top of page
About Us
About Smart Insurance
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 Milestones
2009
Started Insurance Services
2012
Expanded to Health & Medicare Services
2016
Launched
Comprehensive Insurance services
2025
Ongoing growth
and Expansion
​
2022
New Office Expansion
2020
M&A with
Solomon
Insurance Group
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.
Client Win
Offering the best possible coverage and financial security
Agent Win
Providing unparalleled support and opportunities for growth
Employee 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.
bottom of page