Matchmaker Seller

Complete this form if you are interested in selling your agency and would like IIAT to make an announcement to IIAT members through the Matchmaker program.

Please complete the following form. Your information will be forwarded to IIAT and a staff person will get back to you.

First Name

Last Name

Name of Your Agency

Is your agency currently an IIAT member?

Email

Work Phone

Agency Address

City

State

Zip Code

Type of Entity

Year Agency Was Established:

Number of owners by ownership breakdown

Number of employees (excluding owners)

Estimated annual revenues (not premium)

Percentage of Business Placed:

% Commercial Lines

% Personal Lines

% Life & Health

Top 5 Carriers

Please list the top 5 carriers you place business with

Description and estimated population of primary marketing territory Rural, town, suburban, urban, city, etc.

Location (s) of primary marketing territory or distance to nearest (Be as general as necessary if you would like to protect the identity of agency)

Any Agency Niches?

Target Close Date, if any:

Comments: (Other information you would like prospective buyers to know, including any non-negotiable deal requirements, if current agency owner intends to remain with agency, etc.)

Matt Smith

Communications Director

Matchmaker Seller

Percentage of Business Placed:

Matt Smith

Thank You to Our Lead Underwriters