Insurance platform for life, health, and wealth planning
Integrity operates a 5,000+ person insurance and financial planning platform. The tech stack reveals a traditional enterprise operating model: NetSuite + Workday for core operations, Salesforce for CRM, Snowflake + SQL + Power BI for analytics, and emerging investments in Python + Selenium + Postman for automation and testing. Active hiring is accelerating across sales (55 open roles), support (32), and finance (23), with notable leadership focus on AI/ML and FP&A — suggesting infrastructure modernization and data strategy are top-down priorities.
Notable leadership hires: Director of Marketing, AI Director, Director AI & ML, FP&A Director, Marketing Director
Integrity provides life, health, and wealth planning solutions for Americans, built around agent-led distribution and customer financial guidance. The company operates from Dallas with 5,001–10,000 employees, primarily in the United States. Current operational priorities include agent onboarding systems, commission reconciliation (a recurring pain point across multiple active projects), and broader digital transformation initiatives including intranet and employee engagement modernization. Regulatory compliance — federal/state insurance rules, ASC 606 accounting standards, CMS monitoring — anchors the finance and operations function.
Integrity runs NetSuite for ERP, Salesforce for CRM, Snowflake for data warehousing, Power BI and Tableau for analytics, Workday for HR, and Azure/AWS for cloud infrastructure. Python, SQL, and Selenium support automation and data processing.
Active projects include agent onboarding systems, commission reconciliation and reporting, procurement performance dashboards, compliance monitoring (ASC 606, CMS), and intranet redesign. Data integration and process efficiency are recurring focus areas.
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