Integrity for Agents vs Booked55

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

Booked55 is the AI-native CRM built for sales teams that want to close more deals, build stronger relationships, and stay organized on the go. Whether you're managing a handful of prospects or scaling a full sales operation, Booked55 gives you everything you need in one place — visual pipelines, AI-powered outreach, email campaigns, team scoreboards, and deep integrations with the AI tools you already use. Every core feature is included from day one: Automatic task creation, contacts, pipelines, outreach, and activity tracking. VISUAL PIPELINE BOARDS Manage your deals with drag-and-drop Kanban boards. Create unlimited pipelines, define custom stages, and set automation rules so nothing slips through the cracks. See every deal at a glance and know exactly where each relationship stands. AI ASSISTANT & MCP SERVER Booked55 ships with a MCP tools for ChatGPT and Claude. Ask about your pipeline, draft personalized emails, enrich contact records, and discover companies — all in plain language grounded in your actual CRM data. AI EMAIL DRAFTING & CONTACT ENRICHMENT Generate personalized outreach emails based on each contact's history and relationship context — not generic templates. Fill in missing company, role, and background details on any contact record with one click. OUTREACH CAMPAIGNS Build multi-step email campaigns, attach contact segments, send test emails, and launch with one click. Track engagement without leaving the app. EMAIL TEMPLATES Save and reuse your best-performing messages. Search your template library and personalize outreach at scale. CONTACT & COMPANY MANAGEMENT Create detailed profiles with roles, referrals, social links, and full interaction history. Import thousands of contacts via CSV. Link employees to companies and see the full organizational picture alongside your pipeline. EVENT TRACKING & ATTENDANCE Log the events that matter to your business, track attendance by contact, and measure networking ROI with event-level scoreboards. SCOREBOARDS & ACTIVITY TRACKING See exactly where your team is strong and where improvement is needed. Track contacts earned, events attended, follow-ups completed, and deals closed — by rep, by team, by time period. TASKS & FOLLOW-UPS Create tasks, set deadlines, and track completion. Scoreboards show who is following up and who is falling behind. GMAIL & GOOGLE CALENDAR SYNC Send emails to contacts without leaving the CRM. Sync calendar events, view availability, and keep your schedule aligned with your pipeline.