AgencyKPI is a developer of the first integrated business intelligence system designed to address and manage the overabundance of data produced across the insurance industry.

AgencyKPI provides a business intelligence platform for insurance networks, independent insurance agencies, and insurance carriers and wholesalers.

AgencyKPI was founded in 2017 by Trent Richmond and Bobby Billma. The company is headquartered in Austin, Texas, with remote offices in Iowa, Kansas, Florida, and Oklahoma.


AgencyKPI has a fundamental belief that insurance agencies, networks, carriers and wholesalers desire to deepen their relationships through mutual understanding, and the harmonizing and balancing of their collective efforts.


AgencyKPI launched its business intelligence platform for networks, called Harmony, which addresses mass data fragmentation and unifies data from various sources, so insurance networks can begin to see how they are performing on any given level. Today, the Harmony platform handles $15.8 billion in written premium from more than 8,800 affiliated agencies.


AgencyKPI is backed by EMC Insurance Companies, Live Oak Ventures, Keystone Insurers Group, Combined Agents of America, and others. The company closed its Series B of an undisclosed amount on Jun 08, 2022. This brings AgencyKPI's total funding to $8M to date.



  • Year founded: 2017
  • Funding Info: $8M over 3 Rounds (Latest Funding Type: Series B)
  • Yearly Revenue: NA
  • Employee Size: 11-50
  • Business Valuation: NA
  • City/Town: Austin
  • State: Texas
  • Country: United States
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