Track record

$10M+ paid to brokerages.

Independent agencies, regional brokers and MGAs. Names are shared only with a principal’s permission.

Case study · Independent agency, TexasCase study · Independent agency, Texas · 60 staffIndependent agency, Texas · 60 staff

$1.2M for six years of commercial submissions.

“Six years of renewal files were sitting in our AMS doing nothing. This year they paid for a new producer.”

Agency principal

Regional broker · Southeast

“Our E&O carrier and our attorney both read the agreement. Neither had changes.”

Benefits brokerage · Midwest

“They knew what a loss run was before I explained it.”

ClosedBrokerageDataStructureTermValue

Sep 2026Independent agency, Texas · 60 staffCommercial submissions and quote comparisonsPurchaseOne-time$1.2M

Aug 2026Regional broker, Southeast · 3 officesUnderwriting correspondence, P&CLicense3 years$950K

Jul 2026Wholesale broker, NortheastE&S submissions and market responsesLicense3 years$1.1M

Jun 2026Specialty MGA, transportationSubmission intake and market declinesLicense2 years$640K

May 2026Benefits brokerage, MidwestRenewal marketing and plan comparisonsPurchaseOne-time$720K

Apr 2026Independent agency, FloridaHabitational property renewalsPurchaseOne-time$830K

Mar 2026Personal lines agency, CaliforniaService requests, endorsements, certificatesLicense2 years$510K

Feb 2026Construction specialist, ColoradoWorkers’ comp and GL submissions with loss runsLicense3 years$880K

ClosedBrokerage and dataStructureValue

Sep 2026Commercial submissions and quote comparisonsIndependent agency, Texas · 60 staffPurchase · One-time$1.2M

Aug 2026Underwriting correspondence, P&CRegional broker, Southeast · 3 officesLicense · 3 years$950K

Jul 2026E&S submissions and market responsesWholesale broker, NortheastLicense · 3 years$1.1M

Jun 2026Submission intake and market declinesSpecialty MGA, transportationLicense · 2 years$640K

May 2026Renewal marketing and plan comparisonsBenefits brokerage, MidwestPurchase · One-time$720K

Apr 2026Habitational property renewalsIndependent agency, FloridaPurchase · One-time$830K

Mar 2026Service requests, endorsements, certificatesPersonal lines agency, CaliforniaLicense · 2 years$510K

Feb 2026Workers’ comp and GL submissions with loss runsConstruction specialist, ColoradoLicense · 3 years$880K

Sep 2026 · Purchase · One-time$1.2MCommercial submissions and quote comparisonsIndependent agency, Texas · 60 staff
Aug 2026 · License · 3 years$950KUnderwriting correspondence, P&CRegional broker, Southeast · 3 offices
Jul 2026 · License · 3 years$1.1ME&S submissions and market responsesWholesale broker, Northeast
Jun 2026 · License · 2 years$640KSubmission intake and market declinesSpecialty MGA, transportation
May 2026 · Purchase · One-time$720KRenewal marketing and plan comparisonsBenefits brokerage, Midwest
Apr 2026 · Purchase · One-time$830KHabitational property renewalsIndependent agency, Florida
Mar 2026 · License · 2 years$510KService requests, endorsements, certificatesPersonal lines agency, California
Feb 2026 · License · 3 years$880KWorkers’ comp and GL submissions with loss runsConstruction specialist, Colorado