Customer focused 1st
Customer Focused
1st
We grew up in family businesses. Businesses that supported our families but also provided the highest level of care and service to their customers. That’s our vision of the past and also for the future: growing the next generation of American insurance brokerages.
About
Us
- Garrett (left above) and Geoffery (second from left) have been family for almost 20 years and over time their careers started to converge. In 2022, they decided to go all-in together to find, acquire and support the next generation of property and casualty agencies.
- Garrett’s career started when he was young working in his Dad’s manufacturing business. After graduating from college, he was on a path to discover how to scale a family-owned business. Initiallyhe worked on billion-dollar mergers on Wall Street and then invested in tech innovation in Silicon Valley. Both of those experiences reinforced that America’s small businesses fill a need and service that isn’t met by most large companies. Those learnings underpin his goal to support and reinvigorate America’s Main Street businesses, starting with the most crucial Main Street businesses of all, insurance agencies.
- With over 20 years of insurance experience, Geoffery Zellers has the knowledge and experience to help you and your business. In 2010, Geoffery started his own insurance agency & became a leader servicing life insurance needs. Over the next decade he acquired and scaled a specialty property and casualty agency, focusing on becoming THE innovating force providing the best price, industry knowledge and service in his specialty.
We have significant experience acquiring insurance agencies
Transaction Coverage Map
Selling
Your Business
When it comes to their company, most owners are focused on growing revenue and supporting clients. They spend very little time thinking about how they will sell the company one day. With CUSTOMER FOCUSED 1ST, we have a playbook to treat your customers as you would: because they are your neighbors and friends!
Testimonials
Seattle-based Agency Owner
Geoffery took the time to really understand my clients needs and it was amazing to see how quickly he was accepted as the new leader. His ability to listen to their needs and hustle to find new clients is the reason why!
Business Owner in New York
[Garrett’s] ability to learn all of the intricacies of my business quickly was amazing. He guided me through the sale process and made me comfortable at every step. I would support him in any of his future business endeavors because of what I saw personally.
Business Owner in Florida
From start to finish the sale process didn’t take very long and they delivered on exactly what they told me.