AGENCY ACQUISITION PROGRAM

Explore Selling, Partnering, or Gaining Exit Clarity for Your Insurance Agency

This is the entry point to COVU’s acquisition and partnership program. We work with independent agency owners to evaluate fit, explore structures, and map the right path forward, whether you are ready to sell now or planning ahead.

Acquisition and partnership paths with COVU

Valuation as it relates to real exit or partnership options

Operational and financial readiness assessment

Clear next steps based on your goals and timing

Owners Ready to Sell Now

A trusted buyer with deep insurance experience, no middle man, and a commitment to keeping your brand, customers, and staff in good hands.

  • Direct Insurance Buyer – We buy and operate insurance agencies directly, without broker or intermediary incentives.
  • Brand and Customer Continuity – We prioritize continuity of your brand and customer relationships through a responsible transition.
  • Flexible Exit Paths – Full sale, partial sale, or phased transition aligned with your goals.
  • Clear Valuation Expectations - Realistic pricing grounded in operations, not inflated promises.
I'm Ready to Sell
Owner_ready_to_Sell

Owners that Want Exit Clarity

Better clarity on your current valuation and a plan to increase your EBITDA before you sell with three stages:

  • Comprehensive Assessment - Deep review of your book, operations, tech, and growth profile to understand where you really stand.
  • Valuation & Value Gaps – A realistic valuation range today plus what’s helping and hurting your number (dependency on you, concentration, data quality, process gaps).
  • Valuation Lift Plan – A 12–36 month roadmap to raise valuation, with the option to partner with COVU now and decide later who you sell to.
I want Exit Clarity
Owner_Exit_Clarity

PARTNERSHIP TERMS

Acquisition and Partnership Structures Available Through COVU

Immediate Exit

Sell 100% with a transparent process and flexible terms, so you’re comfortable with the economics and we can preserve your legacy for staff, clients, and carrier relationships.

Partner First

Stay the owner, partner with COVU to run and grow the agency, strengthen data and operations, and keep the flexibility to either continue scaling or pursue a future sale from a stronger position.

Audience Builder

Sell a portion now, keep equity in the larger COVU platform, continue producing or leading, and share in the upside as we grow the book and expand margins on a schedule that works for you and your family.

WHO IS THIS FOR

This Program is a Fit if You Are

  • An independent agency owner exploring a sale or partnership
  • Thinking about succession, de-risking, or stepping back
  • ​Curious what your agency could be worth today and how structure impacts future value
  • Open to working with a long-term operator, not a marketplace buyer
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ABOUT US

More About COVU

COVU works with independent insurance agencies as an AI-powered operating partner. We run, grow, and acquire agencies with a focus on continuity for clients, teams, and carrier relationships.

Our team includes long-term agency owners, executives, and operators who have built and scaled agencies, supported by modern AI to drive efficiency.

About_COVU

WHY US?

Trusted by Agencies, Loved by Customers

50,000+
Clients Served—servicing tens of thousands of customers across our partner agencies.
50
States Covered, trusted nationwide—supporting agency partners and their clients in all 50 states.
4.8 / 5
CSAT Across All Customers Served—delivering high-quality service with consistently exceptional satisfaction scores.
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"I was really impressed with COVU — the technology, the systems already in place to absorb the agency, the way they handled my data migration — I didn’t even know that was possible. They took on my employees early on and did a fantastic job managing the book. The service side just worked. If someone called in sick, it didn’t matter — someone would pick up the phone. That kind of reliability took a lot of stress off my plate.

I’m very glad I made the decision. I would absolutely do it again — no question"

Eddie V.
Agency Owner, UNO Insurance Services, Texas
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“COVU made the process of selling my agency smooth and straightforward. I moved forward with COVU because they felt like a more capable partner: with access to key carriers, stronger infrastructure, and the ability to make us more competitive. My staff felt secure knowing they had a future with COVU. 

COVU also seemed like a better cultural match for our diverse client base. If I had to do it all over again, I’d make the same choice.”

David C.
Agency Owner, Lords Insurance, California
Aduna Insurance-1

"In an era where agency owners relentlessly pursue expansion, COVU is the only technology enabling them to substantially decrease distractions by 75%, concentrating on seamless growth, client retention, and effectual cross-selling. 

COVU isn’t merely a tool; it’s a distinctive enabler, ensuring that the automation and expansion desired are not mere projections, but tangible realities that actively shape a more prosperous future."

Alphonso A.
Agency Owner, Aduna Insurance, California

Start the Acquisition Conversation

A conversation designed to help you make an informed decision about your agency’s future.

Start an Acquisition Conversation