Episode Details

In this episode of Front Cover: A Rough Notes Podcast on the Agency Intelligence Podcast Network, Jason Cass sits down with Robbie Smith, Co-Founder of Oakbridge Insurance the agency featured on the September 2026 front cover of Rough Notes Magazine. 

Key Topics:

• Robbie reflects on Oakbridge Insurance earning a spot on the cover of Rough Notes Magazine

• Oakbridge Insurance formed five and a half years ago when four Georgia agencies came together

• The firm now generates over $210 million in revenue across nine Southeast states

• Business mix spans 60% commercial P&C and surety, 22% personal lines, 18% employee benefits

• Third party capital from Corsair Capital and now Audax Private Equity fuels growth and M&A

• A COVID era frustration with failed internal perpetuation sparked the idea behind Oakbridge Insurance

• Valuing agencies the way they're run, tracking KPIs like shareholder and producer age

• Structuring deals so the "last generation" gets cash while the "current generation" earns equity

• Oakbridge Insurance's four guiding principles: opportunity, excellence, collaboration, and community

• Passing leadership to a new CEO, president, and COO as Oakbridge Insurance targets its next five years

Reach out to:

• Robbie Smith

• Jason Cass

Visit Website:

• Oakbridge Insurance

• Rough Notes Magazine

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