Health/Life Agent CRM
Integrated Quoting & Enrollment
Integrated Quoting & Enrollment
- Connect to the largest selection of MA and PDP plans straight from a client record in our CRM for easy e-apps.
- Built-in Compliance – follows all CMS guidelines, including SOA tracking.
- Agents can complete Medicare Advantage and PDP enrollments and Health Risk Assessments in Integrity Connect.
- Products included in IntegrityCONNECT:
- Final Expense
- Fully Underwritten and Simplified IUL
- Simplified Issue Term
- Medicare Advantage (MAPD)
- PDP (Prescription Drug Plan)
Side-by-Side Plan Comparison
- Quickly guide clients to available coverage options that meet their needs.
Personal Agent Website
Personal Agent Website
- Connect with your clients through your Personal Agent Website, powered by PlanEnroll to stay up-to-date with their latest needs—compliantly.
- Clients can securely log-in and save their health information, drug lists, and preferences.
Lead Management
Lead Management
- Access to TCPA compliant and exclusive leads.
- Competitive lead pricing—manage your budget.
It’s easy to become a PlanEnroll Network Agent: | - Complete the short trainings on Trainings.PlanEnroll.com.
- Log in to IntegrityCONNECT Leads at Leads.Integrity.com to create your PlanEnroll Realtime Lead Campaign.
- Finally, in your Profile Menu click Client Management to go to IntegrityCONNECT. Go to Account Settings and make sure your health product preference is turned on.
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Once you are a Plan Enroll Network Agent, follow these steps to get leads delivered to you: |
- Log in to IntegrityCONNECT Leads and create a PlanEnroll Realtime Lead Campaign. Note: PlanEnroll Lead Campaigns won’t show as available until you’ve completed the training.
- Turn on the “I’m Available“ toggle in IntegrityCONNECT Leads to get leads right away.
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→ Check out our 2026 AEP Campaign, complete the training and see the power of the PlanEnroll Agent Network.
Resources
