Integrity Benefit Partners
Integrity Benefit Partners is a WBE-certified, Indianapolis-based independent employee benefits brokerage and fiduciary audit consultancy serving mid-market and large employers across the Midwest through transparent plan design, CPA-certified forensic health plan audits, and XBE public-sector partnerships.
- Company typePrivate
- Founded-
- HeadquartersIndianapolis, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Integrity Benefit Partners does
Integrity Benefit Partners is an independent, WBE-certified employee benefits brokerage and consultancy headquartered in Indianapolis, Indiana, serving mid-market and larger employers across the U.S. Midwest. The firm was founded with a mission to bring radical transparency to employer healthcare costs and operates with a small team of 1-10 staff under the leadership of "Lydia," supported by team member Dylan and others referenced in scheduling flows. It brand-positions itself as a challenger to what it calls the "Modern Mafia" of incumbent healthcare cost players, using narratives of overcharges and fiduciary exposure to differentiate from traditional shrouded brokerage models.
The firm delivers three integrated offerings. First, Employee Benefits Brokerage provides transparent design, selection, communication, enrollment, and administration of group health benefits. Second, Fiduciary Audit Services delivers CPA-certified, forensic-level group health plan audits intended to uncover hidden fees, misaligned incentives, and overcharges, with the explicit goal of protecting employers from fiduciary-related class-action litigation. Third, the XBE Prime Partners program enables the firm to serve as a minority-owned collaborator with national brokerages pursuing public-sector employee benefits work. The technology stack is deliberately non-proprietary; the firm does not build or own a platform and instead relies on consulting expertise, forensic audit methodology, and a partnership with ClaimDoc for medical bill auditing. No patents, proprietary models, or in-house software products were disclosed.
Commercially, the firm runs a sales-led, relationship-driven go-to-market relying on direct phone outreach, meeting scheduling through the reclaim.ai platform, content marketing via the audityourbroker.com and asimplerapproach.com web properties, and client referrals and testimonials. Revenue is generated through three mechanics: commission-based brokerage on benefits placement, professional-service fees (or contingency arrangements) on fiduciary audits, and affiliate/referral economics from the XBE partnership program. Pricing is quote-based and not publicly disclosed; the firm emphasizes fee transparency through a dedicated "Our Fees" page, and billing cadence is annual in nature.
Integrity Benefit Partners firmographics
Firmographics- Name
- Integrity Benefit Partners
- Legal name
- Integrity Benefit Partners
- Website
- https://asimplerapproach.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Integrity Benefit Partners is a WBE-certified, Indianapolis-based independent employee benefits brokerage and fiduciary audit consultancy serving mid-market and large employers across the Midwest through transparent plan design, CPA-certified forensic health plan audits, and XBE public-sector partnerships.
- Ownership category
- akta.pro rank
Where Integrity Benefit Partners is headquartered
LocationHeadquarters
- HQ city
- Indianapolis
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Integrity Benefit Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D
Revenue model
- Employee Benefits Brokerage: Commission-based brokerage services for employee health plans, offering innovation and transparency in benefits design, selection, and administration.
- Fiduciary Audit Services: Independent auditor services conducting CPA-certified, forensic-level group health plan audits to identify overcharges and misaligned incentives. Revenue likely earned through audit fees or contingency arrangements.
- XBE Prime Partners: Collaboration with national brokerages for minority-owned partner services serving public sector employees, generating revenue through partnership arrangements.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Quote-based pricing for employee benefits brokerage and audit services |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Integrity Benefit Partners product offering
Product offeringCore offering
Integrity Benefit Partners is a women-owned employee benefits brokerage and fiduciary audit firm that designs, selects, communicates, enrolls, and administers transparent employer group health plans for mid-market and large employers across the US Midwest. The firm also provides CPA-certified, forensic-level group health plan audits to identify overcharges and misaligned incentives, and operates an XBE Prime Partners program that supplies minority-owned brokerage capacity to other national firms serving public sector employees.
Product overview
Integrity Benefit Partners operates as a single-service employee benefits consultancy offering three integrated offerings: Employee Benefits Brokerage as the core advisory service providing transparent healthcare plan design and administration; Fiduciary Audit Services as a distinct CPA-certified audit practice focused on uncovering overcharges and misaligned incentives in self-funded health plans; and the XBE Partners Program enabling collaboration with other minority-owned brokerages serving public sector clients. The company positions itself as a transparency-focused alternative to traditional shrouded insurance pricing structures.
Differentiator
Problem solved
Functional benefit
Products and services
- Employee Benefits Brokerage Innovative employee benefits brokerage service providing transparency in healthcare pricing and claims structures; designs, selects, communicates, enrolls, and administers group health benefit plans for employers seeking alternatives to shrouded broker pricing.
- Fiduciary Audit Services CPA-certified, forensic-level group health plan audits that identify hidden fees, misaligned incentives, and overcharges in self-funded employee health plans, providing protection against fiduciary-related class action lawsuits.
- XBE Prime Partners Program Collaboration program in which Integrity Benefit Partners acts as the minority-owned (XBE) brokerage partner for like-minded national brokerages needing women/minority-owned partner capacity to serve public sector employee benefits contracts.
Quantifiable outcome
- 20% decrease in health plan costs without losing benefits
- +1 more outcomes
Companies that use Integrity Benefit Partners
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles2 records
Integrity Benefit Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integrity Benefit Partners partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered minor and core.
- Allied NationalminorInsurance carrier partner displayed in the company partners section on the website, providing health insurance products through the brokerage relationship.
- Allstate Health SolutionsminorInsurance carrier partner shown in company logos section, offering health solutions products through the brokerage.
- AnselminorPartner carrier displayed in company logos section providing insurance products.
- ApproRxminorPartner in company logos section offering prescription/Pharmacy related health solutions.
- ClaimDoccoreMedical bill auditing technology partner that helps identify overcharges in medical bills. Given the company's emphasis on forensic-level audits and the statistic that 80% of medical bills contain overcharges, this partnership appears to be a core component of their audit service delivery.
- XBE Partner BrokeragescoreNational brokerage firms needing minority-owned partners to serve public sector employees. These are strategic partnerships where Integrity Benefit Partners acts as the XBE (minority-owned) partner for other brokerages serving government clients.
Scale indicators4 records
Recent moves5 records
Expansion highlights5 records
Integrity Benefit Partners competitors and assessment
Company assessmentDirect peers
- Hub International: Large North American insurance brokerage with significant employee benefits and group health practices serving mid-market employers. A relevant scale competitor with similar brokerage-led delivery.
- USI Insurance Services: Major U.S. insurance brokerage with a strong employee benefits practice serving mid-market and large employers. Competes on benefits consulting and procurement, often against boutique firms in the same RFPs.
- NFP Corp: Large independent insurance brokerage and advisory firm serving mid-market and enterprise clients across employee benefits, property/casualty, and wealth. Direct competitor in benefits brokerage with national reach.
- Holmes Murphy: Independent employee benefits brokerage and consulting firm focused on mid-market and large employers, with a similar emphasis on creative problem-solving and advisory-led service. Comparable in culture and Midwest presence to Integrity Benefit Partners.
- Brown & Brown: National insurance brokerage with growing employee benefits and self-funded health plan capabilities, and a track record of acquiring smaller brokerages. Competes for the same mid-market employer relationships.
- Alliant Insurance Services: Specialty-focused insurance brokerage with a sizable employee benefits division serving mid-market and large employers. Direct competitor on benefits placement and consulting for self-funded plans.
- OneDigital: Largest privately held U.S. employee benefits firm offering brokerage, consulting, and HR solutions to mid-market and large employers. Most directly comparable in target customer (mid-market employers) and benefits-brokerage-led model, though at significantly greater scale.
Broad incumbents
- Acrisure: Large, acquisitive insurance brokerage and financial services platform with broad employee benefits capabilities. Less boutique in feel, but a relevant incumbent competing for mid-market employer benefits relationships and absorbing smaller brokerages.
- Marsh McLennan: Global professional services firm whose Marsh and Oliver Wyman practices include large-scale employee benefits consulting and brokerage. Sets the strategic, consulting-led benchmark that transparent benefits boutiques position against.
- Lockton Companies: Largest independent insurance brokerage globally, with deep employee benefits expertise across corporate clients. Less of a head-to-head match for a Midwest boutique but occupies the same benefits-brokerage category at much greater scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Integrity Benefit Partners social profiles
Digital presenceIntegrity Benefit Partners compliance and trust
Trust signalCompliance1 record
Integrity Benefit Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Integrity Benefit Partners leadership team
Management profileNumber of profiles
Profiles2 records
Integrity Benefit Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Integrity Benefit Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Integrity Benefit Partners
What does Integrity Benefit Partners do?
Integrity Benefit Partners is a women-owned employee benefits brokerage and fiduciary audit firm that designs, selects, communicates, enrolls, and administers transparent employer group health plans for mid-market and large employers across the US Midwest. The firm also provides CPA-certified, forensic-level group health plan audits to identify overcharges and misaligned incentives, and operates an XBE Prime Partners program that supplies minority-owned brokerage capacity to other national firms serving public sector employees.
Is Integrity Benefit Partners a public or private company?
Integrity Benefit Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Integrity Benefit Partners founded?
Integrity Benefit Partners was founded in -1. It employs 1 to 10 people.
Where is Integrity Benefit Partners based?
Integrity Benefit Partners is headquartered in Indianapolis, United States, in the North America region.
How does Integrity Benefit Partners make money?
Three revenue lines are on record. Employee Benefits Brokerage is the primary driver. The others are fiduciary Audit Services and XBE Prime Partners.
Who are Integrity Benefit Partners's main competitors?
Direct peers on record are Hub International, USI Insurance Services, NFP Corp, Holmes Murphy, Brown & Brown, Alliant Insurance Services and OneDigital. Broad incumbents are Acrisure, Marsh McLennan and Lockton Companies.
Does Integrity Benefit Partners have an API?
No public API is recorded for Integrity Benefit Partners.