Client Sync is a powerful new way to connect with your clients, built right into IntegrityCONNECT.
You get an Agent-Personalized Website that makes it easy to invite clients to sync their information with you—building deeper trust and stronger relationships.
Your clients can easily sync their preferences through PlanEnroll (Medicare) and MyIntegrity (Life Insurance).
When they update their health information, medications, or coverage details, you're instantly notified so you can offer better guidance.
Download these step-by-step guides:
