Daniel Steel and Tom Sokol, Co-Owners of First Independent Agency
About Leavitt Group
Leavitt Group's team of insurance professionals consists of individuals with a wide range of experience, many of whom are considered regional and national leaders in their respective fields.
Our clients benefit from competitive, sophisticated insurance and risk management solutions.
As the 17th largest privately-held insurance brokerage in the nation, we bring you the national resources, experience, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy.
Integrity
We believe in operating with complete integrity and transparency. We have a long history based on this principle, and it is a vital part of our culture. As we bring people into our organization, we look for those who share our values, thus fostering relationships based on trust—for employees, insurance companies, and clients.
Long-term Relationships
We work to develop lasting client relationships. As a privately-held firm, we have the flexibility to make long-term decisions with you. Our performance is not judged by Wall Street every quarter, but rather by the quality of relationships we maintain.
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 stregthening 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 malic. Acknowledgement of shortcomings and sincere apologies are part of effective communications.
Net Promoter Score®
We work hard to earn your respect and gain your trust.
80
Our Net Promoter Score
What is the Net Promoter Score?
The Net Promoter Score (NPS) measures customer experience. The score is calculated using the answer to one key question: How likely are you to recommend our agency to a friend or associate?
Industry Net Promoter Scores according to questionpro.com
Leavitt Group
General Insurance
Brokerage & Investment Firms
Banking
Financial Services
0
25
50
75
100
National products, resources, and local trust.
What does national resources mean for you? You’ll have the wisdom of our far-reaching team and the support you need, such as loss control, training, negotiating power, underwriter relationships, claims management, employee benefits compliance, on-staff ERISA attorney, online enrollment and benefits management technology.
Privately held
We work to develop lasting client relationships and make long-term decisions with you rather than seeking only short-term results.
We bring together the best of both worlds.
Leavitt Group at a glance
250+
Office locations
27
States and counting
19th
Largest privately held insurance brokerage*
$448
Million in consolidated revenue
*According to Insurance Journal, August 2023 issue.
Leavitt Group's Story
Dixie Leavitt, 1952
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.
Spring 2022 Producer School Attendees
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.
Frequently Asked Questions
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How do I contact Leavitt Group?
Leavitt Group contact info:
Phone number: (435) 586-6553
Website: www.leavitt.com. -
How many Employees does Leavitt Group have?
Leavitt Group Enterprises – 500+ employees
Leavitt Group (including agencies, etc.) – 3,000+ employees
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How much money does Leavitt Group make?
Leavitt Group generated $412 million in consolidated revenue in 2022.
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When was Leavitt Group founded?
Leavitt Group was founded in 1952.
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What industry is Leavitt Group in?
Leavitt Group is in the insurance industry.
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Who is the CEO of Leavitt Group?
Eric Leavitt is Leavitt Group’s Executive Chairman and CEO
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What is Leavitt Group's official website?
Leavitt Group's official website is www.leavitt.com.
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What industry does Leavitt Group belong to?
Leavitt Group is in the industry of Insurance.
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What is Leavitt Group's phone number?
Leavitt Group's phone number is (435) 586-6553.
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What is Leavitt Group's SIC code?
Leavitt Group's SIC: 6411.
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What is Leavitt Group's mission?
Leavitt Group’s mission statement: We build, serve, and perpetuate independent insurance agencies.
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What type of company is Leavitt Group?
Leavitt Group is the 17th largest privately held independent insurance brokerage in the U.S.
In 2022, Leavitt Group had 250+ locations in 26 states, $412 million in consolidated revenue, and $3.7 billion in placed premiums.
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Who are Leavitt Group's competitors?
Some of Leavitt Group’s competitors include Acrisure, Hub International, USI, PCF, Brown & Brown, AssuredPartners, Lockton, Woodruff Sawyer, Heffernan, EPIC, Aon, AJG, and Willis.
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What does Leavitt Group do?
Leavitt Group builds, serves, and perpetuates independent insurance agencies as partners with able individual co-owners.
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What is Leavitt Group's NAICS code?
Leavitt Group's NAICS: 524210.
- What are Leavitt Group social media links?
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What is Leavitt Group's Revenue?
Leavitt Group's revenue was $412 million in 2022.
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Who works at Leavitt Group?
Office of the CEO:
- Eric O. Leavitt – Executive Chairman, Chief Executive Officer
- Mike Evans – Senior Vice President, Coordination
- LaVona Adams – Administrative Assistant
- Vance Smith – President
- Greg Suman – Chief Development Officer
- Joe Callister – Chief Operating Officer, President of LGAA
- Kevin Grady – Chief Legal Officer
Other Chief Officers:
- Craig Marchant – Chief Financial Officer
- Mark Kenney – Chief Compliance Officer
- Kevin Callister – Chief Affiliations Officer
- Brook MacNaughtan – Chief People & Community Officer
- Mike S. Leavitt – Chief Sales Officer
- Melanie Johnson – Chief Marketing Officer
- Laurie Flanagan – Chief Project Officer
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Is Leavitt Group a public company?
Leavitt Group is a private company and does not currently have an official ticker symbol.