AgencyKPI Plays Behind the Scenes Role in Insurance Industry Merger

Merging Companies Relied on AgencyKPI for Financial Due Diligence

AUSTIN, Texas–(BUSINESS WIRE)–September 27, 2022–

AgencyKPI (, developer of the leading integrated business intelligence system designed to address and manage insurance industry data, recently played a key role in the creation of a new insurance consulting giant.

This press release features multimedia. View the full release here:

Meet the Agency KPI team.  (Photo by KARI CREATIVE PHOTOGRAPHY on April 27, 2022.)

Meet the Agency KPI team. (Photo by KARI CREATIVE PHOTOGRAPHY on April 27, 2022.)

In August, MarshBerry Connect Platform and First Choice Agents Alliance (FCAA), two of the nation’s top insurance networks, announced their merger. The newly formed company is FirstChoice, a MarshBerry company.

FCAA started using AgencyKPI’s Harmony platform in 2020 to better manage its voluminous data in order to improve collaboration, increase operational efficiency and align growth and retention expectations with its more than 430 member agencies.

Coincidentally, AgencyKPI was on the cusp of adding MarshBerry to its client roster this year and also subscribing them to the Harmony platform. While negotiations halted due to their behind-the-scenes merger discussions, AgencyKPI was significant to the overall deal for both entities.

“AgencyKPI was absolutely instrumental for us to have a detailed understanding of our data and discuss how this merger would be positive for both of us. Without AgencyKPI, it would have taken me an incredible number of hours to compile everything I would have needed to show transparency. I seriously don’t know how I would have been able to do it as easily,” said Keith Captain, President of FirstChoice.

“We are pleasantly surprised to learn about our role in making the merger happen. Two really smart companies are becoming even smarter by combining. We’re excited to continue to build and develop deeper data insights together,” said Bobby Billman, Co-Founder of Agency KPI.

With more than 430 agencies in its

Read the rest