Unlock the full power of IntegrityCONNECT in this hands‑on training designed to help agents confidently quote, compare, and submit Medicare Advantage applications—all within one streamlined platform.
In this session, you’ll learn how easy it is to:
✔ Store & Use Client Health Information
See how IntegrityCONNECT automatically pulls prescriptions, providers, and pharmacies from the client record to generate accurate and personalized Medicare Advantage quotes
✔ Compare Plans With Confidence
Quickly filter, evaluate, and compare Medicare Advantage and PDP plans side‑by‑side using built‑in plan cards and comparison tools. Easily send digital plan comparisons to clients for review with just a few clicks.
✔ Submit Applications for Multiple Carriers
Walk through the seamless enrollment experience—applications prefill using stored client data, reducing errors and saving significant time. Learn how IntegrityCONNECT supports Medicare Advantage and PDP enrollments across many carriers in a unified workflow.
✔ Offer Multiple Signature Options
Discover how to complete applications in the way that works best for your client. IntegrityCONNECT supports:
You’ll also see how each completed enrollment stores a PDF copy automatically within the client’s record, ensuring easy reference and compliance.
✔ Keep All Production & Client Details in One Place
Track your carrier production, plan selections, client interactions, and enrollment activity—all from one central dashboard. IntegrityCONNECT is built to simplify your workflow and give you full visibility into your book of business.
What You’ll Leave With:
* Confidence navigating quotes and enrollments
* Best practices for comparing plans and sending client‑ready summaries
* A full understanding of signature options and application storage
* Clear insight into how IntegrityCONNECT centralizes your client and production management
IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. This webinar will be a compilation of things to know if you’re a Life Agent and new to IntegrityCONNECT. Get ready!
Join us for the IntegrityCONNECT New User Training for Health Agents—a slow‑paced, practical walkthrough designed to help agents save time, sell more, and deliver a better client experience from day one. IntegrityCONNECT is Integrity’s powerful, all‑in‑one platform built to streamline your workflow, simplify client management, and support stronger, more efficient sales activity.
During this session, you’ll learn how IntegrityCONNECT helps you:
– Serve and manage clients more efficiently with intuitive tools that centralize client data, plan information, and communication history.
– Grow your business by running smoother workflows that lead to more appointments, stronger engagement, and improved client retention.
– Leverage Ask Integrity to access real‑time guidance, product information, and support that helps you close more sales with confidence.
– Submit more applications—79% more on average—as agents who use IntegrityCONNECT consistently experience higher productivity and simplified enrollment processes.
Whether you’re brand new to the platform or just getting started, this training will equip you with the foundational skills, shortcuts, and best practices you need to begin working smarter, not harder—so you can focus on what matters most: helping your clients and growing your book of business.
IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. This webinar will be a compilation of things to know if you’re a Life Agent and new to IntegrityCONNECT. Get ready!
Your PlanEnroll Agent‑Personalized Website is more than a digital business card — it’s a full self‑service enrollment tool that helps consumers explore Medicare options, compare plans, self‑quote, and self‑enroll, all while ensuring you receive credit for the sale. Through your personalized URL, clients can view quotes for carriers you’re appointed with, compare Medicare Advantage and Prescription Drug Plans, and submit applications online.
During this training, we’ll walk through how your website displays your name, NPN, contact information, photo, bio, office hours, and carriers—giving clients confidence that they’re working with a trusted, local agent. We’ll cover how consumers can also create a PlanEnroll profile to store their providers, prescriptions, and personal health details, and how updates automatically sync back to you through IntegrityCONNECT Clients.
You’ll learn how to:
* Share your personalized PlanEnroll URL across email, social media, business cards, and marketing campaigns
* Help consumers self‑quote and self‑enroll directly from your page for MA and PDP plans
* Understand how you receive agent attribution and credit for all consumer‑initiated enrollments completed through your site
* Use PlanEnroll’s Learning Center content to educate prospects and drive organic traffic
* Integrate your website with Client Sync so clients can update health info and sign SOAs before appointments
By the end of this session, you’ll know exactly how to turn your PlanEnroll page into a 24/7 enrollment engine—helping you expand your reach, improve consumer experience, and grow your Medicare business year‑round.
Client Sync allows your clients to securely submit the details you need, including doctors, prescriptions, pharmacies, current coverage, and key personal information. All information flows automatically into their Contact Record inside IntegrityCONNECT, keeping you fully prepared without manual data entry.
You’ll also learn how Client Sync enables clients to complete essential compliance steps—such as Permission to Contact and a signed Scope of Appointment (SOA)—before your meeting. That means less time on paperwork and more time understanding their needs and recommending the right coverage.
We’ll cover:
– How to send a Client Sync invitation through Client Connect or directly from a contact record.
– Which information clients can submit, including providers, prescriptions, pharmacies, and personal details.
– How automatic syncing works and how updates instantly populate their CRM record.
– How Client Sync prepares both you and your client, making the appointment smoother and more effective.
Whether you’re working with new prospects or long-time clients, Client Sync gives you the clean, complete, and current health information you need—without the back-and-forth.
Unlock the full power of IntegrityCONNECT in this hands‑on training designed to help agents confidently quote, compare, and submit Medicare Advantage applications—all within one streamlined platform.
In this session, you’ll learn how easy it is to:
✔ Store & Use Client Health Information
See how IntegrityCONNECT automatically pulls prescriptions, providers, and pharmacies from the client record to generate accurate and personalized Medicare Advantage quotes
✔ Compare Plans With Confidence
Quickly filter, evaluate, and compare Medicare Advantage and PDP plans side‑by‑side using built‑in plan cards and comparison tools. Easily send digital plan comparisons to clients for review with just a few clicks.
✔ Submit Applications for Multiple Carriers
Walk through the seamless enrollment experience—applications prefill using stored client data, reducing errors and saving significant time. Learn how IntegrityCONNECT supports Medicare Advantage and PDP enrollments across many carriers in a unified workflow.
✔ Offer Multiple Signature Options
Discover how to complete applications in the way that works best for your client. IntegrityCONNECT supports:
In‑person signatures
Voice signatures
Email signatures
Text message signatures
You’ll also see how each completed enrollment stores a PDF copy automatically within the client’s record, ensuring easy reference and compliance.
✔ Keep All Production & Client Details in One Place
Track your carrier production, plan selections, client interactions, and enrollment activity—all from one central dashboard. IntegrityCONNECT is built to simplify your workflow and give you full visibility into your book of business.
What You’ll Leave With:
* Confidence navigating quotes and enrollments
* Best practices for comparing plans and sending client‑ready summaries
* A full understanding of signature options and application storage
* Clear insight into how IntegrityCONNECT centralizes your client and production management
Compliance doesn’t have to be complicated — and with IntegrityCONNECT, it isn’t.
Join us for an in‑depth webinar designed to help agents stay confidently compliant in a rapidly changing regulatory environment. This session will provide practical guidance and expert insights on how technology can simplify, automate, and safeguard your compliance processes every time you engage with clients.
With a newly proposed CMS rule on the horizon, it’s more important than ever for agents to understand what’s changing, how it impacts day‑to‑day interactions, and how to stay ahead of regulatory expectations. IntegrityCONNECT was built precisely for that purpose — ensuring that anytime an agent uses the platform, they’re operating within CMS‑compliant workflows.
During this webinar, we’ll walk through the powerful compliance‑focused features inside IntegrityCONNECT. We’ll also break down the proposed new CMS rule, what it means for your business, and how IntegrityCONNECT automatically aligns your activities with updated requirements — so you can focus on client relationships instead of administrative worries.
Agents will hear directly from Integrity’s Compliance expert, Chalen Jackson, who will share practical advice, best practices, and real‑world examples to help you stay protected and productive.
Whether you’re an experienced agent or new to the platform, this session will give you the tools and confidence to work smarter, stay compliant, and grow your business with ease.
IntegrityCONNECT is Integrity’s powerful technology platform that is built to help you be more successful — so you can save time, and sell more. This webinar will be a combination of some recent platform enhancements. We can’t wait to share them with you!
Join us for the IntegrityCONNECT New User Training for Health Agents—a slow‑paced, practical walkthrough designed to help agents save time, sell more, and deliver a better client experience from day one. IntegrityCONNECT is Integrity’s powerful, all‑in‑one platform built to streamline your workflow, simplify client management, and support stronger, more efficient sales activity.
During this session, you’ll learn how IntegrityCONNECT helps you:
– Serve and manage clients more efficiently with intuitive tools that centralize client data, plan information, and communication history.
– Grow your business by running smoother workflows that lead to more appointments, stronger engagement, and improved client retention.
– Leverage Ask Integrity to access real‑time guidance, product information, and support that helps you close more sales with confidence.
– Submit more applications—79% more on average—as agents who use IntegrityCONNECT consistently experience higher productivity and simplified enrollment processes.
Whether you’re brand new to the platform or just getting started, this training will equip you with the foundational skills, shortcuts, and best practices you need to begin working smarter, not harder—so you can focus on what matters most: helping your clients and growing your book of business.