PE consolidation
The rollups don't slow down.
Mid-market agencies are being acquired at a multiple-discount because the buyer can't see the dataset behind the book. Aevaro is the layer that turns the dataset into a defensible asset on the cap table.
Aevaro for insurance agencies
You've been running
your agency in the dark.
Done flying blind. Start leading with certainty.
Aevaro is the active intelligence center for the insurance agency principal who's seen the consolidation curve, watched the AI competitors arrive, and is ready to compound the dataset their senior producers actually built.
What's pressing
Four pressures every insurance principal feels right now.
Retention pressure
Renewals aren't transactional anymore.
Carriers are pushing harder on rate. Clients are shopping more aggressively. The producer who remembers the right thing on the right call wins; the producer relying on a CRM note loses.
AI-native competitors
Insurtech got past the brokerage layer.
Two years ago AI in insurance meant chatbots. Now it means full-stack agencies running on captured evidence, with senior-producer judgment encoded. The bar moved.
The knowledge cliff
Senior producers retire — the playbook leaves.
Average tenure of a top producer is 14 years. When they leave, 6-12 months of judgment goes with them, plus the relationships behind it. The dataset behind those calls is the only thing that survives.
The renewal that lands
Six-minute renewal. $1,840 ARR uplift. Henderson stays for life.
The remark from a March discovery call — the client's son turning 16 — surfaces six months later, on the renewal. The producer opens with it. The cross-sell tees up before the renewal even comes up.
How it compounds
The flywheel runs the same in insurance.
- 01
The call
Where the relationship actually happens — the discovery, the renewal, the cross-sell moment. Captured at the surface with no logging tax on producers.
- 02
Evidence
Each call becomes structured evidence — what the client said, what they're sensitive to, what's coming up next year, who else is on the policy.
- 03
Insights
Patterns surface across the book. Where retention is strong. Where renewals are slipping. Which producers are running the playbook your top producers built.
- 04
Compounding
Every producer — and every AI-augmented workflow — gets sharper from the same evidence. New producers ramp on the playbook your senior people built, not from scratch.
What changes for the agency
Five things that change the day Aevaro lands.
01 · The renewal that lands
Every renewal call opens with the right thing.
The remark from six months ago that mattered. The kid getting his license. The deductible sensitivity. Surfaced at the moment of the call, not buried in last year's notes.
02 · Cross-sell intelligence
The cross-sell shows up before the renewal does.
Aevaro sees the signals across the relationship — the home, the auto, the umbrella, the boat the client mentioned in March. The producer walks in already knowing what to offer.
03 · Producer onboarding compression
New producers ramp on the playbook your top producers built.
The shape of a strong discovery call. The right way to handle a rate-increase conversation. Surfaced as the producer needs it, on the call they're actually running.
04 · Carrier intelligence
The renewal-rate conversation is grounded in your book, not theirs.
Your loss ratios. Your cross-sell penetration. Your retention trajectory. Aevaro pulls the agency-side dataset every carrier conversation actually needs.
05 · The book as a defensible asset
Your book becomes legible to the next buyer.
Every relationship, every renewal pattern, every senior-producer judgment — captured, structured, transferable. The dataset is what the buyer is actually buying.
What this makes you
The hyperintelligent agency principal isn't a personality type. It's an operating state.
Most principals are flying blind through 80% of what their book actually does. Aevaro is the active intelligence center that closes that gap — so you make the calls the senior producer in the next office would, every day, with the evidence to defend them to the carrier and the next buyer.
Start with one of these
Four short paths in. Pick the one that matches today.
Get the agency pulse — free, 15-minute report
Where your book is strong, where it's slipping, what the AI-native competitor sees that you don't.
Get the pulse →
The leakage audit
We pull the cross-sell signals your CRM missed last quarter. Single-page report, no commitment.
Run the audit →
The edge
What separates the top-quartile agency from the rest in 2026. Owner research, no email gate.
Read the edge →
The 2026 shift
What's actually changing in insurance distribution this year, why it matters, what to do about it.
Read the shift →
Design partner program · application required
Five seats. Then five more.
We're hand-selecting ten design partners to define what comes next. Direct founder access. Your case study published, with your approval, in the trade press of your choice. Lifetime founder-tier pricing.
Cohort 1 · 5 seats
6 months free, then 50% off list for life. Monthly founder working sessions. First in the case-study queue.
Cohort 2 · 5 seats
3 months free, then 30% off list for life. Quarterly founder working sessions. Same case-study deal, second in the queue.
Application required. We may decline. The five questions on the application filter for operators who'd actually be the kind of partner this program is for.
Be the most informed, most certain, most hyperintelligent operator in your industry — backed by evidence on every call.