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.
What This Conversation Covers
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
Proven Expertise to Support Your Operations With All Major National Carriers
Selling Now, or Planning Ahead,
We can Help.
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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.
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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.
PARNTERSHIP 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.
Staged Exit
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.
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.
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
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.
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COVU'S SOLUTIONS
Our Platform + People = Your New Servicing Engine
Licensed U.S.-Based Agents
Licensed agents with 7+ years of experience, supporting your operations—fully white-labeled to your brand.
AI-Driven Operational Efficiency
Our AI streamlines every part of your agency’s workflow—from after-hours call handling to case summaries and smart follow-ups—all in one integrated system.
Full Book Management Services
With licensed agents, expert management, and full support, COVU runs your book—so you can focus on high-value clients, growth initiatives or even more time with your family.
Smarter Tech Stack
A unified platform with automation, real-time insights, omnichannel communication, telephony, and client portals—built to simplify and scale your agency.
Growth Foundation
Scale confidently with COVU’s expert guidance, predictable pricing, and full operational support.
Full Visibility & Accountability
Real-time dashboards, performance insights, and results you can track.
BOOK A FREE CONSULTATION
Talk to a COVU Expert
Get a walkthrough on how insurance agencies are simplifying operations, increasing profitability, and scaling with less overhead.
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
Proven Expertise to Support Your Operations With All Major National Carriers
NATIONAL CARRIERS
Proven Expertise to Support Your Operations With All Major National Carriers
WHY US?
Trusted by Agencies, Loved by Customers
50,000+
Clients Served
Trusted at scale—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.
Eddie Vitale
Agency Owner, Texas
"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"
Acquired by COVU
To watch the full video, Cick here!
WHY US?
Why Partner with COVU?
Increased Profitability
Scale your revenue without increasing your overheads. Our partners often see a 2x improvement in bottom-line results.
Save Time Where It Matters
We handle the routine. Agency leaders reclaim 90% of their time to focus on growth, strategy, or personal priorities.
Deliver Better Client Service
We maintain 4.8/5 CSAT with our Licensed agents and AI-backed processes delivering fast, accurate, and consistent service under your brand.
Improve Retention and Cross-Sell
Better follow-ups and smarter touchpoints lead to higher policy-per-client ratios and longer-term relationships.
COVU Insurance Solutions LLC is a licensed insurance agency. NPN 19476180
370 Convention Way, Redwood City, CA 94063
© 2026 COVU, Inc. all rights reserved