Integrity for Agents のアプリ分析 7月25日

A best-in-class CRM built to help you work smarter! • Integrated Quote & eApp for multiple products from Health and Life carriers • Get a Quick Quote in 10 seconds from anywhere in the platform • Single Sign-on powered by one login and password • Work anywhere with the Integrity mobile app Stay Organized! • Client Snapshot and Task List for insights at-a-glance • Policy Snapshot provides policy status at your fingertips • Recent Activity to stay on top of the current details • Plus, reminders and custom notes to help you serve your clients Build Better Client Relationships! • Client Connect send compliant marketing messages to your clients via email or text messages • Client Sync easily collect key consumer health information