CONFIDENTIAL M&A INFRASTRUCTURE

List Your Insurance Agency with Zero Platform Friction

Agency Ledge connects independent agency owners and authorized transaction advisors directly with verified national buyers. Choose how you want to present your book of business to the market.

🛡️ 100% Confidential: Blind teasers mask all identifying data prior to signed NDA
💼 Owner and Broker Friendly: Direct principals and appointed M&A advisors welcome
💰 $0 Platform Fees: Zero listing expenses, zero equity shaving, and no closing tolls

Select Your Preferred Listing Method

Whether you want a rapid submission or complete control through an agency dashboard, our distribution platform is completely free to use.

📊

Create a Free Platform Account

Manage your acquisition profile through a dedicated seller dashboard. Best for principals and M&A advisors who want real-time tracking, inquiry control, and saved templates.

  • Live Inquiry Management: Receive, screen, and approve buyer NDA requests directly.
  • Edit Anytime: Update trailing revenue, multiples, and retention metrics as policies renew.
  • Multi-Listing Support: Advisors and expanding groups can manage multiple state books under one login.
  • Full Tool Integration: Instant connection to our Valuation Modeling engine and compliance suites.
Create Free Account and List →
Free forever. No credit cards or subscription tiers.
⚡

Fast Listing Submission

Submit your key agency metrics in under 3 minutes without creating a password. Ideal for owners seeking a simple confidential blind teaser on the marketplace.

  • No Registration Required: Submit high level revenue and premium metrics immediately.
  • Confidential Teaser Creation: Our editorial desk structures your blind teaser within 24 hours.
  • Direct Email Inquiries: Qualified buyer requests route directly to your verified inbox.
  • Full Confidentiality: Your identity, staff roster, and carrier appointments stay completely private.
List Without Account →
Fast 3-minute intake form. $0 platform fees.
CLEAR MILESTONES

How Confidential Sales Work on Agency Ledge

A transparent transaction layer designed to protect agency goodwill while connecting you to genuine capital.

01

Anonymous Placement

Your listing goes live as a blind teaser displaying only state, line breakdown, commission volume, and retention. Identifying details remain hidden.

02

Buyer Verification and NDA

Interested strategic acquirers, aggregators, or producers must execute a standard NDA before sensitive books or loss runs can be requested.

03

Direct Connection

Inquiries are delivered directly to you or your appointed broker. You evaluate the buyer and lead diligence discussions on your terms.

04

Zero Platform Tolling

Close your transaction with your chosen legal and accounting counsel. Agency Ledge never takes a percentage cut or closing commission.

Frequently Asked Questions

Can M&A brokers and advisors list client books here?

Yes. Appointed transaction advisors are encouraged to list client portfolios. The listing clearly reflects professional representation, buyer inquiries go directly to the advisor, and Agency Ledge does not share or demand any portion of advisory commissions.

Why does Agency Ledge provide $0 platform listings?

We are building the definitive operating ecosystem for independent agencies. Our revenue comes from enterprise tools, data intelligence, and sponsor partnerships, not from taxing principals when they exit their life work.

What is the difference between an account and direct submission?

An account gives you an administrative dashboard where you can edit your listing live, monitor buyer views, manage multiple books, and pause the listing at any time. A direct submission on sell my agency is a single intake handled via email notifications.

How do you protect agency staff and carrier contracts?

Public listings never contain entity names, staff identities, exact addresses, or carrier appointment codes. Acquirers only see operational indicators until you approve access.

Not sure about your book baseline multiple?

Benchmark your agency valuation based on recurring commissions, retention rate, and commercial concentration before listing.