Market2026-08-24
Buyers of US insurance brokerages are starting to assess targets on data quality and how easily their systems can be merged, according to executives at acquirers Trucordia and AGI. Valuations still rest mainly on growth and margin, and no premium is being paid simply for using AI. Survey data shows adoption remains concentrated among the largest firms.
What changed
Brokerage acquisition screening centred on growth and margin, with technology largely absent from diligence.
What it unlocks
Understanding which technology traits acquirers now examine when assessing an insurance brokerage.
- 82% expect AI to affect broker roles
- 13% using AI in multiple areas
- 11.5% of sub-$1.25m firms invested
- 84.2% of $100m+ brokers invested
Sources