27 Apr, 2026
13 Apr, 2026
Thinking about selling your insurance agency? Learn why many owners are choosing to scale before exiting, and how it can change the outcome.
Independent agencies face structural challenges including economic leakage, limited scale, and increasing operational demands.
ISU Steadfast exists to solve these challenges.
We are a network that provides shared infrastructure designed to give your independent agency the scale, leverage, and economics of a national agency while you retain 100% ownership and control.
Every agency plugs into the same strategic infrastructure.
You choose the membership option that determines how you access the platform and at what level of economics, support, and capability.
Your agency. Your path. Your choice.
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Advantage — |
Premier — |
Charter — |
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For agencies with minimum $250K revenue. Advantage is designed for emerging agencies that need affordable access to markets and foundational infrastructure that supports early‑stage growth. Best for: Ambitious agencies building early‑stage scale. |
For agencies with approximately $750K revenue and above. Premier is designed for growing agencies that want stronger economics, broader market access, and more support. It delivers a balanced mix of ROI, capability, and dedicated guidance. Best for: Agencies ready to accelerate growth. |
For agencies with $1M revenue and above. Charter is built for high‑performing agencies seeking maximum leverage, expanded access, and the strongest economics. This tier offers the most comprehensive level of platform benefits. Best for: Agencies wanting the highest level of economics and influence. |
A Strategic Growth Platform: Plug into infrastructure you can’t build alone.
Superior Market Access
Enhanced Carrier Compensation
Placement Solutions
Training & Networking
Agency Equity Solutions
Retain 100% Commission
Technology Solutions
E&O Program
No Lock in Contracts
Relationship Manager
Our recent success is due, in large part, to our ISU membership and greater carrier access through its marketplace. Immediately we have been able to secure better terms and pricing for our clients, place business we would not have been able to without membership and made it possible to win new clients.
Thanks again for the great opportunity to join the ISU community. It has spurred us on to new levels of growth that would not have been achieved otherwise and we look forward to our years of partnership ahead!
Joe Emerich,
Founding Partner, Xartis Group
At our agency, it is about serving our clients and taking care of them. When we see a deposit of commission, we know we are saving customers more than making revenue and we value that ISU allow us to do that.
With ISU we have the markets and access that allows us to serve our clients in other states, and that’s a game changer.
James R. MacRae,
Agency President, James R. MacRae Agency
As a newer, boutique agency focused on the middle market, most aggregators couldn’t get their heads around what we’re building. ISU’s professionalism, longevity, and scale set them apart from other networks that were either commission clubs for large agencies or raw appointment access for small agencies. It was clear that the team have built something different and know that ISU are the best fit as we continue our growth, independently, over the next century.
Richard Stein Jr,
President, Wellhouse Company
Now that you know more about us, we’d like to learn more about you.
We begin with a short conversation and help you understand each membership option. The process is obligation-free, transparent, simple, and tailored to your goals.
Complete the form below and we'll be in touch.
Thinking about selling your insurance agency? Learn why many owners are choosing to scale before exiting, and how it can change the outcome.