Smart Choice | Competitive Intelligence Profile
Smart Choice is a network of over 9,000 independent insurance agents and more than 100 insurance carrier partners, providing agents...
Smart Choice is a network of over 9,000 independent insurance agents and more than 100 insurance carrier partners, providing agents with access to top-rated markets, product training, and sales and marketing support. It operates a no-fee program, offering services across 45 states, including personal, commercial, life, and health insurance markets. The company aims to empower independent agents, whether they are start-ups or experienced professionals, with the resources needed to succeed in the insurance industry.
🛍️ Smart Choice Product and Pricing Intelligence →
📅 Smart Choice Event Participations →
⚖️ Smart Choice Regulatory Intelligence →
👔 Smart Choice Management and Leadership Team →
⚔️ Smart Choice Alternatives and Competitors →
💼 Smart Choice Hiring and Layoffs →
🤝 Smart Choice Partnerships, Clients and Vendors →
📈 Smart Choice Financial Performance, Fundraising, M&A →
🛍️ Smart Choice Product and Pricing Intelligence
Leverage product insights to define key product development milestones, guide go-to-market planning, build a robust product-market fit matrix, and perform in-depth SWOT analyses.
Harness pricing intelligence to support strategic pricing decisions, conduct competitive pricing analysis, and craft effective differential pricing strategies.
- Smart Choice has launched Private Client Solutions to cater to high-net-worth individuals with specialized insurance needs, including coverage for high-value assets like yachts and art.
- Smart Choice offers free assistance to sell your agency, eliminating broker fees.
- Douglas and Lanier Agency received an award from Smart Choice, marking their induction into the Smart Choice Leadership Agent Club.
📅 Smart Choice Event Participations
Stay updated on where your competitors are showing up—industry conferences, webinars, podcasts, and speaking engagements—to gauge their messaging, target audiences, and strategic focus. Discover how they’re positioning themselves in the market, what narratives they’re pushing, and which partnerships they’re cultivating. Use this intelligence to refine your own positioning, identify missed opportunities, and stay top-of-mind in your industry.
- Smart Choice will participate in the Big I Arkansas Convene25 at the Grand Marketplace Tradeshow in Point Clear, Alabama on June 9.
- Smart Choice of Georgia sponsored the Will Weston IV YAC Classic Golf Tournament in Savannah and partnered with the Independent Insurance Agents of Georgia for 2025.
- Smart Choice will have a booth at the Professional Independent Insurance Agents of Colorado InsurExpo on March 27 to showcase their support for independent insurance agents.
⚖️ Smart Choice Regulatory Intelligence
Monitor critical regulatory events—such as issued or revoked licenses, lawsuits, investigations, and court rulings—to understand the compliance posture and legal exposure of your rivals. Spot early warning signs of operational risk, delays, or reputational damage, and use these insights to fine-tune your market strategy, mitigate your own risk, or capitalize on competitor setbacks.
👔 Smart Choice Management and Leadership Team
Understand who’s steering your competitors by tracking changes in their management and leadership teams. Gain insights into strategic direction, leadership style, and organizational priorities based on executive backgrounds and hiring trends. Use this knowledge to anticipate competitive moves, tailor your sales or partnership approach, and benchmark against industry leaders.
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Chief Financial Officer
[email protected] -
CEO and Founder[email protected]
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Managing Director[email protected]
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Executive Director[email protected]
⚔️ Smart Choice Alternatives and Competitors
Identify the competitors of your competitors to uncover indirect threats, emerging disruptors, and untapped opportunities. Understand the broader competitive ecosystem, spot white space in the market, and gain strategic context that helps you position more effectively. These insights sharpen your market intelligence and reveal angles others often overlook.
- InsureZone |
- Renegade |
- McGriff |
- ALLCHOICE Insurance
💼 Smart Choice Hiring and Layoffs
Track key workforce changes—new hires, leadership shifts, and layoffs—to spot strategic organizational moves. Identify rising competitors, uncover shifts in company direction, and seize opportunities to attract top talent or engage new decision-makers. Use these insights to refine your recruitment strategy and build stronger business relationships.
- Andrew Caldwell has been named CEO of Smart Choice, with founder Doug Witcher now serving as Chairman of the Board.
- Oliver Travieso, senior vice president of commercial lines at Smart Choice, has extensive knowledge of the commercial insurance market.
- Smart Choice is currently hiring for the position of Occupational Health Generalist in Colombia.
🤝 Smart Choice Partnerships, Clients and Vendors
Monitor new partnerships, client wins, and vendor relationships to understand where your competitors are gaining traction. Spot emerging alliances, evaluate ecosystem shifts, and identify potential partners or prospects early. These insights help you refine your sales strategy, anticipate market movements, and stay one step ahead in a dynamic competitive landscape.
- Smart Choice announced a partnership with BTIS and attended the BTIS Leadership Conference in Las Vegas.
- Steph Santi's independent agency, supported by Smart Choice, has significantly accelerated Auto Mate's growth.
- Kolt Byerly built a thriving independent agency with the support of Smart Choice.
📈 Smart Choice Financial Performance, Fundraising, M&A
Track competitors’ financial performance, fundraising rounds, and M&A activity to assess their growth trajectory and strategic focus. Uncover signals of expansion, market entry, or consolidation, and benchmark your position accordingly. Use these insights to inform investor conversations, identify acquisition opportunities, and fine-tune your competitive strategy.
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