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How We Work

Patriot seeks to partner with the highest-quality insurance agencies throughout the country that share our core values and long-term goals.

Our partner agencies maintain meaningful ownership in the equity, culture and direction of the organization, and can leverage the Patriot platform to focus on delivering the highest quality service to their customers.

Core Patriot Partnership Objectives

Autonomy

Desire to continue to run your organization on day-to-day basis, while preserving your local brand and agency legacy.

Commitment

Long-term focus on an organization that is designed to thrive in any market condition.

Culture

Prioritization on an inclusive, collaborative and selfless culture among all partners and peers.

Growth

Thoughtful focus on organic growth initiatives as well as executing on inorganic opportunities.

Core Patriot Partnership Values

Collaboration
  • Inclusive, collaborative and selfless culture
  • High degree of interaction and communication among agency partners
  • Sharing of best practices across product lines and geographies
  • Leveraging beneficial cross-selling opportunities and initiatives across Patriot’s platform

Culture
  • Long-term engagement and collaboration among partners
  • Passionate, driven and engaged agency partners
  • Maintenance of local autonomy and independence
  • Continuity of brand and agency legacy
  • Commitment to support each Partner Agency’s community

Resources
  • Leveraging broad operational resources, including HR, Legal, Finance, IT, among others
  • Access to proprietary sales tools and data analytics
  • Career and professional development opportunities for principals and staff
Investment
  • Thoughtful investment in critical areas to support and accelerate organic growth, including:
  • Hiring & talent acquisition, innovative technology & local acquisition opportunities
  • Meaningful and attractive acquisition incentives

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