Sectors
Insurance Private Equity
Insurance agencies, brokers, claims administrators and public adjusters are licensed state by state, so the whole market sits in public records. We read those records to map every firm and who owns it.
What we read
These records are public, but each state keeps its own, in its own shape. Joining them into one map of the market is the work.
- State producer licenses
- Every licensed agency and agent, by state and by line of insurance.
- Insurer appointments
- Which insurers each agency is appointed to sell for.
- Insurer annual filings
- What each insurance company writes, by state and by line.
- Adjuster and administrator licenses
- The public adjusters and claims administrators licensed in each state.
- Change-of-control filings
- Who has bought which insurance companies, from state regulators.
- Business registrations
- The owners and officers behind each firm.
What we have done here
We keep client names private. This is what the work was.
An agency buyer
We mapped the agencies in its market and ran owner outreach over several campaigns. Owners who wanted to talk went straight to its team.
A second agency buyer
We sorted agencies across the country by fit, ranked them, and prepared outreach to the owners of the ones that ranked.
A private equity firm
Owner outreach to claims administrators, public adjusters and insurance brokers, as part of one search across several sectors.