view this information in several places in IntegrityCONNECT, including on a Contact Record and Policy Snapshot on the Dashboard.

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• Automated Marketing

  • Launch targeted text and email campaigns to send out reminders, updates, and requests.

  • Send emails to whomever you want - one-to-one, a filtered group, or your entire list of contacts.

  • Choose from ready-to-use templates and targeting strategies to ensure the right messages reach the right contacts.

  • Create "set-and-forget" campaigns to automatically send out messages like enrollment thank-yous.

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• Personalized Agent Website / Phone Number / Email Address

  • The PlanEnroll Personal Agent Website (PAW) gives you a turnkey website with a personalized URL, making it easy to market yourself. Plus, built-in tools like Client Sync and the Learning Center provide extra value to your clients.

  • Integrity provides you with a unique Agent Phone Number. All incoming and outgoing calls made using this number are automatically recorded and securely stored for compliance and future reference.

  • Use the recorded calls to ensure compliance, review key call details, and support sales training.

  • Agents can also use the Agent Phone Number to text with their client.

  • Integrity automatically generates a unique number for you. This is based on the area code of the phone number you entered during the registration process. Integrity does its best to give you the same area code as your phone number, but in some cases it'll be a nearby area code instead.

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• Ask Integrity

  • Ask Integrity is an Al-powered digital assistant designed to help you be better prepared for every client interaction.

  • Quickly see a summary of a client's vital information and health details.

  • Review recaps of previous calls through your recorded line so you're ready for the next appointment.

  • Review the most recent activities so you know what needs to be done next.