Our Story

Summit Insurance Services (SIS) was born through the coming together of two strong regional insurance agencies – Kelly Insurance Agency in downtown Leesburg, Virginia and Sager Insurance in Moorefield, West Virginia. Combined, SIS has nearly 70 years of assisting clients with their insurance and financial services needs. SIS provides a broad range of insurance and financial services to over 7,000 employers and individuals throughout Virginia, Maryland, DC and West Virginia.

At SIS, we realize and appreciate that our strength is based on our client relationships. We offer a high-touch service approach to managing the complexities of our clients’ needs today.  We pride ourselves on having experts in each area of our business – employee benefits, wealth management, personal life and disability. We also provide our clients access to professionals who specialize in Long Term Care Insurance and Medicare Supplements.

Our history is rich with heritage, reputation, and relationships. We pride ourselves on not only having longstanding relationships with our clients, many of which have been in place for over ten years, but also attracting and keeping some of the best people to manage these relationships. Most of our staff has been part of the SIS team for an average of 13 years. In an era of change, we pride ourselves in maintaining consistency in our staff to better deliver service to our clients.

At SIS we continue to grow and invest in improved service for our clients. Most recently, we gained new technology and staff to better manage our clients’ service needs as well as manage our proactive outreach to our clients. We feel giving our clients value-added services is another way to differentiate ourselves in the market. The benefit of our large client base has allowed us to have strategic partnerships with key vendors in the market that will allow us to deliver broader and more specialized services to our clients— at the highest level of service and with the most competitive pricing.

In addition to our proven stability, is the fact that we’re supported by the Summit Financial Group (SFG). SFG is a publically-traded company mostly comprised of community banks in the Virginia and West Virginia markets. Our clients benefit through the knowledge that, regardless of if they are a banking or insurance client, they are valued and given access to the highest level service.