The Liberty Company | Profile

WELCOME

Founded in 1987 and licensed to operate in all 50 states through its offices across the country.

Liberty has grown consistently by attracting talented and entrepreneurial people into our energetic and collaborative culture which focuses on our employee’s happiness, wellbeing, and growth. Liberty has established offices across the country by partnering with leaders who fit our culture and are driven by our mission of Promoting Peace of Mind with Great Care and our core values of Integrity, Excellence, Caring, Kindness, Fairness, Teamwork, Good Feelings and Fun!

Liberty has consistently been recognized as one of the most dynamic companies and best places to work in the insurance industry including recent recognitions as one of 5 finalists in Business Insurance’s U.S. Broker Team of the Year award and also by the Los Angeles Business Journal as one of the best places to work and also one of the top 100 fastest growing companies in any industry in Los Angeles.

At Liberty we serve and create value for all of our stakeholders by managing their risks with great care and providing industry best practices and counsel. As a company we embrace change and welcome new voices as the best way to thrive and grow.

The Liberty Company was founded by our Chairman, Bill Johnson who currently leads the company along with our CEO Jerry Pickett.

The Liberty Company is the #1 fastest growing independently owned top 100 insurance brokerage in the US

ACCOLADES

Top 100 & Fastest Growing #1 Fastest Growing Independent Broker

ORGANIZATION PROFILE

MISSION STATEMENT

Our Mission is to promote peace of mind with great care.

We have assembled a unique, innovative and hardworking team to serve our growing clientele. How we work, communicate, and present ourselves is how our clients, affiliates, and insurance associates will perceive their experience with The Liberty Company. We rely on our employees for flexibility, cooperation, and an overall positive attitude toward our changing environment as the needs of our clients evolve and our company continues to grow.

Working at The Liberty Company will be challenging, sometimes demanding, but always rewarding. We want our employees to gain a sense of professional and personal satisfaction from being a member of our team. We will ensure they have every opportunity for success in their current role, or the role they aspire to.

And at the core of our strategy for success, is this simple principle: we employ professionals.

WHY LIBERTY

Administrative & Operations Support

HR/Recruiting/Culture Support

Marketing & Sales Support

Large Carrier Network

Producer Tech Stack

Acquisition & Growth Financing

Simply put, Liberty cares! We strive to continue to grow in a way that keeps our core values and our mission statement up front. Partnering with Liberty means partnering with someone who understands that our industry is built off of relationships. We make sure to offer value added client services like HR help, safety training, x-mod projections, and regular policy reviews to make sure their needs have not changed.

But more importantly we make sure to keep a strong relationship with our internal Liberty family. When our team feels like they have the marketing, claims, client service, and sales support that they need explosive growth happens. Liberty is committed to making sure that our team has what they need when they need it, that way they can focus on what they do best, closing new clients

Coffee is for closers, and we have to purchase a lot of coffee!

TEAM BREAKDOWN

The people that take care of the day-to-day interactions and needs of the clients. The real MVPs.

A small but effective core. With “Highest and Best Use” always in mind, it doesn’t take many people to achieve our goals.

This includes the people of Accounting, HR, Facilities, and IT.

Diversity is key to a healthy operation, The Liberty Company is very healthy!

We partner with the best person for the task at hand, which makes for diversity in our age range as well.

Always Changing and Growing

Change and Growth is the strategy, culture, and belief we embrace and instill in our people. Change is good. It challenges old routines. It creates new opportunities by introducing new people and new energy. We welcome different voices to help us improve as a company. Our philosophy of “Highest and Best Use” allows our people and new partners to focus on those things they really enjoy doing, they do best, and is ultimately best for all of us. This is what fuels our growth.

2019 Agency Partnerships

After adding two new agency partners in 2018 and four slated for 2019, our revenue run rate will be over $30M.

2020 Beyond California

California has treated us well, but there are more great people and opportunities throughout the country, and we intend to continue our national expansion. Our love for industry specialties, program business, and creative producers has expanded our west coast presence, landed us in multiple east coast locations, and several points in between.

2021 Revenue Goal of $60M

Why $60M? Why not? It’s a nice number to begin our 35th year in business and $50M just seems so cliché. Through our partnership platform, fun culture, and organic growth engine, we’re right on track and not looking back.

TOP CARRIER PARTNERS

Expand Your Reach and Relationships Overnight!

Promoting Peace of Mind with Great Care is what everyone at Liberty strives to do for their clients. Our extensive list of carrier relationships allows us to do just this. No matter what the risk is we can help! We have partnerships with all of the top carriers and access to many specialty products.

We are always expanding our connections as well! With an in-house dedicated carrier management team along with new offices and individuals partnering with Liberty our access to markets are constantly growing, so rest assured you can offer your clients the best coverage available in their industry!

HIGH NET WORTH PROGRAMS

WORKERS’ COMP BENEFITS

AGENCY OPERATIONS

AGENCY MANAGEMENT SYSTEM

We have worked with many agency management systems through our growing partnerships, and can help ease the transition!

CARRIER RELATIONS

We have developed strong carrier relationships through years of transparency and communication. These relationships are key to our success!

M&A FINANCING

Helping to grow your offices book is our “Highest and Best Use”. This often means help with financing for producers and acquisitions.

ACCOUNTING

Liberty has a fully-staffed department for bookkeeping, billing, vendor payments, and payroll, helping you save time!

I.T. / NETWORKS

Computers, printers, and phones are vital tools in our daily workflow. When something goes down and you need help fast, we’ve got you covered!

BUSINESS DEVELOPMENT RESOURCES

Our Marketing and Outreach team will aid in prospecting and data management.

Our Business Development Unit (BDU) assists with strategically building and managing your sales pipeline. We help you identify and capture qualified prospects, and guide them through the sales process!

SALES DEVELOPMENT

Defining an audience, assisting with campaign development, and collecting data means a targeted approach tailored to you.

DIGITAL MARKETING

Social Media, Display Ads, PPC, and blog writing. Getting in front of clients where they are is key.

DRIP CAMPAIGNS

Capabilities include email campaigns, direct mailers, and telemarketing.

BRANDING & WEB PRESENCE

We constantly build the Liberty name and brand online, which helps build trust with your target audience.

PRODUCER RESOURCES PIPEDRIVE

Benefits/P&C

Web-based Customer Relationship Management (CRM) system designed to help manage leads and better understand the sales pipeline.

HOOVERS/B&D

Benefits/P&C

Gain access to unlimited lead lists based on a multitude of criteria.

WORKCOMPARE

P&C

Access to Workers’ Comp carrier rates, premium estimates, appetites, and carrier marketshare lists.

MODGIC

P&C

Workers’ Comp claims data analytics tool for renewals.

CLIENT RESOURCES

The Liberty Company has a multitude of client resources both through strategic partnerships and in-house staff. We make it easier to close sales with a high value proposition. DEDICATED IN-HOUSE

RESOURCE PARTNERS THINK HR

Benefits/P&C

Advanced HR and Compliance tools.

Benefits/P&C

Insurance marketing suite helps generate interest, fill producer pipelines, and nurture leads with tailored high-value content.

EEAP/GOTSAFETY

P&C

Loss Control & OSHA online training resources through web or phone application, along with on-site training.

MYCOI

P&C

Certificate tracking suite to maintain insurance for vendors including real estate, warehouse distribution, and construction.

HUMAN RESOURCES

People who make up the workforce of an organization, business sector, industry, or economy.

RECRUITING

Finding top talent is hard; why spend your time doing it? Liberty will take on the recruiting and onboarding process.

BUILDING COMPANY CULTURE

We strongly believe that treating each other like family is the key to our success. We encourage office celebrations and are known for our internal newsletter “Liberty Action News Network.”

EMPLOYEE DEVELOPMENT

With over 60% of our Account Executives, Account Managers, and Producers having designations, we offer a wealth of knowledge and experience. We also encourage and pay for these designations.

COMPANY BENEFITS

401ks, Health, Dental, Life, vacation days, and sick days. These are all things you no longer have to worry about.

BUSINESS BREAKDOWN

LIBERTY TODAY Together We Ensure Success

Commercial lines have always been a cornerstone of The Liberty Company business strategy. As we grow, we want to keep that in mind while being able to expand our offerings to clients. Our goal is to build strong relationships with clients and be able to insure their entire portfolio, including their business, employees, and personal assets. As of 6/10/2020

ASSOCIATIONS & PARTNERSHIPS

The Liberty Company is bullish on building meaningful relationships with industry and specialty groups. We encourage our producers and partners to focus on niche business by joining associations and trade groups. We can help you identify the organizations that are the best fit for your book and nurture the relationships you’ll need to be successful.

LOCATIONS

People who make up the workforce of an organization, business sector, industry, or economy.