Case Studies

Discover how Smart Choice helped a new independent insurance agency overcome carrier access challenges, secure A-rated markets, and unlock growth opportunities.

See how May River Financial Group grew a profitable P&C book with carrier access and support from Smart Choice.

Discover how Surell Walker launched Walker Insurance Agency, grew her business with Smart Choice carrier access and mentorship, and is now helping aspiring insurance agents build successful independent agencies of their own.

After leaving the captive model, Kavan gained carrier access and support to grow his agency and catch bigger opportunities.

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.