San Antonio, Texas – November 11, 2025 – Steward Risk has been named a 2025 Best Practices Agency, joining an elite group of independent insurance agencies from across the United States recognized for operational excellence, growth, and client service.
The Best Practices Agency designation is awarded to participants in the national Best Practices Study, which analyzes and documents the business practices of the highest-performing insurance agencies in the country. This year, 1,146 independent agencies were nominated, and only 348 earned the prestigious designation.
“This recognition reflects our belief that true success comes from stewardship — from serving others with integrity, courage, and accountability,” said Daniel Carlisle, Managing Partner of Steward Risk. “We built Steward Risk to be different: independent by design, people-first by culture, and relentlessly focused on leaving every client, colleague, and community better than we found them.”
Founded in San Antonio, Texas, Steward Risk delivers large-broker capabilities with boutique precision, serving middle-market clients in industries such as construction, energy, real estate, manufacturing, and trucking. The firm combines advanced analytics, strong carrier partnerships, and a stewardship-driven philosophy to provide deep insight, faster response, and measurable results.
In an era of consolidation, Steward Risk remains proudly independent — built on people, not profit; culture, not control. The firm invests in technology, training, and talent so that its teams can dedicate the majority of their time to what matters most: serving clients with excellence and purpose.
The company’s core values — Boldly Courageous, Foxhole Mentality, Growth Mindset, and In2MeC (Into-Me-See) — embody its mission: to be stewards of clients, colleagues, and community, ensuring that everything it touches is left better than it was found.
About the Best Practices Study
Since 1993, the Independent Insurance Agents & Brokers of America (IIABA or the Big “I”) and Reagan Consulting, an Atlanta-based management consulting firm, have partnered to study the nation’s top agencies across seven revenue categories. Best Practices Agencies are re-evaluated every three years and must continually meet rigorous financial and operational benchmarks.
About Steward Risk
Steward Risk, headquartered in San Antonio, Texas, is a premier independent insurance and risk-management partner serving middle-market businesses across Texas. Led by Daniel Carlisle, Robert Rochelle, and Richie Carnahan, the firm is guided by a shared belief in stewardship, faith, and excellence.
Steward Risk was recognized on the 2025 Inc. 5000 list (Rank #179) and named a 2025 Reagan Consulting Best Practices Agency, reflecting its disciplined growth, operational excellence, and client-first culture.
For more information, visit www.stewardrisk.com or contact .
