An acquisition workbench built around agents, for the people who decide

Why we built it

Brokers that grow by acquisition look at many more agencies than they buy. For each one, a small corporate-development team rebuilds the same analysis from a new export: retention, growth, concentration, revenue quality, renewals, the carriers, the clients. That work decides the price and the integration, and it is exactly the work that is repeated, rushed and hard to audit.

InsightRollup does that work the same way for every agency, from the rows, with every figure cited — and puts ten agents on top to explain it, ask the seller the right questions and prepare the memo and the 100-day plan. The people who own the deal decide; the record keeps who decided what.

What we hold ourselves to

• AI first, people decide. The agents reason with the model by default; every action they can propose waits for a person.
• Every figure from the book. The engines compute; the model explains; an ungrounded number is thrown away.
• Policy written down. Acquisition controls are rules a practice leader can read, test and publish.
• Honest demo data. Every agency, carrier, client and figure on this site is invented and labelled illustrative. We do not name customers or show their logos.

The Insight broker suite

InsightRollup sits beside InsightDealDesk, InsightDueDiligence, InsightProofing, InsightPlacement and InsightAdvocate, on the same platform as InsightPulse 360 and InsightXtract: one sign-in, one agent runtime, one decision record.

VerticalServe

InsightRollup is built by VerticalServe, part of the InsightLake enterprise AI suite. Our Innovation PODs deploy and extend it inside a broker’s own environment.