Partner Success Story: Heller Kowitz Insurance Advisors

Describe Your Business

We’re a full-service insurance agency based in Baltimore, Maryland. While most of our clients are in the Mid-Atlantic, we’re licensed in more than 30 states so we can support people with homes, businesses, and rental properties nationwide. From the East Coast to the Midwest and beyond, we provide comprehensive coverage with a personal touch.

What Makes You Different from Competitors

We’re built around four core values: creativity, compassion, coachability, and responsiveness. Responsiveness is especially key right now, with so many competitors growing through mergers and acquisitions. Clients often get neglected in that environment—we pride ourselves on being different. We’re well-staffed, attentive, and committed to service. We know who we are and stay focused on what our clients actually need.

How Has Accelerent Helped Your Business

Accelerent has been a game-changer for us. Over the past few years, we’ve given hundreds of thousands of dollars in referrals and received a tremendous amount of support in return. Dozens of partners have trusted us with their own insurance needs. The platform has delivered a strong ROI, and it’s also deepened the level of trust we’ve built in the market.

How Much Business Have You Given During Your Time with Accelerent?

We’ve sent out dozens and dozens of referrals and created a lot of opportunity for other partners. I don’t have an exact number, but I know we’re actively contributing to the ecosystem in a way that aligns with our values.

How Much Business Have You Received During Your Time with Accelerent?

We’ve seen major returns—both in direct business and in partners who’ve chosen us for their personal and company policies. It’s been incredibly rewarding to earn that level of trust, and we work hard every day to keep earning it.

What Advice Do You Have for New or Prospective Accelerent Partners?

Don’t treat the big breakfast event as the whole program. That’s just the front door. The real value is in the smaller groups, the one-on-ones, and the informal connections. Make the time, bring the right attitude, and participate fully. This isn’t about checking a box—it’s about being part of something meaningful. If you’re not ready to be involved and consistent, you won’t get what you came for. But if you show up, the referrals and relationships will come naturally.

Any Final Thoughts?

The power is in showing up. Just being present, building trust, and doing good work—that’s what moves the needle. People do business with those they know, like, and trust. And Accelerent is the best environment I’ve found to make that happen.

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Tom Lipski - President
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