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Canby Today
By the People, for the People
IA Valuations Partners with HawkSoft to Provide Data-Driven Insights
Partnership connects performance analytics with agency management system to help owners plan for the future.
Mar. 19, 2026 at 1:26pm
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IA Valuations, a leading provider of insurance agency valuations and business consulting, has announced a strategic partnership with HawkSoft, one of the insurance industry's most trusted agency management systems. This collaboration aims to empower independent agency owners with data-driven insights to help them confidently plan for their future.
Why it matters
The partnership supports the ongoing consolidation trends in the independent insurance sector by providing agencies using HawkSoft with access to accurate valuation data, revenue trends, retention metrics, and performance benchmarks. This information can be used for perpetuation planning, acquisition preparation, and internal decision-making.
The details
Through the integration, agency principals will gain actionable insights for growth planning, carrier negotiations, compensation strategies, and mergers and acquisition opportunities. The goal is to help agency owners realize and maximize the value of their business by leveraging the data within their agency management system.
- The partnership was announced on March 19, 2026.
The players
IA Valuations
A leading provider of insurance agency valuations and business consulting, with a mission to help agency owners realize and maximize the value of their business.
HawkSoft
One of the insurance industry's most trusted agency management systems, serving thousands of independent agencies.
Jodie Shaw
Director of Business Development at IA Valuations.
Rushang Shah
Chief Marketing Officer of HawkSoft.
What they’re saying
“IA Valuations is excited for the opportunity to partner with HawkSoft and assist in educating their clients on the value of their largest asset – data. Our goal is to help all agency owners realize and maximize their value, and we believe an agency valuation is the best first step to understanding and planning.”
— Jodie Shaw, Director of Business Development at IA Valuations
“Independent agency owners are sitting on a goldmine of data, and most struggle to unlock it. Our partnership with IA Valuations changes that by connecting HawkSoft's operational data with IA Valuations' expertise. We're giving agency owners something they've never had before: a clear, confident picture of what their business is worth and where it's headed.”
— Rushang Shah, Chief Marketing Officer of HawkSoft
What’s next
The partnership between IA Valuations and HawkSoft is designed to make the agency valuation process easier for independent insurance agencies. Agents can learn more about the integration and access additional resources on the HawkSoft website.
The takeaway
This partnership between IA Valuations and HawkSoft aims to empower independent insurance agencies with data-driven insights to help them better understand the value of their business and make more informed decisions about their future, supporting the ongoing consolidation trends in the industry.
