Unlock the full power of IntegrityCONNECT in this hands‑on training designed to help agents confidently quote, compare, and submit Medicare Advantage applications—all within one streamlined platform.

In this session, you’ll learn how easy it is to:

✔ Store & Use Client Health Information

See how IntegrityCONNECT automatically pulls prescriptions, providers, and pharmacies from the client record to generate accurate and personalized Medicare Advantage quotes

✔ Compare Plans With Confidence

Quickly filter, evaluate, and compare Medicare Advantage and PDP plans side‑by‑side using built‑in plan cards and comparison tools. Easily send digital plan comparisons to clients for review with just a few clicks.

✔ Submit Applications for Multiple Carriers

Walk through the seamless enrollment experience—applications prefill using stored client data, reducing errors and saving significant time. Learn how IntegrityCONNECT supports Medicare Advantage and PDP enrollments across many carriers in a unified workflow.

✔ Offer Multiple Signature Options

Discover how to complete applications in the way that works best for your client. IntegrityCONNECT supports:

In‑person signatures
Voice signatures
Email signatures
Text message signatures

You’ll also see how each completed enrollment stores a PDF copy automatically within the client’s record, ensuring easy reference and compliance.

✔ Keep All Production & Client Details in One Place

Track your carrier production, plan selections, client interactions, and enrollment activity—all from one central dashboard. IntegrityCONNECT is built to simplify your workflow and give you full visibility into your book of business.

What You’ll Leave With:

* Confidence navigating quotes and enrollments
* Best practices for comparing plans and sending client‑ready summaries
* A full understanding of signature options and application storage
* Clear insight into how IntegrityCONNECT centralizes your client and production management