If you're not already using IntegrityCONNECT, here's quick look at the top 5 features helping agents save time, sell more, and serve clients better.
Agents are using Shopper Tags to automatically identify clients facing plan changes and prioritize outreach based on disruption level. Client Connect marketing templates make it easy to email clients about upcoming changes in just a few clicks.
Shopper Tags are available now and continue to be updated as new information comes from carriers and CMS.
This cutting-edge tool provides prior meeting notes on demand, making it easier than ever to prepare for appointments and know every client better – even during the busiest season.
Agents can now capture client voice signatures easily and compliantly when enrolling clients in health plans.
Using your free Personalized Business Phone Number, you'll be guided through required disclosures to ensure all CMS-required information is captured over the phone and stored compliantly.
Send compliant text messages and emails to clients for everything from obtaining signed Scope of Appointments to birthday messages.
Your emails automatically include your name, contact information, and personalized website link, with everything securely stored in the client's activity record.
Collect key consumer health information and send "Thank You for Enrolling" messages that let clients know they can reach out anytime with questions. It's such a simple way to grow long-lasting client relationships.
Get more details about all of these features and so much more in our comprehensive post: 10 Reasons Every Agent Should Start Using IntegrityCONNECT
And don't forget to download the getting started guide:
