Kelly Insurance Agency was started in 1967 by E. Joseph Kelly in Leesburg Virginia. Since then, Kelly Insurance has established itself in the DC Metro region as an industry leader known for exceptional customer service, experience and strong client relationships. In 2007, Kelly Insurance was acquired by Summit Community Bank which is headquartered in Moorefield WV and founded in 1883.
In 2007, two strong regional insurance agencies—Kelly Insurance Agency in Leesburg, Virginia, and Sager Insurance in Moorefield, West Virginia—came together under the umbrella of Summit Financial Group, a move that enhanced each firm’s value to the region’s commercial and consumer customers.
Together, operating under the company name of Summit Insurance Services, the group offers an expanded range of employee benefits plans and insurance products. What’s more, the increase in our customer base has made possible the growth of our Strategic Partners relationships, resulting in more value-added services for our clients. Today we provide insurance services to more than 7,000 employers and individuals throughout Virginia, West Virginia, Maryland, and Washington, D.C.
While times change, we are dedicated to keeping the time-honored practices called “Trusted Traditions” established by E. Joseph Kelly, the founder of Kelly Insurance Agency. These simple yet effective practices mean that our commitment to serving our clients doesn’t end when we complete a contract. It extends above and beyond what other firms deliver in a continually monitored and mutually beneficial ongoing relationship.
In short, we stay involved with your plan and your changing business needs every step of the way, staying connected so we’re there whenever the need arises.
Our clients rely on us to bring a rare combination of knowledge, honesty, and experience to the table. And they appreciate how we vigilantly monitor and address the problems and challenges that impact their businesses, their families, and their lives.
Learn more how Summit can provide you with insurance services that live up to our Trusted Traditions.