Insurance Agency Valuation Services Get Started Now "*" indicates required fields We help insurance agencies with mergers and acquisitions as well as selling books of business. Our team is here to help you learn your options and guide you down the path that makes most sense. We look forward to connecting with you! Learn what it takes to sell your agency / book of business. Discuss the various and unique exit strategies. Start the agency valuation process. About YouName* First Last This field is hidden when viewing the formName First Last Email* PhoneThis 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 listedYears of ExperienceAgency InformationAgency NameState State / Province / Region How many licensed agents do you currently support?Estimated Annual Gross RevenuePrimary Products Sold (Choose all that apply) Medicare Commercial Under 65 Health Term Life Final Expense IULs Annuities Home Auto Wealth Management / Financial Planning Secondary 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? (Choose all that apply) Organically online (SEO) Various paid lead programs Referrals Professional networking Traditional advertising Strategic partnerships Good old fashion hard work 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. Please share any additional information you feel is relevant to the value of your agency.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. PhoneThis field is for validation purposes and should be left unchanged. Δ
