Leavitt Capital Insurance Services will begin serving clients of Progressive Management Associates and Progressive Management Associates Insurance Services following the passing of agency owner Carlos Ortega. The transition is intended to provide continued insurance services and support for clients who previously worked with Ortega and his agency.
Ortega built relationships with clients, employees, and members of the community through years of service. Leavitt Capital Insurance Services will work to support those relationships as clients navigate policy questions, service needs, and ongoing insurance matters during the transition.
“We extend our heartfelt condolences to Carlos’s family, friends, employees, and the many clients whose lives he impacted,” said Jonathan Bramlett, co-owner of Leavitt Capital Insurance Services. “Carlos built a reputation for personal service and genuine care, and we are honored to continue serving the clients who placed their trust in him and his agency.”
“We understand that transitions can create uncertainty,” said Bramlett. “Our goal is to provide stability and continuity for clients while honoring the relationships Carlos built throughout his career.”
Leavitt Group is one of the largest privately held insurance brokerages in the nation with a mission to build, serve, and perpetuate independent insurance agencies as partners with local co-owners. With an extensive network of 80+ agencies and 290+ locations across 31 states, Leavitt Group offers a distinctive advantage with local ownership, delivering a personalized and collaborative approach to commercial insurance, employee benefits, and personal insurance. With over 70 years in the insurance industry, Leavitt Group brings national strength and local trust to the communities and clients they serve. For more information about Leavitt Group, visit www.leavitt.com.
