A real-time valuation engine built for insurance agencies, with plain-English AI insights on every move. Track your number, list anonymously, sell as a group — all in your pocket.
Your agency is valued at $5.8M based on EBITDA of $611K and a 9.5× multiple. Value rose 2.8% this month on favorable Southeast market conditions and falling interest rates.
WeExchange is the first private exchange where insurance agencies get a continuously-updated valuation of their book, with AI-written insights explaining every move. List anonymously under a ticker symbol, combine with other agencies to lift your multiple, and only reveal your identity to verified buyers — all from your phone.
Download, drop in your fundamentals, and watch the model price your book. No broker calls. No spreadsheets. No commitment.
WeExchange is mobile-first. Designed for insurance agencies, brokers, MGAs, and verified buyers.
Drop in your revenue, EBITDA, and carrier mix. We'll generate your ticker and run your full valuation in under a minute.
Stay anonymous and watch your number move. Or list your agency under your ticker and start receiving offers from verified buyers — on your terms.
Your agency name, owner identity, and exact location stay hidden. Only your ticker is visible until you choose to disclose.
Refreshed daily from your fundamentals, current agency-market multiples, and live Federal Reserve data.
Combine with other agencies in-app and your modeled multiple can climb from a solo ~7× toward 10×. Six-figure swings on the same book.
Plain-English breakdown of every move. Why your number went up. What's driving the multiple. What buyers see.
Solo agencies typically trade around 7× EBITDA, while larger groups command higher multiples. Combine with other agencies on WeExchange and your modeled multiple expands. Same book, six-figure lift.
Our valuation engine combines your agency's fundamentals with current agency-market multiples and live macroeconomic data — run continuously, with a plain-English AI explanation of every change.
Revenue, EBITDA, premium volume, carrier mix, geographic distribution, lines of business, years in operation, and locations.
Tier-based revenue and EBITDA multiples calibrated to current agency-M&A conditions — by size, region, line of business, and growth — the multiples active acquirers are paying today.
Live Federal Reserve data — the federal funds rate, 10-year Treasury, inflation, consumer sentiment, and equity markets — feeds into your valuation as conditions move.