Industries/Insurance/Independent agencies
Your agency management system holds years of how risks get placed.
AI labs license de-identified submissions, carrier correspondence and service records from established independent P&C agencies. Nonpublic personal information is removed before delivery.
- Free evaluation, about a minute
- De-identified before delivery
- You approve every system and date
- No fee to you
- 120 days outRenewal flagged, loss runs requested
- SubmissionApplications and schedules sent to five markets
- QuotesThree quotes, one declination, one with exclusions
- ProposalCoverage comparison presented, deductible raised
- Bind and serviceBound, certificates issued, mid-term endorsement
Teaches a model how an account manager markets a renewal and explains the trade-offs.Illustrative example
20 office staff, 6 years
Plus 3 or more years of records in your own systems.
Scale AI lists insurance brokerage among the business data it licenses.
Ranges are indicative, not offers, and come from the same model as our estimator. Published figures are as reported by each source; no affiliation implied.
The insurance agency records buyers ask for
One well-documented system can qualify. You choose what's included, and anything can be left out.
Policy and client records
Activity notes, attachments and the history behind each account.
Submissions and carrier correspondence
How risks are presented, questioned, declined and won.
Quoting and comparisons
How options are built and explained to the client.
Service requests
Certificates, endorsements, ID cards and cancellations.
Producer pipeline
Prospecting, cross-sell and renewal retention.
Salesforce
HubSpotAZAgencyZoomFrom your systems to a licensed copy
Your originals stay in your systems, untouched.
Your systems
You approve the scope
Systems, date ranges, clients and lines, in writing.
De-identified
People, companies, addresses and account numbers replaced or removed.
Licensed copy
Used for AI training. The license prohibits publishing or resale.
How we handle nonpublic personal information
Names, addresses, driver's license numbers, VINs, dates of birth, policy and claim numbers, and financial account details are replaced or removed before delivery. Health information from benefits or life lines is excluded by default.
Removed before delivery
- People's names, replaced with placeholders
- Customer, client and company names
- Addresses, phone numbers and emails
- Account, policy and card numbers
- Social Security numbers, dates of birth, health details
- Passwords, gate and alarm codes
What buyers keep
- The request or problem
- The diagnosis, decision or outcome
- Prices, quantities and timelines
- How the work moved between people and systems
Your originals never leave your systems. Only the agreed copy is processed.
What you need
Not sure how much data you have? Nobody expects you to. Volume is measured during the evaluation.
Full-time employees
Office and field staff together. Technicians, crews and adjusters also raise the valuation.
Questions owners ask
Still unsure? The evaluation is free and commits you to nothing.
Request an evaluationWe're subject to GLBA and state privacy rules. Can we take part?
That's a question for your counsel, and we don't give legal advice. The process is built for it: nonpublic personal information is removed or replaced before delivery, the buyer's legal team reviews scope with you before any export, and any line, client or system can be left out.
Do our carrier agreements matter?
They can. Some agency agreements restrict how carrier-provided data is used. Carrier-owned records, such as downloaded policy forms and rating data, are typically excluded. Your own correspondence, notes and workflows are what buyers want.
Who counts toward headcount?
Producers, account managers, CSRs and back-office staff. Most agencies with 15 or more people and three or more years in an agency management system are worth a conversation.
Can we exclude a client or a line of business?
Yes. Scope is set system by system, and you can exclude specific clients, lines or date ranges in writing.
Does the evaluation commit us to anything?
No. It's free and creates no obligation. If you qualify, the final offer comes in writing after a review of your systems. Nothing leaves your systems until you sign.
See what your insurance agency records could be worth.
Free, about a minute, no obligation.