Features

Everything an agency needs to know what their book is worth.

Anonymous ticker listings, a real-time valuation engine with AI-written insights, group power, and a verified-buyer marketplace — purpose-built for agencies, brokers, MGAs, groups, and PE buyers. All in your pocket.

9:41● ● ●
WeExchange
CR
YOUR TICKER SYMBOL
Anonymous
Ticker only visible
RICA
Your agency is worth
$5.8M Updated today
+2.8% 30d +8.5% YTD
Verified buyers see in the app
Agency name
Owner identity
Specific location
Carrier breakdown
Loss ratios
Direct contact
› Reveal on your terms only
FEATURE 01

Anonymous ticker listings.

Your agency name, owner identity, and exact location stay hidden. Only your ticker symbol and headline metrics are visible to the market — until you decide to reveal more, to a verified buyer.

Public-side dataTicker, valuation, EBITDA range, premium volume range, region, and growth trend.
Hidden by defaultAgency name, owner contact, exact city/zip, carrier breakdown, and loss ratios.
Reveal on your termsApprove specific verified buyers to see your full disclosure. Revoke access at any time.
Carrier-blindCarriers, staff, and competitors can never tell you're shopping. Privacy is the product, not a setting.
FEATURE 02

Real-time valuation engine.

A three-layer model that combines your fundamentals with current agency-market multiples and live Federal Reserve data — run continuously, with a plain-English AI explanation of every change.

Layer 01 · FundamentalsRevenue, EBITDA, premium volume, retention, carrier mix, geographic distribution, lines of business.
Layer 02 · Agency-market multiplesTier-based revenue and EBITDA multiples calibrated to current agency-M&A conditions — by size, region, line of business, and growth.
Layer 03 · Live market signalsContinuous inputs from the Federal Reserve — fed funds, 10-year Treasury, inflation, consumer sentiment, and equity markets — feed your valuation as conditions move.
Plain-English AI explanationsEvery valuation update comes with a written explanation of what moved, why, and what's driving your multiple.
9:41● ● ●
WeExchange
CR
Valuation breakdown
01
Fundamentals
EBITDA $611K · Premium $5.0M · 12yr retained book
02
Agency-market multiples
9.5× tier multiple · SE region · $1M+ EBITDA band
03
Market signals
FRED · Falling rates lift valuation 2.8%
AI INSIGHT · TODAY
$5.8M
$611K EBITDA × 9.5× multiple
+2.8% from last month
9:41● ● ●
Summit Group
CR
CO-OP GROUP
SUMMQ
12 agencies · Southeast US
$66.47M
+$3.2M lift vs solo total
Members
RICAMember · SE
$5.8M
HRTLMember · MW
$2.28M
PINEMember · SE
$2.47M
RVRGMember · SE
$7.92M
+ 8 moreCombined
$48.0M
FEATURE 03

Group power. Sell as one. Get paid like ten.

Solo agencies typically trade around 7× EBITDA. Co-op groups can command up to 10×. Form a group in-app with other anonymous agencies and lift your modeled multiple without selling a single thing differently.

Form groups in-appDiscover compatible agencies by region, size, and carrier mix. Form a co-op without ever revealing your identity.
Each group gets its own tickerCombined book, combined valuation, combined portfolio page that buyers can browse as one entity.
Visible group liftAlways see what your number is solo and what it would be in a group. The math is transparent and updated daily.
Exit on your termsLeave a group at any time. Sell the group as one entity, or unwind individually if buyers prefer.
FEATURE 04

Verified buyer marketplace.

Browsers aren't tire-kickers. Every buyer on WeExchange is verified before they see a single listing — credentials, deal history, and capital confirmed. Sellers approve who sees their full disclosure.

Filter by what mattersRegion, EBITDA, premium volume, growth, carrier mix, solo or group. Match buy criteria to live listings.
Watchlists & alertsFollow specific tickers. Get push notifications when a watchlist agency moves on price, opens for offers, or joins a group.
Identity protection on both sidesBuyers can browse anonymously. Only when both parties opt-in does identity exchange happen.
Built for PE-grade due diligenceVerified buyer access to seller-shared disclosures, valuation history, AI insight history, and structured offer flow.
9:41● ● ●
Browse
CR
Southeast $1M+ EBITDA Solo Groups + 4
SUMMQGroup · 12 agencies · SE
$66.47M▲ +2.4%
RVRGSolo · SE coastal
$7.92M▲ +3.4%
BAYVSolo · SE coastal
$5.47M▲ +7.2%
PINESolo · SE inland
$2.47M▲ +6.1%
CLIFQGroup · 4 agencies · MA
$18.30M▲ +5.6%

Everything else in your pocket.

The full set of capabilities — every one available in the mobile app.

Live ticker feed

Browse the entire market by ticker. Sparklines, price changes, and category filters refreshed daily.

AI insight history

Every valuation update is logged with a written explanation. Scroll back to see what moved your number, when, and why.

Watchlist alerts

Follow agencies and get push notifications on price moves, group joins, listing status changes, or new offers.

Daily refresh

Valuations recalculate every 24 hours. Every macro change, every market-multiple update, every fundamental change flows through.

MSA-level pricing

Geographic multipliers apply at the metropolitan-area level — not state. A Tampa book and a Tallahassee book value differently, the way buyers actually see them.

Geographic search

Filter listings by state, region, and metro. Match buyers to sellers in their preferred operating territories.

Encrypted messaging

Talk to verified buyers in-app without revealing identity. Files, offers, and counters all stay inside the platform.

Tier-based multiples

Multiples scale with your size tier, geography, line of business, and growth profile. See exactly which tier you're in and why.

Valuation history

Track your number over time with trend lines for 30d, YTD, and all-time. Plus the macro context for every move.

Carrier mix view

Visualize your carrier concentration, premium-by-line breakdown, and policy-mix shifts month over month.

Group discovery

Find compatible agencies to form a group with. Match on geography, size, carrier complementarity, and growth profile.

Offer flow

Structured offers, counters, and term-sheet exchange — all anonymous until both parties opt in.

WeExchange vs. the traditional broker.

Why a private exchange beats the brokered model for almost every agency owner — and almost every buyer.

Capability
Traditional broker
WeExchange
Cost to know your valuation
$5K–$25K engagement fee
WeExchange Pro
Time to first valuation
4–8 weeks of engagement
Under 60 seconds
Transaction commission
3%–8% of deal value
None — subscription only
Privacy / anonymity
Identity revealed in CIM
Anonymous until you choose
Buyer pool
Broker's rolodex
Every verified buyer on the platform
Group / co-op selling
Bespoke and rare
One tap. Modeled 7× → up to 10×
Live valuation updates
Snapshot at engagement
Refreshed daily, with explanations
Valuation methodology
Spreadsheet + judgment
3-layer model + live FRED data

See your number in under a minute.

Built for agencies, brokers, MGAs, groups, and verified PE buyers. Mobile-first, anonymous by default, AI-explained from day one.