The Early Years
In 1971, Bob and Brian Smith established Smith Brothers Insurance on a shared vision to help each client achieve their specific goals – build a business, a life, a future – and to engage in these pursuits with the strength of confidence and security. To be sure.
By the mid-1980s, with Smith Brothers thriving as a Life Insurance and Property and Casualty agency, the founding brothers began to look for charitable opportunities to “pay it forward”. This period set the foundation for the firm’s long-standing commitment to community, and its culture of helping others. These charitable efforts also had a profound effect on Bob’s son Joe, and his daughter Kim – both of whom began learning the family business in their teens, and joined Smith Brothers full time after finishing college.
The Dawn of a New Millennium
Toward the end of the 20th century, with Joe and Kim’s guidance, Smith Brothers began again to grow its services. The firm started a Surety Division and expanded its Large Commercial lines. The company joined Assurex Global in 2002 as its exclusive insurance partner for the state of Connecticut, and soon exceeded $5 million in revenue.
With a goal of expanding its Personal and Small Commercial business, Smith Brothers acquired Pinnacle Group in 2008. One year later, they founded Smith Brothers Financial — a Financial Planning and Retirement Services firm dedicated to providing clients with unbiased financial guidance.
The agency continued its growth strategy with timely and rewarding affiliations of agencies with like-minded values and commitment to continuous improvement. These included the 2012 acquisitions of Camilleri & Clarke Associates, Connecticut’s largest writer of Professional Liability Insurance for Architects & Engineers, and Elliott Insurance Group, an independent insurance broker with roots dating back to 1896.
In 2014, highlighting its commitment to serving the Connecticut shoreline, Smith Brothers added two shoreline agencies: Archambault Insurance, a multi-generational firm with over 100 years of experience insuring families and businesses, and Atlantic Insurance, a leading provider of personal and business lines.
The following year, the agency added The McMahon Company, Carillo & Howland, Inc. and Bayberry Insurance — independent agencies that specialized in personal and commercial insurance solutions.
Most recently, in 2017, Smith Brothers acquired KLN Specialty Group, a leader in managing risk for the Healthcare industry, and a top broker in the writing of medical malpractice insurance, and Widerman & Company, a 41-year-old New Jersey agency with expertise in Captive funding facilities and Healthcare Practice.
Helping People Well Into the Future…
While Smith Brothers has grown into a leading insurance and financial services organization with over 175 employees, we’ve stayed true to our founders’ original promise: to help clients confidently realize their goals. And if the success of the people we serve is any measure, it’s a promise worth keeping.
Growth Through Partnership
The impressive growth Smith Brothers Insurance has enjoyed over the last decade has been fueled in part by the addition of our affiliate companies. Each has outstanding people and special expertise that complements our diverse offerings, and each shares our dedication to helping others be sure in their business and personal endeavors. You can learn more about our affiliates’ histories at the links below.