Case Studies

You don’t need an insurance background to build a powerhouse agency—you just need the right network behind you.

Steph Santi launched Auto Mate in Portland & quickly grew his agency with standout success and recognition.

Mario Martinez & Rolando Murillo grew Kismet Insurance with Smart Choice’s support & carrier access.

Francisco Castro grew a $2M+ agency with Smart Choice, overcoming barriers & earning industry recognition.

Greg Daniel went independent with Smart Choice, gaining carrier access, top commissions & room to grow.

Kolt Byerly built a thriving agency with Smart Choice, strong carriers & smart moves after leaving car sales.

Tatsiana Tarasava grew her agency with Smart Choice, gaining market access, support & full independence.

Buddi McKenzie on going independent, growing with Smart Choice & leading a thriving insurance agency.

Jackie Morgan found the right fit with Smart Choice—meeting her needs & growing her agency with confidence.

Sometimes luck opens the door—but it’s experience, discernment, and the right partnerships that turn a $10,000 moment into long-term momentum.

ChangHi Yun's journey from a captive agent to a successful independent insurance agency owner highlights the power of network support, strategic guidance, and a willingness to embrace new opportunities for growth and diversification.

Hundley Batts Jr. transformed his childhood ambition of being a businessman into a dynamic career as an insurance professional and entertainment consultant, fueled by the support and flexibility offered by Smart Choice.