Sumner Insurance Services Enters Fourth Generation of Growth with Integrity’s Best-in-Class Resources
Integrity announced it has partnered with Sumner Insurance Services, an independent marketing organization based in Sedalia, Missouri, and led by Caleb Sumner. Financial details of the partnership were not disclosed.
Since 1958, Sumner Insurance Services has served its community with the highest level of customer service with a legacy spanning four generations. Originally serving central Missouri, the health and life insurance agency now serves clients across the nation. Its expansion also led to a more holistic view of client wellbeing that includes a wealth division offering retirement planning and investments. Sumner Insurance Services takes an active role in community service and outreach efforts, including volunteering with schools, local churches and hosting a beloved annual client appreciation event.
“Caleb and his team have built upon decades of trust to offer a new era of holistic service to their clients and community,” said Bryan W. Adams, Co-Founder and CEO of Integrity. “We love to partner with agencies that have a strong culture of hard work and positivity — their energy adds to elevating the Integrity platform and enhances our mission to help more Americans make the most of what life brings. Integrity’s full-stack, AI-first technology helps successful agencies like Sumner Insurance Services streamline operations and spend more time caring for others through broad solutions that span clients’ life, health and wealth needs. With access to Integrity’s best-in-class partner services, insightful data and transformative technology and resources, I can’t wait to see what this team will achieve!”
“Our agency is built on a commitment to the highest level of service. We pride ourselves on being there every step of the way for agents and clients — a commitment matched by Integrity,” said Caleb Sumner, CEO of Sumner Insurance Services. “In today’s changing market, I’m always looking for ways to keep our edge. We’ve embraced the powerful, AI-driven capabilities of IntegrityCONNECT® to fuel our expansion and we are already experiencing notable results. The technology has helped us improve business processes, scale the agency and develop our team. In addition, Integrity is the only platform built to address clients’ interconnected life, health and wealth needs. That gives us confidence that our team has the best resources to support the always-evolving needs of our clients. As part of Integrity, we look forward to expanding the agency’s footprint and leveraging the exciting new opportunities coming our way.”
Sumner brings his family’s longstanding reputation of excellence and industry knowledge to Integrity’s rapidly growing network of partners. Together, these industry leaders and innovators are creating new opportunities to propel agencies into their next phase of growth. This esteemed collective is streamlining and improving insurance and financial services processes to create simpler, more beneficial and ultimately more human solutions. Their cross-industry collaboration results in a more holistic approach to life, health and wealth protection and planning, which in turn helps millions of families and individuals better plan for the good days ahead.
“Caleb is focused on putting compassionate, knowledgeable, well-trained agents and advisors in front of clients to create lifetime connections,” said David McNerney, Co-President of McNerney Management Group and Managing Partner at Integrity. “Tapping into the proven strength of Integrity’s comprehensive platform empowers his team to drive efficiency and advance its growth strategy, while maintaining the exceptional service and proactive client support his community depends on. With Integrity behind them, the trustworthiness, loyalty and work ethic Caleb and the Sumner Insurance Services team is known for will take them even further and we’re excited to support the next phase of their journey.”