We help agencies and producers succeed.

OUR STORY
66 years of partnering with local agents to jointly own and grow independent insurance agencies; currently operating from 135+ locations nationwide.

66 Years Badge

Let’s Build Your Story Together

Today's business climate presents many opportunities for independent insurance agencies to expand their operations and take their agency to the next level. Affiliation can be one way to add more resources, increase efficiencies, and even provide exit opportunities for shareholders. Find out the must-ask questions to consider when exploring affiliation with another organization with the Affiliation Guidebook.

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We couldn't find a comfortable fit with other insurance brokerages we were considering. Then we were introduced to Leavitt Group, and it felt like home.”

Marice Mckeegan, BB&H Benefit Designs
Santa Barbara, California · Joined 2016

What our co-owners say about us

Dan Lillard Testimonial

“Prior to joining Leavitt Group, I needed to bring a much more modern approach to my agency — more collaborative, more positive, more focused on sales and problem solving — which happens to be the culture of Leavitt Group.”

Dan Lillard
Agency Co-Owner, Murray & Murray Insurance, California


Booker Moore Testimonial

“Leavitt Group fits our culture very well. It is a true partnership. The focus is ‘What can we do to assist you, to do better, to improve upon what you are currently doing – not to replace you.’”

Booker Moore
Agency Co-Owner, L.R. Webber Associates, Pennsylvania


Mike Taylor

“The Leavitt Group philosophy of local ownership creates a really effective space for agency owners, producers, and clients to truly succeed.”

Mike Taylor
Agency Co-Owner, Leavitt Great West Insurance Services, Montana



Recent Affiliations


Leavitt Group

Expand your reach.
Be part of our growing footprint.

Leavitt Group's unique ownership model allows you to maintain your own culture and reputation while adding the valuable national resources that will help your agency thrive.

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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.

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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 the 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.

Find out if Leavitt Group is right for you.

Affiliation Director

Mark Leavitt

Vice Chairman and Managing Director of Affiliations

Contact Us Today