In this episode of Leaders & Legends with Al Sica, Founder and CEO of TRICOR Insurance, David Fritz shares how his experience as a third-generation insurance leader shapes the choices TRICOR makes about growth, from selecting the right private equity partner to evaluating acquisitions, developing future leaders, and investing in technology.

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David Fritz has spent decades growing TRICOR Insurance from a family agency into a regional brokerage and, more recently, a private equity-backed organization. For Fritz, his focus isn't simply on acquiring agencies. It's on finding businesses and leaders that want to become partners in what TRICOR is building. That means prioritizing cultural fit, creating ownership opportunities for the next generation, and giving entrepreneurial agencies access to greater resources without taking away what made them successful.

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That same deliberate approach extends to expansion, operations, and technology. From concentrating geographically before moving into new markets to evaluating AI based on a clear business case, TRICOR is focused on using capital and scale to become a stronger operator, not simply a larger one.

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All opinions expressed by the host and guests are their own and are not necessarily those of Sica | Fletcher. This podcast is for informational purposes only and should not be relied upon as professional advice. Sica | Fletcher employees and clients may have positions in the firms discussed in this podcast. Any information provided herein is indicative only, subject to change, and does not constitute an offer to purchase or sell any financial product. Sica | Fletcher LLC does not underwrite securities, nor advise on, nor effect transactions in securities for the account of others.

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