New User Onboarding Training Series for Health Agents

START NEW USER ONBOARDING

About This New User Onboarding

Welcome! We are so glad you are here and ready to supercharge your business! We know agents who utilize IntegrityCONNECT submit 79% more apps and that is because this all-in-one platform is designed to help you save time and sell more! The best part is, it’s free! Watch the seven sessions below in order, at your own pace, to get familiar with the platform.
Welcome
Sessions in this New User Onboarding
  • 1765563251-4877062dc9a1c254
    1. Registration and Account Setup
    Update your account settings, customize your agent profile and check your selling permissions.
  • 1765563296-e75a55fa55dafe92
    2. Navigation Overview
    Dashboard Overview, Ask Integrity, Spanish Mode, Quick Quote and more.
  • 1765563326-bd3cc21125b1f4de
    3. Contacts Overview
    Add clients, filter your clients by stages and tags, and review client record.
  • 1765563358-3131d698b4eb83fc
    4. Scope of Appointment
    Send by email or text, option to track 48-hour waiting period, available in Spanish.
  • 1765563379-85f6dcad3572c8fc
    5. Personalized Business Phone Number
    Record inbound and outbound calls, send text messages, Ask Integrity call and meeting summaries
  • 1765563404-5e9e33d10af0dcee
    6. Med Adv & PDP Quoting
    Quote with client's health information, view plan details and send comparisons
  • 1765563431-6bd7698357f891bc
    7. Med Adv & PDP Enrollments
    In-person, voice, email or text signature. PDF application stores in client's activity. View policies and production.
Ead-messages-offsite-icon-1