Insurance Agency M&A Tools

What is your agency
actually worth?

Most agencies are priced on gut feel. Our tools analyze retention, book quality, risk, and operations to show you what buyers will actually pay.

Three steps — start wherever makes sense

Quick Estimate

Enter a few numbers and get an instant ballpark range. Best place to start if you have no idea what your agency is worth.

7-category weighted scorecard covering revenue, retention, risk, operations, and more. Includes a deal structure simulator and downloadable PDF.

Value a specific carrier book or upload your EZLynx export to get a line-by-line breakdown of your agency's book.