Case Studies

Founded in 1963, The Hartwell Corporation is Idaho's largest independent insurance agency, with offices in Idaho Falls, Caldwell, Nampa, and Boise. For over 60 years, they've built their reputation on tailoring coverage to each client's unique needs — partnering with a wide network of carriers to find the right fit across personal lines, commercial insurance, group benefits, and surety bonds. With more than $100M in annual premium flow and a team of 50–100 professionals, Hartwell is an established agency with the scale and complexity to match.

Venbrook is a private insurance brokerage and risk management firm with national reach. With 350+ carrier partners and a 97% client retention rate, Venbrook is one of the fastest-growing private brokerages in the U.S. For more information on Venbrook, see their website at venbrook.com.

Ellerbrock Norris is an independent risk management and insurance advisory firm with nearly 120 years of experience. The firm helps businesses and families protect what matters most by delivering customized insurance and risk strategies across commercial, personal, and employee benefits, with a strong focus on long-term relationships and value-driven advice.

Legacy Insurance Partners brings together over a century of combined expertise from established North Carolina agencies, including Faw and Broome Insurance. Serving thousands of businesses and individuals across the state, Legacy operates under their "Better Together" philosophy, maintaining deep community roots while delivering comprehensive insurance solutions through a consultative, relationship-first approach.

Sterling Thompson Company is a Kentucky-based, full-service firm with over 50 agents and $100M+ in premium flow, specializing in Personal and Commercial insurance. Sterling Thompson strives to be the leading provider of insurance and risk management services through professional expertise, innovative solutions, and a client-first philosophy.