Cutting-edge Technology
Transform the way you work with IntegrityCONNECT, available through Copeland Group USA
Through our partnership with Integrity, we’re giving agents access to game-changing technology that redefines how you work and grow. IntegrityCONNECT—the all-in-one platform built by agents, for agents—brings everything you need into one place. From a powerful CRM, to integrated Quote & eApp, an Agent-personalized Website, client Marketing and more — IntegrityCONNECT is built for you to serve more clients and scale your business faster.
And best of all — agents who work with us get access at no cost!
Agents who use IntegrityCONNECT submit up to 79% more apps
All-In-One
IntegrityCONNECT
Save time, work smarter, and sell more with IntegrityCONNECT.
- A best-in-class CRM built to help you work smarter
- Integrated Quote & eApp for multiple products from Health and Life carriers
- Automated Marketing to send compliant marketing messages to your clients via email or text messages
- Work anywhere with the Integrity mobile app available on Apple and Google Play stores
Cutting-Edge Innovation
Ask Integrity
Ask Integrity AI-powered data and insights with you wherever you go — stay up to date on important information and build stronger relationships.
- Client Summaries — Know every client better with an instant, on-demand summary of key client information
- Automatic Meeting & Call Notes — Summarizes prior client meeting details with one click
- Shopper Tags — Identify clients likely to experience plan disruptions so you can prioritize outreach
- AI-Powered Recommendations — Expert guidance suggests products that complement current client coverage
Grow Your Business
IntegrityCONNECT is your source for lead purchasing and management to take your business to the next level!
- Multiple options — Browse vendors and purchase leads on the IntegrityCONNECT lead marketplace
- Leads where you want them — Search for leads by geography, lead type and lead source with our easy-to use heat map
- Get leads your way — Choose from Realtime lead campaigns, customizable direct mail campaigns or on demand leads
- Work smarter not harder — Leads purchased automatically flow into your CRM so you can easily manage the relationship from lead to sold
IntegrityCONNECT is the all-in-one platform that has you everything you need to serve your clients and manage your business. Transform the way you work with IntegrityCONNECT.
