Looking to Sell Your Insurance Agency in Texas? Partner with EIS-Texas

Q: Do you buy books of business, or only full agencies?

Both. We evaluate full agencies and books of business, depending on fit, carrier relationships, client profile, and your desired outcome. The goal is to structure a transition that protects your clients and supports continuity.

Q: Are you private equity or backed by private equity?

No. EIS-Texas is owner-led. We approach acquisitions with a long-term operator mindset focused on stewardship of the book, client retention, and service continuity—not short-term financial engineering.

Q: How do you determine what an agency or book is worth?

Valuation is based on multiple factors, including revenue composition, retention, loss history trends, carrier mix, servicing complexity, concentration risk, and the overall quality of the book. We aim to keep the process clear and respectful, with a structure that reflects the real strength of what you built.

Q: What happens to my clients after the sale?

Client continuity is the priority. We plan the transition to protect relationships, maintain a consistent service experience, and reduce disruption. Our approach is built around retention, clear communication, and supporting clients through renewal cycles without creating confusion.

Q: What happens to my employees or team?

If your agency has staff, we approach the transition thoughtfully. Great people matter. When it’s part of the deal structure, we work through role clarity, onboarding, and a steady integration process focused on stability and client service.

Q: Can I stay involved after the sale?

Yes, in many cases. Some owners want a clean exit, while others prefer a transition period. We’ll discuss options that match your timeline and goals, while keeping the client experience protected.

Q: How long does the acquisition process take?

Timelines vary based on deal structure and complexity, but we prioritize a steady process that protects your clients and minimizes disruption. The first step is always a confidential conversation to determine fit and discuss what a practical timeline could look like.

Q: Will my inquiry remain confidential?

Yes. We treat these conversations with discretion. Most owners exploring a transition want privacy and minimal disruption, and we respect that.

Are you considering selling your insurance agency or book of business in Texas? At EIS-Texas, we specialize in acquiring agencies and books of business across the state—from Dallas to Amarillo, from Austin to Lubbock, and across all areas north of Houston and east of El Paso.

Ready To Have A Confidential Conversation?

Protect Your Legacy: Texas Insurance Agency Acquisitions Made Simple

As an independent agency with deep Texas roots, we understand the value of what you’ve built. Whether you’re looking to retire, reduce management stress, or simply transition into the next stage of your career, partnering with EIS-Texas ensures your clients and employees are taken care of with honor, integrity, and professionalism.

Selling Your Texas Insurance Book of Business? EIS-Texas is Buying

Fair and Competitive Valuations

We offer transparent, market-driven valuations so you know you’re getting the true worth of your book of business.

Seamless Transition for Clients and Staff

Our team manages the entire process smoothly, ensuring your clients and employees experience continuity and stability.

Trusted Partner with Texas Roots

As a Texas-based agency built on honor and integrity, we treat your legacy with the respect it deserves.

Why Owners Choose EIS-Texas?

We're owners, Just like you.
We’re not private equity, and we don’t view your agency as a bolt-on investment. We’re operators who understand the responsibility that comes with renewal season, claims advocacy, and protecting retention year after year.

We protect the book you built.
Your clients aren’t “accounts.” They’re relationships. Our first priority is honoring the trust you earned by keeping service strong, communication clear, and transitions calm.

We don’t strip the agency down.
We’re not acquiring to cut corners. We’re acquiring to bring your book into a stronger support system—built to maintain relationships and raise the level of service.

We bring vertical strength without losing the relationship feel.
EIS-Texas is built around specialty commercial risk management and consultative guidance—especially aligned with contractor and trade businesses, residential care and health and human services, and pest control operators. When your book fits these verticals, your clients gain deeper expertise without losing the service values they’re used to.

Values matter here.
Honor, integrity, selflessness, and service are not marketing statements for us. They guide how we care for clients, carriers, and teammates.

Ready To Have A Confidential Conversation?

Protect Your Legacy: Texas Insurance Agency Acquisitions Made Simple

Who We’re Looking to Partner With

The Types of Agencies and Books We’re Looking to Acquire

EIS-Texas is actively exploring acquisitions across Texas. We’re often a strong fit for agencies with:

A relationship-driven service model
Strong retention and clean operations
A commercial focus or niche vertical specialization
Owners who care deeply about client continuity and legacy

Geography: We consider opportunities statewide, including DFW, North Texas, East Texas, Central Texas, Houston-area markets, and surrounding regions.

How the Process Works (Calm, Clear, Confidential)

A Calm, Confidential Process—Built Around Your Clients

Selling your agency is a major decision. We keep the process straightforward and respectful.

A typical path looks like:

A confidential owner-to-owner conversation
A high-level review of book composition and fit
A clear discussion of options and structure
A transition plan designed to protect retention
A steady handoff for servicing, carriers, and client communication

We move at a pace that protects the relationships you built.

The Benefits for Your Clients and Staff

What This Means for Your Clients and Your Team

For your clients:
They keep continuity and gain a stronger support system—risk management guidance, proactive service, and claims advocacy.

For your team (when applicable):
We prioritize stability and clarity. Great people matter, and we take onboarding seriously.

For you:
Peace of mind that the book you built is being cared for by owners who view it the same way you do: as a responsibility, not a transaction.

Ready to Talk?

If you’re exploring a transition, we’re happy to have a confidential conversation. No pressure and no disruption—just clarity on fit, timing, and options.

Call us today at 469-714-7409
Email us at Shane@EastmanInsurance.Agency

Acquisitions FAQ

What types of Texas insurance agencies does EIS-Texas want to acquire?

We’re most aligned with independent agencies and books of business that value relationship-driven service and have strong retention. We are especially interested in books serving verticals we specialize in, including contractors and trade businesses, residential care and health and human services, and pest control operators. If your book is different but values-aligned, we’re still open to a confidential conversation.