Levitt-Fuirst

What Levitt-Fuirst does

Levitt-Fuirst Associates, Ltd. is a privately held, family-owned independent insurance agency and brokerage founded in 1969 in Tarrytown, New York. The firm operates as a commission-based intermediary, placing commercial and personal insurance policies with carrier partners and earning referral commissions on premiums. It is organized around four commercial lines departments — Construction, Real Estate (Habitational), Business Market Segment, and National Accounts — supplemented by two proprietary Workers Compensation Safety Groups (Group 458 for construction contractors, Group 530 for real estate) co-managed with industry associations, and a Surety & Bonding division offering 48-hour approvals on bonds up to $1.5M. The firm's commercial practice is concentrated in the New York / tri-state construction and real estate sectors, with national-account capabilities for interstate and international firms.

On the personal lines side, Levitt-Fuirst runs a Private Client Group offering white-glove insurance for high-net-worth households — high-value homeowners, auto, umbrella, valuable articles (jewelry, art, antiques), life, and health — placed with top-tier carriers including Chubb (Cornerstone Agency status), ACE, AIG, Berkley One, Pure, Travelers, and Cincinnati. The agency earns revenue through standard insurance brokerage commissions; no proprietary technology, software product, or AI/ML capability is evidenced. Pricing is quote-based on individual risk, with the notable exception of the Safety Group 458 workers compensation program, which offers up to 55% premium savings via a 32.5% advance discount plus historical annual dividends of 25–30% on a $40M contingency reserve.

The firm employs an estimated 50–150 staff (firmographics list 101–250; narrative sources cite ~50 as of 2015), is led by third-generation family executives — Co-Presidents Jason Schiciano and Ken Fuirst, CFO Valerie Levitt, and Marketing VP Ondrea Levitt Schiciano — and has remained wholly independent with no external investment, acquisitions, or inorganic growth activity. Go-to-market is direct sales via Account Executives and inside-sales teams, supplemented by content marketing in industry publications (Habitat Magazine, Impact News/BRI, BCA-CIC Construction News), media appearances, and deep association partnerships (BRI, CIC, BCA, Builders Institute of Westchester).

Name

Levitt-Fuirst

Legal name

Levitt-Fuirst Associates, Ltd.

Website

https://levittfuirst.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

101–250 employees

Short description

Levitt-Fuirst is a family-owned independent insurance agency and brokerage founded in 1969 in Tarrytown, NY, serving construction, real estate, mid-market, and high-net-worth clients across the tri-state region through commission-based placement with top-tier carriers and proprietary workers compensation safety groups.

Ownership category

akta.pro rank

Product category

Insurance Brokerage

NAICS

Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (524210), Insurance Agencies and Brokerages (52421)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Fine Art, Jewelry & Specie (FSAJAGAL)

akta.pro secondary industry

Facultative Reinsurance Brokerage (FSAOAHAB)

Keywords

• Commercial insurance brokerage
• Personal insurance services
• Workers compensation programs
• Surety and bonding
• High-net-worth insurance

Headquarters

HQ city

Tarrytown

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Insurance Brokerage Commissions: Levitt-Fuirst operates as an independent insurance agency/broker earning commissions from insurance carriers when placing policies for clients. Revenue comes from commissions on commercial and personal insurance policies including workers compensation, property, casualty, and specialty lines.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Levitt-Fuirst is a boutique independent insurance agency that places commercial and personal insurance policies with carrier partners on behalf of clients, earning brokerage commissions. The commercial practice spans construction, real estate, business market segments, national accounts, workers compensation safety groups, and surety/bonding. The personal practice, branded as the Private Client Group, delivers white-glove coverage for high-net-worth households.

Product overview

Levitt-Fuirst is a boutique independent insurance agency offering a comprehensive portfolio of commercial and personal insurance products. The commercial lines practice comprises four distinct departments (Construction, Real Estate, Business Market Segment, and National Accounts) supplemented by two Workers Compensation Safety Groups (Safety Group 458 for construction and Safety Group 530 for real estate) and a Surety & Bonding department. The personal lines practice, branded as the Private Client Group, provides white-glove insurance services for high-net-worth clients including specialized high-value homeowners, auto, umbrella, valuable articles, and life/health insurance. The agency represents top insurance carriers including Chubb (Cornerstone Agency status), ACE, AIG, Berkley One, Cincinnati, Pure, and Travelers. Key differentiators include proprietary workers compensation safety groups with decades of history, video-taping of home contents for inventory management, and free inventory management software for clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Construction Insurance Insurance coverage for construction contractors including general liability, workers compensation, and surety bonds; co-manages Safety Group 458 for NY construction workers comp.
• Real Estate Insurance Property and liability coverage for property managers and residential communities including condominiums, cooperative apartments, HOAs, and rental apartments.
• Business Market Segment Insurance Insurance solutions for commercial real estate, restaurants, retail, manufacturing, distribution, professional services, technology, and non-profits.
• National Accounts Insurance Insurance for interstate and international firms including manufacturers, retail businesses, hotels, and insurance companies.
• Workers Compensation Safety Group 458 (Construction)

Quantifiable outcome

• Up to 55% savings on workers compensation premiums through Safety Group 458
• +2 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Ten partnerships are on record, tiered core and secondary.

• ChubbcoreStrategic or Co-development PartnerKey partner for high-net-worth personal insurance; Levitt-Fuirst has been awarded Chubb Cornerstone Agency status, indicating a premium partnership for serving affluent clients with comprehensive personal insurance coverage.
• ACEsecondaryStrategic or Co-development PartnerPartner insurance carrier for high-net-worth personal insurance clients.
• AIGsecondaryStrategic or Co-development PartnerPartner insurance carrier for personal insurance offerings.
• Berkley OnesecondaryStrategic or Co-development PartnerPartner insurance carrier for personal insurance offerings.
• PuresecondaryStrategic or Co-development PartnerPartner insurance carrier for high-net-worth personal insurance.
• TravelerssecondaryStrategic or Co-development PartnerPartner insurance carrier for personal insurance offerings.
• Cincinnati InsurancesecondaryStrategic or Co-development PartnerPartner insurance carrier referenced in personal insurance offerings.
• The Builders Institute of WestchestercoreStrategic or Co-development PartnerCo-manages Safety Group 458 with Levitt-Fuirst, providing workers compensation insurance to over 1,000 building trade contractors. Required membership for Safety Group participation.
• Building and Realty Institute (BRI)coreStrategic or Co-development PartnerIndustry association partnership; Levitt-Fuirst serves as advisors to the Builders Institute, condo coop council, and related associations.
• NYSIF (New York State Insurance Fund)coreStrategic or Co-development PartnerNYSIF is the underlying provider for Safety Group 458 workers compensation coverage. The Safety Group works with NYSIF's cost-plus plan structure.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Starkweather & Shepley Insurance Agency: Long-standing, family-owned independent insurance agency based in the Northeast (RI/MA/CT) with a similar boutique, multi-generational ownership structure and specialty lines focus that closely mirrors Levitt-Fuirst's Westchester/tri-state boutique model.
• Cross Insurance: Large family-owned independent insurance agency serving New England with commercial and personal lines; comparable to Levitt-Fuirst in that it operates a regional independent brokerage model with multi-generational ownership and specialty expertise.
• Insurance Management Associates (IMA): Independent insurance brokerage focused on commercial and personal lines with strong construction, real estate, and HNW practices, similar in specialization and regional density to Levitt-Fuirst's Westchester operation.

Broad incumbents

• HUB International: Large North American insurance brokerage that serves commercial and personal lines including construction, real estate, and HNW, with active Northeast presence; overlaps with Levitt-Fuirst across multiple practice areas but operates at much greater scale.
• AssuredPartners: Large U.S. insurance brokerage acquirer that specializes in acquiring mid-market regional independent agencies - representative of the consolidator peer set whose entry strategy and target profile closely mirror Levitt-Fuirst's characteristics.
• Brown & Brown Insurance: Public, large diversified insurance brokerage with significant Northeast operations including commercial and personal lines; a relevant incumbent comparator for Levitt-Fuirst's regional commercial and HNW book.
• USI Insurance Services: Large U.S. insurance brokerage with a meaningful Northeast footprint serving commercial lines, personal lines, and benefits; representative incumbent competitor with overlapping verticals including construction, real estate, and HNW.
• Burns & Wilcox: Specialty wholesale insurance broker with deep expertise in fine art, jewelry, specie, and high-value personal property, materially overlapping with Levitt-Fuirst's Private Client Group offering for HNW clients.
• Acrisure: Large, fast-growing insurance brokerage platform built through roll-up acquisitions; operates Northeast commercial and personal lines practices that overlap with Levitt-Fuirst and represents a likely acquirer archetype.

Regional players

• Loomis & LaPann Insurance Agency: Independent New York-based insurance agency with personal and commercial insurance expertise for the Northeast; similar in size and regional focus to Levitt-Fuirst, and a plausible Tuck-in consolidation candidate.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/LevittFuirst
• Facebookfacebook.com/levittfuirst
• LinkedInlinkedin.com/company/levitt-fuirst-associates-ltd-

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Levitt-Fuirst