Prioritize Client Outreach with Ask Integrity™ Shoppers!

Prioritize Client Outreach with Ask Integrity™ Shoppers!
September 26, 2024

Ask Integrity™ Shoppers identifies clients most likely to shop this AEP, making your client outreach easier and more efficient.

It's powered by client and carrier data and automatically generates lists that help you prioritize client outreach.

These two videos show two examples of how you might use this new tool:

Use Ask Integrity Shoppers to:

  • Protect your current book of business — maintain client relationships with insight into clients who face plan disruption
  • Prioritize client outreach — stay organized with 3 priority levels of potential shoppers so you know who to reach out to first
  • Know in the moment — Instant Insight provides you with in-the-moment sales recommendation scripts and pop-ups, powered by Ask Integrity, to discuss with your client to help them make informed decisions.

This AEP is bringing large disruptions to plans — make sure you’re ready for this opportunity with this powerful new feature.

Ask Integrity Shopper Tags will be available following release of plan data from CMS early October.

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