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Integrity Expands Retail Insurance Presence by Partnering
with The Health Insurance Place
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Service-focused and innovative IMO with strong retail
presence prepares for new phase of growth through Integrity’s expanded
product offerings and extensive carrier relationships
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DALLAS –
MARCH 10, 2022 – Integrity
Marketing Group, LLC (“Integrity”), an omnichannel insurtech leader in
life, health and wealth solutions, today announced it has acquired The
Health Insurance Place, an independent marketing
organization (“IMO”) based in Johnstown, Pennsylvania. As part of the
acquisition, Joe
Fortunato, President of The Health Insurance Place, will
become a Managing Partner in Integrity. Financial terms of the
transaction were not disclosed.
Fortunato began
selling health insurance more than four decades ago as an individual
producer before creating The Health Insurance Place in 1979. Today, his
growing network of agents offers life, health as well as annuities. In
addition, Fortunato pioneered retail health insurance walk-in locations
in his region, staffed by knowledgeable professionals ready to answer
questions and find solutions. Recognizing the complexity and constant
fluctuation of the industry, Fortunato has maintained a welcoming
environment within the centers to help consumers understand and select
the right products for their needs and budget.
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“Though Joe has been
in the insurance business for 40 years, The Health Insurance Place
still displays the energy of a start-up — the entire team is incredibly
inspiring to be around,” shared Bryan W. Adams, Co-Founder and CEO of
Integrity. “Integrity offers The Health Insurance Place the benefits of
a large organization while keeping the innovative spirit and dedication
to service that has always been their hallmark. Joe and his team have
found enormous success by serving clients where and when they need it.
Integrity shares this commitment to making the insurance process more
convenient and accessible for everyone, as evidenced by our powerful
technology solutions. By tapping into Integrity’s end-to-end platform,
The Health Insurance Place is positioned for success for years to come,
and we’re thrilled to welcome them to the team.”
“We recognized early
on that we could simplify the often-overwhelming insurance process for
clients by focusing heavily on service,” explained Joe Fortunato,
President of The Health Insurance Place. “Integrity is all about
keeping insurance streamlined and accessible by creating
technology-driven solutions for agents and consumers. Their focus on
service extends beyond insurtech to include wealth management and
advisory services, which offer new avenues for our team to explore and
more ways to help our clients. Integrity will help us further refine
what we already do well and enhance the service we provide in the
process. I can’t wait for this next era of growth for The Health Insurance
Place.”
The Health Insurance
Place will add its expertise to Integrity’s increasingly broad and
diverse network of partners, a peer group of leaders who develop and
improve insurance and financial service processes. These
forward-thinking companies collaborate to provide innovative solutions
that better protect the life, health and wealth of all Americans.
Integrity is shaping
the future of the industry by creating insurtech systems that improve
the experience for all stakeholders. These resources, available
exclusively through Integrity’s proprietary platform, include
MedicareCENTER, customer relationship management systems, quoting and
enrollment solutions, and access to a world-class advertising and
marketing firm. Integrity will help The Health Insurance Place scale
and become more efficient by centralizing business administration
functions. Its supportive infrastructure of shared services includes
Technology & Innovation, People & Culture, finance, legal and
compliance.
Furthermore, The
Health Insurance Place will now offer its employees meaningful company
ownership through the Integrity
Employee Ownership Plan.
“When deciding to
partner with Integrity, the Employee Ownership Plan was especially
exciting to me,” continued Fortunato. “Integrity lets me continue to
run the business with my team while motivating them through shared
returns. There is no better way to reward them for their years of
loyalty, creativity and service than including them in our
success.”
For more information
about The Health Insurance Place’s decision to partner with Integrity,
view a video at www.integritymarketing.com/TheHealthInsurancePlace.
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About
Integrity Marketing Group
Integrity,
headquartered in Dallas, Texas, is an omnichannel insurtech leader of
life and health insurance, and provider of innovative solutions for
wealth management and retirement planning. Through its partner network,
Integrity helps millions of Americans protect their life, health and
wealth with a commitment to meet them wherever they are — in person,
over the phone and online. Integrity’s cutting-edge technology helps
streamline the insurance and financial planning experience for all
stakeholders. In addition, Integrity develops products with carrier
partners and markets them through its distribution network of agencies,
brokerages and RIAs throughout the nation. Integrity’s nearly 5,500
employees work with more than 420,000 agents and advisors who serve
over 10 million clients annually. In 2021, Integrity helped carriers
place more than $7 billion in new sales and oversaw more than $20
billion of assets under management and advisement through its RIA and
broker-dealer platforms. For more information, visit www.integritymarketing.com.
About The
Health Insurance Place
The Health Insurance
Place is a leading independent marketing organization (IMO) that offers
convenient retail walk-in centers for health insurance, life insurance,
and annuities. The agency’s insurance experts are available to answer
questions and provide options that best suit client needs. With a
growing network of brokers covering Pennsylvania in full, The Health
Insurance Place supports hundreds of agents who currently serve over
23,000 insured members. The company remains focused on servicing two
primary customer segments — independent agents and the individual clients
they support. For more information, visit www.thehealthinsuranceplace.com.
Media
Contact:
Rachel Aird, Public Relations Director
Integrity Marketing
Group
press@integritymarketing.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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Integrity Marketing Group, 1445 Ross Avenue, 22nd Floor,
Dallas, TX 75202, 866-650-1857
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