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
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Dixie and Anne Leavitt, Founders of Leavitt Group Enterprises
Be honest and operate with integrity
Leavitt Group representatives are expected to think, speak, and act with a long-term view, and to swiftly correct instances where they fall short of this commitment.
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Serve Stakeholders
Leavitt Group is privileged to touch the lives of many, including our shareholders: agency partners, employees, clients, insurers, suppliers, and lenders.
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Aaron Cottle and Gary Archibald, Co-Owners of Archibald Insurance Agency
Align Interests
The first question Leavitt Group representatives ask in considering an acquisition is: how would each party to this transaction be served by the deal? As our friend R. Royal (Bob) King was wont to say: “If you float together in the same boat, neither is apt to shoot it full of holes.”
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Sam Carrick and Aline France, Co-Owners of Wasatch Leavitt Insurance Agency
Grow Profitably
Growth brings vitality and life to a business, which attracts customers and capable colleagues. Profit brings opportunity, stability, survival, and capacity to serve.
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2021 Leavitt Group Producer School
Adapt
Change is inevitable and requires a business to wisely adapt. Leavitt Group's leaders are aware, curious, humble, nimble, responsive, and patient. In-progress adaptations include applying technology advancements, supercharging our acquisition engine, and strengthening organic growth efforts.
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Leavitt Group employees at a company event
Enjoy
We should contribute to the happiness of those engaged by fostering productivity, good health, acomplishment, belonging, service, and the provision of material means towards a harmonious balance in life.
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Risk Services of Louisiana Team
Communicate with Reason and Civility
All engaged at Leavitt Group are expected to communicate in ways which are honest, effective, kind, and free from anger or malice. Acknowledgement of shortcomings and sincere apologies are part of effective communications.
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
250+
Office locations
27
States and counting
19th
Largest privately held insurance brokerage*
$472
Million in consolidated revenue
*According to Insurance Journal, August 2023 issue.
Our culture is #1
Meet the team
Our affiliation team would love to answer your questions and talk details.
Jake Jensen
Executive VP of Affiliations
(435) 865-2958
Contact Jake · LinkedIn
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