Keystone Platform Partners

Platform Resources

By partnering with Keystone as a Platform Partner, you can leverage a combination of organic and in-organic growth strategies, strong leadership, collaborative mindset, and investment in emerging leaders, ultimately driving sustainable expansion, innovation, and success.

Our Support Model

We’re a rapidly growing insurance brokerage platform that acquires and partners with independent insurance agencies throughout the US, providing best-in-class services and capital investment that unlocks potential and delivers outsized and profitable growth within its platform and network agencies.

Organic Growth

Resources and support to hit growth objectives & maximize sale.

  • Sales management
  • Producer recruiting 
  • Producer training
  • Exclusive programs access
  • Comprehensive niche offerings
  • Risk Control
  • Marketing & Communication support
  • Claim Management
  • Access to exclusive markets, programs
  • Cross-selling opportunities 
  • Training, benchmarking, best practices
  • Access to the producer training program “TopSpeed”

Inorganic Growth

Supplement growth with robust acquisition support from sourcing to closing.

  • Deal sourcing
  • Transaction structuring
  • Legal support
  • Due diligence management
  • Post-acquisition optimization
  • Strategic partnerships and collaborations

Operational Support

We provide critical resources to help streamline operations like never before.

Diligence to deliver operating margin goals
Systematic engagement to provide visibility and accountability for financial and operational performance
HR integration – benefits, 401k, payroll, consulting/support

Our operational framework focuses agency partners and leadership priorities around 3 key areas.

Growth

Our growth strategy prioritizes inorganic opportunities centered around deal sourcing and partner agency tuck in pipelines.

Guidance

We provide active support to leverage the new tools and resources that are available to help you accelerate your strategic initiatives.

Strategy

Post close, we listen to areas of mutual opportunity providing real-time access to necessary financial, strategic and cross-sell opportunitie .

Take Your Agency To New Heights