Company: Integrity Marketing Group, Dallas TX
Company Description: Integrity distributes life and health insurance, and provides innovative solutions for wealth management and retirement planning through innovative and streamlined systems. Integrity’s nearly 5,500 employees work with more than 420,000 agents and advisors who serve over 10 million clients annually.
Nomination Category: Company / Organization Categories
Nomination Sub Category: Company of the Year - Insurance - Large
 Nomination Title: Integrity Marketing Group
- Which will you submit for your nomination in this category, a video of up to five (5) minutes in length about the achievements of the nominated organization since January 1 2021, OR written answers to the questions for this category? (Choose one):
Written answers to the questions
- If you are submitting a video of up to five (5) minutes in length, provide the URL of the nominated video here, OR attach it to your entry via the "Add Attachments, Videos, or Links to This Entry" link above, through which you may also upload a copy of your video.
- If you are providing written answers for your submission, you must provide an answer to this first question: Briefly describe the nominated organization: its history and past performance (up to 200 words):
Total 194 words used.
Headquartered in Dallas, TX, Integrity is one of the nation’s leading distributors of life and health insurance. As a provider of innovative solutions for wealth management and retirement planning, it partners with a network of over 500,000 agents and advisors. Integrity helps millions of Americans protect their life, health and wealth with a commitment to meeting them wherever they are — in person, over the phone and online. Integrity’s cutting-edge technology streamlines the insurance and financial planning experience for all stakeholders. Integrity develops products with carrier partners and markets them through its nationwide distribution network. In 2022, Integrity helped carriers place more than $22 billion in new sales and oversaw more than $40 billion in assets under management and advisement through its RIA and broker-dealer platforms.
Integrity is led by Co-Founder and CEO, Bryan W. Adams. He is a rare leader who possesses a compelling vision for what’s possible and a powerful drive and firm resolve to make it happen. He founded the company because he believes American consumers need holistic solutions to protect their life, health and wealth and he has worked tirelessly to deliver those solutions in innovative and creative ways.
- If you are providing written answers for your submission, you must provide an answer to this second question: Outline the organization's achievements since the beginning of 2021 that you wish to bring to the judges' attention (up to 250 words):
Total 234 words used.
A top banking executive has called Integrity “the largest company no one has ever heard of” and the numbers support that claim. Last year, Integrity helped more than 11 million Americans with their insurance needs. In December 2021, Silver Lake, the global leader in technology investing, announced they were investing $1.2 billion in Integrity for a minority stake in the company.
Since the beginning of 2021, the company has grown from almost 5,000 to over 6,000 employees, and from 325,000 to over 500,000 independent agents and advisors nationwide. Over the past few years, Integrity has grown from $3 billion in sales to $22 billion last year and gone from $0 assets under management to over $40 billion through its new wealth management offering.
In recent years, the company’s M&A growth has been meteoric. Since January 2021, Integrity has acquired more than 120 new companies with expertise ranging from life and health insurance distribution, to wealth management and retirement advisory services, to data, technology and marketing.
Integrity also gives employees the opportunity to have meaningful ownership in the company through its Employee Ownership Plan. In 2021, Integrity gave employees a $125 million cash distribution. Integrity also gives generously to the community. For example, all employees receive two paid days a year to serve, and in 2021 and 2022, Integrity gave over $100k and nearly 20,000 toys to children's charities.
- If you are providing written answers for your submission, you must provide an answer to this third question: Explain why the achievements you have highlighted are unique or significant. If possible compare the achievements to the performance of other players in your industry and/or to the organization's past performance (up to 250 words):
Total 243 words used.
Integrity has achieved meteoric growth in recent years and enjoys much respect from its colleagues in the insurance industry, for the fresh vision and innovation it brought to the insurance industry.
Historically, the industry has been very slow to change and even now, there are some companies exclusively using paper applications that must be faxed in. Also, the health and life insurance industries, as well as the wealth management industry have historically been very siloed from one another which doesn’t serve consumers well. Integrity is changing the industry in numerous ways and digitizing and streamlining the technology used by agents.
Last year they debuted, MedicareCENTER LeadCENTER - powerful digital tools that help agents and consumers alike, as they navigate the complex world of buying and selling insurance. The wisdom and innovation of Integrity’s MedicareCENTER app was immediately apparent when, just weeks before open enrollment, the federal government announced a new regulation for insurance companies, requiring them to record all Medicare sales calls. Since Integrity was already far ahead of the pack, they made this transition smoothly and effectively using the MedicareCENTER app. Bringing the practices and protocols of the insurance industry up into modern times has been a hallmark of how Integrity is innovating the industry.
Integrity has also been a pioneering leader on employee benefits. They created a generous Employee Ownership Plan program which offers cash and ownership shares to employees at a scale that was previously unheard of in the industry.
- You have the option to answer this final question: Reference any attachments of supporting materials throughout this nomination and how they provide evidence of the claims you have made in this nomination (up to 250 words):
Total 144 words used.
In order to fully substantiate the details we’ve shared in this application, we have included links to the following items:
- Integrity’s website
- URL to the Silver Lake announcement
- PRnewswire link to the $1.2 billion Silver Lake announcement
- Think Advisor news story about the $1.2 billion Silver Lake announcement
- Insurance Business Magazine story about the $1.2 billion Silver Lake announcement
- Dallas Innovates news story about Integrity hitting $40 billion in assets under management
- Link to press release announcing Integrity’s Employee Ownership Plan $125 million cash payout
- Link to MedicareCENTER announcement
- Link to LeadCENTER announcement
- Link to 2022 Integrity toy drive announcement
Taken together, these links will provide evidence to easily support the various claims we have made in this application. Thank you very much for considering our application. Please let us know if we can answer any questions or provide additional details.
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