The AEP Technology Playbook is Here!

The AEP Technology Playbook is Here!
September 3, 2024

We are excited to introduce the new Integrity Technology Playbook, designed specifically for agents like you!

As we approach the 2025 Annual Enrollment Period (AEP), this comprehensive guide is your go-to resource for navigating the upcoming industry changes, enhancing client management, and maximizing your efficiency.

The playbook covers everything you need to succeed, including:

  • Client Management Tools: Streamline your workflow and manage client relationships more effectively.
  • Instant Insight: Leverage advanced filtering and tagging to prioritize client outreach.
  • Quote & eApp Integration: Simplify the enrollment process with our integrated quoting and application tools.
  • Client Connect: Easily communicate with clients through compliant, automated messaging.
  • Ask Integrity Digital Assistant: Access crucial client information and recommendations on the go.

Whether you're a seasoned agent or just starting, this playbook is built to help you transform disruption into opportunity, ensuring you serve more clients, more efficiently.

Download your copy today and get ready to make the most of this AEP!

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