IMA Financial Group, Inc. Tech Stack

Commercial insurance and benefits brokerage with 40+ years of market experience

Insurance Denver, CO 1,001–5,000 employees Privately Held

IMA is a 1,000+ person insurance brokerage operating across commercial lines, surety, and employee benefits. The tech stack reveals a hybrid IT posture: heavy reliance on Microsoft 365 ecosystem and Salesforce for core operations, paired with enterprise data tools (Azure Data Lake, Azure Data Factory, Power BI) that signal an emerging focus on analytics and client insights. Sales hiring dominates the active recruiting mix, balanced against internal bottlenecks in project management and renewal processing—suggesting growth-via-headcount may be outpacing operational efficiency gains.

Tech Stack 22 technologies

Core StackSalesforce Epic Systems Intune GitHub Copilot Adobe InDesign Azure Data Factory Power BI Smartsheet Tableau PowerPoint Outlook Word Excel Microsoft Office Microsoft 365 Windows Azure Data Lake SharePoint SAP Concur Foxit InDesign Box

What IMA Financial Group, Inc. Is Building

◆Challenges

Claim resolution delays
Fiduciary risk mitigation
Plan performance benchmarking
New commercial account acquisition
Retaining marine clients
Improving project manager efficiency
Enhancing day-to-day operational processes
Client satisfaction
Renewal process delays
Maximizing account retention

▲Active Projects

Rfp for self-funded tpa and stop loss
Due diligence analytics for property & casualty and retirement benefit programs
Annual open enrollment meetings
Renewal timeline process
Renewal process management
Vendor transitions
New vendor/carrier implementations
Benefit platform initiatives
Capstone project
Quoting and account rounding projects

Hiring Activity

Steady120 roles · 40 in 30d

Department

Sales

Finance

Support

Data

Benefits

Claims

Construction

Seniority

Senior

Mid

Intern

Junior

Lead

Manager

Director

C-Level

Notable leadership hires: Healthcare Practice Director

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About IMA Financial Group, Inc.

IMA Financial Group is a Denver-based commercial insurance brokerage and benefits consulting firm serving mid-market and enterprise clients across multiple industries. The firm provides commercial insurance placement, risk assessment, surety bonding, claims management, and employee benefits consulting. With over four decades in the market, IMA operates a geographically distributed sales organization focused on new commercial account acquisition and client retention. The active project slate reflects typical brokerage operations: RFP management, renewal timelines, vendor transitions, and benefit platform modernization. Current pain points center on claims resolution speed, renewal process delays, and project manager workload.

HeadquartersDenver, CO

Company Size1,001–5,000 employees

Hiring MarketsUnited States

Frequently Asked Questions

What is IMA Financial Group's tech stack?

IMA uses Microsoft 365 (Outlook, Word, Excel, SharePoint), Salesforce for CRM, Epic Systems for backend processing, Power BI and Tableau for reporting, Azure Data Lake and Data Factory for data pipelines, and SAP Concur for expense management.

Where is IMA Financial Group headquartered?

IMA is headquartered in Denver, Colorado, and currently hiring exclusively in the United States.