Doug Smart ( President) & Kyle Becker (Vice President) of Smart Insurance

Doug Smart and Kyle Becker of Smart Agency share stories of growth, successes and challenges, and how they made the most of the profitable, agency ownership transition.

Attached is an excerpt from the 2021 Best Practices Study (annual study published in partnership with the Big “I” - click here for more information about this dynamic resource). This document is part of the whitepaper that focuses on perpetuation and how agencies can rethink their internal strategies.

Also linked here is Reagan Consulting’s Private Ownership Study from 2010 that outlines the four key pillars of perpetuation.