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Agency acquisitions, written down honestly
How agency acquisitions are worked today, how InsightRollup’s agents work inside authority, and acquisitions followed from the seller’s book export to day 100 — with the screens and the rows every figure cites. Every screen is the product on an illustrative book.
Ground truth
Where agency acquisitions lose money
Not in the multiple. In the revenue it is applied to, and the people who hold it.
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Ground truth
Reading a seller's book export
Rolling periods, commission not premium, and what 'retained' has to mean.
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How it works
The Acquisition Workspace: one page per agency
Seven zones, one stage strip, and every citation one click from the rows.
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How it works
Ten acquisition agents, inside authority
Book review, integration fit, memo and controls — and a person decides.
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How it works
Grounded figures: the model is never the source of a number
The engines compute, the model explains, and an ungrounded answer is thrown away.
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How it works
The autonomy dial and prepared decisions
Draft, ask first — and why every acquisition action stops there.
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How it works
The acquisition decision record
Who agreed to what, on which figures, and when.
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How it works
Acquisition controls in Rules Studio
Acquisition policy written as rules a practice leader can read and test.
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How it works
An acquisition copilot that reads the book
Ask about the agency on screen; the answer comes from the engines' figures.
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Use case
The seller's revenue the book won't support
An asking multiple of 2.9×, and a book 8.2% short of the seller's figure.
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Use case
Two producers, 55% of the revenue
Key-person risk turned into retention agreements before signing.
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Use case
One carrier writes 40% of the book
Carrier concentration, the contingent agreement, and what to check before pricing.
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Use case
A messy book export, from a seller in a hurry
5,204 rows, 316 issues, and a request to the seller drafted from the rows.
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Use case
Clients the acquirer already serves
Exact names, websites, a parent company in InsightPulse — and a fuzzy match a person rejects.
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Use case
58.7% of premium with carriers the acquirer can't place
Appointment overlap found at memo stage, not on the first renewal after close.
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Use case
A fifth of the revenue renews before day 90
The renewal calendar around a close, and the cross-sell the book points to.
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Use case
Writing the IC memo from approved findings
A memo that quotes the engines, carries only what a person approved, and signs off the controls.
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Use case
Day 40 of the integration
97.1% of revenue retained, six tasks done, five overdue — and the plan says which.
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Suite
How InsightRollup connects to the rest of the suite
Pulse 360 for who the companies are; Placement, Proofing and Advocate for the book after close.
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Adoption
Putting your first acquisition through it
One closed deal you know well, re-run — then the live one.
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See it on a book like yours
Stop reading about it
See the Acquisition Workspace, the ten agents and Rules Studio on an illustrative pipeline of six agencies, from screening to day 100.
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