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 for the independent insurance agency — about 8–15 people — whose principal has watched consolidation and new competitors arrive, and wants the dataset their senior producers already built to stay with the agency.
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.
When a top producer leaves, the judgment that lived only in their head leaves with them, plus the relationships behind it. The record of those calls is what can stay.
A captured remark, later
A remark from March, back in front of the producer.
One picture of how a captured remark can return on a later call. Not a customer result, and not a promise of retention or revenue. The named renewal example lives on the system page.
How it runs
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
The next call
Every producer — and every AI-assisted workflow — works from the same evidence. New producers start from the playbook your senior people built, not from a blank page.
What changes for the agency
Five things that change the day Aevaro lands.
01 · The earlier remark
The renewal call can open on what was actually said.
A remark from an earlier conversation, back on the screen at the moment of the call. An illustration of the capture loop — not a guarantee that the renewal lands.
02 · Cross-sell intelligence
Earlier context can be on the record before the renewal.
Signals from across the relationship — the home, the auto, the umbrella, the boat the client mentioned in March — kept with the account. The producer can walk in having read them. That is not a promise of a cross-sell.
03 · Producer onboarding compression
New producers start from the playbook your senior people 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 we're building toward
The hyperintelligent agency principal isn't a personality type. It's an operating state.
Most principals are flying blind through much of what their book actually does. Aevaro is built to help close that gap — so more of the calls you make have the evidence behind them.
Start with one of these
Four short paths in. Pick the one that matches today.
The agency pulse — a scorecard on screen
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
A short calculator on where cross-sell cues get lost in your agency. On screen, no commitment.
Run the audit →
The edge
A founder essay on keeping what the calls already said. 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 a few design partners to define what comes next. Direct founder access. Talk to us about early access.
Cohort 1 · 5 seats
Monthly founder working sessions. If the work is worth telling, we'll write it up together — only with your approval.
Cohort 2 · 5 seats
Quarterly founder working sessions. Same write-up option, only with your approval.
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 an operator in your industry — backed by evidence on every call.