12-18-2025 - Product Call - IntegrityConnect Live Demo cover art

12-18-2025 - Product Call - IntegrityConnect Live Demo

12-18-2025 - Product Call - IntegrityConnect Live Demo

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 Mastering Integrity Connect: Enhancements, Features, and User Guide In this Thursday training call, Gina Hawks provides an in-depth overview of the Integrity Connect portal. The session covers the recent updates and enhancements to the platform, emphasizing its multifaceted functionalities such as CRM, underwriting, electronic applications, and access to leads. Gina guides new users on how to register and set up their profiles, explains the benefits of the platform including discounts and personalized websites, and demonstrates how to effectively use tools like Ask Integrity and live chat. Additionally, detailed walkthroughs on quoting for simplified and fully underwritten Indexed Universal Life (IUL) policies are included. This comprehensive training ensures users can maximize the potential of Integrity Connect for their business needs. 00:00 Introduction and Overview 01:12 Getting Started with Integrity Connect 02:03 Exploring the Dashboard and New Enhancements 02:36 E&O Insurance Savings 04:41 Setting Up Your Profile 06:01 Utilizing the Integrity Connect Features 08:56 Personalized Website and Business Phone Number 16:49 Selling Permissions Update 29:56 Client Management and Importing Contacts 33:53 Seamless Integration from Underwriting to Application 34:31 Adding Clients and Using Quick Quote 35:34 Detailed Underwriting Process 39:11 Health Conditions and Medications 44:38 Quoting and Application Process 46:57 Handling Common Issues and Questions 49:51 Using Integrity Connect for Different Products 54:39 Fully Underwritten IULs for Accumulation and Protection 01:00:11 Final Thoughts and Q&A
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In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.