Why Agent Vista? Why Now?

Are you an independent insurance agency owner thinking about what comes next?

Choosing the right partner for your agency’s next chapter is one of the most important decisions you’ll ever make. Beyond deal terms, it’s about trust. It’s about who will carry forward the relationships you’ve built—with your team, with your customers, and within your community.

That’s why it’s worth paying attention not just to the financials, but also to how a potential partner talks about their approach. What language do they use on their website? What do they emphasize in conversations? What do other agency owners say about their experience after the close?

In today’s insurance M&A world, you’ll often hear words like “tuck-in,” “bolt-on,” “consolidate,” “centralize,” and “roll-up.” These terms may work in spreadsheets, but they rarely capture the heart of an agency business: people, trust, and legacy.

At Agent Vista, you’ll hear a different vernacular. Why? Because we don’t view agencies as transactions—we view them as partners in shaping the future of our industry.

Who We Are

Agent Vista is not a roll-up. We are a privately held agency platform, supported by long-term investors who share our commitment to building for decades, not just the next 3–5 years.

Our roots are similar to many of the owners we meet. We come from a line of construction workers, retailers, teachers, and small business owners. We’ve been in the trenches. We’ve worked with over 150 agency owners, and we’ve helped build one of the most digitally-enabled agencies in the country. That means we’ve seen the good, the great, and the challenges—and we’ve learned what makes transitions work.

But enough about us…

Why We Started Agent Vista

We founded Agent Vista because we believe there’s a better way to combine technology with tradition. We want to build the acquirer we wish we could have sold to.

Our mission is to preserve that local legacy while bringing the right kind of modernization: the kind that frees up time for people to focus on customers, not paperwork.

Because agencies aren’t just businesses…they’re pillars of their communities.

Our Values

Here at Agent Vista, we live by five values that guide everything we do:

• Optimism - We love solving hard problems.

• Teamwork – We win by working together.

• Accountability – We do what we say, and say what we do.

• Empathy – We see the world through our customers’ eyes.

• Curiosity – We embrace the challenges of change.

If these values resonate with how you’ve built your agency, we’d welcome a confidential conversation about your future.

We know succession is not a transaction—it’s a transition. And the right partner should treat it with the respect it deserves.

At Agent Vista, we’re excited to be part of that journey.

—Eric Eschliman

Founder, Agent Vista