Full brokerage archive · TexasFull brokerage archive · Independent agency, TexasArchive ASH-A-007ExclusiveExclusive · one buyer

Commercial agency, est. 1998

Twenty-one years of a two-office independent agency, as it ran: every policy, activity and note, the documents behind them, and the team structure.Twenty-one years of a two-office independent agency, as it ran: every policy, activity and note in its agency management system, the documents behind them, client and carrier email, and the structure of the team.Twenty-one years of a two-office independent agency, as it ran: every policy, activity and note in its agency management system, the documents behind them, client and carrier email, and the structure of the team that did the work.

Employees: 60
Offices: 2
Written premium: $140M
Records: 2004–2025
Client accounts: 3,800
Total size: 3.4 TB

EmployeesEmployees: 60
OfficesOffices: 2
Written premiumWritten premium: $140M
RecordsRecords: 2004–252004–2025
Client accountsClient accounts: 3,800
CarriersCarrier appointments: 45+
Agency systemAgency system: Applied Epic
Total sizeTotal size: 3.4 TB

What’s in the archive

SourceRecordsSizeIncludes

Agency management system1.9M140 GBPolicies, activities, notes, renewals, producer assignmentsPolicies, activities, notes, renewals, producer assignments

Documents2.1M2.6 TBApplications, loss runs, SOVs, quotes, proposals, bindersApplications, loss runs, SOVs, quotes, proposals, binders, endorsements

Email380K threads520 GBClient, carrier and underwriter correspondenceClient, carrier and underwriter correspondence

Carrier downloads610K90 GBPolicy and billing downloads from 45+ carriersPolicy and billing downloads from 45+ carriers

Commission statements14K12 GBBy carrier and producer, 2004–2025By carrier and producer, 2004–2025

Agency management system: 1.9M; 140 GB
Documents: 2.1M; 2.6 TB
Email: 380K threads; 520 GB
Carrier downloads: 610K; 90 GB
Commission statements: 14K; 12 GB

The team behind the work

Roles onlyRoles only · names and personal details removed

ProducersProducers: 14
Account managersAccount managers: 22
Service teamService team: 18
OperationsOperations and leadership: 6

Activities and notes are linked to role, not person, so buyers can study how work moves between producers, account managers and service.

Exclusive acquisitionExclusive acquisitionOn requestFull archive, perpetual useExclusive licenseExclusive licenseOn requestFull archive, three yearsData room accessData room accessNo costBrowse a de-identified sample

Potential research fit

Long-horizon workflow research

Connected agency records, documents and correspondence may help a lab design multi-step insurance tasks and outcome checks. This archive is source material, not a ready-made agent environment. Available systems, sample scope and model-use rights are confirmed before access.

Rights and provenance

Seller: The agency’s owners, directly
Rights reviewed: Oct 2026, with the agency’s counsel
Permitted uses: Training and evaluation of AI models
Not permitted: Underwriting, marketing, re-identification
Exclusivity: One buyer. Removed from the marketplace on signing.
De-identification: Insureds, employees, FEINs and policy numbers removed

Seller: The agency’s owners, directly
Permitted: Training, evaluation
Not permitted: Underwriting, marketing
Exclusivity: One buyer

Exclusive · one buyerPrice on request