Agency Management System Valuation
Upload a report from your agency management system for automatic data extraction, or fill in your agency metrics manually. We use your book data to estimate your agency's market value.
Agency Management System Report Upload
AutomaticUpload an Agency Management System Report
Export from your agency management system and drag and drop, or click to browse. AI will auto-fill the fields below.
All active policies across all lines
Gross annual written premium
% of total premium that is personal lines
% of total premium that is commercial lines
Annual new business written premium
Count of new policies written in period
Total commissions and fees earned (LTM)
Prior year revenue for growth calculation
Total number of revenue-generating staff
Enter your agency revenue (Last 12 Months) to generate a valuation.
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No valuation yet
Upload an EZLynx report or fill in the fields below to see your agency value.