WeExchange

Your agency is like a stock. Now see its live ticker. Real-time valuations, verified buyer pool, and confidential listings — built for agency owners.

WeExchange is the M&A marketplace built specifically for independent insurance agencies.

Whether you're exploring your agency's market value, building toward an exit, or actively shopping for acquisitions, WeExchange gives you the tools to understand, list, and transact — all in one platform.

REAL-TIME AGENCY VALUATIONS Your agency's worth shifts daily based on market conditions, your performance, and buyer demand. WeExchange's valuation engine combines your revenue, EBITDA, and premium volume with real economic data — FRED Treasury yields, MarshBerry industry comps, and OPTIS market trends — to deliver a live "ticker" of what your agency is worth, right now.

A MARKETPLACE BUILT FOR AGENCY OWNERS

• Instant, no-obligation valuation of your agency
• List your agency confidentially to test the market without commitment
• See verified buyer activity on your listing
• Receive expressions of interest from pre-vetted strategic and PE acquirers
• Explore acquisition opportunities if you're a buyer
• Combine with other solo agencies to access institutional-tier valuations

THE GROUP ADVANTAGE Solo agencies typically trade at lower multiples than aggregated portfolios. WeExchange's group feature lets you team up with other independent owners to form a combined portfolio — gaining stronger valuations, more sophisticated buyer interest, and shared exit options that aren't available alone.

CONFIDENTIALITY YOU CONTROL Choose how visible your agency is. Stay fully anonymous, or selectively reveal details to vetted buyers when serious conversations begin. You decide what gets shared, and when.

WHO WEEXCHANGE IS FOR

• Independent insurance agency owners exploring valuation, growth, or exit
• Solo producers looking to combine into stronger portfolios
• Strategic acquirers building regional or specialty footprints
• Private equity firms sourcing in the insurance space
• Anyone curious what their agency is worth in today's market

SUBSCRIPTION Free to download and explore. WeExchange Pro unlocks full marketplace access — agency listings, buyer activity, group formation, valuation history, and more — for $19.99/month or $199/year. Subscription automatically renews unless canceled at least 24 hours before the end of the current period. Manage or cancel anytime in your iPhone Settings.

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