Agency Focus

Insurance Agency Financial Advisoryagency-focus.com

Company typePrivate
Founded2021
HeadquartersHilton Head Island, United States
Headcount1–10
GTM typeB2B
OfferingServices

Agency Focus firmographics

Firmographics

Name: Agency Focus
Legal name: AgencyFocus
Website: https://agency-focus.com
Company type: Private
Founded year: 2021
Operating status: Operating
Headcount range: 1–10 employees
Ownership category
akta.pro rank

Agency Focus industry classification

Industry

Product category: Insurance Agency Financial Advisory
NAICS: Management Consulting Services (54161), Other Management Consulting Services (541618)
SIC: Services-Management Consulting Services (8742)
akta.pro primary industry: Outsourced Finance & CFO Services (BPAHABAE)
akta.pro secondary industries: Fee-Based Advisory (FSAEAAAM), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

Insurance agency valuation
Fractional CFO services
Agency perpetuation planning
Insurance benchmarking analysis
Agency acquisition advisory

Where Agency Focus is headquartered

Location

Headquarters

HQ city: Hilton Head Island
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Agency Focus business model

Business model

GTM type: B2B
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

Financial Advisory & Consulting Services: AgencyFocus generates revenue through professional consulting engagements providing fractional CFO services, agency valuations, benchmarking analysis, perpetuation planning, acquisition analysis, and compensation analysis to independent insurance agencies. Services are delivered through one-on-one advisory relationships and ongoing consulting arrangements.

Pricing tiers

Model	Billing	Price
Other	Multi-year contract	Quote-based engagement pricing

Go-to-market motion3 records

Distribution channels1 record

Marketing channels6 records

Agency Focus product offering

Product offering

Core offering

AgencyFocus is a financial consulting firm that serves independent insurance agencies with advisory services including Fair Market Valuation, Fractional CFO support, Benchmarking, Acquisition Analysis, Perpetuation Planning, and Compensation Analysis. Services are delivered through direct one-on-one consulting engagements and an ongoing advisory relationship model, supplemented by a Mastermind peer group, online courses, a newsletter, and a podcast.

Product overview

AgencyFocus is a financial consulting firm for independent insurance agencies offering a portfolio of professional services including Fair Market Valuation, Fractional CFO, Benchmarking, Acquisition Analysis, Perpetuation Planning, and Compensation Analysis. These services are delivered as standalone consulting offerings supported by educational content through Online Courses/Webinars, a Podcast, and Newsletter subscription. The company also offers a Mastermind Group for peer learning and benchmarking. The overall offering is service-based rather than a software platform, providing expert guidance for agency financial clarity, growth strategy, and succession planning.

Differentiator

Problem solved

Functional benefit

Products and services

Fair Market Valuation Provides independent insurance agencies with an objective, data-driven valuation of their business health and future potential, used by owners contemplating sale, perpetuation, or strategic decisions.
Fractional CFO Delivers part-time, expert CFO-level financial management to independent insurance agencies, aligning operations with strategic growth through budgeting, financial oversight, and reporting.
Benchmarking Uses industry data to compare an agency against peer benchmarks, surfacing insights and tools that improve performance and growth.
Acquisition Analysis Provides independent insurance agencies with analysis to evaluate potential acquisitions or partnerships before committing to a transaction.
Perpetuation Planning Helps independent insurance agencies protect future value by building a structured plan for ownership transfer and succession.
Compensation Analysis Optimizes insurance agency pay structures to retain top talent while maximizing profitability and productivity.
Mastermind Group A peer group program for independent insurance agency leaders offering annual benchmarking, confidential data sharing, and strategic accountability conversations through in-person meetings and online sessions.
Online Courses and Webinars Live and on-demand educational programs teaching independent insurance agency owners financial management, acquisition, and perpetuation strategies.
Newsletter A twice-monthly email newsletter delivering expert guidance, case studies, and industry benchmarks to independent insurance agency leaders.
Insurance Refocused Podcast An ongoing audio podcast covering agency finance, sales culture, acquisition, perpetuation, and other topics relevant to independent insurance agency leaders.

Quantifiable outcome

Agencies using fractional CFO support and budgeting tools can achieve up to 8% profit lift
+1 more outcomes

Companies that use Agency Focus

Customer profile

Named customers2 records

Segments1 record

Ideal customer profiles1 record

Agency Focus technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Agency Focus partnerships and signals

Strategic signal

Partnerships

Eight partnerships are on record, tiered core and minor.

HawkSoftcoreStrategic or Co-development Partner · 15 January 2026HawkSoft has partnered with AgencyFocus to provide independent insurance agencies with financial clarity, valuation insights, and strategic guidance. The partnership includes launching new reports within HawkSoft's agency management system to support agency growth, perpetuation, and acquisition strategies.
Impact Performance TeamcoreStrategic or Co-development PartnerJoint perspective partnership where AgencyFocus provides financial and structural expertise while Impact Performance Team brings sales leadership, producer development, and recruiting expertise. Together they help agencies transition from service-based to sales-driven organizations. Featured on Business Refocused Podcast.
Live Oak BankminorOthersPartner logo displayed on AgencyFocus website indicating a business relationship or partnership.
Big I (Independent Insurance Agents - Multiple State Associations)minorOthersPartner logo displayed on AgencyFocus website indicating affiliations with Independent Insurance Agents associations including New Jersey, Texas, New York, South Dakota, South Carolina, Wisconsin, Rhode Island, Virginia, Oklahoma, North Carolina, Louisiana, Minnesota, New Hampshire, North Dakota, Iowa, Georgia, Colorado, Arkansas, Kentucky, Maryland, Mississippi, Maine, Kansas.
MWAminorOthersPartner logo displayed on AgencyFocus website indicating a business relationship.
PiiBminorOthersPartner logo displayed on AgencyFocus website indicating a business relationship.
CAAminorOthersPartner logo displayed on AgencyFocus website indicating a business relationship.
Westfield BankminorOthersPartner logo displayed on AgencyFocus website indicating a business relationship.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Agency Focus competitors and assessment

Company assessment

Direct peers

MarshBerry: MarshBerry is a leading financial advisory and consulting firm serving insurance agents and brokers with services in perpetuation planning, M&A advisory, valuation, and benchmarking. It is the most direct competitor to AgencyFocus in independent insurance agency financial advisory.
Agency Legacy: Agency Legacy specializes in ownership transition, perpetuation, and succession planning for independent insurance agencies. Its overlap with AgencyFocus's perpetuation and valuation offerings makes it a direct specialty peer.
Insurance Agency Consulting Services (IACS): IACS provides consulting services to independent insurance agencies covering operational and financial improvement. It competes with AgencyFocus on financial management, valuation, and growth strategy within the same vertical.
Steven Greene & Associates: Steven Greene & Associates provides insurance agency valuation, perpetuation, and consulting services. It is directly comparable to AgencyFocus's Fair Market Valuation and perpetuation planning offerings.
Performance Partners: Performance Partners provides coaching, consulting, and producer development programs to independent insurance agencies. Its services overlap AgencyFocus's compensation analysis and growth advisory offerings within the same vertical.

Emerging players

HawkSoft: HawkSoft is an agency management system provider that has partnered with AgencyFocus to deliver embedded financial reports. While primarily an AMS vendor, its growing focus on financial insights makes it an emerging adjacent player in agency financial advisory.

Broad incumbents

Eide Bailly: Eide Bailly is a large accounting and advisory firm with an insurance agency practice serving agencies on valuation, tax, and CFO services. It overlaps AgencyFocus on outsourced finance and valuation for independent agencies.
Wipfli: Wipfli is a top-25 U.S. accounting and consulting firm with a dedicated insurance agency practice covering valuations, accounting, and CFO services. It is a broad incumbent offering overlapping advisory services to the same vertical.
Vertafore: Vertafore is a large agency management system provider serving independent agencies with operational software. It is broader than AgencyFocus but increasingly moves into benchmarking/financial analytics that overlap the agency's value proposition.
Applied Systems: Applied Systems is a leading insurance agency management system provider with broad capabilities spanning operations, analytics, and now benchmarking tools. As a large incumbent, its expansion into financial insights competes tangentially with AgencyFocus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Agency Focus financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Agency Focus leadership team

Management profile

Number of profiles

Profiles7 records

Agency Focus funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Agency Focus M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Agency Focus

What does Agency Focus do?

Is Agency Focus a public or private company?

Agency Focus is a private company. It is classified as founder individual operated bootstrapped and is currently operating.

When was Agency Focus founded?

Agency Focus was founded in 2021. It employs 1 to 10 people.

Where is Agency Focus based?

Agency Focus is headquartered in Hilton Head Island, United States, in the North America region.

How does Agency Focus make money?

One revenue line is on record: financial Advisory & Consulting Services.

Who are Agency Focus's main competitors?

Direct peers on record are MarshBerry, Agency Legacy, Insurance Agency Consulting Services (IACS), Steven Greene & Associates and Performance Partners. HawkSoft is listed as an emerging player. Broad incumbents are Eide Bailly, Wipfli, Vertafore and Applied Systems.

Does Agency Focus have an API?

No public API is recorded for Agency Focus.

What industry is Agency Focus in?

Agency Focus's product category is Insurance Agency Financial Advisory. Its primary akta.pro industry code is BPAHABAE, Outsourced Finance & CFO Services, with a secondary code of FSAEAAAM, Fee-Based Advisory. Its NAICS code is 54161 and its SIC code is 8742.