Preparing for appointments just got dramatically easier. In this session, you’ll discover how Client Sync streamlines the process of gathering and updating your clients’ health information before you meet—saving you time, improving accuracy, and setting the stage for a more productive appointment.

Client Sync allows your clients to securely submit the details you need, including doctors, prescriptions, pharmacies, current coverage, and key personal information. All information flows automatically into their Contact Record inside IntegrityCONNECT, keeping you fully prepared without manual data entry.

You’ll also learn how Client Sync enables clients to complete essential compliance steps—such as Permission to Contact and a signed Scope of Appointment (SOA)—before your meeting. That means less time on paperwork and more time understanding their needs and recommending the right coverage.

We’ll cover:

- How to send a Client Sync invitation through Client Connect or directly from a contact record.
- Which information clients can submit, including providers, prescriptions, pharmacies, and personal details.
- How automatic syncing works and how updates instantly populate their CRM record.
- How Client Sync prepares both you and your client, making the appointment smoother and more effective.

Whether you’re working with new prospects or long-time clients, Client Sync gives you the clean, complete, and current health information you need—without the back-and-forth.