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Terms of Use

Last updated August 22, 2026

These terms apply when you use Insurance Agency Value and the free assessment.

What this tool is

Valuation estimates for independent insurance agencies and brokerages are directional and for informational purposes only. They are not a formal appraisal, offer, or guarantee of value.

The range is computed from the book details you enter and the same revenue and EBITDA multiples buyers commonly use. Actual transaction value depends on diligence, deal structure, and market conditions.

What you should do next

Talk to an M&A advisor before making decisions about a sale, recapitalization, or succession plan. Do not treat this estimate as advice to buy or sell.

Your inputs

You are responsible for the accuracy of the information you submit. We do not independently verify premium, margin, retention, or other book details.

Contact

Questions about these terms: fady@getrockettech.com.