For Insurance Agency Owners – 10 Minutes – Free

What Is Your Agency Worth?

Built for insurance agencies: P&C, life, accident & health, benefits, or all of it. Ten honest minutes gets you an indicated value based on current agency M&A multiples for your agency type, scores across 9 divisions – production, service, retention, carriers, producers, diligence readiness – and the three things to fix first, with the dollars attached.

Client & Company Information

Company Name

Primary Contact

Annual Revenue (commissions + fees)

EBITDA (est.)

Employees (producers + staff)

Agency Type (what you mostly write)

Years in Business

Revenue Growth, Last 12 Months (%)

Margin After All Payroll & Producer Comp (%)

Renewal / Recurring Revenue (%)

Largest Client, % of Revenue

Owner Hours / Week in the Business

These six numbers drive the valuation. Estimates are fine – a buyer will ask for the same ones.

9 Divisions 70 Questions Agency Value Benchmark Consulting → BPO Pathway

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What Is Your Agency Worth?

Client & Company Information

Live Scores