Summit Consulting LLC is a workers’ compensation specialist based in Lakeland, Florida. The company operates as a managing general agent, running underwriting, claims, and policy administration for its family of affiliated carriers. It has stayed a single-line operation since it opened its doors, writing nothing but workers’ comp across the South, Midwest, and Mid-Atlantic.
Website: summitholdings.com
Head office address: 117 North Massachusetts Avenue, Lakeland, FL 33801
Founded: 1977, Lakeland, Florida
Founders: C.C. “Doc” Dockery and Tom Petcoff
Company type: managing general agent; member of Great American Insurance Group
Business focus: workers’ compensation insurance services
Regions served: South, Midwest, and Mid-Atlantic
Two local businessmen started the company at a kitchen table in Lakeland in 1977, building workers’ comp programs for trade associations at a time when few Florida firms served that niche. The business grew from that services model into a managing general agent once its affiliated carriers began writing their own policies. Key milestones include:
Summit Consulting’s affiliated Bridgefield carriers grew from one company to three between 1996 and 2026, while its work for BusinessFirst and RetailFirst continued for more than two decades before the 2026 transition to ISC.
Summit’s business runs entirely through workers’ compensation. The firm underwrites and services coverage on behalf of a family of carriers instead of issuing policies under its own name, an arrangement common among specialty insurance managers. Its core services include:
These services keep every part of a claim, from the first report to the return to the job, inside Summit Consulting’s own operation.
The firm’s arrangement with RetailFirst and BusinessFirst ran for more than two decades before the companies announced in 2026 that they would move to Integrated Specialty Coverages (ISC) as their new managing general agent, starting in the third quarter of 2026.
Summit Consulting and RetailFirst Insurance Group described the change as a mutual decision, and it continues to service the policies and claims tied to that business during the transition. Reporting on the shift also noted that ISC’s own ownership moved from KKR to Onex Partners around the same time.
The split leaves two distribution models running side by side in workers’ comp. Summit continues to operate its own affiliated Bridgefield carriers, a structure in place since 1996, while the RetailFirst and BusinessFirst book moves to a platform built around AI-driven underwriting.
Curious what Summit Consulting has been up to lately? Scroll down for its latest news.
The Florida workers' comp carrier exits a two-decade Summit Consulting arrangement as ISC itself navigates an ownership change
Decades-long workers' comp relationship ends as ISC's own ownership shifts from KKR to Onex Partners
Distribution rewards businesses that maintain strong workplace safety practices
