Case Studies

Learn how veteran agent John McMillen uses Smart Choice resources, carrier access, and commercial support to better serve clients and plan for the future.

NFL veteran builds a relationship-driven agency with 93% client retention.

Independent agent scales to $5M in premium by leveraging Smart Choice markets and guidance

Greg Meinberg left the captive model, launched an independent agency, and grew from $0 to a $2.5M book in just two years.

How RIGHTSURE used Smart Choice to expand carrier access, leverage tech, and grow—without sacrificing independence.

Boat dealer adds marine insurance, speeds quotes and creates a new revenue stream with support from Smart Choice.

Learn how a Smart Choice agent scaled to five locations and $5M+ in premium by leveraging bilingual service, referrals, and carrier access.

With Smart Choice on his team, former Division I baseball player Brett Allen opened his agency in the middle of the hard market and COVID-19—leveraging market access, Smart Start, and mentorship to build a profitable book of business and earn rapid early success.

As both a racehorse trainer and independent insurance agent, Monica Krummen built a thriving niche agency by pairing deep industry expertise with Smart Choice market access—helping Barnes Insurance Group expand across multiple states while serving the unique needs of the horse racing industry.

After immigrating to the U.S. and restarting his career from scratch during one of the hardest insurance markets in decades, Darley Tomaz partnered with Smart Choice to launch Anchor Insurance & Wealth Builders—scaling from zero to a multi-million-dollar book in just three years.

From captive constraints to independent gains, Katrina proves that speaking four languages—and offering options that matter—can turn a Smart restart into a thriving business.”

Cole Smith combines golf and business to grow Stuart Smith Insurance, with Smart Choice powering his wins on and off the course.