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Save Up to 50% on E&O Insurance with IntegrityCONNECT
If you’re looking to cut costs while strengthening your protection, there’s great news: IntegrityCONNECT users can now save up to 50% on Errors & Omissions (E&O) insurance . Even better? IntegrityCONNECT is completely free to Equis agents — an all-in-one tech platform designed to help you save time, sell more, and accelerate your growth. Why Choose Integrity E&O Insurance? Integrity’s E&O offering stands out thanks to its combination of value, coverage, and convenience. Here’
Equis Financial
2 min read


10 Years with Equis: The Rumbo's Growth and Grit
For Scott and Kimberly Rumbo, their Equis journey began with a simple Facebook post that changed everything. In January 2016, they saw that Barry Clarkson had joined Equis Financial. Having worked with Barry before, they commented to wish him luck—never imagining that just days later, Barry would reach out personally and ask to set up a call. “Barry’s track record of success gave us all the confidence in the world to join him again,” Scott shared. “He told us this would be ou
Equis Financial
2 min read


10 Years of Equis: Nick & Cindi Theodore's Leadership Turned Legacy
Before joining Equis Financial, Nick and Cindi Theodore were no strangers to hard work. They had been in the insurance industry for years but found themselves limited by the lack of technology, leads, and carrier options at their previous company. Despite their experience, they felt stuck—without the tools or infrastructure needed to truly grow. So when Equis Financial launched, they recognized something different right away. It was a company built to empower agents, not rest
Equis Financial
2 min read


Visualize Your Team’s Growth with the Equis Agent Dashboard
Over the past two weeks on Friday's Equis Leaders’ Call, President & CEO Barry Clarkson has shared insightful visuals breaking down the hierarchies of some of Equis’ top managers. These diagrams show how each team member contributes to the overall percentage of their team — a clear illustration of balance, growth, and leadership development within a healthy organization. The great news? You can view the same type of data for your own team using the Equis Agent Dashboard at..
Equis Financial
1 min read


10 Years of Equis: From Day 1 with Dan & Janelle Lambert
Ten years ago, Dan Lambert was searching for more — more opportunity, more support, and more potential for his family’s future. He had already built a strong foundation in the industry, but the path forward was uncertain. Then came a conversation that changed everything. Bill Martin OG — one of the original founders of Equis — shared the vision for "The Agent's Company." A place where agents would be valued, equipped, and empowered. Where success wasn't reserved for a select
Equis Financial
2 min read


10 Years of Equis: Jerrod Ewing's Lasting Legacy
When Equis Financial first opened its doors in October of 2015, industry leaders saw something special taking shape—an opportunity to build a company that would not just participate in the insurance industry, but transform it. Among those early visionaries was Jerrod Ewing, President of PSI Groups and Integrity Managing Partner. Jerrod still remembers the exact day he made the decision to stake his flag with Equis— February 6, 2016 . At the time, the industry looked very diff
Equis Financial
2 min read


10 Years of Equis: Chris Tinsman's Decade of Dedication
From the early days of Equis to today, Chris Tinsman has stayed true to the values that define our company. As one of the original agents...
Equis Financial
2 min read


10 Years of Equis: Michael Coe Reflects on Planting His Flag in 2015
As Equis marks its 10-year anniversary, we’re taking time to spotlight the agents who have been with us since the very beginning. These...
Equis Financial
2 min read


Introducing the Gold Standard Ignite Call — Your New Tuesday Evening Opportunity!
We’re thrilled to announce a brand-new way to showcase the Equis opportunity — the Gold Standard Ignite Call , happening every Tuesday at...
Equis Financial
1 min read


Work Smarter. Sell More. See How IntegrityCONNECT Works For You.
Imagine all the tools you need to run your business — connected in one place and built to help you win. That’s IntegrityCONNECT ....
Equis Financial
1 min read
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