In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Robbie Smith, Co-Founder of Oakbridge Insurance the agency featured on the September 2026 front cover of Rough Notes Magazine.
Key Topics:
Robbie reflects on Oakbridge Insurance earning a spot on the cover of Rough Notes Magazine
Oakbridge Insurance formed five and a half years ago when four Georgia agencies came together
The firm now generates over $210 million in revenue across nine Southeast states
Business mix spans 60% commercial P&C and surety, 22% personal lines, 18% employee benefits
Third party capital from Corsair Capital and now Audax Private Equity fuels growth and M&A
A COVID era frustration with failed internal perpetuation sparked the idea behind Oakbridge Insurance
Valuing agencies the way they're run, tracking KPIs like shareholder and producer age
Structuring deals so the "last generation" gets cash while the "current generation" earns equity
Oakbridge Insurance's four guiding principles: opportunity, excellence, collaboration, and community
Passing leadership to a new CEO, president, and COO as Oakbridge Insurance targets its next five years
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