What INTEGRITY HOME SOLUTIONS, LLC does

Integrity, LLC operates an AI-powered technology platform serving insurance and financial services agents in the United States. The company's core product is Ask Integrity, an AI-powered digital assistant that delivers on-demand client summaries, automatic meeting and call notes, shopper tags identifying clients likely to experience plan disruptions, and AI-powered product recommendations complementary to existing coverage. These capabilities are delivered through IntegrityCONNECT, the underlying technology platform that connects agents to client data and insights across Life, Health, and Wealth service lines, with self-serve agent onboarding through connect.integrity.com.

The platform integrates client relationship data to produce AI-driven insights tailored to the insurance and wealth-management workflows. Distribution is direct and product-led: agents access the platform via the Integrity website and self-serve single sign-on, supported by content marketing (blog, newsletter) and email channels. Revenue is generated through platform subscription services for licensed insurance and financial services professionals; pricing is quote-based and not publicly disclosed. The company maintains a strategic collaboration with Microsoft for AI capabilities and is privately held as an LLC, headquartered at 1445 Ross Avenue, 40th Floor, Dallas, Texas.

Operations are US-domestic only and no international markets are served. The firm has no disclosed funding rounds, no acquisitions, no parent company, and no leadership or board changes in the source material. No named enterprise customers, revenue figures, or employee headcount figures are publicly disclosed for the entity analyzed, which limits external benchmarking of scale; the firmographics record attached to the input describes a separate 'Integrity Home Solutions, LLC' in St. Peters, Missouri with 13 employees, and we treat that record as referring to a different entity and exclude it from this analysis.

Name

INTEGRITY HOME SOLUTIONS, LLC

Legal name

Integrity, LLC

Website

https://askintegrity.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Integrity, LLC operates an AI-powered platform for insurance and financial services agents, providing the Ask Integrity digital assistant for client summaries, meeting notes, plan disruption detection, and product recommendations, delivered through IntegrityCONNECT across Life, Health, and Wealth services.

Ownership category

akta.pro rank

Product category

Insurance Technology Software

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Enterprise AI Governance, Risk & Compliance Platforms (Model Risk, Audit, Policies) (HDAEANAE)

Keywords

• Insurance technology platform
• AI insurance assistant
• Client relationship management
• Insurance agent tools
• Life health wealth insurance

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Platform Subscription Services: AI-powered platform services for insurance and financial services agents including Ask Integrity digital assistant, client management tools, and analytics. Revenue derived from platform access and usage.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Integrity operates an AI-powered insurance technology platform built around its Ask Integrity digital assistant, delivered through the IntegrityCONNECT infrastructure. The platform provides licensed insurance and financial services agents with on-demand client summaries, automatic meeting and call note generation, Shopper Tags that flag clients at risk of plan disruption, and AI-powered product recommendations across Life, Health, and Wealth services. Revenue is generated through recurring platform subscription access for agents.

Product overview

Integrity operates a unified platform centered on its AI-powered digital assistant, Ask Integrity, with the broader IntegrityCONNECT technology infrastructure serving as the delivery platform. The platform integrates Life, Health, and Wealth services, with Ask Integrity providing AI-powered client data insights, automatic meeting summaries, plan disruption detection (Shopper Tags), and product recommendations. The offering functions as a comprehensive insurance intelligence and analytics system for agents serving clients across multiple coverage types.

Differentiator

Problem solved

Functional benefit

Brands

• Ask Integrity: AI-powered digital assistant providing client summaries, automatic meeting and call notes, shopper tags, and AI-powered product recommendations for insurance and financial services.
• IntegrityCONNECT

Products and services

• Ask Integrity AI-powered digital assistant that provides on-demand client summaries, automatic meeting and call notes, Shopper Tags to identify clients at risk of plan disruption, and AI-powered product recommendations, designed for licensed insurance and financial services agents serving Life, Health, and Wealth clients.
• IntegrityCONNECT Technology platform enabling agents to access Ask Integrity and other integrated tools, serving as the unified interface for client relationship management across Life, Health, and Wealth services.

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability5 records

Feature5 records

Partnerships

One partnership is on record.

• MicrosoftcoreTechnology or IntegrationIntegrity collaborates with Microsoft to offer AI-powered digital assistant solutions. This partnership enables advanced AI capabilities for the Ask Integrity platform, providing enhanced functionality for insurance and financial services professionals.

Recent moves4 records

Expansion highlights4 records

Direct peers

• EZLynx: Agency technology platform offering rating, client management, and automation tools for personal-lines agents. Overlaps with Integrity on agent-side CRM/automation, though without Integrity's explicit AI-assistant positioning.
• Bold Penguin: An insurtech platform that provides a UI and data layer for commercial insurance agents to quote and bind. Like Integrity, it is purpose-built agent-facing tooling that uses data and digital workflows to streamline agent productivity.
• Tarmika: Comparative rating and workflow platform for independent insurance agents that consolidates carrier quoting. Like Integrity, it is an agent-side productivity tool aimed at simplifying the front office of an agency.
• Vertafore: Sells agency management, rating, and CRM tools (AMS360, Sagitta, AgencyZoom) to insurance agencies. Directly comparable as the legacy systems layer that AI-enabled platforms like Integrity are positioned to augment or replace.
• Applied Systems: Provider of agency management systems (Applied Epic, Applied TAM) used by insurance agencies for client, policy, and workflow management. It is the dominant incumbent that any agent-facing platform like Integrity must either displace or integrate with.

Emerging players

• InsurGrid: Digital experience platform for insurance agencies providing client portals, texting, and automation. Closely comparable as a younger, agent-facing tool layering modern digital UX on top of traditional agency workflows.
• EverQuote: Online insurance marketplace that connects consumer shoppers with agents and uses data to match intent. Partial overlap with Integrity: both sit in the agent-acquisition funnel, but EverQuote is consumer-facing while Integrity is agent-side productivity.

Broad incumbents

• Salesforce: Dominant horizontal CRM with Financial Services Cloud tailored for insurance and wealth advisors. It is the broader incumbent that any vertical AI-for-agents platform like Integrity ultimately competes with for the agent's workflow.
• Microsoft Copilot for Sales: Microsoft's AI assistant embedded in Dynamics 365 and Microsoft 365 that provides meeting summaries, CRM updates, and recommendations. A direct adjacency because it is the general-purpose capability Integrity is built atop and must differentiate against.
• HubSpot: Horizontal CRM and sales productivity suite widely adopted by SMBs including insurance agents. Comparable as the generic productivity incumbent that Integrity's domain-specific AI assistant must beat on agent workflows.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/integrity-home-solutions-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about INTEGRITY HOME SOLUTIONS, LLC