• Preserving good local culture is our first goal. Your business culture provides the guidance and processes your teams utilize to sell and service your clients' needs. The atmosphere that made your business thrive for years is celebrated in our partnership. You continue to run your agency with partners to assist you in elevating your business plans for organic growth, sub-acquisitions, recruiting, and general administrative support.

  • Technically strong partners around the country and throughout multiple industry specialties will assist your teams with client opportunities.

    We bring a broader set of insurance market access together with diversified regional experiences. Depending on your needs, we provide back-office administrative support and HR and financial leadership.

    Our partners have extensive experience with mergers and acquisitions of agencies and the capital and financial strength to leverage business success and recruit new team members for your local agency.

  • Scali Insurance Group helps you continue to scale your business, diversify your products and services, and increase incomes and wealth for you and your teams. We focus on bringing clients the best value and outcomes. The most successful growth and perpetuation plans start many years before any transition. With Scali in your corner, you can leverage multiple partners’ experience to support your accelerated growth, recruit and develop new talent, and bring acquisition growth and capital to your agency.

PARTNER

ADVANTAGES

Photo of two streams cascading down a mountainside into a larger river basin.

POWERHOUSE / A team with tremendous drive, energy, ability, strength, and power.

“I wanted to be surrounded by a team with the same business culture and customer care philosophy I practice; always put the client's needs first.”

—Ali Lafferty, Lafferty Private Client Group