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Seller data guideShort answer: You need a policy history that includes cancellations, and premium and commission by carrier by month. Pull the policy list and commission data from your AMS or carriers, not AgencyZoom. Customer names aren't needed.
AgencyZoom is a sales and retention CRM, not an agency management system — it typically imports your book from your AMS or a carrier download. Use it for your pipeline and marketing assets (item 10), but pull the policy list and commission data from your AMS or your carriers. If AgencyZoom is all you have, follow the carrier-portal route.
Named exactly as the source names them. Versions and licenses differ, so use the names to start the conversation with support, not as a promise of what your screen shows.
Winbacks: "We'll keep track of terminated customers and help you reach back out at the perfect time when they're most likely to close." (agencyzoom.com)
The book comes in, not out: "have your BOB saved as a csv to import to AgencyZoom"; minimum fields are "name, contact info, policy type, carrier, effective and expiration date". Applied Epic agencies sync one way by regularly uploading Epic reports as CSV, and each upload marks accounts and policies active or inactive. (support.agencyzoom.com)
Vertafore: "a smart sales automation software solution built expressly for insurance agencies" that "Connects seamlessly with agency management systems like AMS360 and QQCatalyst". (vertafore.com)
Sources checked 2026-10-05. Where a source is a consultant or user group rather than Vertafore, it says so.
Send this to support as-is. It asks for the output, not a particular screen, so it works whatever version you run.
Hi your AMS support, I need two exports from our agency's data and want to make sure I get the right reports: 1) A policy / transaction history covering January 1 three years ago through the most recent date available. It must include: - A unique policy or customer ID (names are not needed — de-identified is fine) - Carrier and product / line of business - Written premium and agency commission - Effective date and expiration date - Transaction type: new business, renewal, rewrite, endorsement, cancellation - Status - Cancellations and non-renewals — not just the policies in force today If the system can only export active policies, please also run the same report as of 12 months ago. 2) Premium and commission by carrier, by month, for the last two complete years and year to date, with commission income and agency fee income shown separately. Customer names are not needed; IDs are fine. Excel or CSV works best. Can you tell me which report(s) produce this, or run it for us? We'd also like written confirmation that our full book and its history can be exported. Thank you.
Send what you have. Partial data is better than none — we'll tell you exactly what's still missing. See the full checklist or start a confidential conversation.
Selling an insurance agency, a book of business or an MGA — directly to buyers who are actively acquiring, with no fee to the seller.
Sell Your Insurance Agency Direct connects agency owners with buyers. No fee to you — not up front, not at closing. There's no retainer and no listing agreement to sign before you know what your insurance agency is worth.
Nothing on this site is an offer to buy, a valuation of your agency, or legal, tax or accounting advice — talk to your own advisers before you sign anything. Market figures are from the sources linked beside them, read 2026-09-28; they describe the market, not your agency.
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