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Integrity: Stay Compliant with Call Recording and 48-hour SOA Tracking
September 19 @ 2:00 pm - 3:00 pm
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.