888-622-9122
VIP Portal
Get Contracted
IntegrityCONNECT

IntegrityCONNECT

Access an all-inclusive, proprietary platform that makes it easy for Insurance Marketing Organizations to organize and facilitate a wide range of day-to-day tasks by providing reliable information that ultimately helps them make better decisions.

Get Access
Insurance agents using IntegrityCONNECT

Say hello to the ideal Agency Management System (AMS).

Get timely metrics and insights into how to best build and improve your agent force!

IntegrityCONNECT was created to bring timely visibility and insights to help Integrity partner agencies manage day-to-day tasks and ultimately make better decisions. Now, your business can grow and thrive through IntegrityCONNECT.

When your agency has access to critical business data through IntegrityCONNECT, you can stay ahead of the curve and identify new opportunities! Getting started is easy – a new account can be set up in as little as 30 minutes!

IntegrityCONNECT® technology

Benefits for Insurance Agencies

You can have access to all the great benefits of IntegrityCONNECT, tailored to your agency needs, including:

Agency/Agent CRM

  • Streamlined experience for managing all parts of agency administration

  • Single, unified platform that simplifies business management

Data Quality

  • Standardizes partner data with common attributes to promote higher quality in the platform

  • Get better insights through Integrity’s suite of products

Integration

  • Fully integrated with MedicareCENTER

  • Partners and agencies can see agent MedicareCENTER activity in IntegrityCONNECT

  • Agencies have visibility to agent activities throughout the platform

  • Enrollments to RTS

Price

  • Free to partners and their downline agencies, making it an ideal Agency Management System for their business

IntegrityCONNECT in the Spotlight

The Features

  • Agent and Agency Management

    Organize & View Data

    • On the home page, immediately see apps in workflow, contracts in workflow, lives impacted and contracted agents

    • Tasks, announcements and upcoming marketing events are visible to help prioritize your schedule

    • Search by location, NPN, first name, last name, etc.

    • Helps with lead placement

    • Notes automatically created on the agent’s profile when a user interacts with them

    • Search through agent notes

    • Manually add note with documents

    • Pin important notes at the top of the list

    Agent and Agency Management

  • Agent Communications and Messaging

    • Emails automatically BCC the service account email ID and it’ll appear in the email category in IntegrityCONNECT

    • Ability to send an SMS message from an agent’s profile

    • Can choose different numbers to message

    • Does not allow bulk SMS messaging – just one-on-one interactions

    Agent Communications and Messaging

  • Commissions Management

    • Manage commission plans — who gets paid and how much based on policy duration

    • Import carrier commission feeds, then see the associated commission plan —it can be configured to calculate based on premium or revenue

    • Ability to pay anyone — flexible options

    • Process commissions

    Commissions Management

  • Task Management

    • Tasks can be assigned to other users and associated with an agent/agency or insured

    • Options to attach documents and download tasks

    Task Management

  • Contracting and Hierarchy Administration

    • View how agent/agency hierarchy is structured

    • Filter and search all different aspects of contracting: carrier, status, dates, etc.

    • Agent communication options – agent tells your business if/how to communicate with them on a specific contract

    • Click on a specific contract to see product details, marketer associated with a product, contract levels, and writing numbers

    • Display a visual representation of the hierarchy: see where the agent is in the hierarchy

    Contracting and Hierarchy Administration

  • Policy Administration

    • Associate commission plans to a policy

    • Filter and search all different aspects of contracting: carrier, status, dates, etc.

    • Viewable information on policies: name, carrier, product, status, premium, Insured information

    • Track payment history by policy

    • Show how many points an agent earned

    • Policies can be imported from carrier commission feeds or created manually. Track client information, notes, tasks, and documents.

    Policy Administration

  • Other Features

    Imports

    • Manage appointments and certifications

    • Import RTS files

    Custom Attributes

    • Create custom attribute fields for Policies, Insureds and State Licenses

    • Choose from multiple field types, including text field, dropdown list, radio buttons, date, and more

    • Set attributes as optional or mandatory

    • Sort and search by attributes once created

    • Gives you more freedom to track the information that’s important to your agency and your work

    Reconciled Production

    • View reconciled production by agent and by agency

    • View each individual policy that generated revenue, the agent/agency and product type

    • Filter by time period

    Integrations

    • MedicareCENTER insights

    • MedicareCENTER enrollments

    Reporting

    • Standard Reports

    • Custom Reports

    • Saving and Exporting

    Ask Integrity Digital Assistant

    • Dynamic chat assistant can help answer questions about your agents and agencies

    • Point and click as you interact with the assistant or type your request

    • Ask for data about agents with specific details: view agent’s contract, commission, certificates or hierarchy info and view agent’s upline info, downline agents, number of carriers, and more

    Ready to Sell (RTS)

    • Check the latest RTS data directly on an agent’s profile

    • Includes Self-attestation from MedicareCENTER

    • RTS details include carrier, AWN, state product information along with the plan year

    • IntegrityCONNECT users can see this information without having to manually maintain and import RTS data by themselves

Ready to jump in? Contact TMG

It's FREE to our partners and their downline agencies, making it an ideal Agency Management System (AMS).

Call us for more info.

888-622-9122

Send us a Message