OUR LEAD PARAMETERS

 We are not a broker!  

Each prospect is created exclusively for you.

All packages will be modified to fit your specific needs.


  • Agency owners  have agreed to discuss the potential sale of their agency.
  • They are not working with a broker or listed on an online/newspaper .
  • They must write for non-captive carriers - percentage listed.
  • They write for standard carriers - percentages listed .
  • They have a commercial and/or personal line book.
  • Life & Health and Financial companies can be included. 
  • Phone and Face to Face appointments.
  • Comment section with any additional information or concerns owner provided.