Sell, Merge, or Affiliate Your Insurance Agency with Confidence
You've built something meaningful. Whether you're planning for growth, succession, or looking to sell, merge, or affiliate your insurance agency, ARCW Leavitt, backed by Leavitt Group, offers a path forward that protects what you've created while opening new opportunities.
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Start a Conversation
Ready to explore your options? Tell us a bit about your agency and your goals.
You're at an Important Crossroads
Running an independent agency comes with big decisions, especially when you start thinking about what's next.
- Maybe growth feels harder than it used to.
- Maybe perpetuation isn't clearly defined.
- Or maybe you're ready to explore new opportunities without stepping away from the relationships and reputation you've built.
This isn't about stepping back. It's about moving forward with the right structure, support, and strategy in place.
Many independent owners begin exploring options like insurance agency mergers, acquisitions, or affiliation with a larger partner—but knowing where to start isn't always clear.
Insurance Agency Affiliation & Partnership Built Around Your Goals
At ARCW Leavitt, insurance agency affiliation isn't a one-size-fits-all transaction—it's a strategic partnership designed around your goals, whether you're exploring a merger, acquisition, or long-term succession plan.
Together, we explore:
- How to strengthen your agency's long-term value
- What a realistic perpetuation plan could look like
- Ways to expand your capabilities without losing your identity
- Opportunities to grow through additional resources and connections
The goal is simple: help you move forward with clarity and confidence.
Insurance Agency Perpetuation & Succession Planning
You've invested years building your agency—your relationships, your team, and your reputation in the community. At some point, the question becomes: what happens next?
01
Clear Transition Path
Define ownership transfer or agency sale on your timeline.
02
Realize Your Value
Unlock the equity you've built over years of growth.
03
Stay Involved
Remain at a level that fits your personal goals.
04
Shape the Future
Maintain influence over how your agency evolves.
Leavitt Group's partnership model is designed to support long-term continuity by aligning ownership, leadership, and growth so agencies can move forward with purpose.
Local Relationships, Backed by National Strength
ARCW Leavitt is part of Leavitt Group, a national insurance agency network and aggregator built on partnership, shared ownership, and long-term growth.
That means you don't have to choose between independence and scale.
You maintain the relationships, culture, and local presence your clients trust. At the same time, you gain access to broader resources, tools, and market reach.
ARCW Leavitt combines that national strength with a leadership team that understands what it takes to grow and evolve as an independent agency.
For agency owners exploring an insurance agency acquisition, merger, or sale, this model provides a way to grow without losing what makes your business successful.
290+ locations
in 30 states
$587 million
in consolidated revenue
$4.8 billion
in placed premiums
18th
Largest Independent Property & Casualty Brokerage*
*According to Insurance Journal, August 2025 issue.
Growth Doesn't Stop After Affiliation
Affiliation isn't a finish line—it's a starting point.
Many agencies choose affiliation as an alternative to selling outright, gaining the benefits of an insurance agency partnership model while continuing to grow.
ARCW Leavitt's own story reflects that. Since affiliating with Leavitt Group in 2021, the agency has continued to grow, expand, and evolve.
With access to shared resources, acquisition support, and operational infrastructure, agencies are positioned to:
- Pursue additional acquisitions
- Strengthen profitability and efficiency
- Build long-term enterprise value
- Continue shaping their role in the business
A Model Built on True Partnership
Leavitt Group's model is rooted in co-ownership and shared success.
Agency leaders remain actively involved, with real influence over operations, relationships, and direction. The focus is on alignment—where growth, profitability, and client outcomes move together.
If you're exploring how to sell your insurance agency, merge with another firm, or join a larger insurance group, ARCW Leavitt provides flexible options.
Partial or full sale
Sell all or part of your agency on terms that work for you.
Merger
Combine with a larger organization while retaining your team.
Join a network
Affiliate with an established insurance agency network.
Succession plan
Create a structured long-term path for ownership transition.
Considering Selling or Merging Your Insurance Agency?
A Track Record of Growth
Sandy Wasson founded Sandy Wasson & Associates Insurance in Largo, Florida, building a foundation rooted in relationships and community.
Chuck Wasson III became President, expanding the agency's presence in specialized markets, including healthcare.
Acquisition of Bay Area Insurance and relocation to Pinellas Park, followed by rebranding.
Merger with Alley, Rehbaum & Capes Assurance, strengthening capabilities and regional reach.
Continued growth as ARCW Insurance, expanding services and building a multi-line agency.
Affiliation with Leavitt Group—adding national resources while maintaining local leadership.
ARCW Leavitt Insurance Services continues to grow with expanded capabilities, broader market access, and a focus on long-term value.