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Integrity Expands Medicare Expertise in Southwest with
Acquisition of Fidelis Consultants
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Arizona-based IMO builds on successful agent training
approach with Integrity’s vast technology resources and centralized
business services
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DALLAS –
SEPTEMBER 21, 2021 – Integrity
Marketing Group, LLC (“Integrity”), the
nation’s largest independent distributor of life and health insurance
products, today announced it has acquired Fidelis
Consultants, an independent marketing organization (“IMO”)
based in Gilbert, Arizona. As part of the acquisition, Zachary Markham
and Adam Brisolara, Co-Presidents of Fidelis Consultants, will become
Managing Partners in Integrity. Financial terms of the transaction were
not disclosed.
“Adam and Zach have
grown their business by combining their deep passion for helping others
with a powerful desire to be the best at what they do,” said Bryan W.
Adams, Co-Founder and CEO of Integrity Marketing Group. “Those same
motivations drive Integrity to lead and innovate every day. The level of
operational support and technology resources Integrity offers can’t be
matched anywhere else in the industry. We are confident this partnership
will position Fidelis Consultants for explosive growth, and we couldn’t
be happier to welcome them into the Integrity family.”
Zach Markham and Adam
Brisolara launched Fidelis Consultants in 2013 to help seniors feel more
confident transitioning from traditional health plans to Medicare plans.
With an exceptional agent training program and a deep commitment to
personalized service, Fidelis quickly expanded beyond the Southwest. The
firm has continued to grow steadily and today serves more than 70,000
Americans through an expansive network of agents nationwide.
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“When I first met Bryan
and the Integrity Executive team, I could see they lead their company
with the same values that guide us at Fidelis Consultants,” said Adam
Brisolara, Co-President of Fidelis Consultants. “I’ve learned that if you
align yourself with the right leaders, good things happen. Considering
their leadership, alongside all the industry legends who have already
experienced success with Integrity, made the choice an easy one.
Integrity offers everything we could ask for in a partner, from its platform
of operational services to its proven marketing and sales expertise. We
are confident this partnership is the right choice to equip our agents
for more success, as the resources Integrity provides are second to
none.”
Fidelis Consultants will
magnify its already successful approach to agent training and support by
accessing Integrity’s deep resources. They include Integrity’s
proprietary MedicareCENTER, quoting and enrollment tools, data and
analytics, product development and a world-class advertising and
marketing firm. Fidelis Consultants can also focus even more on serving
agents by utilizing Integrity’s centralized business functions such as
technology and innovation, human resources, legal as well as compliance
and accounting.
In addition, Fidelis
Consultants becomes the newest member of Integrity’s fast-growing partner
network of industry leaders and legends — all of whom share best
practices and collaborate on innovative solutions. These partners include
CSG Actuarial, ThomasARTS, Deft Research, Access Capital, Brokers International
and Insurance Administrative Solutions’ third-party administrator, as well as leading
call centers Connexion Point, SeniorCare Benefits and Unified Health.
“I’m a competitive
person who is very driven to ensure that any endeavor I’m involved in is
successful,” said Zach Markham, Co-President of Fidelis Consultants.
“Integrity is always striving to be the best in the industry, which
really resonated with me. To get Fidelis Consultants to the next level,
we knew we needed the tools and technology Integrity offers, both for our
agents and for our business. I have no doubt that with Integrity behind
us, we’ll see the kind of exponential growth we never could have achieved
on our own. I’m so excited about the future of Fidelis Consultants and
can’t wait to get started together.”
As Integrity partners,
Fidelis Consultants can now offer its employees meaningful company
ownership through the Integrity
Employee Ownership Plan.
For more information
about Fidelis Consultants’ decision to partner with Integrity, view a
video at www.integritymarketing.com/FidelisConsultants.
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About Integrity Marketing
Group
Integrity
Marketing Group, headquartered in Dallas, Texas, is the leading
independent distributor of life and health insurance products focused on
meeting Americans wherever they are — in person, over the phone and
online. Integrity is innovating insurance by developing cutting-edge
technology designed to simplify and streamline the healthcare experience
for everyone. In addition, Integrity develops exclusive products with
insurance carrier partners and markets these products through its
distribution network that includes other large insurance agencies
throughout the country. Integrity’s almost 5,500 employees work with over
420,000 independent agents who service more than nine million clients
annually. In 2021, Integrity expects to help insurance carriers place
over $7 billion in new sales. For more information, visit www.integritymarketing.com.
About
Fidelis Consultants
Fidelis Consultants is a
leading insurance brokerage, based out of Gilbert, Arizona, that
specializes in Medicare, individual health and ancillary products.
Founded in 2013, Fidelis Consultants has quickly expanded throughout the
Southwest and beyond due in large part to their exceptional agent and
client model. To the clients they serve, Fidelis Consultants embodies all
the qualities of their name — faithful, loyal, true — in their commitment
to deliver superior service, customer support, professional advice, care
and compassion. They recognize and embrace the important role of a
trusted advisor in the lives of the 70,000 individuals they serve. For
more information, visit www.fidelisins.com.
Media
Contact:
Rachel Aird, Public Relations Director
ThomasARTS
press@thomasarts.com
801-706-7005
Partnership
Inquiries:
Eric Pederson, Vice President of Business
Development
Integrity Marketing
Group
partnership@integritymarketing.com
866-650-1857
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