Agent Vista

Operator-Owned · AI-Native

The of independent insurance.

Agent Vista's mission is to help everyone protect and grow what matters most.

Technology · Expertise · Relationships · Patient Capital

What sets us apart

Not your typical
insurance broker.

Amazing people, amazing technology

We partner with exceptional local teams and pair them with technology built for how insurance actually works.

Better outcomes, both sides of the desk

For the individuals and businesses we insure, and for the local agency teams who serve them, every day.

Seamless tech. People who pick up the phone.

Modern software behind the scenes, and a real person who knows your account when you call.

Our Platform

Insurance, minus
the busywork.

The old way

Slow, and buried in paperwork.

Manual data entry, disconnected systems, and repetitive busywork pile up on agents while customers wait for answers.

The new way

AI on the busywork.
People on the relationships.

Our platform hands the repetitive work to AI so our people can do what they do best: serve customers and create the best possible experience.

What we offer

The (re)build begins.

I

AI-native workflows

Processes built from the ground up around what AI makes possible, not bolted onto legacy systems.

II

Less friction, more growth

Automate the operational drag so teams focus on clients and growth, not repetitive tasks.

III

Superior customer experience

Faster response, smarter service, and the modern experience customers actually expect.

IV

Purpose-built platform

A unified operating layer designed for how insurance should actually run.

Our Team

The people doing the work.

Eric Eschliman

Eric Eschliman

Founder

Pradeep Namepally

Pradeep Namepally

Head of Technology

Ann Shepard

Ann Shepard

Head of Product

Eric Harnden

Eric Harnden

Senior Advisor

Steve Hauck

Steve Hauck

Board Member

Marc Maselli

Marc Maselli

CFO

The next chapter starts with a conversation.