We buy your agency's
operational data

Your management system holds years of records showing how your team gets the work done. We pay for that history, with every client detail removed. You approve exactly what we receive.

No cost. Read-only access. Client details removed before anything leaves your agency.

Payout statement · Example agency, 42 employeesIn your review
Estimated one-time payout$86,000
Years of records6
Activities412,880
Client fields removed100%
Progress
  1. Records exportedread-only
  2. Client details removedauto + manual
  3. Your reviewsample ready
  4. Paymentafter approval
Illustrative example. Figures vary by agency.
What we buy

The workflow, never the client.

We want to see how a renewal moves, what happens after a carrier asks for more information, and how long an endorsement really takes. Who the insured is doesn't matter to us.

Included
  • Activity and task history
  • Steps, order and timing
  • Line of business and transaction type
  • Outcomes: quoted, bound, issued
Removed
  • Insured names and contacts
  • Addresses and dates of birth
  • Policy and license numbers
  • Payment and claim details
Personal auto endorsementDe-identified
09:02Email received from xxxxxxxx xxxxxxx: add 2024 vehicle to policy xxxxxxxxxx
09:06Opened client record, verified driver xxxxxxxxxxx
09:11Carrier portal: endorsement started, VIN xxxxxxxxxxxx entered
09:19Premium change +$412/yr, quote sent to insured for approval
10:47Insured approved by reply. Endorsement bound
10:53New ID cards issued, activity note logged, task closed
6 steps1 hr 51 min2 systemsIllustrative example
Estimate

What your records could be worth.

Move the slider to your headcount. This covers the one-time sale of three or more years of history.

Estimate based on agency size. Your written offer depends on the records you hold and what you approve for release.

$84,000
20
550100150200
How it works

From first call to payout.

  1. 01

    Qualify

    A 15-minute call to confirm your size, your management system and how many years of records you hold.

  2. 02

    Connect

    Read-only access to an export of your records. Nothing in your system changes.

  3. 03

    Review

    We remove client details and show you a sample of exactly what we would receive. You decide what is in scope.

  4. 04

    Get paid

    You approve the release, and we pay you.

Two ways to earn

A one-time payout, then optional monthly income.

Your agency's history

One-time

Three or more years of records in your management system, bought once.

  • Paid as a single license fee
  • Priced on your agency's size and years of records
  • No change to how your team works

Paid recording of live work

Monthly · optional

Team members who opt in record the service work they already do. Client details are masked on their screen before anything is uploaded.

  • Paid for each accepted hour of recorded work
  • Your agency and each participating employee get paid
  • Opt in individually, pause anytime, never used to monitor staff
Who qualifies

Built for established agencies.

U.S. independent agency
Personal lines, commercial lines, or both.
20 or more employees
Smaller teams can still join paid recording.
3 or more years of records
In Applied Epic, AMS360, HawkSoft, EZLynx, QQCatalyst or a similar system.
Your safeguards

You stay in control.

Client details removed first
Names, contacts and account numbers are stripped before data leaves your control.
You approve every release
You see every dataset before we receive it.
Read-only access
We never change records in your system.
Written agreement
Covering scope, consent, deletion and payment terms, for your counsel to review.
FAQ

Questions agencies ask.

Anything else, ask us on the call.

What do you use the data for?

We use and license real agency workflows to train software that handles insurance back-office work. That takes examples of how the work is actually done, at real agencies.

What about my clients' privacy?

Client personal information is removed before anything leaves your control, and you review a sample before any release. We walk through the scope with you, and your counsel if you like, before you sign anything.

What does it cost?

Nothing. We pay you.

How long until we're paid?

It depends on how quickly records can be exported and reviewed. We give you a timeline on the first call, once we know your system and your volume.

Do my employees have to take part?

No. Selling your history needs no one's time beyond a short review. Paid recording is optional, and each person opts in for themselves.

Is the estimate a guaranteed offer?

No. It is a starting point based on agency size. Your written offer comes once we have reviewed a de-identified sample.

See if you qualify

Find out what your agency's records are worth.

Tell us a little about your agency. We'll reply within one business day to set up a 15-minute call.

No commitment. We only use these details to contact you about this program.