Insurance Agency Valuation Services "*" indicates required fields Step 1 of 4 25% CompanyThis field is for validation purposes and should be left unchanged.Begin Confidential Agency Review We work with insurance agency owners to evaluate valuation, structure exits, and assess strategic partnership opportunities. All conversations are confidential.Confidential Contact InformationName* First Last This field is hidden when viewing the formName First Last Email* Your information is used solely for valuation review purposes.This field is hidden when viewing the formType of Agency For SaleLifeHealthLife & HealthPersonal Lines P&CCommercial Lines P&CFinancial Planning / Wealth ManagementBook of business onlyOther - not listedThis field is hidden when viewing the formYears of Experience Agency OverviewAgency NamePhoneThis field is hidden when viewing the formResident State State / Province / Region WebsiteNumber of licensed agents supportedAgent Types Captive Model Independent Model Hybrid Model Estimated RevenueUnder $250K$250k - $500k$500k – $1M$1M – $2M$2M – $5M$5M+This field is hidden when viewing the formEstimated Revenue (old)Used to determine preliminary valuation range. Product MixWhich products represent meaningful revenue lines? (Select all that apply) Commercial P&C Health Insurance Life Insurance Medicare Personal Lines P&C Retirement Solutions Wealth Management / Financial Planning This field is hidden when viewing the formSecondary Products Sold (Choose all that apply) Term Life Final Expense IULs Annuities Under 65 Health Medicare Home Auto Commercial Wealth Management / Financial Planning This field is hidden when viewing the formWhat CRM do you use?This field is hidden when viewing the formWhat accounting system do you use?This field is hidden when viewing the formHow do you generate new customers? Organically online (SEO) Various paid lead programs Referrals Professional networking Traditional advertising Strategic partnerships Good old fashion hard work Select the primary ways you generate new customers.This field is hidden when viewing the formAre you interested in creating a listing to add to our agency listing directory? (Only generic information such as state, estimated revenue, and agency type is used to maintain confidentiality.) Yes, please send me more information on posting a listing. No, I do not want to create an agency listing at this time. Operational HighlightsHigh-value insights buyers look for. For example, lead generation methods, niche markets, CRM systems, accounting processes, retention metrics, carrier mix, or any unique competitive advantages.We're always making new tools to help you drive more sales and revenue. Yes, I'd like more sales and revenue as I approach a potential exit. Please keep me updated. No, I'm not interested in increasing sales or revenue. Please don't update me. Δ
