Agent Vista

The build begins.

We are on a mission to transform how insurance is distributed.

How we got here.

1990– 00Nascent Opportunity

A fragmented market exists.

Thousands of independent agencies.

2$1B+ brokerages
2000– 10Early Capital

Private equity enters.

The first PE firms acquire agencies, integrate them onto shared platforms, and build scale.

6$1B+ brokerages
2010– 20Proliferation

Everyone piles in.

Consolidation accelerates with hundreds of acquisitions per year — but with far less integration.

13$1B+ brokerages
2020– 25Late Entrants

The playbook runs its course.

Later-stage capital chases the same consolidation thesis. The integration “clean-up” begins.

15$1B+ brokerages

*3 additional $1B brokers were acquired during this period.

NowTechnology

A new kind of builder emerges.

The next era belongs to those who pivot from financial engineering to software engineering.

Three decades.
Thousands of acquisitions.
One constant.

The ownership changed hands.

The work itself,
did not.

The Problem(s)

Same tools.
Same workflows.
Same outcomes.

Manual everything

Repetitive tasks consuming time that should go to clients and growth.

Talent burnout

Workflows that exhaust good people instead of empowering them.

Fragmented systems

Disconnected tools that add steps instead of removing them.

What we offer

Until now.

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 small business customers actually expect.

IV

Purpose-built platform

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

The Team

Explorers and builders.

Eric Eschliman

Eric Eschliman

Founder

Pradeep Namepally

Pradeep Namepally

Head of Technology

Ann Shepard

Ann Shepard

Head of Product

Eric Harnden

Eric Harnden

Director

Steve Hauck

Steve Hauck

Board Member

Marc Maselli

Marc Maselli

Advisor