Integrity

Integrity

Life and health insurance distribution network

Overview

Integrity Marketing Group builds and supports a large network of life and health insurance agents and agencies by acquiring or partnering with independent marketing organizations (IMOs) across the United States. It distributes a wide range of life and health insurance products, plus retirement solutions, with a focus on serving the senior market. Its core product is a proprietary platform that provides marketing support, data analytics, and technology tools to help its partner network operate more efficiently and grow sales. Revenue comes mainly from commissions on policies sold through its network. Compared with competitors, Integrity combines a scalable agent-network model with an integrated technology and marketing platform, allowing partners to access resources, analytics, and support at scale. The company’s goal is to help its partners expand their business, increase sales to the expanding senior population, and grow its footprint through strategic partnerships and acquisitions.

Significant Headcount Growth

About Integrity

Simplify's Rating
Why Integrity is rated
C+
Rated B on Competitive Edge
Rated B on Growth Potential
Rated D+ on Differentiation

Industries

Data & Analytics

Enterprise Software

Financial Services

Company Size

1,001-5,000

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$1.2B

Headquarters

Oxford, Massachusetts

Founded

2006

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Simplify's Take

What believers are saying

  • AIMCOR acquisition on Jan 13, 2026 adds national scale to Life, Health, Wealth, and Annuity businesses.
  • Integrity Wealth manages over $55B AUM, expanding cross-sell opportunities for seniors via AI-driven analytics.
  • The 2025 'Integrity for All' campaign boosted cross-sell efficiency by 22% between insurance and wealth products.

What critics are saying

  • CMS Medicare Advantage underwriting crackdown may delist Integrity via aggressive audits with 45–65% probability in 6–12 months.
  • Fixed indexed annuity litigation from Quantum Group acquisition faces 35–50% probability in 12–18 months due to sales practices.
  • Harvest Partners may force asset monetization or margin compression within 12–24 months after 61 acquisitions strain integration.

What makes Integrity unique

  • Integrity operates as the OS of Insurance with a unified omnichannel tech platform for agents.
  • Its proprietary platform integrates AI-driven analytics, real-time lead routing, and marketing support for 750+ carriers.
  • The firm uniquely combines life, health, and wealth offerings under one banner targeting aging Boomers and Gen X.

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Funding

Total Funding

$1.2B

Above

Industry Average

Funded Over

1 Rounds

Growth Equity Non VC funding comparison data is currently unavailable. We're working to provide this information soon!
Growth Equity Non VC Funding Comparison
Coming Soon

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Professional Development Budget

Conference Attendance Budget

Paid Sick Leave

Paid Holidays

Flexible Work Hours

Remote Work Options

Growth & Insights and Company News

Headcount

6 month growth

17%

1 year growth

17%

2 year growth

0%
PR Newswire
Feb 4th, 2026
Integrity Wealth appoints Chris Cassidy as senior VP to drive holistic financial planning growth

Integrity, a distributor of life and health insurance and wealth management solutions, has appointed Christopher Cassidy as Senior Vice President of Integrity Wealth. Cassidy will report to Craig Walling, President of Integrity Wealth, to lead growth strategy for the company's holistic life, health and wealth business model. Cassidy brings extensive wealth management experience from senior roles at LPL Financial, Wells Fargo Private Wealth and Bank of America Merrill Lynch. At LPL Financial, he served as Senior Vice President of the Institutional Division, forging enterprise partnerships and integrating new advisors post-acquisition. At Wells Fargo, he led the Private Wealth division's Southwest region. Integrity Wealth currently manages over $55 billion under management and advisement, offering advisors technology, support and guidance through its integrated platform.

PR Newswire
Jan 27th, 2026
Integrity appoints Ryan Kocher as SVP to strengthen Medicare distribution leadership

Integrity, a US life and health insurance distributor, has appointed Ryan Kocher as senior vice president of Medicare Advantage for Integrity Health. Kocher brings over 20 years of healthcare leadership experience to oversee the company's Medicare market position. Kocher joins from The Cigna Group, where he spent more than two decades in progressive executive roles. Most recently, he served as chief growth officer of Cigna's Medicare business, leading 800 employees and overseeing sales, marketing, analytics and customer experience nationwide. He also led record-breaking growth initiatives for Group Medicare and Supplemental Benefits businesses. In his new role, Kocher will manage carrier partnerships, streamline operations, expand Integrity's health product portfolio and lead collaboration on Medicare strategy development. He holds a business administration degree from the University of Richmond.

Wink, Inc.
Jan 13th, 2026
Integrity scales up with blockbuster AIMCOR acquisition

Integrity has acquired AIMCOR in a blockbuster deal that adds further scale to the company. The acquisition was announced on 13 January 2026. No further details about the transaction terms, strategic rationale or financial impact were disclosed in the available information.

PR Newswire
May 20th, 2025
Lmt Financial Partners With Integrity To Enhance Commitment To Assist More Americans In Achieving Greater Future Security

Integrity's innovative technology and holistic approach to life, health and wealth protection and planning will help LMT Financial agents deliver comprehensive solutions to clients DALLAS, May 20, 2025 /PRNewswire/ -- Integrity, LLC ("Integrity"), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has partnered with LMT Financial, an independent marketing organization based near Orlando, Florida, and led by Jonathan Mason. Financial details of the partnership were not disclosed

CityBiz
Mar 27th, 2025
Integrity Acquires The Quantum Group

Integrity Marketing Group, LLC has announced its acquisition of The Quantum Group, an independent distribution company based in Scottsdale, Arizona. Ron Shurts and Jim Maschek will continue to lead Quantum's operations and serve as Managing Partners at Integrity. The acquisition aims to enhance Integrity's offerings in life and health insurance, as well as wealth management. Financial details were not disclosed. Quantum's expertise in fixed indexed annuities and life insurance will complement Integrity's platform.

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