IntegrityCONNECT Helps You Stay Organized During AEP

IntegrityCONNECT® makes it easy for you to save time and sell more with an at-a-glance Dashboard that includes Highlights, Policy Snapshot, Tasks and Reminders.

Dashboard

• Get a quick overview of policy status, upcoming reminders, recent activity and more
• Policy Snapshot shows you numbers of declined, applied, issued and unlinked policies that may need your attention

Tasks and Reminders

• Stay in contact with clients who need a follow-up
• Never miss a commitment with a client
• Prioritize your day to build better client relationships