An update on Agency Checklists’ proprietary list of agency acquisition activity in New England for Q1-2026
unpublished
TrustedChoice.com to Rebrand as Momentum Edge on June 1st
TrustedChoice.com will rebrand as Momentum Edge on June 1, expanding its technology platform for independent agents with data-driven matching and workflow tools.
When Limited Market Access Meets Surplus Lines: An E&O Problem
Massachusetts producers face E&O risk when surplus lines placements lack documented diligent effort. A breakdown of BR-7, §168, and defensible file practices.
OPTIS: Insurance Agency M&A Down 6% in Q1 2026, With Signs of Stabilization
OPTIS reports 148 insurance agency M&A deals in Q1 2026, down 6%, with private equity buyers driving activity and signs the market may be stabilizing.
Liberty Mutual Retires Safeco Brand, Consolidates Personal Lines Under Single Name
Transition Ends Safeco Branding While Preserving Agent and Policyholder Relationships
