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Book of business value calculator

Insurance books sell on a multiple of recurring commission, and that multiple depends almost entirely on retention and the mix of business.

Annual commission revenue ($)Retention rate (%)Base multiplePersonal lines share (%)

Real valuations depend on carrier mix, contingent income, staff and contracts. Treat this as a starting range.

This is an educational tool, not a quote or advice. It uses general formulas and the figures you enter. Policy terms, state rules and insurer practice vary, so check anything important with a licensed agent.

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