As an FMO, we're always looking for ways to support independent agents and help them grow their businesses.
That's one of the reasons we were so excited to join Integrity. Our partnership allows us to collaborate with industry legends and offer more tools and resources to agents than ever before.
We're also able to support agents in new ways by integrating with Integrity's extensive infrastructure. So, what perks do you get as an independent agent?
The answer? A whole heck of a lot. Here's what you get when you get contracted through us.
1. MedicareCENTER
MedicareCENTER is a powerful, easy-to-use system built to help senior market agents serve their clients better while boosting production and efficiency.
It has evolved so much since its inception and is truly a powerhouse tool for senior market agents.
MedicareCENTER includes all of these features:
- Call recording solutions
- User-friendly CRM
- Dashboards and reporting
- Mobile apps
- Lead management (via integration with LeadCENTER)
- Side-by-side plan comparisons
- Integrated quoting and enrollment for MA and PDP
- Universal login – access MedicareAPP, MedicareLINK, CSG APP, and the CRM/Quoting/E-App system with one username and password
- PlanEnroll integration
- Predictive tagging
- Easy-to-use interface
- Insights from CSG, such as industry trends
- Fully compliant and secure, protecting your information and following all CMS guidelines
In reality, this is a very expensive tool, but it's free to any agent who is contracted through New Horizons.
2. LeadCENTER
Need high-quality leads? Check out LeadCENTER, which integrates with MedicareCENTER.
In LeadCENTER, you can choose from a variety of lead types for multiple products (Medicare, final expense, etc.). These leads are sourced from a variety of channels including direct mail, social media, and search engines.
The best part is you can track all of your lead information using the built-in CRM. Leads are affordable, thanks to bulk discounts and a "buy-per-lead" (BPL) model. Integrity LeadCENTER works directly with lead providers as well as their own proprietary sources to offer the newest and most exclusive leads nationwide.
As long as you are a contracted agent with New Horizons, you can get access to LeadCENTER. Your login is the same as your MedicareCENTER username and password.
3) CSG Trends & Insights
CSG Actuarial not only does quoting, but they provide agents with market data, too. In the past, these tools were very expensive, but now that CSG is an Integrity partner, you can access them all for no cost.
When you log into MedicareCENTER, click on CSG App, which is now under the dropdown when you click on your name.
You will be redirected to the full suite of CSG tools, including Market Pulse and Market Edge.
Check out our previous blog to learn more about these high-value tools: How to Use Market Edge to Find Hidden Opportunities In Your Market
4) Exclusive DEFT Research Webinars
DEFT Research is now an Integrity partner as well, allowing us to have quick access to key insights. When DEFT releases a new report that's especially useful for independent agents, we partner up and host a live webinar so you can get access to this valuable information.
These reports are very expensive, but thanks again to the power of the Integrity platform, you can learn from them at absolutely zero cost.
We'll be hosting an AEP Gut Check webinar with DEFT Research in August, so keep an eye out for that invitation!
5) Medicare Seminar-In-a-Box Kit
The new Medicare Seminar-in-a-Box is a simple-to-use toolkit that helps you prepare and hold compliant and effective Medicare educational seminars.
Medicare Seminar-in-a-Box Assets include:
- Agent Resources Guide to help you get oriented
- Medicare 101 personalized presentation to use in seminars
- Table tents and pull-up banner designs for event collateral
- Multiple guides about Medicare events to help you be effective and compliant
- Consent to Contact form for event attendees
- Social Media Posts to help you promote events
Plus, the Medicare 101 deck is now available in the following additional languages to help you reach even more clients in their communities:
- Spanish
- Korean
- Vietnamese
- Russian
- Japanese
- Chinese (Mandarin)
You can download the kit here.
6) Integrity-Exclusive Carriers
As an Integrity partner, we have access to carriers who choose to do business exclusively on the Integrity platform. Access to brand new carriers with innovative products and fantastic rates gives you the competitive edge you need to be successful in your market.
Exciting launches like Wellabe, American Benefit Life (ABL), and ACE Medicare Supplement are what help us stand out and stay very competitive.
There are even more exciting launches in the pipe that you can only get access to when you work with an Integrity partner. We are so excited to be on the platform!
Related Reading: Getting Started with New Horizons
7) Integrity-Exclusive Bonuses
Since you now have access to Integrity-exclusive carriers, you also have access to their incredible bonuses!
Some of the highest bonuses in the industry are coming from our carrier partners, helping you grow your business as you serve Americans every single day.
You can always visit our Contests & Incentives page to see what bonuses are going on right now.
8) Top Commissions
Thanks to our partnership with Integrity Marketing Group, we are at the highest level when it comes to commissions. Rest assured that no matter what product or carrier you’re interested in, our organization can offer the absolute best commission available.
For specific commission information, simply give us a call and we’ll verify your compensation level.
Read more about what makes us different: Why Us?
Related: How Do FMOs Get Paid?
9) Even More Marketing & Training Materials
Since our partnership with Integrity Marketing Group, we've gained access to the extensive marketing team at Thomas Arts. We've been able to rev up how many marketing materials we develop and make available to our agents.
We also have the ability to put everything through their fantastic compliance team, helping you have full confidence that you're abiding by CMS rules and regulations.
For example, since our partnership, we've worked with Thomas Arts to develop and update:
- Medicare Advantage Sales Training Hub
- Compliant AEP Marketing Kit
- Annuity Awareness Social Media Assets
- Life Insurance Awareness Social Media Assets
We always have more exciting marketing materials in the works and are excited to give you the tools you need to generate leads and nurture your existing clients.
10) CSG Consumer Quoter
As an active producer, you can get free access to the CSG consumer quoting tool!
The CSG consumer quoter, built to turn website visitors into qualified Medicare Supplement leads, has a ton of great features:
- Custom branded to match your website’s look and feel
- Website visitors can run their own Medicare Supplement quotes
- Adding the HTML code to your site is easy
- You choose which Medicare Supplement plan is your preferred default
- You choose which carriers and states will appear
To get access to this custom tool, you do need to be an active producer (not just contracted). Our team will check your recent production to ensure eligibility for this service.
11) Legacy Safeguard®
Available exclusively for Integrity-appointed agents and partners, Legacy Safeguard offers an important and meaningful service designed to guide clients through legacy planning utilizing proprietary products, software and support.
Legacy Safeguard University was created to help you successfully offer the Legacy Safeguard® end-of-life planning service and our industry-leading solutions to everyone you serve.
You’ll get access to tools and proven techniques that will help you serve more clients, close more sales and increase your income — all at the same time.
These resources include:
- Lead Generation
- Presentation Materials
- Client Appointment Materials
- Training Materials
12) Postseason Game Plan eBook
Postseason Game Plan is an expert-built turn-key system to help you serve the senior market year-round.
It was designed to help you look at your clients' needs with a holistic approach to their insurance coverage.
You can get your free copy here.
13) LifeCENTER
LifeCENTER is a powerful new addition to Integrity’s innovative technology Suite of Solutions.
Built by industry experts, LifeCENTER provides everything agents need to manage their business, including access to best-in-class features like:
- Ask Integrity™: The first-in-the-industry AI-powered digital assistant
- Quote & eApp: Seamlessly submit applications directly from client records
- Client and Policy Management: A dashboard with at-a-glance client tracking
- LeadCENTER Integration: Check in, manage and work leads
- Integrity for Agents Mobile App: Work when and how you want
See why agents who use Integrity Technology write 63% more applications! Visit Integrity.com/LifeCENTER to get started today.
14) Agent Networking Assets
The marketing team at Integrity recently developed a Networking in a Box Program, which includes:
- Networking How-to Guide
- Agent Intro Letter
- How-to Guides (Doctor, Pharmacist and Dentist)
- Provider Comparison One-Sheet
- Leave Behind Flyer
- Social Media How-to Guide
You can use these materials to help you become a successful advocate in your community, helping patients get the Medicare plan that’s best for them.
These materials can be customized with your logos, colors and agent contact information. You can learn more about that here.
15) Ask Integrity™
Ask Integrity combines data analysis with powerful intelligence and delivers it on-demand, for free, through MedicareCENTER and the Mobile App.
Ask Integrity offers:
- Client Information Summaries to help agents know every client better, no matter how long they have worked together
- Call Summaries to easily review previous meetings and help agents prepare for the next client interaction
- In-the-moment AI Prompts like Specialist Recommendations personalized to client history and preferences, so agents can find the right plan for each situation
- Secure Client Data Storage that gives agents and their clients peace of mind
Conclusion
From LeadCENTER, which helps you purchase high-quality leads, to MedicareCENTER, which is changing the way we work AEP, we are so proud to offer so many unique agent perks.
New tools, marketing materials, and resources get announced often, so please be sure to subscribe to our weekly email newsletter to get notified of new launches.
If you aren't yet doing business with us, reach out to us! We have a live chat available during normal business hours, give us a call at 888-780-7676, or schedule a product consultation to get personalized recommendations and guidance.
- Medicare Advantage Consultation with Steve Spinner
- Annuity Consultation with Kirk Sarff
- Succession Planning Discovery Call with John Hockaday
Good selling!
