A new chapter
for local agencies

We acquire and empower local insurance agencies with modern AI

Helping
independent insurance agency owners
create a long-term home for their business

LOCAL LEGACY, PRESERVED

Your locally owned and operated agency has deep community roots—we help you maintain that local touch for generations to come.

A cartoon illustration of a house with roots growing beneath it and a yellow heart above the roof, with an arrow indicating upward growth.
Flowchart illustrating the process of goal achievement with a purple flag at the top, connected by arrows to three different groups of people, representing steps or milestones in reaching a goal.

TRANSITION PLAN, TAILORED

We craft a custom plan for you, your family, your employees, and your customers—you’re not just a financial target.

Illustration of AI technology involving a robotic arm, a human hand, and a computer screen displaying an AI chip, with a puzzle piece with a heart symbol.

TECHNOLOGY-STACK, AI-ENABLED

We use the power of AI to free up your people to focus on what matters most—your customers.

Why partner with us?

Industry recognition

  • Bryan G. | President | A&B Insurance

    "The team at Agent Vista recognizes strong talent and hard work and understands the value of doing right by good people. Whenever I had issues with my agency, Eric's name was at the top of my list of people to call for help."

  • Geoff W. | Co-Founder | Viaffinity

    “Agent Vista really understands the challenges and pain points of today’s local insurance agency owners and employees—they are uniquely positioned to leverage AI to free up the agent’s time for more valuable work like engaging directly with customers.”

  • Brian C. | CFO | Earned

    “Agent Vista is changing the M&A game in retail insurance. Eric helped me raise billions in equity and debt financing—helping grow the brokerage to nearly 5,000 employees. This team is positioned well for success.”

  • Richard L. | President | GCG Financial

    "If you're contemplating selling to Agent Vista, rest assured your employees, customers, and local legacy are in great hands. This team knows what it means to lead with empathy."

  • Tom H. | President | Lighthouse Group

    “The team at Agent Vista is extremely growth-minded—always prioritizing the customer. I built my agency via M&A and organic growth over 30 years. I’m excited to watch this team embark on a similar strategy with a new twist: next generation AI technology.”

  • Senthil N. | CPO | PlanYear

    "Eric played a pivotal role in helping transition me out of my previous tech-enabled agency that I founded. He did a great job stepping in quickly to manage the ~20 person team."

  • Tom R. | Director | Big I Illinois

    “This team understands the disruption to agency teams caused by industry consolidation. I’ve lived it myself as a prior agency president. Agent Vista brings a fresh approach to succession, rooted in preserving the independence and local value these businesses uniquely provide."

  • Terry Q. | Executive Director | ARM

    "With 50+ years across the insurance value chain—from Lloyd’s to Bermuda and now agency networks in Kentucky & Ohio—I see Agent Vista offering unique value for independent agencies. I share their convictions on AI’s impact and urge owners to embrace technology to stay ahead. Contact Team AV for help."

Our agency transition checklist

Illustration of two speech bubbles, one purple and one light green, with a yellow padlock symbol, indicating privacy or secure messaging, surrounded by small yellow lines and a number one in a circle.

CONFIDENTIAL CONVERSATION

A no-pressure chat to understand your goals and situation.

Illustration of a clipboard with a checklist and a magnifying glass highlighting a checked item.

AGENCY EVALUATION

Review your operations and financials, plus an intro to our team and platform.

Two puzzle pieces, one purple and one gray, fitting together with yellow lines indicating connection, on a circular white background with a black border and the number 3 in a white circle.

PARTNERSHIP STRUCTURE

Custom deal terms and a clear transition plan built around your goals.

A sheet of paper with a yellow check mark and a signature, a purple pen, and a notification bubble with the number 4.

DUE DILIGENCE & CLOSING

Fast, professional closing with ongoing support after the deal.

Leadership

Agent Vista was founded by a team of insurance veterans who’ve spent years helping agencies grow through acquisitions and forward-thinking technology. Today, we’re more excited than ever about how modern technology can transform workflows, free up time, and make life better for insurance teams and their customers.

Portrait of a smiling man with dark hair wearing a dark sweater against a dark background with gold border.

Eric Eschliman

FOUNDER

LinkedIn logo, a blue circle with a white lowercase 'in'
A smiling man with a mustache wearing a blue button-up shirt, posing against a dark background with a yellow border.

Pradeep Namepally

HEAD OF TECHNOLOGY

LinkedIn logo with a blue circle and white lowercase letters.
A woman with shoulder-length dark hair, smiling and wearing a blue top, posed against a dark background with a white border and gold accents.

Ann Shepard

HEAD OF PRODUCT

LinkedIn logo with white lowercase 'in' on a blue circular background.
A man with short brown hair and blue eyes, wearing a blue and white striped polo shirt, smiling against a dark background with a border.

Eric Harnden

ADVISOR & BOARD MEMBER

LinkedIn logo with a blue circle and white lowercase letters 'in'.

From the blog

Featured
How can I leverage AI in my agency?
How can I leverage AI in my agency?
Read More →
We ❤️ Main Street
We ❤️ Main Street
Read More →
Why Agent Vista? Why Now?
Why Agent Vista? Why Now?
Read More →

FAQs

Some questions to consider if you’re contemplating what the next chapter looks like for your agency.

  • Start by getting a professional valuation. Knowing your agency’s true market worth helps you set realistic expectations, attract the right buyers, and negotiate from a position of strength.

  • Clean, organized financial records, strong client retention rates, and documented operating procedures all signal a stable, profitable business. The more turnkey your agency appears, the higher your sale potential.

  • While timelines vary, most sales take 6–12 months from listing to closing. Preparing early—both financially and operationally—can shorten the process and maximize your results.

Let’s work together

We know succession is not a transaction—it’s a transition. And the right partner should treat it with the respect it deserves. We’d welcome a confidential conversation about your future.

A young woman with glasses and earrings sitting at a table with two coffee cups in front of her, smiling and looking to the side, indoors with wooden curtains in the background.