Ready to unlock everything IntegrityCONNECT has to offer? Download this comprehensive Getting Started Guide that walks you through all the powerful tools at your fingertips.
This step-by-step guide covers everything you need to hit the ground running with IntegrityCONNECT:
- Built-in Quote & eApp – Generate quotes in under 10 seconds and pre-fill applications automatically
- CRM Setup – Organize client information, track policy status, and manage follow-ups all in one place
- Dashboard & Task Management – Keep your day organized with at-a-glance insights and automated reminders
- Automated Marketing – Send compliant emails and texts to clients with just a few clicks
- IntegrityCONNECT Leads – Find hand-raisers and grow your book with our lead marketplace
- Ask Integrity AI Assistant – Get instant client summaries, automatic call notes, shopper tags, and AI-powered product recommendations
- Agent-Personalized Website & Business Phone – Build your brand with your own professional online presence
Whether you're brand new to the platform or looking to make the most of features you haven't explored yet, this guide has you covered.
