Affiliation

Today's business climate presents great opportunities for effective, resourceful, and talented people in the insurance industry. Agency owners preparing for retirement, new producers seeking agency ownership opportunities, and individuals seeking rewarding employment in the insurance industry should contact Leavitt Group to discuss the benefits of affiliation.

—Mark O. Leavitt - Vice Chairman and Managing Director of Affiliations

Contact Mark

We Solve Perpetuation Challenges

An independent agency owner invests time, effort, and money in building an agency. When they have a need to access national resources to continue that growth, when retirement nears, or when other circumstances lead to a decision to sell, the owner has many factors to consider, including:

• How to continue customer service and agency management
• How to realize agency equity value
• Determining the extent of future personal involvement

Leavitt Group Enterprises has carefully developed solutions for agency owners in a wide range of circumstances.

We Take a Different Approach to Affiliation

Agency owners are looking for perpetuation solutions and the national resources required to compete, but they are not interested in the typical aggregators or consolidators that dominate the market place. That is where Leavitt Group comes in:

• Equity Opportunity

  We provide an equity opportunity to the agency manager who is on the ground. This unique co-ownership model is not found among aggregators.

• Autonomy

  Our agencies have significant autonomy in their day-to-day operations, and they maintain their own culture of success.

• Consensus Building

  We believe in consensus building rather than mandates.

• Aligning Interests

  We align interests. For example, our supporting businesses and centralized resources are owned collectively by affiliated agencies, not by the parent company.

• Solutions

  We solve problems. Any number of circumstances can cause an agency owner to face some kind of ownership transition. We work with the parties involved to bring about positive resolutions.

• National Resources, Local Trust

  Affiliated agencies are proud to bring their clients national resources while still building the personal relationships expected from a locally-owned agency.

Is Leavitt Group Right For You?

We have had 60 years of experience in helping agencies grow and perpetuate. We welcome the opportunity to visit with you to better understand your circumstance, goals, and whether Leavitt Group is a cultural fit for your agency.