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.
Leavitt Group is one of the largest privately held insurance brokerages in the nation with a mission to build, serve and perpetuate independent insurance agencies as partners with local co-owners. With an extensive network of 90+ agencies and 250+ locations across 27 states, Leavitt Group offers a distinctive advantage with local ownership, delivering a personalized and consultative approach to commercial insurance, employee benefits and personal insurance. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve.
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 Governing Principles
Net Promoter Score®
We work hard to earn your respect and gain your trust.
74
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 Independent Property & Casualty Brokerage*
$500
Million in consolidated revenue
*According to Insurance Journal, August 2024 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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