Integrity, a national distributor of life and health insurance and provider of wealth management and retirement planning solutions, has announced a strategic partnership with Mindwell, a Queens, New York-based independent insurance marketing organization led by CEO Juan Guarda. The partnership will provide Mindwell’s insurance agents with access to Integrity’s AI-powered technology, marketing resources, and national distribution network to support business expansion and improve client service.
Mindwell specializes in helping individuals and families navigate health insurance, life insurance, and retirement-related financial products.
The organization has developed a community-focused operating model that emphasizes personal relationships, local outreach, and accessible insurance guidance.
Its services include Medicare Advantage, Medicare supplement insurance, Affordable Care Act plans, and other insurance and financial protection products.
Mindwell initially focused primarily on serving Hispanic communities in New York City but has since expanded its client base across multiple demographics.
The organization uses mobile offices and community outreach programs to connect with individuals who may face challenges accessing traditional insurance services.
Its agents regularly visit senior centers and other community locations to provide information and assistance.
Guarda’s approach to insurance distribution was influenced by his mother’s experience facing a coverage gap during a period when she needed financial protection.
That experience helped shape his emphasis on providing accessible insurance guidance and developing relationships with underserved communities.
Expanding Technology Capabilities Through IntegrityCONNECT
As part of the partnership, Mindwell agents will gain access to IntegrityCONNECT, Integrity’s integrated insurance distribution and business management platform.
IntegrityCONNECT brings together insurance carriers, clients, products, and policy information within a centralized technology environment.
The platform includes customer relationship management capabilities, policy administration tools, and a marketplace connecting agents with prospective customers.
These capabilities are designed to help insurance professionals manage their businesses while reducing administrative complexity.
Agents can use the integrated leads marketplace to identify consumer opportunities directly within their existing workflows.
The platform also provides information about client relationships, existing policies, and potential coverage requirements.
Mindwell believes these capabilities will help its agents develop deeper customer relationships while improving operating efficiency.
The organization has already begun using IntegrityCONNECT to support business development, client engagement, and access to additional insurance products.
AI-Powered Insurance Assistance
Mindwell will also gain access to Ask Integrity, the company’s AI-powered and voice-activated digital assistant.
The technology is designed to help agents access client information, identify potential service opportunities, and provide more personalized guidance.
Ask Integrity can generate client insights, support coverage recommendations, and deliver proactive notifications about insurance-related needs.
The platform is intended to reduce the time agents spend searching for information and completing routine administrative tasks.
By integrating AI capabilities into insurance distribution workflows, Integrity aims to help agents focus more attention on client relationships and financial protection needs.
The technology also supports the company’s broader strategy of connecting life insurance, health coverage, wealth management, and retirement planning services.
For Mindwell, the additional capabilities may create opportunities to serve existing customers across more financial products while expanding into new markets.
Supporting Community-Based Insurance Distribution
Integrity operates a nationwide network of insurance and financial services businesses.
Its partnerships provide access to technology, data analytics, marketing capabilities, operational resources, and professional development opportunities.
Mindwell will join this network while continuing its community-centered approach to insurance distribution.
Through the partnership, its agents will be able to collaborate with other insurance and financial services professionals within Integrity’s organization.
The company believes these relationships can help agents exchange expertise and expand the services available to customers.
Integrity is headquartered in Dallas, Texas, and serves millions of Americans through its network of insurance agents and financial advisors.
The organization distributes life and health insurance products and provides solutions involving wealth management and retirement planning.
Its operating model combines in-person service, telephone support, and digital technology.
The partnership with Mindwell adds a New York-based organization with established community relationships and experience delivering insurance guidance through mobile and local outreach programs.
For Mindwell, the transaction provides additional resources to strengthen its operating platform and support growth.
Integrity gains a partner with experience serving diverse communities and building relationships through personalized insurance services.
The partnership reflects both companies’ efforts to combine technology-enabled distribution with direct customer engagement.
KEY QUOTES
“Integrity was built to connect tenacious, enterprising leaders like Juan Guarda with opportunities to reach more individuals and families. Juan understands that the best way to serve people is to meet them where they are. Through mobile offices, community outreach and trusted local relationships, he has built an organization that makes insurance and financial guidance more accessible to the families who need it most. That people-first mindset aligns perfectly with Integrity’s mission. By combining Mindwell’s strong community presence with Integrity’s innovative technology and shared resources, we can help agents spend less time on administrative tasks and more time building bridges of connection within their community. We’re excited to welcome Juan and the entire Mindwell team to the Integrity family and can’t wait to help them expand their impact!”
Bryan W. Adams, Co-Founder And CEO Of Integrity
“I’ve spent most of my life building things from the ground up. Partnering with Integrity means I am no longer building alone. Through access to top-tier technology and highly effective resources, this partnership has multiplied Mindwell’s opportunities for growth. Our agents now run their business on IntegrityCONNECT — its leads system, additional product lines and strong CRM have greatly enhanced our ability to connect on a deeper level with more people. Integrity’s expansive partner network allows us to tap into a collective of the industry’s brightest minds, creating a multiplier effect of success. I want our team to keep learning and growing, and working with leaders and professionals who are at the top of their game continues to inspire all of us. I’m honored and proud to partner with Integrity and can’t wait to leverage opportunities that help us serve more families together.”
Juan Guarda, CEO Of Mindwell
