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High-performing independent brokerages commanded 10x-13x EBITDA in 2025-2026. Here's the operational playbook to defend those multiples against AI-driven compression and buyer scrutiny.
How independent insurance agencies are operationalizing AI workflow automation to drive measurable productivity gains, reduce administrative costs, and grow revenue in 2025 and beyond.
A data-led report on how AI-enabled workflows, cost-to-serve metrics, and operational scalability are reshaping EBITDA valuation multiples in insurance agency M&A, drawing on PwC and MarshBerry research from 2025.
A data-driven framework for insurance agency operators to calculate blended CPA across exclusive, shared, and aged lead tiers, with 2026 benchmark data by line of business and a step-by-step methodology for comparing lead sources on the same economic basis.
MIB Life Index data shows record-breaking application growth in early 2026. Here is what that demand signal means for how insurance agencies should allocate their organic lead generation budgets.
A data-led report on how multi-state insurance agencies calculate the true cost of non-resident licensing, benchmark state fees, and audit expansion ROI before committing operational resources.