Smart Choice® empowers Independent Insurance Agents to succeed in a constantly changing world.

Finance

Insurance

Smart Choice

Smart Choice's headquarters in Greensboro, NC, United States

Douglas S. Witcher

William Miles

Paul Taylor

Dan Bruck

Brandon Flinchum

Ashley Wingate

Brock Miles

Steve Bostian

Joe Fisher

The Agency Development and Support team at Smart Choice is responsible for fostering the growth and success of Independent Insurance Agents. They provide comprehensive support through agency experience management, inside sales, and commercial lines expertise. By developing and maintaining strong relationships with agents and offering tailored solutions, they ensure agents are well-equipped to navigate the dynamic insurance landscape.

Agency Development and Support

The Leadership Team at Smart Choice® is responsible for steering the strategic direction of the company, ensuring operational efficiency, and driving growth initiatives. Comprised of top executives including the CEO, COO, and CFO, this team oversees all major functions such as finance, sales, marketing, legal, human resources, and compliance. Their collaborative efforts aim to empower Independent Insurance Agents to thrive in an ever-evolving market.

Leadership Team

The Risk and Compliance Team at Smart Choice® ensures that Independent Insurance Agents adhere to industry standards, mitigate potential risks, and navigate regulatory requirements. This team specializes in assessing risks related to personal lines and trucking, while the compliance roles focus on maintaining alignment with legal and regulatory frameworks.

Risk and Compliance Team

The Accounting and Finance team at Smart Choice® oversees financial planning, budgeting, and reporting to ensure fiscal responsibility and transparency. They manage commissions, analyze financial data for strategic decision-making, and handle day-to-day accounting activities to support the company's goal of empowering Independent Insurance Agents.

Accounting and Finance

The Sales and Specialty Markets team at Smart Choice® focuses on driving growth and expanding market reach for Independent Insurance Agents. They manage distribution strategies, develop niche market offerings, oversee commercial and personal lines, recruit new talent, and provide specialized financial services to ensure agents flourish in a competitive landscape.

Sales and Specialty Markets

The Administrative and Office Support team at Smart Choice® ensures smooth daily operations by managing schedules, handling communications, and providing essential legal and executive administrative support. This team is vital in facilitating an efficient and organized workplace, thereby empowering Independent Insurance Agents to thrive.

Smart Choice

Org chart

Teams

Agency Development and Support

Leadership Team

Risk and Compliance Team

Accounting and Finance

Sales and Specialty Markets

Administrative and Office Support

Offices

Smart Choice

Org chart

Teams

Agency Development and Support

Leadership Team

Risk and Compliance Team

Accounting and Finance

Sales and Specialty Markets

Administrative and Office Support

Offices

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