Windermere Insurance Group Named Best Practices Agency for 2026

Windermere Insurance Group, based in Charlotte, North Carolina, has been named a Best Practices Agency for 2026, recognizing its outstanding performance among top independent insurance agencies nationwide.

This prestigious accolade is part of the Best Practices Study carried out by the Independent Insurance Agents & Brokers of America (the Big “I”) in partnership with Reagan Consulting. Since 1993, this study has been a benchmark for excellence within the industry, evaluating agencies on various financial and operational metrics. Agencies achieving this status are meticulously selected every three years based on a thorough nomination and qualification process. This year, Windermere stands out among over 1,190 nominees, joining an elite group of 300 agencies that met the stringent criteria.

Commitment to Excellence and Client Service

Danielle Hoversten, President and CEO of Windermere Insurance Group, highlights the significance of this recognition. "Achieving Best Practices Agency status again highlights our ongoing commitment to excellence and underscores the dedicated service we provide to our clients," said Hoversten. Strong client relationships and specialized expertise are key drivers of the company's continued success.

Windermere Insurance Group specializes in providing insurance and risk management solutions tailored to the needs of businesses, financial institutions, real estate sectors, and private clients. The firm prides itself on leveraging specialized industry knowledge and national resources to deliver personalized client services.

Best Practices Study: A Benchmark in the Industry

Reagan Consulting, based in Atlanta, has been instrumental in this comprehensive industry assessment since its inception in 1993. Their services extend beyond industry evaluations to include M&A advisory, capital raising, and research tailored for insurance brokerage firms nationwide. The importance of the Best Practices Study cannot be overstated, as it serves as an essential tool for agencies aiming to distinguish themselves within a competitive market.

The Independent Insurance Agents & Brokers of America, better known as the Big “I,” represents approximately 25,000 agency locations across the United States. Its partnership with Reagan Consulting ensures that the Best Practices Study remains a gold standard for identifying agencies committed to excellence and innovation in insurance.

Key Considerations for Insurance Leaders

• Recognition through the Best Practices Study highlights an agency's commitment to financial and operational excellence.
• Achieving this status can enhance an agency's credibility and competitive position in the industry.
• Participation in such prestigious studies can provide valuable insights and benchmarks for continuous improvement.