Compliance & trust, on autopilot.
Integrity tracking built for life insurance and modern businesses.
Integrity Line is the secure, always-on SaaS platform that helps life insurance professionals and business owners document, monitor, and prove ethical practices—so you protect your clients, your licenses, and your brand.
Designed for: independent life agents, brokerages, and business owners who want provable integrity without extra paperwork.
Live integrity dashboard
Centralize disclosures, client interactions, suitability notes, and audit trails in one secure place—time stamped, searchable, and ready if you ever need proof.
- Ideal for solo life agents and lean teams
- Built-in oversight for growing agencies
- Clear audit-ready records for regulators
Trusted by forward-thinking life insurance professionals and ethical businesses
For life insurance professionals
Stay audit-ready and client-first, without drowning in admin.
Whether you work independently or lead a small team, Integrity Line gives you a single source of truth for every recommendation, disclosure, and follow-up—structured the way regulators expect, but simple enough to use in the field.
- Document every client conversation and decision in real time.
- Standardize suitability and best-interest notes for your practice.
- Generate clear activity logs if your license or practice is ever questioned.
Spend more time advising clients and less time building spreadsheets and binders no one wants to maintain.
For business owners
Protect your culture and reputation with a single system.
Give employees, partners, and clients a trusted way to raise concerns, track resolutions, and show that integrity is part of how you operate—not just a value on the wall.
- Confidential integrity line for your team and customers.
- Clear workflows for review, response, and documentation.
- Defensible records showing how you handled every issue.
Use cases:
- Professional services firms that handle client assets or sensitive data.
- Small to mid-sized employers who want whistleblower-like protection without enterprise software.
- Owner-led companies looking to formalize ethics and conduct standards.
How Integrity Line works
From gray area to clear record in three simple steps.
Integrity Line wraps powerful workflows in a clean, modern interface so you and your team actually use it—every day, with every client.
Step 1
Capture every interaction
Log calls, meetings, recommendations, concerns, and disclosures in seconds from desktop or mobile—using structured fields built for life insurance and professional services.
Step 2
Route and resolve issues
Automatically assign items for review, track follow-ups, and document decisions—so you can show not just what was raised, but how you responded.
Step 3
Report and prove integrity
Generate summarized or detailed reports for regulators, carriers, boards, or internal audits—showing a clean chain of events from concern to closure.
Packages
Integrity packages for every stage of growth.
Start with the package that fits today and expand as your book of business, headcount, and regulatory exposure grow.
Need a larger rollout or carrier-level deployment? Contact us for custom pricing, integrations, and white-label options.
“If anyone ever questions our integrity, we have the receipts.”
“Before Integrity Line, documenting our recommendations and following up on concerns felt scattered. Now everything lives in one place. If a carrier, regulator, or client ever wants to see how we handled a situation, it’s all there—time stamped, organized, and easy to explain.”
Sarah M., Principal at a multi-state life & benefits practice
Key outcomes our customers see:
- Sharper documentation in a fraction of the time.
- More confident conversations with regulators and carriers.
- Higher trust with clients and employees.
- Reduced risk of fines, disputes, and reputational damage.
Integrity Line doesn’t replace your judgment—it makes sure you can prove you used it.
Questions, answered
Is Integrity Line right for you?
If you sell life insurance, manage client assets, or lead a business where trust is non-negotiable, the answer is usually yes.
Data security: Integrity Line is built on modern, encrypted infrastructure with strict access controls. We’ll walk your IT or compliance team through our security posture during a demo.
Getting started: Most teams are live in under two weeks, including configuration and basic training.
Is Integrity Line only for life insurance?
No. Integrity Line was designed with life insurance and financial professionals in mind, but it’s flexible enough for any business that needs a trusted way to log concerns, document decisions, and show regulators or stakeholders that issues are handled responsibly.
How long does implementation take?
Solo agents can be fully set up in under an hour. For teams and business packages, we typically configure your workspace, workflows, and access levels within 5–10 business days, including a live training session.
Can Integrity Line replace my CRM?
Integrity Line is not a full CRM—it’s a specialized integrity, ethics, and documentation layer. Many customers connect it alongside their CRM to keep client data where it already lives and use Integrity Line for high-risk, high-scrutiny activity.
What happens if I’m audited or investigated?
You can pull detailed, time-stamped reports showing who logged what, when concerns were raised, how they were routed, and what the final decisions were. Customers tell us this alone is worth the subscription when something serious comes up.
Do you offer annual or multi-entity pricing?
Yes. We offer discounted annual plans and custom pricing for multi-entity groups, broker-dealers, and large employers. Use the form below to tell us about your structure, and our team will follow up with options.
Next step
See Integrity Line in action with your real scenarios.
Share a recent client interaction, concern, or internal issue you wish had been better documented. We’ll walk you through how Integrity Line would have handled it—end to end.
- Live, interactive walkthrough (30–45 minutes).
- Tailored to life insurance or business use cases.
- Clear next steps and package recommendation.
Request your demo
Tell us if you’re a solo life agent, agency, or business owner, and we’ll match you with the right specialist.
No spam. No pressure. Just a focused look at whether Integrity Line makes sense for your world.
Integrity Line
Modern integrity and documentation software for life insurance professionals and ethical businesses.
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