IntegrityCONNECT review for insurance agents: pricing, carriers and features
IntegrityCONNECT combines a CRM with Medicare, ACA, life and annuity quoting and enrollment. It adds call recording, Scope of Appointment tracking and PlanEnroll, a shopping site with your name on it.
It's free if you contract through Integrity or a partner agency such as Ritter.
- Best for
- Agents contracted through Integrity or a partner like Ritter who sell Medicare, life and ACA
- Lines
- Medicare Advantage, Part D, Medigap, ACA, term, whole life, final expense, annuities and hospital indemnity
- Price
- Free with Integrity contracting
- How you get it
- Through Integrity or one of its partner agencies
- Carriers
- The carriers you're appointed with
- Applications
- Medicare enrollment for some carriers, Medigap enrollment and life eApps through iPipeline
- Website quoter
- Yes, PlanEnroll, a personal Medicare shopping site
Our take
IntegrityCONNECT suits a Medicare-focused agent already contracted through Integrity who also writes life or ACA. Quoting, CRM, compliance records and enrollment sit in one free tool.
The catch is lock-in. Leave Integrity and you may lose access to clients, recordings and SOAs.
Keep your own copies of anything you're required to retain.
Pros
- Free with Integrity contracting
- Medicare, ACA, life and annuities in one login
- Built-in SOA tracking and call recording
- PlanEnroll keeps you as agent on consumer enrollments
- iPhone, iPad and Android apps
Cons
- Only for agents contracted through Integrity
- No promised export when you leave
- Carrier list hidden behind the login
- ACA enrollment happens in another tool
Plans and pricing
- How it's priced
- No software fee for Integrity agents and agencies
- Who pays
- Integrity, as a benefit of contracting
- Leads
- Bought separately, with prices set by lead type and campaign
As of October 2026, from integrity.com. Lead wallet balances are generally non-refundable, and repeat lead orders are locked for their first four weeks.
Access and contracting
- How you get it
- Register through Integrity or a partner such as Ritter with your NPN
- Who pays
- Integrity
- What you need first
- A license in good standing, your NPN and carrier appointments
- If you leave your upline
- No grace period, export or continued access is promised
Plan on losing access if you leave Integrity. Your clients, quotes, recordings and Scope of Appointment records sit in Integrity's platform. Keep your own copies of anything you must retain.
Carriers, products and states
| Product | Type | Lines | Built for |
|---|---|---|---|
| IntegrityCONNECT | Quoting, CRM and enrollment platform | Medicare, ACA, life, annuities and hospital indemnity | Integrity agents and agencies |
| PlanEnroll | Consumer shopping site | Medicare Advantage and Part D, plus life quotes | Your clients |
| CSG APP | Quoter inside IntegrityCONNECT | Hospital indemnity | Integrity agents |
- Carriers
- The full list is behind the login
- States
- Follows your licenses and appointments
Medicare results show only carriers you're appointed with, as of October 2026. Add missing carriers under selling permissions on your account page.
Rates and underwriting
- Fixing a wrong rate
- Send support the carrier, product, your NPN and the error
Underwriting tools
- Life prescreen from conditions and drugs
- Drug-to-condition lookup
- Hides carriers that wouldn't approve the client
- Financial needs analysis
A prescreen isn't carrier approval or a final rate class.
Quotes and proposals
| Result | What it means for you |
|---|---|
| Quote only | Premiums from carriers the client may qualify for |
| Plan comparison | Medicare plans filtered by the client's drugs, doctors and pharmacies |
| Carrier illustration | A launch into the carrier's own illustration |
- What you can send the client
- A PDF, an email or a text
Applications and enrollment
- Where the application goes
- Medicare enrollment in the platform for some carriers. Life apps go to iPipeline or the carrier
- What carries over
- Client details fill the application. Fields vary by carrier
- E-signature
- Medicare signatures in person, by email or by text
Enrollments clients finish on PlanEnroll send you an email, not a PDF in your account.
Medicare tools and compliance
- Plan search
- By the client's drugs, doctors and pharmacies
- Scope of Appointment
- By phone, with later agent signature, uploads and audio SOAs stored
- TPMO disclaimer
- A script prompt on inbound and outbound calls
- Call recording
- Calls on your assigned business number are recorded
- Enrollment
- Medicare Advantage and Part D for some carriers, plus Medigap
Under 2027 plan contracts, sales call recordings are kept six years. Check how long Integrity keeps yours if you leave.
ACA enrollment
- EDE status
- Hands off to Stride or HealthSherpa, both CMS-approved
- What you need as an agent
- ACA selling permissions and self-attestations in the app
- Enrollment
- Finished in Stride or HealthSherpa
Website quoting and consent
PlanEnroll gives you a personal site where clients compare and enroll in Medicare plans, and you stay the agent on the enrollment. It shows only your appointed carriers and hides plans that pay no commission.
- Ways to add it
- A link to your hosted PlanEnroll page
- Your branding
- Your name, NPN, phone, photo, bio, hours and location
- Where leads go
- Client health details and SOAs sync into your account
Integrations
| Connects to | Type | How | Direction | What it does |
|---|---|---|---|---|
| iPipeline | eApp | Hand-off | Out | Starts life applications |
| Carrier portals | eApp | Hand-off | Out | Some carriers send back enrollment status |
| PlanEnroll | Website | Built in | In | Client health details, SOAs and enrollments |
| Stride and HealthSherpa | ACA enrollment | Launch | Out | Opens ACA quoting and enrollment |
| CSG APP | Quoter | Launch | Out | Hospital indemnity quotes |
| MedicareAPP | Quoter | Launch and import | Both ways | Opens MedicareAPP and imports its clients |
| Google and Microsoft calendars | Calendar | Sync | Both ways | Scheduling |
Getting started
Register
Sign up through Integrity or a partner such as Ritter with your NPN and verify your email.
Set selling permissions
Add your appointments so the right carriers show up.
Set up PlanEnroll
Add your photo, bio and hours, then share your link.
Quote and enroll
Run a Medicare, life or ACA quote and move it to the application.
Support is by phone and email. Ritter agents also get training and office hours.
Mobile, users and security
Mobile
The Integrity for Agents app runs on iPhone, iPad and Android.
Users and security
- One login across Integrity tools
- Unlicensed assistant accounts through Ritter
- Selling permissions control what you see
- Data encrypted in transit
Contract and your data
- Term
- None. Access lasts while you're contracted
- Refunds
- Lead wallet balances are generally non-refundable. Ask within 90 days
- Your data when you leave
- No export or continued access promised
- Terms
- Integrity terms of service
Read in October 2026. Integrity provides its tools as is, with no accuracy promise.
IntegrityCONNECT alternatives
- SunFireFree through FMOsMedicare quote and enroll, usually free through your FMO
- ConnectureDRX PlanCompare$100/agent/moMedicare plan comparison and enrollment by subscription
- MedicareCopilot$149/seat/moMedicare quoting with its own CRM, by subscription
- BackNine Quote & ApplyFree with contractingLife, annuity and LTC quote to eApp, free with contracting
- Quility NavigatorFree with contractingTerm, final expense and IUL quoting with pre-underwriting, free to Quility agents
See every option in insurance quoting software.
Frequently asked questions
Is IntegrityCONNECT free?
Yes, for agents and agencies contracted through Integrity. Leads cost extra.
Can I use IntegrityCONNECT without contracting with Integrity?
No. You need Integrity or a partner agency such as Ritter.
What is PlanEnroll?
Your personal Medicare shopping site. Clients compare and enroll, and you stay the agent.
What happens to my data if I leave Integrity?
Integrity doesn't promise continued access or an export. Save copies before you move.
How we researched this review. We based this review on the pricing, terms and product pages published by IntegrityCONNECT, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan IntegrityCONNECT quit selling or a contract term that reads different now, let us know and send the link to the page where IntegrityCONNECT has it. Somebody here pulls up that page and checks it before we change anything on ours.