About Us
— Our personal commitment to our clients is to make the purchase of insurance an easy process, without the sales pitch.
We are a general independent insurance agency with a broad range of Commercial, Employee Benefits and Management Liability products. We have aligned ourselves with some of the finest carriers to deliver these products to you. Our goal is to provide excellent service utilizing state of the art communication and delivering all of our services with professionalism maintaining the highest ethical standards and credibility.
Current Industry Problem
Insurance agency owners and labor force are reaching retirement age and millennials & young professionals are not drawn into this business. Forcing agency owners only one option for perpetuation at retirement age… Sell to an agency aggregator/global brokerage.
Often in these transactions the only winner is the acquiring firm. Client relationships almost always suffer through these transitions and are more likely to put a broker in review when that relationship is not maintained the way it has been for years with prior leadership.
The average age for insurance executives in the US is 59 years old, these global firms aren’t investing in developing the next generation of insurance professionals due to upfront costs.
These firms are focused on high profit margins at all cost. Because of this, the insurance labor force is stagnant.
Why Choose Us
We are building a solution
Nationwide
We will become a nationwide insurance brokerage firm that is a destination for smaller firms looking for business continuity & the ability to compete in the current insurance marketplace.
Opportunity
Giving agency owners the opportunity boost their potential by offering them the value-added service and expertise of a global brokerage while maintaining their current, profitable org structure.
Young professionals
Cultivate a younger Insurance labor force by developing a culture first brand that attracts new talent and rewards performance. as well as fostering young professionals through a national internship program that will fill the void created when current labor force approaches retirement.
Our Strategy
Acquire agencies with perpetuation needs.
Promote a workplace environment that embraces diversity and inclusion.
Provide early-stage opportunities for entrepreneur minded individuals to build wealth while building a dynamic culture.
Recruit and train next generation sales professionals, customer service and executive management.
Featured Carriers
