AgencyKPI
AgencyKPI developed a cloud-based business intelligence platform for the insurance industry, connecting fragmented data across networks and stakeholders for independent agencies, networks, and insurers. The company has ceased operations.
- Company typePrivate
- Founded2017
- HeadquartersAustin, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AgencyKPI does
AgencyKPI was a privately held, venture-backed technology company founded in 2017 and headquartered in Austin, Texas, that developed a cloud-based business intelligence platform for the insurance industry. The platform targeted insurance networks, independent agencies, and insurers, addressing data fragmentation by connecting operational data across networks and stakeholders into a unified interface for independent agencies. Its proprietary Data Connectivity Platform was positioned as a domain-specialized BI layer, with the core differentiator being vertical focus on insurance rather than technology novelty.
The company was co-founded by Bobby Billman (CEO) and Trent Richmond. AgencyKPI pursued a vertical SaaS business model aimed at operational efficiency gains for independent agencies; pricing was not publicly disclosed, and no named end-customer logos or revenue mechanics were disclosed. The company raised approximately $8M+ across an early-stage 2019 round (~$3M), a 2020 Series B extension led by EMC Insurance (~$5M), and a June 2022 Series B led by LiveOak Ventures with strategic participation from Combined Agents of America, EMC Insurance, and Keystone Insurers Group. Per a service notice posted on the company website, AgencyKPI has ceased operations and discontinued its platform services effective immediately, and is no longer a going concern.
AgencyKPI firmographics
Firmographics- Name
- AgencyKPI
- Legal name
- AgencyKPI, Inc.
- Website
- https://agencykpi.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Closed
- Headcount range
- 11–50 employees
- Short description
- AgencyKPI developed a cloud-based business intelligence platform for the insurance industry, connecting fragmented data across networks and stakeholders for independent agencies, networks, and insurers. The company has ceased operations.
- Ownership category
- akta.pro rank
AgencyKPI industry classification
Industry- Product category
- Insurance Analytics Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro industry
- Customer Engagement, CRM & Agent/Broker Enablement PlatformsFinancial & Insurance/Financial Technology (Fintech)/Insurtech Platforms (Digital Insurance Enablement)
Keywords
Where AgencyKPI is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Markets served
AgencyKPI business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
AgencyKPI product offering
Product offeringCore offering
AgencyKPI developed and sold a cloud-based business intelligence and analytics platform for the independent insurance industry. The platform aggregated and standardized data from agency management systems, carriers, and networks to deliver dashboards, performance benchmarking, and reporting for independent insurance agencies, agency networks, and carrier partners. The company has since ceased operations and the platform has been discontinued.
Product overview
AgencyKPI offered a cloud-based business intelligence platform for the insurance industry. The company has ceased operations and platform services have been discontinued effective immediately.
Differentiator
Problem solved
Functional benefit
Products and services
- AgencyKPI Business Intelligence Platform Cloud-based business intelligence and analytics platform that aggregates and standardizes data across agency management systems, carriers, and networks to deliver performance dashboards, benchmarking, and reporting for independent insurance agencies, agency networks, and carrier partners.
Companies that use AgencyKPI
Customer profileSegments1 record
Ideal customer profiles3 records
AgencyKPI technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
AgencyKPI partnerships and signals
Strategic signalScale indicators1 record
Recent moves4 records
Expansion highlights2 records
AgencyKPI competitors and assessment
Company assessmentEmerging players
- NowCerts: NowCerts offers an insurance agency management system with comparative rating and carrier connectivity aimed at independent agents. It targets a similar customer profile and pain points (data fragmentation, operational efficiency) as AgencyKPI but as a broader AMS rather than a pure BI layer.
- AgentSync: AgentSync provides producer/agent onboarding, licensing, and compliance data infrastructure for insurance carriers, MGAs, and agencies. It targets adjacent data-connectivity and operational-efficiency pain points inside the same insurance distribution ecosystem AgencyKPI addressed.
- PL Rating: PL Rating (by Patriot National's technology arm) provides personal-lines comparative rating and analytics for independent agencies. It is a more narrowly scoped competitor in the data-and-analytics layer for the same independent-agency vertical that AgencyKPI served.
- Canopy Connect: Canopy Connect enables insurance agents to pull client policy data directly from carriers via API for use in management systems and downstream tools. It overlaps AgencyKPI's data-aggregation thesis at the carrier-to-agency connectivity layer for independent agents.
Broad incumbents
- Vertafore: Vertafore is one of the largest insurance agency management and analytics platform providers (AMS, Sagitta, WorkSmart). It competes with AgencyKPI broadly by embedding BI, carrier connectivity, and operational analytics inside its agency management suite, often squeezing standalone vertical BI tools.
- Applied Systems: Applied Systems is the dominant provider of agency management systems (Applied Epic, TAM, Applied Agency Intelligence) for independent agencies. It overlaps directly with AgencyKPI's value proposition by delivering operational analytics and data connectivity as part of a deeply embedded workflow platform.
Direct peers
- Tarmika: Tarmika is a commercial-lines comparative rating and agency workflow platform built for independent insurance agents. It overlaps AgencyKPI's data-connectivity and operational efficiency pitch for independent agencies, though focused on the rating step of the workflow.
- EZLynx (by Applied Systems): EZLynx provides comparative rating, agency management, and data connectivity tools to independent insurance agents. It directly overlaps AgencyKPI's data-aggregation and operational-efficiency value proposition for the same vertical customer base.
- Zywave: Zywave is a SaaS platform providing commercial insurance agencies with content, analytics, and sales/operational enablement tools. It serves the same independent agency customer with similar BI and enablement positioning that AgencyKPI pursued.
- Ivans (by Applied Systems): Ivans is an insurance industry data exchange that connects agents, carriers, and MGAs to move and normalize data across stakeholders. It addresses the same data fragmentation problem AgencyKPI targeted, but with the backing of Applied Systems and far broader network reach.
Market position
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights4 records
Customer concentration
AgencyKPI social profiles
Digital presenceAgencyKPI financial estimates
Financial estimateRevenue estimate
Valuation estimate
AgencyKPI leadership team
Management profileNumber of profiles
Profiles2 records
AgencyKPI funding detail
Funding detailFunding overview
Funding rounds3 records
Investors4 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AgencyKPI M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about AgencyKPI
What does AgencyKPI do?
AgencyKPI developed and sold a cloud-based business intelligence and analytics platform for the independent insurance industry. The platform aggregated and standardized data from agency management systems, carriers, and networks to deliver dashboards, performance benchmarking, and reporting for independent insurance agencies, agency networks, and carrier partners. The company has since ceased operations and the platform has been discontinued.
Is AgencyKPI a public or private company?
AgencyKPI is a private company. It is classified as venture growth investor backed and is currently closed.
When was AgencyKPI founded?
AgencyKPI was founded in 2017. It employs 11 to 50 people.
Where is AgencyKPI based?
AgencyKPI is headquartered in Austin, United States, in the North America region.
Who are AgencyKPI's main competitors?
Emerging players on record are NowCerts, AgentSync, PL Rating and Canopy Connect. Broad incumbents are Vertafore and Applied Systems. Direct peers are Tarmika, EZLynx (by Applied Systems), Zywave and Ivans (by Applied Systems).
Does AgencyKPI have an API?
No public API is recorded for AgencyKPI.
What industry is AgencyKPI in?
AgencyKPI's product category is Insurance Analytics Software. Its primary akta.pro industry code is FSAGAGAD, Customer Engagement, CRM & Agent/Broker Enablement Platforms. Its NAICS code is 513210 and its SIC code is 7372.