A new chapter for the local agency
We help independent insurance agency owners create a long-term home for their business.
We selectively acquire top local agencies
and set them up
for long-term success with modern AI tools.
LOCAL LEGACY, PRESERVED
Your locally owned and operated agency has deep community roots—we help you maintain that local touch for generations to come.
TRANSITION PLAN, TAILORED
We craft a custom plan for you, your family, your employees, and your customers—you’re not just a financial target.
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
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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."
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Geoff W. | CTO | 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.”
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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.”
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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."
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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.”
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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."
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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."
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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
CONFIDENTIAL CONVERSATION
A no-pressure chat to understand your goals and situation.
AGENCY EVALUATION
Review your operations and financials, plus an intro to our team and platform.
PARTNERSHIP STRUCTURE
Custom deal terms and a clear transition plan built around your goals.
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.
Eric Eschliman
FOUNDER
Pradeep Namepally
HEAD OF TECHNOLOGY
Ann Shepard
HEAD OF PRODUCT
Agent Vista is backed by world-class entrepreneurs, founders, and executive operators, who have successfully built and scaled companies across insurance, technology, and other financial services.
Advisors & Board Members
Eric Harnden
ADVISOR | BOARD MEMBER
2X INSURTECH FOUNDER
Steve Hauck
BOARD MEMBER
2X INSURTECH FOUNDER
Marc Maselli
ADVISOR
2X FINTECH FOUNDER
From the blog
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“AI-enabled” means your agency keeps its personal touch while shedding the busywork. Customers still work with the same people they know and trust, but behind the scenes our AI takes on repetitive back-office tasks. By automating what slows teams down, staff can focus more on customers and higher-value work.
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We’re not a roll-up. Our approach is intentionally selective—we’re building long-term partnerships with a small number of agencies that share our values and vision. Instead of chasing scale by buying everything in sight, we focus on quality. We seek out owners and teams who are committed to their people, their customers, and their communities, and we invest deeply to help them grow.
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No. Today we’re only partnering in Chicago, Boston, and Rochester (NY)—markets where our team and model add the most strategic value.
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We’ve closed deals in as little as 60 days when a seller is prepared, organized, and working with a broker or engaged legal counsel. But speed isn’t always the priority. Selling your agency is a significant transition that involves people, relationships, and careful planning. We’re able to move quickly when needed, but we’re equally comfortable working at the seller’s pace to make sure the process feels right.
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We are flexible. For owners looking to exit entirely, we can explore 100% cash-out options. For more growth-minded owners, we’re open to shared ownership structures. Every situation is different, and our goal is to find the right fit for you and your agency.
Some questions we get asked frequently:
FAQs
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.