SuperClock with Futures
GRATUIT
Free
Business
Free
Integrity for Agents
by Integrity Marketing Group
Description
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
• 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
What's new (v6.1.0)
Your annuity workflow just got faster.....
- Quote FIA and MYGA products right from your phone
- Filter by state, carrier, product type, and your appointed policies
- Launch to illustrations instantly
- See Wealth policies on your Dashboard and Client List
Opt in to Wealth in your Product Preferences to get started today!
- Quote FIA and MYGA products right from your phone
- Filter by state, carrier, product type, and your appointed policies
- Launch to illustrations instantly
- See Wealth policies on your Dashboard and Client List
Opt in to Wealth in your Product Preferences to get started today!
