Know your number before a buyer names it.

Tell us the basics. We'll prepare the same diagnostic you've been looking at — a directional view of what your agency is worth, the levers that move it, found money, and defended renewals — against your own carriers and book. No uploads at this step.

Agency basics

Agency name *

Your name

Email *

Metro / state

Operations

Management system (AMS)

Approximate book size

What do you want to get out of this?

Pick any that apply.

Know what my agency is worthA directional commission-revenue band — a range, never a point — built the way lenders underwrite agency books, with the drivers that move it.Build toward a future sale or financingA dataroom-readiness checklist turns missing artifacts into a punch list your CPA and lender can validate — so the deal is ready before the buyer is.Recover unpaid commissionWe foot each carrier statement against its own printed total and reconcile what you were owed. Found dollars are 100% yours.Defend renewals / reduce churnYour next 90 days of X-dates become a ranked save-plan queue by rate shock, tenure, and commission at stake — retention is the biggest value lever.

Anything else?

Notes (optional)

What this step is

Free for your agency. Founding partners shape the product and keep it free.
No file uploads at this step — this is a request to prepare your diagnostic, not a data drop.
A data-use agreement and deletion controls come before any real carrier statements or client data.
We never take a cut of recovered commission, never sell your data, and never earn on the sale of your agency.