Key Leaders Supporting CUSO Insurance Services
Eric Leavitt
CEO & Chairman, Leavitt Group Enterprises
Joe Callister
Chief Operating Officer, Leavitt Group Enterprises
David Broadbent
Executive Vice President, Leavitt Group Enterprises
Jared Whittaker
Senior Vice President, Leavitt Group Central
Crystal Nielson
VP Personal Lines, Leavitt Group Central
Brandon Jones
VP of Sales, Digital Sales Central
Scott Hannagan
Chief Information Officer
Mike Plumb
President, Leavitt Software Solutions
Leavitt Group at a Glance
$3+ Billion
In placed premiums
$448 Million
In consolidated revenue
19th
Largest insurance brokerage*
250+
Office locations
27
States and counting
*According to Insurance Journal, August 2023 issue.
Our Guiding Principles
-
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.
-
Daniel Steel and Tom Sokol, Co-Owners of First Independent Agency
Serve Stakeholders
Leavitt Group is privileged to touch the lives of many, including our shareholders: agency partners, employees, clients, insurers, suppliers, and lenders.
-
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.”
-
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.
-
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 stregthening organic growth efforts.
-
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.
-
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 malic. Acknowledgement of shortcomings and sincere apologies are part of effective communications.
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.