Legacy Insurance Solutions Teams Up with Patriot for Growth

Legacy Insurance Solutions Partners with Patriot Growth Insurance Services

Patriot Growth Insurance Services, LLC (Patriot), one of the rapidly expanding insurance services firms in the country, is thrilled to announce its partnership with Legacy Insurance Solutions (Legacy), a reputable family-owned agency. This partnership marks a significant milestone for both organizations, aiming to enhance their service offerings across the insurance landscape.

About Legacy Insurance Solutions

Legacy, founded in 2011 by brothers Brandt H. Shapiro and the late Wade R. Shapiro, operates as a second-generation agency built upon strong principles of personalized service and community engagement. As a comprehensive full-service agency, they provide a range of property, casualty, and employee benefits solutions. Legacy has earned a respected reputation for its attentive client experiences, developed over years of trust and responsiveness.

Excitement Around the Partnership

Brandt Shapiro, Principal of Legacy Insurance Solutions, expressed enthusiasm about the partnership, stating, "We are excited to join the Patriot team. Patriot offers extensive resources and national reach which are crucial for our development without sacrificing our local relationships and personalized service. This collaboration enables us to operate independently while accessing essential support, technology, and expertise to better serve our clients."

Patriot's Vision

Steve Carroll, Chief Acquisition Officer at Patriot, shared his perspective on the merger, noting, "Legacy exemplifies what we value in a partner—an above-market organic growth rate, robust local connections, and a strong client-centric approach. Brandt and his team have built exceptional relationships; we are delighted to have them as part of Patriot."

Patriot Growth Insurance Services Overview

Established in 2019, Patriot is a dynamic national firm specializing in growth-focused insurance services. They forge partnerships with employee benefits and property and casualty agencies throughout the country. Recognized by Business Insurance as the 24th largest broker nationwide, Patriot has made it to the prestigious 2024 Inc. 5000 list of the fastest-growing companies. Currently, they boast over 2,100 employees across more than 100 locations in 28 states.

Commitment to Agency Independence

Patriot's collaborative model ensures that partner agencies receive both the resources and strategic backing necessary to succeed while allowing agency leaders to maintain a high degree of autonomy in their local markets. This alignment drives enhanced opportunities for growth, fostering a professional environment for all staff members. Patriot is supported by investment firms GI Partners and Summit Partners, enhancing its capacity for continued expansion.

Frequently Asked Questions

What is Legacy Insurance Solutions known for?

Legacy Insurance Solutions is renowned for personalized client service, comprehensive insurance offerings, and strong community ties.

When was Patriot Growth Insurance Services founded?

Patriot Growth Insurance Services was established in 2019 and has quickly emerged as a key player in the insurance industry.

What advantages does the partnership bring?

The partnership enables Legacy to maintain independence while gaining access to Patriot's resources and tools, enhancing service delivery and operational capabilities.

How large is Patriot Growth Insurance Services?

Patriot employs over 2,100 staff members across more than 100 locations in 28 states, making it one of the prominent insurance firms in the United States.

Who are the founders of Legacy Insurance Solutions?

The agency was founded by brothers Brandt H. Shapiro and the late Wade R. Shapiro, reflecting a legacy of strong family values and service.

About The Author

Hello Kelly Martin here, a financial and publicly traded company specialist committed to writing with clarity and sage advice. Having a wealth of experience and a thorough grasp of corporate dynamics and the financial environment, my main goal in writing blog posts and articles is to provide insightful analysis together with useful guidance. My objective is to arm readers with the information they need to comprehend the complexities of publicly traded companies and make wise financial decisions.

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