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About Us
Founded in 1999, Smart Insurance operates under the 3 WINS philosophy and, as of 2025, works with more than 300 agents and 10 General Agencies, offering plans and services from over 80 contracted insurance carriers across more than 30 states nationwide.
In particular, the 3 WINS philosophy is focused on enabling customers, agents, and employees alike to achieve financial stability and a healthy work–life balance, so that all can move forward together toward a happier and more fulfilling life.
Smart Insurance
Milestone
(2009)
​Started Insurance Services
Began with life insurance and annuity solutions, laying the foundation for our services.
(2012)
Expanded to Health & Medicare Services
Expanded our services to include Health and Medicare solutions, offering more comprehensive coverage options.
(2016)
Launched as a Full-Service Insurance Agency
Evolved into a full-service insurance agency, offering a wide range of coverage across life, health, and property & casualty.
(2020)
M&A with Solomon Insurance Group
Completed a strategic M&A with Solomon Insurance Group, strengthening our capabilities and expanding our market presence.
(2022)
Office Relocation & Expansion
Relocated to a new office to support continued growth and enhance our operational capabilities.
2025 at a Glance
Over
30
States
Over
300
Agents
Over
80
Carriers
Over
10
GAs
3 Wins Philosophy
Smart Insurance operates under the 3 Wins management philosophy: Clients Win, Agents Win and Employees Win. Through this philosophy, we foster strong teamwork and continuous innovation with our agents and employees, driving the company's sustained growth.
01.
CLIENTS WIN
Offering the best possible coverage and financial security
02.
AGENTS WIN
​Providing unparalleled support and opportunities for growth
03.
EMPLOYEES WIN
​Ensuring a sense of fulfillment and fair compensation
Smart Insurance
Youtube
Our YouTube channel provides in-depth agent training, clear explanations of insurance products, and the latest updates in Medicare, ACA, and group health — helping both clients and agents make informed decisions.
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