Daniel Steel and Tom Sokol, Co-Owners of First Independent Agency
Get to know Leavitt Group
We have been partnering with locally owned agencies for over 70 years
Our Mission
We build, serve, and perpetuate independent insurance agencies, like yours
Leavitt Group closely partners with our individual agency co-owners to help them on many levels. We use our collective scale to better serve their customers, enhance each agency's external presence, help build agency capital, attract and retain great people, and expand the overall business.
We're in the business of enriching the lives of all our stakeholders. We not only serve our agencies, but we also serve each other.
“We seek partners who align with our culture, because culture makes us who we are and it makes all the difference.”
Eric Leavitt
CEO of Leavitt Group Enterprises
Our 7 Guiding Principles
Join our family
Leavitt Group serves independent agencies across the United States.
Our culture is rooted in integrity, which has propelled our growth into one of the largest insurance brokerages in the U.S.
Leavitt Group at a glance
185+
Office locations
26
States and counting
17th
Largest privately held insurance brokerage*
$382
Million in total revenue
*According to Insurance Journal, August 2022 issue.
Our culture is #1
Meet the team
Our affiliation team would love to answer your questions and talk details.
Mark Leavitt
Vice Chairman & Managing Director of Affiliations
Jorie Matheson
Project Manager - Affiliations
Keith Callister
Director of Affiliations
Ted Hoover
Vice President of Business Development
JoNell Hone
Managing Controller
Sarah Burdick
Affiliations Analyst
Scott Callister
Affiliations Analyst