SilverEdge Insurance Advisors is a licensed brokerage with a proprietary multi-tenant tech platform — AI helpdesk, real-time AOR-at-risk monitoring, full audit-trail compliance, SOC 2 evidence framework, and a public OpenAPI surface for partner integrations. We're open to conversations with strategic acquirers (rollups, BPOs, eHealth-class brokerages) and growth-equity firms.
An ACA + Medicare brokerage with a tech stack a typical $5–50M agency doesn't have. Live numbers — pulled from production in real time when we share the diligence link.
If you're rolling up smaller agencies, this is the platform you absorb them onto. If you're a strategic with your own stack, this is the bolt-on that adds AI + compliance + lead routing without an 18-month build.
Claude-backed advisor for consumers + agents, weekly jailbreak detection cron, CMS-aware refusal patterns. Most agencies have a chatbot; we have a tested system with measurable deflection.
External-scanner integration flags policies likely to switch AOR before they switch. Proactive book defense. Almost no one in this segment does this.
One Cloudflare-edge platform serves multiple agencies via tenant scoping + per-tenant branding. The acquirer absorbs sub-agencies onto a single stack instead of running 5+ siloed CRMs.
X-API-Key auth, per-scope permissions, full Swagger UI at /docs/api/. Lets a buyer keep their existing dialer/CRM and just bolt our tech in.
Auto-collected evidence packet mapped to AICPA Trust Services Criteria. HIPAA BAA inventory + data-flow diagram + 7/10-yr retention policies documented. Cuts audit time from quarters to weeks.
Real-time exec metrics: CAC, revenue per producer, persistency cohort retention, carrier + state concentration, CF Web Analytics traffic. Print-styled one-pager for the data room.
Once we exchange a mutual NDA we'll share a live link to the full diligence packet — read-only, updates from production in real time.
The fastest path is a 20-minute screening call. Bring an NDA and we'll walk you through the live data room same call.
Brokers + bankers: we'll consider representation but most strategic conversations to date have been founder-to-corp-dev direct.