Large carrier access UMS offers insurance and financial professionals access to more than 40 leading carriers, signaling a broad product portfolio ideal for cross-selling life, annuity, and extended healthcare solutions to diverse client bases.

Independent marketing focus As an Independent Marketing Organization founded in 1984, UMS emphasizes back-office support, sales training, and marketing resources, presenting opportunities to partner with agencies seeking scalable production and enhanced producer retention.

Growth and expansion Historical growth from a single room to a multi-department organization with US-based expansion hints at capability to scale services for agencies entering new markets or expanding product lines.

Financial health signals Revenue range of 50 to 100 million indicates solid mid-market scale, suggesting UMS is a credible partner for program development, preferred carrier negotiations, and joint marketing initiatives.

Leadership continuity Founder-led leadership with CEO and President Mary Ann Lacey-Gray coupled with a focus on producer community and long-term retention suggests stable account management and reliable partner alignment for ongoing initiatives.