Grange
Mapfre
Safeco
Travelers
Progressive
VALUATION
SERVICES
FULL VALUATION REPORT
Strategic
Business Partner
Data & Analytics
Expert
Change Agent
& Innovator
Trusted
Advisor
Create a new
competitive
advantage for
agencies by
aligning people,
process & products
Enable agencies to
make more informed
business decisions
using technology &
data
Equip agencies with
critical insights to
help them thrive in
an ever-changing
marketplace
Provide agencies
with unbiased
guidance that
arms them with
the knowledge to
succeed
Gain an unbiased understanding of your agency’s value and make more informed decisions about the future of your
business using IntellAgents’ Valuation Services, exclusively developed for independent agencies.
Let us be your trusted advisor. We’re here to ensure small- to mid-sized agencies are empowered with the right
tools to plan their agency’s perpetuation.
What we need:
- Financials
- Books of business account information
- Employee data
- Ownership structure
What you receive:
- Fair market indication of value report
- Your agency’s unique profile and risk factors
- IA Insights: Ways to improve agency value
- Factors affecting internal perpetuation
Pricing:
$2.5M in revenue: $3,000
$2.5M in revenue: Call for pricing
Timeframe:
2-3 weeks from data submission
9
IntellAgents • 175 S Third Street, Suite 940, Columbus, Ohio 43215 • (800) 555-1742