Insights

AI Strategy Growth Smart Choice is strengthening AI capabilities with a dedicated VP of AI strategy and innovation, signaling a strategic opportunity to offer advanced AI-powered underwriting, pricing optimization, and agent enablement tools to boost efficiency and competitive advantage.

InsurTech Partnerships Ongoing high-profile InsurTech collaborations, including Covr Pro integration and prior partners like Elephant and Cowbell, create a ready-made pathway for selling digital platforms, risk monitoring, and cyber solutions to a large independent agent network.

Carrier Network Scale With access to 120+ carrier partners and a coast-to-coast footprint across 48 states, there is a sizable market for solutions that streamline carrier onboarding, commission processing, and market access analytics for independent agents.

Growth and Leadership Multiple executive promotions focused on growth and InsurTech indicate an organization open to strategic initiatives and new vendor partnerships that can accelerate expansion, product training, and marketing support offerings.

Financial Opportunity Revenue scale between $500M and $1B and a large independent agent base imply strong demand for scalable technology, security, CRM, and marketing automation solutions that can enhance agent productivity and retention.

Similar companies to Smart Choice®

Smart Choice® Tech Stack

Smart Choice® uses 8 technology products and services including Amazon Web Services, WordPress, Salesforce, and more. Explore Smart Choice®'s tech stack below.

Media & News

Smart Choice®'s Email Address Formats

Smart Choice® uses at least 4 email formats:
Smart Choice® Email FormatsExamplePercentage
FLast@smartchoiceagents.comJDoe@smartchoiceagents.com
84%
FirstL@smartchoiceagents.comJohnD@smartchoiceagents.com
11%
First.Last@smartchoiceagents.comJohn.Doe@smartchoiceagents.com
4%
Last@smartchoiceagents.comDoe@smartchoiceagents.com
1%

Frequently Asked Questions

What is Smart Choice®'s official website and social media links?

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Smart Choice®'s official website is smartchoiceagents.com and has social profiles on LinkedIn.

How much revenue does Smart Choice® generate?

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As of October 2026, Smart Choice®'s annual revenue is estimated to be $500M - $1B.

What is Smart Choice®'s NAICS code?

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Smart Choice®'s NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Smart Choice® have currently?

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As of October 2026, Smart Choice® has approximately 287 employees across 5 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: A. L., Chief Accounting Officer: T. A. and Chief Marketing Officer: J. G. Explore Smart Choice®'s employee directory with LeadIQ.

What industry does Smart Choice® belong to?

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Smart Choice® operates in the Insurance industry.

What technology does Smart Choice® use?

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Smart Choice®'s tech stack includes Amazon Web Services, WordPress, Salesforce, Pardot, Wistia, New Relic, Piwik and Piwik PRO Core.

What is Smart Choice®'s email format?

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Smart Choice®'s email format typically follows the pattern of FLast@smartchoiceagents.com. Find more Smart Choice® email formats with LeadIQ.

When was Smart Choice® founded?

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Smart Choice® was founded in 1994.
Smart Choice® logo

Smart Choice®

InsuranceNorth Carolina, United States201-500 Employees

Smart Choice Solutions operates a network that connects independent insurance agents with a broad set of markets and partners. It includes more than 10,000 independent agents and over 100 carrier partners, providing access to personal, commercial, life, and health insurance products. The program is no-fee and offers product training, sales and marketing support, and customized business solutions to help agents compete. The company is based in Greensboro, North Carolina, and serves agents across 45 states.

By coordinating relationships with multiple carriers and supplying tools and training, Smart Choice broadens agents' access and competitiveness beyond single-carrier or captive arrangements. In February 2025, the company promoted Jef Morgan to Senior Vice President of InsurTech, reflecting an emphasis on technology-enabled distribution.

Section iconCompany Overview

NAICS Code
524 - Insurance Carriers and Related Activities
Founded
1994
Employees
201-500

Section iconFunding & Financials

  • $500M - $1B

    Smart Choice®'s revenue is estimated to be in the range of $500M - $1B

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