Stay Compliant with Call Recording and 48-hour SOA Tracking

Utilize your free Integrity Agent Phone Number to have enrollment calls recorded and stored in your client’s contact record. Ask Integrity can summarize and transcribe your calls for easy follow-ups. Send SOAs by email or text and track with 48-hour waiting period. New Client Connect allows you to send SOA to multiple clients at once! Filter your contacts based on clients who have a signed SOA so you are prepared for your appointments.
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