Headquarters:
Greensboro, NC
Year founded:
1994
Number of employees:
85
Phone:
888 264 3388
Email:
info@smartchoiceagents.com
Website:
smartchoiceagents.com
LinkedIn:
linkedin.com/company/smart-choice
“We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions”
Erica Kofie, QBE
Andrew Caldwell
President
Joe Fisher
Chief Operating Officer
Ashley Wingate
Executive Vice President, Sales and Distribution
Leadership
Andrew Caldwell has been president of Smart Choice® since November 2014. Prior to that, he was the executive vice president of business development. Caldwell is responsible for maintaining the company’s core vision and principles, expanding the size and scope of the network, and implementing strategies for revenue growth. Caldwell previously served as vice president, accounting director, and director of commission accounting, as well as a variety of other capacities since he started working with the company in 2003.
President
Andrew Caldwell
Joe Fisher was named COO in January 2022. Previously, he served as executive vice president of strategic alliances, president of Smart Choice® Franchise Corporation, and executive vice president of business development. As COO, Fisher will work to establish and refine managerial and administrative procedures, reporting structures and operational controls within the company. He joined Smart Choice in February 2006.
Chief Operating Officer
Joe Fisher
Ashley Wingate was named executive vice president, sales and distribution of Smart Choice® in January 2024. He is responsible for the overall operation of the Smart Choice Agents Program, serves as the liaison to major company partners, and spearheads the expansion of the program into new states. Wingate previously served as senior vice president as well as vice president, personal lines. He began his career with the company in 2005 as a territory manager in North Carolina.
Executive Vice President, Sales and Distribution
Ashley Wingate
“We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions”
Erica Kofie, QBE
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
Leadership
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
“We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions”
Erica Kofie, QBE
Leadership
Doug Witcher
Chairman and CEO
Doug Witcher, founder, has been chairman and CEO of the Smart Choice® Agents Program since its inception. Launched in 1994, Smart Choice was established to help independent agents access better markets and establish solid relationships with some of the top insurance carriers in the nation. Thanks to his vision, Smart Choice has revolutionized the insurance industry to become one of the largest agency networks in the country.
Chairman and CEO
Doug Witcher
Damian Percy
General Manager, Securitisation
Damian Percy is a creative, lateral-thinking and outcomes-driven senior leader with over 20 years of experience in financial services and a deep and broad understanding of the Australian home loan market. He is a highly respected commentator and advisor to the industry, with practical expertise across all facets of the sector, including distribution, operations, product design, technology and regulation.
Percy understands that, ultimately, all business is problem-solving, and he applies his rare blend of industry expertise and innovative thinking to build strong businesses and great customer outcomes.
Percy is a past director and fellow of the Mortgage and Finance Association of Australia, holds degrees in arts and law and was a founding member of the nation’s leading Elvis parody act between 1992 and 2004.
General Manager, Securitisation
Damian Percy
Smart Choice is a network of over 10,000 independent insurance agencies and more than 120 carrier partners. The nation’s fastest-growing agency network, Smart Choice partners with agents to help grow their book of business, maximize revenue, and deliver competitive insurance solutions to their customers.
Smart Choice provides agents with access to top-rated personal, commercial, E&S, and life markets, as well as product training and dedicated support from regional sales representatives. Collectively, its agency partners represent more than $11 billion in written premiums.
Whether the agent is a start-up, a former captive, or an experienced one, Smart Choice provides the support and markets they deserve. Smart Choice operates from coast to coast and provides customized business solutions guaranteed to make agencies competitive.
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
Tony Bird
Chief Risk Officer
Mark Hewitt
General Manager, Industry and Partnership Development
Brad Wearn
Chief Technology Officer
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Tony Bird has been working in the banking and finance industry for 25 years, predominantly in credit risk, collections and portfolio management. His strength is bringing creative, data-driven solutions to safely grow retail portfolios. He develops strong relationships with internal and external partners to maximise profit after capital charges. Bird’s management style is collaborative and focused on achieving ambitious targets.
Chief Risk Officer
Tony Bird
Mark Hewitt has a wealth of knowledge and industry experience, with 40 years of experience in financial services. He is a member of the executive team at aggregator Australian Finance Group (AFG), which he joined in 2006 as general manager of broker and residential and is currently AFG’s general manager of industry and partnership development.
Prior to joining AFG, Hewitt spent 20 years with ANZ, including four years in ANZ’s third-party distribution area, and later became national manager of key broker relationships. He has also recently been co-chair of the Combined Industry Forum and has played a key role in the industry reform process.
Hewitt’s significant skills encompass operations, communications, relationship management, credit management, asset finance, human resources, contract and sponsorship negotiation, and sales. He was named on the MPA’s Global Mortgage 100 list in both 2020 and 2021. He is also a director of the Mortgage and Finance Association of Australia (MFAA), Think Tank Group and Mortgage Processing Services.
General Manager, Industry and Partnership Development
Mark Hewitt
Brad Wearn, serving as the chief technology officer, brings extensive expertise and forward-thinking approaches to the evolving landscape of IT services procurement and management. With a keen eye on industry trends and organisational needs, he recognises the shift toward purchasing IT capabilities “as a service,” acknowledging both its agility and potential security risks.
In his role, Wearn navigates the challenges posed by “shadow IT” and the impact it can have on organizational spending and security. Embracing an IT delivery model focused on flexibility and efficiency, he champions the adoption of “as a service” platforms. This approach ensures transparency in usage and enables the implementation of necessary controls to safeguard critical data and systems.
By spearheading this transformation, Wearn moves away from defending a large IT budget toward facilitating the adoption of tailored technology solutions aligned with evolving business needs. With an unwavering commitment to driving innovation and maximizing value, he sees himself at the forefront of an exciting journey as a CIO, navigating the ever-changing landscape of technology with enthusiasm and expertise.
Chief Technology Officer
Brad Wearn
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.”
Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”
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BDM support
BDM support
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business