Integrity for Agents vs Prospect by LegalShield

A best-in-class CRM built to help you work smarter! • Integrated Quote & eApp for multiple products from Health and Life carriers • Get a Quick Quote in 10 seconds from anywhere in the platform • Single Sign-on powered by one login and password • Work anywhere with the Integrity mobile app Stay Organized! • Client Snapshot and Task List for insights at-a-glance • Policy Snapshot provides policy status at your fingertips • Recent Activity to stay on top of the current details • Plus, reminders and custom notes to help you serve your clients Build Better Client Relationships! • Client Connect send compliant marketing messages to your clients via email or text messages • Client Sync easily collect key consumer health information

With the Prospect by LegalShield app, you can easily share your way to success with tools that create word-of-mouth buzz and complement belly-to-belly efforts! Connect with new contacts and interact with your team by sharing exclusive, corporate-approved tools. You’ll have a vast array of marketing materials like videos, images, and more—all right at your fingertips! The powerful, yet beautifully simple design, along with compelling tools, makes growing your business simpler than ever. Contacts: Choose how to sync and manage your contacts. Swipe to sort them by interest level. You can make connections, add notes, or check out the Contact Feed to see the tools you’ve shared and contact actions. Tools: It has never been easier to share information about your products and opportunity via SMS text, email, or social media. Simply choose tools specifically designed to promote your business and share them with a contact. You’ll receive a notification when contacts view a tool so you know exactly when to follow up! Business: Access helpful links to build your business. Settings: Our simple Share Setup will help you upload a profile picture, define your ‘why’ in your bio, and add other info that will help contacts connect with you and learn more about your business and products. You can also configure notification preferences, watch QuickTips to learn about the app, and more. Learn: Empowering users by providing simple and effective training courses, lessons, quizzes, awards, and more. With videos, images, PDFs, quotes and more built into the lessons, you can learn more than ever and have fun while doing it.