Integrity for Agents6.1.9 - App Store
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Publisher 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
Version History Never miss what matters - notifications are here!
• Know the moment a call, lead or appointment needs you.
• Tap the bell to see what's new, with the last 30 days a tap away.
• Pick what you hear about, and set quiet hours so evenings stay yours.
• Tap a notification and land right where you need to be.
• ACA agents: upload client documents and view plan details in one place. 6.1.9 22h ago Getting a Scope of Appointment signed is now much easier -
Complete one with your client right over the phone
Choose the year you're covering, 2026 or 2027 so that 48 hour options only show when it may be applicable
Step away and add your own signature later
Upload a signed form and we'll fill in the details for you. 6.1.8 Sep 22 • Initiate and quote Affordable Care Act (ACA) plans directly using Standard or Quick Quote, or quick-launch vendor tools (Stride, HealthSherpa) for any Clients.
• View and manage ACA selling permissions and self-attestations within a newly organized sub-tab layout on your profile.
• Easily navigate quick-launch tools organized into Life, Health, and Wealth groups in the Avatar menu.
• Book ACA appointments — no Scope of Appointment required. 6.1.7 Sep 15 Add and manage household members directly from a client's profile, making it easier to keep important family information in one place.
Print and Download Medicare Supplement coverage details as a PDF for easy review with clients. 6.1.6 Sep 1 Quote Medicare Supplement plans quickly and easily
Simple step-by-step intake to get accurate plan results
Browse and filter plans to find the best fit for your client
View full plan details and coverage information
Enroll clients directly from the app
Share plan details and comparisons via email or SMS 6.1.5 Aug 13 Access a dedicated Documents tab on every client record
Upload documents directly from your phone — camera, photo library, or file picker
View and search all client documents with sort by name, type, or date
Preview PDFs and images in a full-screen viewer without leaving the app
View completed SOA records, including audio SOAs, directly in the app 6.1.4 Jul 27 Start a new client quote with only a name and MBI.
Verify client Medicare & Medicaid eligibility in real time.
Check Part A/B effective dates instantly.
View current plan enrollment details.
See LIS level & dual-eligible status.
Confirm Medicaid eligibility category.
Access eligibility check from profile or during a quote.
Make informed plan recommendations before enrollment. 6.1.3 Jul 17 View client's PTC (Permission to Contact) status at a glance
Send consent requests to consumers via email, directly from your mobile device
View client's subscription preferences, including SMS/Email opt-out status
View subscription history timeline 6.1.2 Jul 10 Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025
About Integrity for Agents
The company that develops Integrity for Agents is Integrity Marketing Group, LLC. The latest version released by its developer is 6.1.9.
To install Integrity for Agents on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-14 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Integrity for Agents as malware if the download link is broken.
How to install Integrity for Agents on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the Integrity for Agents is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After Integrity for Agents is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 6.1.9
posted on 2026-10-14
Version History Never miss what matters - notifications are here!
• Know the moment a call, lead or appointment needs you.
• Tap the bell to see what's new, with the last 30 days a tap away.
• Pick what you hear about, and set quiet hours so evenings stay yours.
• Tap a notification and land right where you need to be.
• ACA agents: upload client documents and view plan details in one place. 6.1.9 22h ago Getting a Scope of Appointment signed is now much easier -
Complete one with your client right over the phone
Choose the year you're covering, 2026 or 2027 so that 48 hour options only show when it may be applicable
Step away and add your own signature later
Upload a signed form and we'll fill in the details for you. 6.1.8 Sep 22 • Initiate and quote Affordable Care Act (ACA) plans directly using Standard or Quick Quote, or quick-launch vendor tools (Stride, HealthSherpa) for any Clients.
• View and manage ACA selling permissions and self-attestations within a newly organized sub-tab layout on your profile.
• Easily navigate quick-launch tools organized into Life, Health, and Wealth groups in the Avatar menu.
• Book ACA appointments — no Scope of Appointment required. 6.1.7 Sep 15 Add and manage household members directly from a client's profile, making it easier to keep important family information in one place.
Print and Download Medicare Supplement coverage details as a PDF for easy review with clients. 6.1.6 Sep 1 Quote Medicare Supplement plans quickly and easily
Simple step-by-step intake to get accurate plan results
Browse and filter plans to find the best fit for your client
View full plan details and coverage information
Enroll clients directly from the app
Share plan details and comparisons via email or SMS 6.1.5 Aug 13 Access a dedicated Documents tab on every client record
Upload documents directly from your phone — camera, photo library, or file picker
View and search all client documents with sort by name, type, or date
Preview PDFs and images in a full-screen viewer without leaving the app
View completed SOA records, including audio SOAs, directly in the app 6.1.4 Jul 27 Start a new client quote with only a name and MBI.
Verify client Medicare & Medicaid eligibility in real time.
Check Part A/B effective dates instantly.
View current plan enrollment details.
See LIS level & dual-eligible status.
Confirm Medicaid eligibility category.
Access eligibility check from profile or during a quote.
Make informed plan recommendations before enrollment. 6.1.3 Jul 17 View client's PTC (Permission to Contact) status at a glance
Send consent requests to consumers via email, directly from your mobile device
View client's subscription preferences, including SMS/Email opt-out status
View subscription history timeline 6.1.2 Jul 10 Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025
version 6.1.8
posted on 2026-10-07
Version History Getting a Scope of Appointment signed is now much easier -
Complete one with your client right over the phone
Choose the year you're covering, 2026 or 2027 so that 48 hour options only show when it may be applicable
Step away and add your own signature later
Upload a signed form and we'll fill in the details for you. 6.1.8 Sep 22 • Initiate and quote Affordable Care Act (ACA) plans directly using Standard or Quick Quote, or quick-launch vendor tools (Stride, HealthSherpa) for any Clients.
• View and manage ACA selling permissions and self-attestations within a newly organized sub-tab layout on your profile.
• Easily navigate quick-launch tools organized into Life, Health, and Wealth groups in the Avatar menu.
• Book ACA appointments — no Scope of Appointment required. 6.1.7 Sep 15 Add and manage household members directly from a client's profile, making it easier to keep important family information in one place.
Print and Download Medicare Supplement coverage details as a PDF for easy review with clients. 6.1.6 Sep 1 Quote Medicare Supplement plans quickly and easily
Simple step-by-step intake to get accurate plan results
Browse and filter plans to find the best fit for your client
View full plan details and coverage information
Enroll clients directly from the app
Share plan details and comparisons via email or SMS 6.1.5 Aug 13 Access a dedicated Documents tab on every client record
Upload documents directly from your phone — camera, photo library, or file picker
View and search all client documents with sort by name, type, or date
Preview PDFs and images in a full-screen viewer without leaving the app
View completed SOA records, including audio SOAs, directly in the app 6.1.4 Jul 27 Start a new client quote with only a name and MBI.
Verify client Medicare & Medicaid eligibility in real time.
Check Part A/B effective dates instantly.
View current plan enrollment details.
See LIS level & dual-eligible status.
Confirm Medicaid eligibility category.
Access eligibility check from profile or during a quote.
Make informed plan recommendations before enrollment. 6.1.3 Jul 17 View client's PTC (Permission to Contact) status at a glance
Send consent requests to consumers via email, directly from your mobile device
View client's subscription preferences, including SMS/Email opt-out status
View subscription history timeline 6.1.2 Jul 10 Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025 Simplified Life Underwriting
Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications.
Simplified IUL Quoting
Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening.
Client Connect Updates
The app will now display improved error messaging when unable to deliver an email or SMS. 4.0.0 03/28/2025
version 6.1.8
posted on 2026-09-24
Version History Getting a Scope of Appointment signed is now much easier -
Complete one with your client right over the phone
Choose the year you're covering, 2026 or 2027 so that 48 hour options only show when it may be applicable
Step away and add your own signature later
Upload a signed form and we'll fill in the details for you. 6.1.8 2d ago • Initiate and quote Affordable Care Act (ACA) plans directly using Standard or Quick Quote, or quick-launch vendor tools (Stride, HealthSherpa) for any Clients.
• View and manage ACA selling permissions and self-attestations within a newly organized sub-tab layout on your profile.
• Easily navigate quick-launch tools organized into Life, Health, and Wealth groups in the Avatar menu.
• Book ACA appointments — no Scope of Appointment required. 6.1.7 Sep 15 Add and manage household members directly from a client's profile, making it easier to keep important family information in one place.
Print and Download Medicare Supplement coverage details as a PDF for easy review with clients. 6.1.6 Sep 1 Quote Medicare Supplement plans quickly and easily
Simple step-by-step intake to get accurate plan results
Browse and filter plans to find the best fit for your client
View full plan details and coverage information
Enroll clients directly from the app
Share plan details and comparisons via email or SMS 6.1.5 Aug 13 Access a dedicated Documents tab on every client record
Upload documents directly from your phone — camera, photo library, or file picker
View and search all client documents with sort by name, type, or date
Preview PDFs and images in a full-screen viewer without leaving the app
View completed SOA records, including audio SOAs, directly in the app 6.1.4 Jul 27 Start a new client quote with only a name and MBI.
Verify client Medicare & Medicaid eligibility in real time.
Check Part A/B effective dates instantly.
View current plan enrollment details.
See LIS level & dual-eligible status.
Confirm Medicaid eligibility category.
Access eligibility check from profile or during a quote.
Make informed plan recommendations before enrollment. 6.1.3 Jul 17 View client's PTC (Permission to Contact) status at a glance
Send consent requests to consumers via email, directly from your mobile device
View client's subscription preferences, including SMS/Email opt-out status
View subscription history timeline 6.1.2 Jul 10 Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025 Simplified Life Underwriting
Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications.
Simplified IUL Quoting
Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening.
Client Connect Updates
The app will now display improved error messaging when unable to deliver an email or SMS. 4.0.0 03/28/2025
version 6.1.7
posted on 2026-09-17
Version History • Initiate and quote Affordable Care Act (ACA) plans directly using Standard or Quick Quote, or quick-launch vendor tools (Stride, HealthSherpa) for any Clients.
• View and manage ACA selling permissions and self-attestations within a newly organized sub-tab layout on your profile.
• Easily navigate quick-launch tools organized into Life, Health, and Wealth groups in the Avatar menu.
• Book ACA appointments — no Scope of Appointment required. 6.1.7 2d ago Add and manage household members directly from a client's profile, making it easier to keep important family information in one place.
Print and Download Medicare Supplement coverage details as a PDF for easy review with clients. 6.1.6 Sep 1 Quote Medicare Supplement plans quickly and easily
Simple step-by-step intake to get accurate plan results
Browse and filter plans to find the best fit for your client
View full plan details and coverage information
Enroll clients directly from the app
Share plan details and comparisons via email or SMS 6.1.5 Aug 13 Access a dedicated Documents tab on every client record
Upload documents directly from your phone — camera, photo library, or file picker
View and search all client documents with sort by name, type, or date
Preview PDFs and images in a full-screen viewer without leaving the app
View completed SOA records, including audio SOAs, directly in the app 6.1.4 Jul 27 Start a new client quote with only a name and MBI.
Verify client Medicare & Medicaid eligibility in real time.
Check Part A/B effective dates instantly.
View current plan enrollment details.
See LIS level & dual-eligible status.
Confirm Medicaid eligibility category.
Access eligibility check from profile or during a quote.
Make informed plan recommendations before enrollment. 6.1.3 Jul 17 View client's PTC (Permission to Contact) status at a glance
Send consent requests to consumers via email, directly from your mobile device
View client's subscription preferences, including SMS/Email opt-out status
View subscription history timeline 6.1.2 Jul 10 Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025 Simplified Life Underwriting
Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications.
Simplified IUL Quoting
Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening.
Client Connect Updates
The app will now display improved error messaging when unable to deliver an email or SMS. 4.0.0 03/28/2025 In this update, we’ve included additional enhancements to improve your experience! 3.0.0 12/20/2024
version 6.1.6
posted on 2026-09-10
Version History Add and manage household members directly from a client's profile, making it easier to keep important family information in one place.
Print and Download Medicare Supplement coverage details as a PDF for easy review with clients. 6.1.6 Sep 1 Quote Medicare Supplement plans quickly and easily
Simple step-by-step intake to get accurate plan results
Browse and filter plans to find the best fit for your client
View full plan details and coverage information
Enroll clients directly from the app
Share plan details and comparisons via email or SMS 6.1.5 Aug 13 Access a dedicated Documents tab on every client record
Upload documents directly from your phone — camera, photo library, or file picker
View and search all client documents with sort by name, type, or date
Preview PDFs and images in a full-screen viewer without leaving the app
View completed SOA records, including audio SOAs, directly in the app 6.1.4 Jul 27 Start a new client quote with only a name and MBI.
Verify client Medicare & Medicaid eligibility in real time.
Check Part A/B effective dates instantly.
View current plan enrollment details.
See LIS level & dual-eligible status.
Confirm Medicaid eligibility category.
Access eligibility check from profile or during a quote.
Make informed plan recommendations before enrollment. 6.1.3 Jul 17 View client's PTC (Permission to Contact) status at a glance
Send consent requests to consumers via email, directly from your mobile device
View client's subscription preferences, including SMS/Email opt-out status
View subscription history timeline 6.1.2 Jul 10 Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025 Simplified Life Underwriting
Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications.
Simplified IUL Quoting
Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening.
Client Connect Updates
The app will now display improved error messaging when unable to deliver an email or SMS. 4.0.0 03/28/2025 In this update, we’ve included additional enhancements to improve your experience! 3.0.0 12/20/2024 Integrity for Agents is more powerful than ever with the addition of Contact Map & Shoppers!
The Contact Map makes it simple for you to find, filter & sort your clients by location, using a zoomable map so you can connect with contacts more efficiently.
Ask Integrity™ Shoppers identifies clients most likely to shop this AEP, making your client outreach easier & more efficient. It’s powered by client and carrier data & automatically generates lists that help you prioritize client outreach. 2.9.0 10/14/2024
version 6.1.6
posted on 2026-09-03
Version History Add and manage household members directly from a client's profile, making it easier to keep important family information in one place.
Print and Download Medicare Supplement coverage details as a PDF for easy review with clients. 6.1.6 2d ago Quote Medicare Supplement plans quickly and easily
Simple step-by-step intake to get accurate plan results
Browse and filter plans to find the best fit for your client
View full plan details and coverage information
Enroll clients directly from the app
Share plan details and comparisons via email or SMS 6.1.5 Aug 13 Access a dedicated Documents tab on every client record
Upload documents directly from your phone — camera, photo library, or file picker
View and search all client documents with sort by name, type, or date
Preview PDFs and images in a full-screen viewer without leaving the app
View completed SOA records, including audio SOAs, directly in the app 6.1.4 Jul 27 Start a new client quote with only a name and MBI.
Verify client Medicare & Medicaid eligibility in real time.
Check Part A/B effective dates instantly.
View current plan enrollment details.
See LIS level & dual-eligible status.
Confirm Medicaid eligibility category.
Access eligibility check from profile or during a quote.
Make informed plan recommendations before enrollment. 6.1.3 Jul 17 View client's PTC (Permission to Contact) status at a glance
Send consent requests to consumers via email, directly from your mobile device
View client's subscription preferences, including SMS/Email opt-out status
View subscription history timeline 6.1.2 Jul 10 Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025 Simplified Life Underwriting
Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications.
Simplified IUL Quoting
Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening.
Client Connect Updates
The app will now display improved error messaging when unable to deliver an email or SMS. 4.0.0 03/28/2025 In this update, we’ve included additional enhancements to improve your experience! 3.0.0 12/20/2024 Integrity for Agents is more powerful than ever with the addition of Contact Map & Shoppers!
The Contact Map makes it simple for you to find, filter & sort your clients by location, using a zoomable map so you can connect with contacts more efficiently.
Ask Integrity™ Shoppers identifies clients most likely to shop this AEP, making your client outreach easier & more efficient. It’s powered by client and carrier data & automatically generates lists that help you prioritize client outreach. 2.9.0 10/14/2024
version 6.1.5
posted on 2026-08-21
Version History Quote Medicare Supplement plans quickly and easily
Simple step-by-step intake to get accurate plan results
Browse and filter plans to find the best fit for your client
View full plan details and coverage information
Enroll clients directly from the app
Share plan details and comparisons via email or SMS 6.1.5 Aug 13 Access a dedicated Documents tab on every client record
Upload documents directly from your phone — camera, photo library, or file picker
View and search all client documents with sort by name, type, or date
Preview PDFs and images in a full-screen viewer without leaving the app
View completed SOA records, including audio SOAs, directly in the app 6.1.4 Jul 27 Start a new client quote with only a name and MBI.
Verify client Medicare & Medicaid eligibility in real time.
Check Part A/B effective dates instantly.
View current plan enrollment details.
See LIS level & dual-eligible status.
Confirm Medicaid eligibility category.
Access eligibility check from profile or during a quote.
Make informed plan recommendations before enrollment. 6.1.3 Jul 17 View client's PTC (Permission to Contact) status at a glance
Send consent requests to consumers via email, directly from your mobile device
View client's subscription preferences, including SMS/Email opt-out status
View subscription history timeline 6.1.2 Jul 10 Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025 Simplified Life Underwriting
Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications.
Simplified IUL Quoting
Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening.
Client Connect Updates
The app will now display improved error messaging when unable to deliver an email or SMS. 4.0.0 03/28/2025 In this update, we’ve included additional enhancements to improve your experience! 3.0.0 12/20/2024 Integrity for Agents is more powerful than ever with the addition of Contact Map & Shoppers!
The Contact Map makes it simple for you to find, filter & sort your clients by location, using a zoomable map so you can connect with contacts more efficiently.
Ask Integrity™ Shoppers identifies clients most likely to shop this AEP, making your client outreach easier & more efficient. It’s powered by client and carrier data & automatically generates lists that help you prioritize client outreach. 2.9.0 10/14/2024 Integrity for Agents’ new Client Connect feature is an easy way for you to send compliant marketing messages to your clients. Reach out about plan changes, gather client information, wish them happy birthday and more! Reach out to one client at a time via email or SMS, or to multiple clients at once via email. Track SMS threads, calls and SoAs, and marketing campaigns.This release also includes the addition of up to three pharmacies per contact record, including mail order and online pharmacies. 2.8.0 10/02/2024
version 6.1.3
posted on 2026-07-24
Version History Start a new client quote with only a name and MBI.
Verify client Medicare & Medicaid eligibility in real time.
Check Part A/B effective dates instantly.
View current plan enrollment details.
See LIS level & dual-eligible status.
Confirm Medicaid eligibility category.
Access eligibility check from profile or during a quote.
Make informed plan recommendations before enrollment. 6.1.3 6d ago View client's PTC (Permission to Contact) status at a glance
Send consent requests to consumers via email, directly from your mobile device
View client's subscription preferences, including SMS/Email opt-out status
View subscription history timeline 6.1.2 Jul 10 Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025 Simplified Life Underwriting
Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications.
Simplified IUL Quoting
Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening.
Client Connect Updates
The app will now display improved error messaging when unable to deliver an email or SMS. 4.0.0 03/28/2025 In this update, we’ve included additional enhancements to improve your experience! 3.0.0 12/20/2024 Integrity for Agents is more powerful than ever with the addition of Contact Map & Shoppers!
The Contact Map makes it simple for you to find, filter & sort your clients by location, using a zoomable map so you can connect with contacts more efficiently.
Ask Integrity™ Shoppers identifies clients most likely to shop this AEP, making your client outreach easier & more efficient. It’s powered by client and carrier data & automatically generates lists that help you prioritize client outreach. 2.9.0 10/14/2024 Integrity for Agents’ new Client Connect feature is an easy way for you to send compliant marketing messages to your clients. Reach out about plan changes, gather client information, wish them happy birthday and more! Reach out to one client at a time via email or SMS, or to multiple clients at once via email. Track SMS threads, calls and SoAs, and marketing campaigns.This release also includes the addition of up to three pharmacies per contact record, including mail order and online pharmacies. 2.8.0 10/02/2024 Reach out to your Contacts by email - individually or in bulk - to educate them about the significant changes happening this upcoming AEP and encourage them to create or update their PlanEnroll profile using Client Sync - so they can provide their up-to-date contact and health information to you as soon as possible. Streamline your process using Client Connect and Client Sync to prepare for this unique AEP! 2.7.0 09/02/2024 Creating a quote just got quicker in Integrity for Agents! This update lets agents start a Health or Life quote from anywhere in the app, just by tapping the plus icon. Agents can also use the plus icon to create a new contact from anywhere in the app. Install or update today to save time with quicker quoting and contact management. 2.6.0 08/08/2024
version 6.1.1
posted on 2026-07-06
Version History Smarter Plan Search — Filter MA, MAPD & PDP quotes by star ratings, SNP types, commissionable plans, and client-specific doctors, pharmacies & medications.
Send One Plan — Share a single plan via email or SMS, print it as a PDF directly from the app, and browse benefits by category.
Plan Comparison — Compare a client's current plan against a new one, side by side. 6.1.1 Jun 19 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! 6.1.0 Jun 4 Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 May 22 Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025 Simplified Life Underwriting
Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications.
Simplified IUL Quoting
Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening.
Client Connect Updates
The app will now display improved error messaging when unable to deliver an email or SMS. 4.0.0 03/28/2025 In this update, we’ve included additional enhancements to improve your experience! 3.0.0 12/20/2024 Integrity for Agents is more powerful than ever with the addition of Contact Map & Shoppers!
The Contact Map makes it simple for you to find, filter & sort your clients by location, using a zoomable map so you can connect with contacts more efficiently.
Ask Integrity™ Shoppers identifies clients most likely to shop this AEP, making your client outreach easier & more efficient. It’s powered by client and carrier data & automatically generates lists that help you prioritize client outreach. 2.9.0 10/14/2024 Integrity for Agents’ new Client Connect feature is an easy way for you to send compliant marketing messages to your clients. Reach out about plan changes, gather client information, wish them happy birthday and more! Reach out to one client at a time via email or SMS, or to multiple clients at once via email. Track SMS threads, calls and SoAs, and marketing campaigns.This release also includes the addition of up to three pharmacies per contact record, including mail order and online pharmacies. 2.8.0 10/02/2024 Reach out to your Contacts by email - individually or in bulk - to educate them about the significant changes happening this upcoming AEP and encourage them to create or update their PlanEnroll profile using Client Sync - so they can provide their up-to-date contact and health information to you as soon as possible. Streamline your process using Client Connect and Client Sync to prepare for this unique AEP! 2.7.0 09/02/2024 Creating a quote just got quicker in Integrity for Agents! This update lets agents start a Health or Life quote from anywhere in the app, just by tapping the plus icon. Agents can also use the plus icon to create a new contact from anywhere in the app. Install or update today to save time with quicker quoting and contact management. 2.6.0 08/08/2024 This release includes Personal Agent Website Customization. You can now add more details about yourself to your personal PlanEnroll agent website to help consumers get to know you!From the account screen, you can add:
Profile photo*
“About Me” paragraph*
Office location
Office hours
Languages spoken
Products offered
These details will be visible to consumers who visit your free PlanEnroll website. Your personalized PlanEnroll agent link is now automatically personalized to your name and can be found from the Account screen.Download or update the app to build better trust with consumers who visit your personalized PlanEnroll website. 2.5.0 07/19/2024 In this update, we've included additional enhancements to improve your experience! 2.4.0 06/14/2024
version 6.0.9
posted on 2026-05-28
Version History Production Policies Page Enhancements -
Customize your Production Policies page with flexible column visibility, ordering, and advanced filtering by carrier, plan, agent details, and dates.
New Life policy columns now display payment frequency, premiums, and face amount.
Download tailored reports that match your view preferences for a smarter, more efficient way to manage your business. 6.0.9 5d ago Introducing Calendar & Scheduling! Agents can now schedule meetings with their Clients directly in IntegrityCONNECT and allow clients to schedule meetings with them on their Agent-Personalized Website. Clients will receive automatic confirmation and reminder messages via email/SMS. Agents can choose which meetings format(s) they offer, set their availability, and even integrate with a Google or Microsoft calendar for seamless scheduling. Try it today! 6.0.8 Apr 1 This release includes updates to Ask Integrity® that make it easier to conduct your business:
Medicare Carrier Resources - Agents can now Ask Integrity to instantly access helpful resources - such as member and producer portals and support, certification instructions, and supplies.
Plan Insights → Quick Quote
Agents can now jump directly to a Quick Quote for plans found through Ask Integrity Plan Insights - making it easier to quote, apply, and share plan details with your clients! 6.0.7 Feb 19 This enhancement expands quoting capabilities, enabling agents to offer clients more comprehensive life insurance solutions and support a broader range of needs. 6.0.6 12/13/2025 IntegrityCONNECT now offers exclusive savings on Integrity Errors & Omissions (E&O) Insurance with more benefits coming soon! The Exclusive Integrity Partner Benefits are built to help agents supercharge their growth! 6.0.5 11/21/2025 This enhancements includes updates to Ask Integrity® to better connect you with information and opportunities to get the most out of the Integrity for Agents mobile app.
This makes it easier than ever to find what you need, when you need it. 6.0.4 11/06/2025 IntegrityCONNECT is now available in Spanish! Spanish-speaking agents can view the IntegrityCONNECT platform in Spanish, as well as send SOAs in Spanish for their Spanish-speaking clients! 6.0.3 10/31/2025 Ask Integrity Plan Insights gives Health agents instant insights into common questions about Medicare Advantage and Prescription Drug Plans - helping agents to work faster, reduce errors, and better match clients with the right coverage. 6.0.2 10/21/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.1 09/22/2025 We’ve made working from anywhere even easier by making the Integrity for Agents mobile app available for tablets.
Updated page navigation streamlines your workflow, providing a simpler, easy-to-use experience throughout the app.
The new Production view aggregates your Policy Snapshot data for all your clients in one place, giving you a high-level overview of your current and past policies.
Contact records now include a place to store financial information used in Life policy applications. 6.0.0 09/17/2025 This release will update the premium defaults for Simplified IUL & Simplified Term products to improve flexibility and accommodate clients across a wider range of age and budget profiles. 5.0.4 07/03/2025 This release introduces a new feature that enables agents to quote Simplified Term Life insurance products within LifeCENTER. The quoting experience is designed to mirror existing workflows for Final Expense and Simplified IUL products, ensuring a familiar and intuitive interface. 5.0.3 06/25/2025 This release contains updates and enhancements to Ask Integrity interactions, Agent profile updates, and enhancements to life quoting capabilities. 5.0.2 05/15/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents.
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply.
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact. 5.0.1 04/18/2025 01. Indexed Universal Life policies are now available for quoting and e-application for appointed agents
02. Agents can run a Quick Quote without a contact record, and can add or find the contact when it’s time to apply
03. The new Financial Needs Analysis feature helps agents determine which Life product may be right for a contact 5.0.0 04/16/2025 Simplified Life Underwriting
Underwriting filtering for Life policies is now more accurate than ever! This update allows agents to find health conditions using their client’s medications.
Simplified IUL Quoting
Life agents can now quote and apply for simplified IUL policies! This includes all the benefits of expanded underwriting for accurate prescreening.
Client Connect Updates
The app will now display improved error messaging when unable to deliver an email or SMS. 4.0.0 03/28/2025 In this update, we’ve included additional enhancements to improve your experience! 3.0.0 12/20/2024 Integrity for Agents is more powerful than ever with the addition of Contact Map & Shoppers!
The Contact Map makes it simple for you to find, filter & sort your clients by location, using a zoomable map so you can connect with contacts more efficiently.
Ask Integrity™ Shoppers identifies clients most likely to shop this AEP, making your client outreach easier & more efficient. It’s powered by client and carrier data & automatically generates lists that help you prioritize client outreach. 2.9.0 10/14/2024 Integrity for Agents’ new Client Connect feature is an easy way for you to send compliant marketing messages to your clients. Reach out about plan changes, gather client information, wish them happy birthday and more! Reach out to one client at a time via email or SMS, or to multiple clients at once via email. Track SMS threads, calls and SoAs, and marketing campaigns.This release also includes the addition of up to three pharmacies per contact record, including mail order and online pharmacies. 2.8.0 10/02/2024 Reach out to your Contacts by email - individually or in bulk - to educate them about the significant changes happening this upcoming AEP and encourage them to create or update their PlanEnroll profile using Client Sync - so they can provide their up-to-date contact and health information to you as soon as possible. Streamline your process using Client Connect and Client Sync to prepare for this unique AEP! 2.7.0 09/02/2024 Creating a quote just got quicker in Integrity for Agents! This update lets agents start a Health or Life quote from anywhere in the app, just by tapping the plus icon. Agents can also use the plus icon to create a new contact from anywhere in the app. Install or update today to save time with quicker quoting and contact management. 2.6.0 08/08/2024 This release includes Personal Agent Website Customization. You can now add more details about yourself to your personal PlanEnroll agent website to help consumers get to know you!From the account screen, you can add:
Profile photo*
“About Me” paragraph*
Office location
Office hours
Languages spoken
Products offered
These details will be visible to consumers who visit your free PlanEnroll website. Your personalized PlanEnroll agent link is now automatically personalized to your name and can be found from the Account screen.Download or update the app to build better trust with consumers who visit your personalized PlanEnroll website. 2.5.0 07/19/2024 In this update, we've included additional enhancements to improve your experience! 2.4.0 06/14/2024 Instant Insight, an enhancement to Contact Tags, helps you save time and serve your
clients better:
- Quickly identify and reach out to Clients who are likely to shop
- View lead source information in the call banner so you can communicate with
confidence
- Slice and dice your book of business by product type, carrier, policy status, lead
campaigns and more
Also included:
- Fingerprint and face recognition for quick, secure login
- Reminder Due Time
- Expanded Provider search radius 2.3.0 05/29/2024 In this update, we’ve included additional enhancements to improve your experience! 2.2.0 04/25/2024
Disclaimer
Official App Store Link
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