How your agency quotes, services and retains clients has value.
Independent and captive agencies build years of workflows, service notes and training. AI buyers want to learn how real agencies work. We help you license the agency's own operating records while policyholder information and carrier material stay out.
What qualifies, and what stays out
We sort this out on the first call, before anything is offered to a buyer.
Usually qualifies
- Agency SOPs, workflows and quoting checklists
- Training material, scripts and coverage explainers your agency wrote
- Service tickets and client email, with identities removed
- Marketing content and renewal campaigns
- Book-level statistics such as line mix and retention, aggregated
Stays out
- Policyholder names, contact details, policy and account numbers
- Claims files involving health or injury information
- Driving records and consumer reports
- Carrier rating manuals, systems and material your agency agreements protect
- Anything your carrier contracts restrict
Insurance records carry state and federal privacy rules. We keep the package to the agency's own operating knowledge and leave regulated data out.
How your customers stay protected
Policyholders protected
Personal and policy identifiers are removed before delivery. Sensitive claims material is excluded entirely.
Carrier terms respected
We help flag agency agreement terms early so nothing a carrier owns or restricts is offered.
Contracted use only
Buyers sign data agreements that limit use and prohibit re-identification. You approve the final scope.
You stay in control the whole way
- You keep ownership. A license lets a buyer use a copy for a defined purpose.
- We prefer non-exclusive licenses, so you can license the same records again later.
- We collect competing bids from several buyers so you are not taking one cold offer.
- Records go straight from you to the buyer. Utah Data Partners never holds your files.
- Our fee is paid by you as the client and disclosed in writing before you sign anything. Ask us how it works.
Related industries:
Find out if your records are a fit
Book a 20-minute call. We will ask what systems you use and how far back your records go, then tell you plainly whether it is worth pursuing. No files change hands on the call.