---
title: "How To Run Your Integrity Connect Workflow Inside A CRM"
description: "A practical workflow for agents who quote in Integrity Connect and want the client record, follow-up, and commissions handled in one system."
url: https://unlockedcrm.ai/blog/integrity-connect-crm-workflow-for-agents
canonical: https://unlockedcrm.ai/blog/integrity-connect-crm-workflow-for-agents
category: "Guides"
published: 2026-09-14
updated: 2026-09-14
last_updated: 2026-09-14
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/integrity-connect-crm-workflow-for-agents
summary: "Quote and submit in Integrity Connect, keep the client record and follow-up in unLocked CRM. The integration connects that activity to the client record so one system holds the full history."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/integrity-connect-crm-workflow-for-agents
source: unLocked CRM — AI CRM for insurance agents
---

# How To Run Your Integrity Connect Workflow Inside A CRM

## TL;DR

Quote and submit in Integrity Connect, keep the client record and follow-up in unLocked CRM. The integration connects that activity to the client record so one system holds the full history.

Most agents who write through Integrity already have a working quoting habit. The gap is not the quote — it is everything around it.

Here is a workflow that keeps the quoting where it belongs and stops the client history from fragmenting.

## Step 1 — one client record, in the CRM

Create the contact in unLocked CRM first. Name, phone, email, date of birth, ZIP. Those fields are what every later match, automation, and renewal reminder depends on.

## Step 2 — quote and submit in Integrity Connect

Nothing changes here. Integrity Connect is the quoting and e-application surface.

## Step 3 — let the activity land on the record

With the integration on, Integrity Connect quoting and e-application activity is connected to the matching client record in unLocked. You do not retype it.

## Step 4 — automate the follow-up from the record

This is where the time comes back:

- Post-submission check-in text
- Effective-date reminder
- Annual review task, scheduled the day the policy is placed
- Renewal and rate-change alerts before the client hears it from someone else

## Step 5 — reconcile the money

Commission+ on the Max plan connects 332 carriers for commission tracking, so what you wrote and what you were paid are compared in one place instead of a spreadsheet you rebuild every January.

## The failure mode this avoids

Two systems, kept in sync by hand, drift. The drift shows up at the worst possible time — during an annual review, during AEP, or when a client asks a question you should already know the answer to.

One client record removes the drift.

[See all integrations →](/integrations)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/integrity-connect-integration-announcement
- https://unlockedcrm.ai/blog/integrity-connect-vs-manual-data-entry

---

Source: [How To Run Your Integrity Connect Workflow Inside A CRM](https://unlockedcrm.ai/blog/integrity-connect-crm-workflow-for-agents) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/integrity-connect-crm-workflow-for-agents.