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AGENCY INSURTECH

Agency for Insurtechs. Insurtech for Agencies.

Insurtech Advisory & Consulting Startup Bootstrapped
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Overview

Agency Insurtech is a consulting and advisory firm that connects independent insurance agencies, insurtech companies, and carriers. Founded in 2019 by Jason Walker in New Albany, Ohio, the company positions itself as "Agency for Insurtechs. Insurtech for Agencies" -- a trusted intermediary in the evolving insurance technology landscape.

With more than a decade of firsthand experience working with agents and their perpetuation advocates, Agency Insurtech audits, vets, and recommends technology vendors to agencies while helping insurtechs articulate their value proposition and reach the right buyers. The firm addresses three market gaps: agencies receiving "silver bullet solutions" without qualified advisors, insurtechs supporting agencies being overlooked, and traditional "business as usual" thinking that persists in the industry.

Its mission is to protect the livelihoods of insurance professionals and their customers by bringing appropriate technology to bear -- without overselling solutions that do not fit.

Products & Services

Agency Advisory

Consulting services for independent insurance agencies, acting as a virtual CIO and CMO.

Key Features

  • Technology audits and vendor vetting across the agency tech stack
  • Digital marketing strategy and content advisory
  • Custom content development for traditional and digital media
  • Recommendation of agency technology solutions

Target Users: Independent insurance agencies

Insurtech Go-to-Market Support

Market connection and strategy services for insurance technology companies seeking distribution in the agency channel.

Key Features

  • Business and marketing plan development targeting the agency market
  • Value articulation and positioning for the agency distribution channel
  • Introductions to agencies, carriers, and industry stakeholders

Target Users: Insurtech startups and growth-stage companies

Carrier Innovation Advisory

Advisory services for insurance carriers pursuing technology and distribution transformation.

Key Features

  • Innovation and transformation strategy advisory
  • Agency channel needs analysis for RFIs and SOWs
  • Technology enablement program development for independent agent distribution
  • Keynote presentations and educational workshops

Target Users: Insurance carriers

At a Glance

Founded
2019
Headquarters
New Albany, Ohio
Employees
1-10
Funding
Bootstrapped

Category & Focus

Category
Insurtech Advisory & Consulting
Subcategories
Vendor Selection Go-to-Market Strategy Digital Marketing Advisory Technology Transformation
Insurance Verticals
P&C
Target Customers
Carriers, Brokers, MGAs, Agents

Links

Last updated: 2026-04-09