PlanEnroll Network Agent Guide

Engage and Connect with Current and Future Clients

PlanEnroll is a consumer-facing platform that helps consumers feel confident in their Medicare and Life insurance choices. PlanEnroll also helps agents like you build strong relationships with current and future clients.

With PlanEnroll Profile Linking, when a client updates their PlanEnroll profile, the agent will see the changes in the contact record in MedicareCENTER or LifeCENTER. Whenever a change is made by an agent or client, the other will be alerted in their activity stream.

Profile Linking Agent User Guide

Client User Guide

PlanEnroll can help you grow your business!

Get started today by going to Trainings.PlanEnroll.com!

Benefits of Becoming a PlanEnroll Network Agent

Personal Agent Website

Clients can link directly to you for personal guidance — or compare and enroll in plans while you receive credit!

Agent Selection Map

Consumers can find you on the PlanEnroll Agent Selection Map and you get priority ranking if you have an active PlanEnroll Campaign in LeadCENTER. When you set up a PlanEnroll Campaign in LeadCENTER, you get exclusive leads and appear organically on the map!

Marketing Materials

Get access to consumer marketing materials and resources that can help you connect with clients and serve them better.

Consumer Profile Linking

Clients can securely save their health information and preferences in PlanEnroll through your Personal Agent Website link. This connects them to your client contact record in Integrity’s CRM, making it easy for information to be updated by you or your client.

Maximizing Your Impact as a PlanEnroll Network Agent

It’s simple to become a PlanEnroll Network Agent!

Just complete a short set of training videos on Trainings.PlanEnroll.com, then create your Personal Agent Website. Once your training is complete and you’ve set up your Personal Agent Website, there are several ways PlanEnroll integration helps you expand your reach.

Personal Agent Website

Use your Personal Agent Website to connect to current and future clients. Add it to marketing materials, emails and more. Many consumers will appreciate being able to browse plans on your Personal Agent Website, then enroll when they’re ready or connect with you for personalized guidance.

Consumer PlanEnroll Profiles

Encourage existing clients to create a PlanEnroll profile using your Personal Agent Website so they can keep their data securely stored for easy reference. You’ll be able to update their information, too!

PlanEnroll Exclusive Lead Campaign

Create a PlanEnroll Lead Campaign in LeadCENTER, then click the “I’m Available” switch to receive real-time calls or data leads.

PlanEnroll Agent Selection Map

Take advantage of the additional exposure from the PlanEnroll Agent Selection Map. Agents with an active PlanEnroll Lead Campaign rank higher in local search results.

PlanEnroll can help you grow your business!

Get started today by going to Trainings.PlanEnroll.com!

PlanEnroll Network Agent Guide

Engage and Connect with Current and Future Clients

PlanEnroll is a consumer-facing platform that helps consumers feel confident in their Medicare and Life insurance choices. PlanEnroll also helps agents like you build strong relationships with current and future clients.

With PlanEnroll Profile Linking, when a client updates their PlanEnroll profile, the agent will see the changes in the contact record in MedicareCENTER or LifeCENTER. Whenever a change is made by an agent or client, the other will be alerted in their activity stream.

Benefits of Becoming a PlanEnroll Network Agent

Personal Agent Website

Clients can link directly to you for personal guidance — or compare and enroll in plans while you receive credit!

Agent Selection Map

Consumers can find you on the PlanEnroll Agent Selection Map and you get priority ranking if you have an active PlanEnroll Campaign in LeadCENTER. When you set up a PlanEnroll Campaign in LeadCENTER, you get exclusive leads and appear organically on the map!

Marketing Materials

Get access to consumer marketing materials and resources that can help you connect with clients and serve them better.

Consumer Profile Linking

Clients can securely save their health information and preferences in PlanEnroll through your Personal Agent Website link. This connects them to your client contact record in Integrity’s CRM, making it easy for information to be updated by you or your client.

Maximizing Your Impact as a PlanEnroll Network Agent

It’s simple to become a PlanEnroll Network Agent!

Just complete a short set of training videos on Trainings.PlanEnroll.com, then create your Personal Agent Website. Once your training is complete and you’ve set up your Personal Agent Website, there are several ways PlanEnroll integration helps you expand your reach.

Personal Agent Website

Use your Personal Agent Website to connect to current and future clients. Add it to marketing materials, emails and more. Many consumers will appreciate being able to browse plans on your Personal Agent Website, then enroll when they’re ready or connect with you for personalized guidance.

Consumer PlanEnroll Profiles

Encourage existing clients to create a PlanEnroll profile using your Personal Agent Website so they can keep their data securely stored for easy reference. You’ll be able to update their information, too!

PlanEnroll Exclusive Lead Campaign

Create a PlanEnroll Lead Campaign in LeadCENTER, then click the “I’m Available” switch to receive real-time calls or data leads.

PlanEnroll Agent Selection Map

Take advantage of the additional exposure from the PlanEnroll Agent Selection Map. Agents with an active PlanEnroll Lead Campaign rank higher in local search results.

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