Insights

Leadership Change Recent leadership appointment of Jeff Maxey as President signals a strategic shift and renewed focus on helping advisors scale their practices; target this executive and affiliated leadership team for high-value partnerships and advisory services.

Advisor Development As a leading advisor development organization, there is a strong opportunity to offer enhanced marketing, CRM/workflows, lead generation, and client experience optimization solutions tailored for independent financial advisors.

Tech Stack Active engagement with web performance tools and integration-capable platforms (WordPress ecosystem, caching, analytics, maps, and JS libraries) suggests a readiness for tech enhancements, integrations, and managed services aimed at marketing automation and site reliability.

Product Innovation Multiple launches including Clara and time-saving tax planning apps indicate a pattern of product-led expansion; explore partnerships in fintech integrations, digital planning tools, and backend data services to accelerate go-to-market for new offerings.

Market Position With revenue in the sub‑billions and a network of competing brokerages and insurers, there is a runway for strategic collaborations in aggregator platforms, broker/dealer support services, and enterprise software solutions that scale with advisor networks.

Simplicity InsurMark Tech Stack

Simplicity InsurMark uses 8 technology products and services including WordPress Super Cache, W3 Total Cache, jsDelivr, and more. Explore Simplicity InsurMark's tech stack below.

  • WordPress Super Cache
    Caching
  • W3 Total Cache
    Caching
  • jsDelivr
    Content Delivery Network
  • Swiper
    Javascript Libraries
  • Google Maps
    Maps
  • Bulma
    UI Frameworks
  • Apache
    Web Servers
  • Facebook
    Widgets

Simplicity InsurMark's Email Address Formats

Simplicity InsurMark uses at least 2 format(s):
Simplicity InsurMark Email FormatsExamplePercentage
First.Last@insurmark.comJohn.Doe@insurmark.com
80%
First_Last@insurmark.comJohn_Doe@insurmark.com
10%
Last@insurmark.comDoe@insurmark.com
10%
FLast@insurmark.netJDoe@insurmark.net
87%
First.Last@insurmark.netJohn.Doe@insurmark.net
10%
Last@insurmark.netDoe@insurmark.net
3%

Frequently Asked Questions

What is Simplicity InsurMark's phone number?

Minus sign iconPlus sign icon
You can contact Simplicity InsurMark's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Simplicity InsurMark's official website and social media links?

Minus sign iconPlus sign icon
Simplicity InsurMark's official website is insurmark.net and has social profiles on LinkedIn.

What is Simplicity InsurMark's NAICS code?

Minus sign iconPlus sign icon
Simplicity InsurMark's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Simplicity InsurMark have currently?

Minus sign iconPlus sign icon
As of July 2026, Simplicity InsurMark has approximately 54 employees across 2 continents, including North AmericaEurope. Key team members include Vice President: C. Z.Managing Director: T. M. A.Senior Underwriter: J. H.. Explore Simplicity InsurMark's employee directory with LeadIQ.

What industry does Simplicity InsurMark belong to?

Minus sign iconPlus sign icon
Simplicity InsurMark operates in the Insurance industry.

What technology does Simplicity InsurMark use?

Minus sign iconPlus sign icon
Simplicity InsurMark's tech stack includes WordPress Super CacheW3 Total CachejsDelivrSwiperGoogle MapsBulmaApacheFacebook.

What is Simplicity InsurMark's email format?

Minus sign iconPlus sign icon
Simplicity InsurMark's email format typically follows the pattern of First.Last@insurmark.com. Find more Simplicity InsurMark email formats with LeadIQ.

When was Simplicity InsurMark founded?

Minus sign iconPlus sign icon
Simplicity InsurMark was founded in 1983.
Simplicity InsurMark logo

Simplicity InsurMark

InsuranceTexas, United States51-200 Employees

Simplicity InsurMark, based in Houston, Texas, operates as an advisor development organization within the insurance sector. It works with independent financial advisors to connect them with resources and services across branding, marketing, lead generation, practice improvement, and client communications, with the aim of producing a practical business blueprint for their firms and clients.

The company targets independent financial advisors and their partners, offering a structured process that blends education and on-site training to help navigate industry changes. In July 2023, Jeff Maxey was appointed president, signaling leadership updates as the organization continues its work with advisors.

Section iconCompany Overview

Phone number
NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1983
Employees
51-200

Section iconFunding & Financials

  • $1B$10B

    Simplicity InsurMark's revenue is estimated to be in the range of $1B$10B

Section iconFunding & Financials

  • $1B$10B

    Simplicity InsurMark's revenue is estimated to be in the range of $1B$10B

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.