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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