Independent agencies offering a mix of commercial, personal, and employee benefits.
~$4M+ in revenue, with a stable book and a team that wants to keep building.
Leadership teams excited to leave a legacy, build with technology, and grow alongside a team that shares their ambition.
We partner with agencies that put customers above everything else and are the first call a client makes in tough times.
Access exclusive markets and carriers, compete for larger opportunities, and lean on our industry experts.
Put producers back in front of clients with AI we build ourselves, handling prospecting, submissions, and the busywork that slows agencies down.
Real financial backing behind your plans, so you can hire, invest, and pursue opportunities you couldn’t fund alone.
Shared back office, consolidated systems, and group market relationships that an independent agency can’t build alone.
AGI exists to help you grow. As your corporate partner, we provide far more than basic resources: capital, technology, and a team invested in your success.
Our platform was built natively for insurance, not bolted on. It extracts and verifies data from your AMS, pre-fills applications, packages clean multi-carrier submissions, generates renewal summaries and proposals, and runs outreach campaigns from the cross-sell opportunities already sitting in your book. Producers stay in the loop on everything; the platform just removes the drag.
Relaxed, no-pressure. No paperwork unless you want an NDA in place.
We learn your book, your team, and your goals: culture first, numbers second.
A transparent offer reflecting the value you’ve built, with a diligence process we walk through together, openly.
Funds disbursed, equity issued, and the platform goes to work on your growth plan.
Our team has spent careers inside public, private, and PE-backed brokerages, building, buying, and operating firms like yours. Expect the best possible experience before, during, and after the deal is done.
They join the platform with better tools and a bigger growth story. We acquire agencies because of the people in them. Your team is the asset, and the platform exists to make them more productive, not redundant.
Yes. We’re operators seeking true partnerships. Partner principals keep leading their business and gain a voice in the platform’s strategy, technology, and growth.
That’s a conversation, not a mandate. Where your name carries weight in your community, that’s worth protecting.
Traditional acquirers buy your cash flow. We’re building a company where partner firms sit at the table, and where the platform actively grows your book after close, rather than just consolidating your back office. You also hold equity in the whole, not just proceeds from the part.
It depends on your agency’s complexity, and we’ll map the timeline together on the first call. What we can promise: no dragging, no re-trading, and full transparency at every step.
Please do. Get in touch and we’ll take it from there.
Owners come to us at different moments. Some are solving succession, some are tired of carrying the administrative load alone, and some see what AI is about to do to this industry and want to be on the platform side of that shift. All three are good reasons to talk.