Key Leaders Supporting CUSO Insurance Services
CEO & Chairman, Leavitt Group Enterprises
Chief Operating Officer, Leavitt Group Enterprises
Executive Vice President, Leavitt Group Enterprises
Senior Vice President, Leavitt Group Central
VP Personal Lines, Leavitt Group Central
VP of Sales, Digital Sales Central
Chief Information Officer
President, Leavitt Software Solutions
Leavitt Group at a Glance
In placed premiums
In total revenue
Largest insurance brokerage*
States and counting
*According to Insurance Journal, August 2022 issue.
Our Guiding Principles
Principles of Partnership
Ownership makes good partners better. When we both bear ownership risks and opportunities, we work hard to increase revenues, control expenses, increase profits, and enhance long-term equity growth.
Long-term success happens with a collaborative partnership.
We work together to ensure the CUSO successfully works within the credit union’s ecosystem.
Insurance agency CUSOs are jointly owned by Leavitt Group and the credit union, thus both share in the risks and returns of the agency.
Ownership makes good partners better—from higher profitability, to effective client service, to appropriate risk selection and management.
Integrity exists at all levels of the partnership.
We believe in honesty, civility, open communication, and hard work.
Leavitt Group maintains a controlling interest in agencies in which it invests.
Leavitt Group was founded on a 60/40 ownership model. Our credit union partner controls the brand and referral flow to the CUSO. Leavitt Group provides the insurance agency infrastructure, staffing, and carrier contracts. Leavitt Group’s controlling interest allows the CUSO to obtain key appointments that would otherwise be unattainable for a start-up agency. Each owner has influence and incentive for mutual goodwill to foster agency success. It is a true and balanced partnership.
Leavitt Group's Story
In 1952, Dixie Leavitt opened an insurance agency in Cedar City, Utah, with one company appointment and no clients. By the decade’s end, Dixie had thousands of clients throughout southwestern Utah and southern Nevada.
Dixie Leavitt and his brother Bert incorporated Leavitt Insurance Agency of Las Vegas in 1959. Dixie owned 60%, and Bert owned 40%. Using this 60-40 arrangement, Dixie and other co-owners invested in and created agencies.
As the parent company grew, LGE provided member agencies with the multi-agency strength necessary to maintain insurer relationships, offered placement services, provided back-office support, and developed other group-wide services, such as E&O coverage.
Leavitt Group has seen tremendous growth over the years, which was fostered by sound agency operations, innovation, partnering with the right people, and following the Leavitt Group values.