Integrity swoops for Pennsylvania brokerage

Four-decade-old firm "still displays the energy of a start-up," says CEO

Integrity swoops for Pennsylvania brokerage

Mergers & Acquisitions

By Ryan Smith

Integrity Marketing Group has announced that it has acquired The Health Insurance Place, a Pennsylvania-based independent insurance marketing organization. As part of the transaction, Joe Fortunato, President of The Health Insurance Place, will become a managing partner with Integrity.

Fortunato founded The Health Insurance Place in 1979. Today, his network of agents offers life and health coverage and annuities. Fortunato also pioneered retail health insurance walk-in locations in his region.

“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,” said 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,” Fortunato said. “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 services we provide in the process. I can’t wait for this next era of growth for The Health Insurance Place.”

As part of Integrity, The Health Insurance Place will now offer its employees company ownership opportunities through the Integrity Employee Ownership Plan.

“When deciding to partner with Integrity, the Employee Ownership Plan was especially exciting to me,” Fortunato said. “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.”

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