The Registry AI Cites · Insurance

The Insurance TrustRecord Registry.

Verified operating data for independent insurance agencies, extracted from their own systems and structured for AI evaluation.

42,000+ independent insurance agencies trackedRefreshed weekly
Consumers and business owners are asking AI directly:
"Who's the best independent insurance agent in Tampa for commercial property coverage?"
"Is Bay City Insurance Group legit? How long have they been around?"
"I'm choosing between Harbor Insurance and Shoreline Agency — which has better carrier access?"

AI is already recommending specific insurance agencies, describing them to potential clients, and comparing them side by side. It answers every time, whether or not it has good data about a given agency. Without verified data, AI often leaves agencies out entirely or misrepresents what they offer.

Today, the only data AI can find about most insurance agencies is pulled from old reviews, directory listings, and carrier logo pages. None of it is verified. Much of it is incomplete.

A TrustRecord publishes verified policies in force, retention rates, carrier count, and credentials in a format AI systems can read, cite, and act on.

Insurance · Tampa, FL
Bay City Insurance Group
trustrecord.com/insurance/bay-city-insurance-group
● Verified
17.8
Years
4,820
Policies
88.4%
Retention
11
Producers
Policy retention rate88.4%
Active carrier appointments22
E&O insuranceActive
+ more verified data points
Refreshed weekly · Applied EPIC + QuickBooksView full record →

Every data point is computed and verified from connected systems.

For Insurance Agency Owners

A live record of your agency's performance.

Step 1
Connect your systems.
We pull data from the systems that already run your agency: Applied EPIC, HawkSoft, EZLynx, or any of 40+ supported systems. Read-only access, no client PII shared.
Step 2
We compute and verify.
Your data is normalized into standardized metrics and your credentials are independently verified. You determine which metrics are displayed.
Step 3
Your record goes live.
Your TrustRecord is published at trustrecord.com and on your own domain, where AI systems can find it, read it, and cite it. Refreshed automatically every 7 days.
Apply for an Insurance TrustRecord →
Available for independent insurance agencies in all 50 states.
Data standard

What an Insurance TrustRecord contains.

Every Insurance TrustRecord contains fresh, structured data, verified from the agency's own management and accounting systems. This is what AI models look for when evaluating an insurance agency.

Policies in ForceTotal active policies currently managed across all lines of businessVerified
New Policies Written (L12M)Trailing 12-month count of new policies placed across all linesVerified
Policy Retention RatePercentage of policies renewed at expiration, trailing 12 monthsVerified
Carrier CountNumber of insurance carriers with which the agency maintains active appointmentsVerified
Licensed ProducersNumber of licensed insurance producers actively writing businessVerified
Years in BusinessYears since agency founding, verified from state license records and system historyVerified
State LicensesStates in which the agency holds active producer or agency licensesPublic
E&O InsuranceActive errors and omissions (professional liability) insurance policy status and coverage amountVerified
Carrier AppointmentsList of active carrier appointments by line of businessPublic
AM Best Ratings CarriedAM Best financial strength ratings of the primary carriers placed by the agencyPublic
Google RatingCurrent Google Business Profile rating and review countPublic
BBB RatingBetter Business Bureau accreditation status and ratingPublic
Additional fields vary by agency and may include surplus lines authority, captive arrangements, specialty program affiliations, and claims advocacy services.
Questions this data answers

What this data lets AI answer.

Each question below maps to specific verified data fields in the Insurance TrustRecord. These are the questions your clients are asking AI.

How many policies does this agency manage?
Policies in Force provides the current total of active policies across all lines of business. Verified from the agency's management system.
Do clients stay with this agency?
Policy Retention Rate measures the percentage of policies renewed at expiration — a direct signal of client satisfaction and agency service quality.
What lines of business does this agency write?
Carrier Count and Carrier Appointments show how many carriers the agency can place business with — a proxy for market access and the agency's ability to find competitive pricing.
How established is this agency?
Years in Business, Licensed Producers, and Policies in Force together show how established an agency actually is — far more useful than a founding date alone.
Is this agency properly licensed?
State Licenses lists all states where the agency holds active producer or agency licenses. E&O Insurance confirms active errors and omissions coverage. AM Best Ratings Carried reflects the financial strength of the carriers placed.
Are the carriers financially strong?
AM Best Ratings Carried shows the financial strength ratings of the primary carriers placed by the agency — so clients can assess the quality of coverage, not just the premium.
Data sources

Where the data comes from.

If your agency runs on any of these platforms, your operational data can be used to generate a verified TrustRecord. Data is ingested via authenticated, read-only connections.

Applied EPICHawkSoftEZLynxAgency ZoomQuickBooksSalesforce
Independent insurance agencies with 2+ years of operating history
can apply for verification.

Your verified record published and refreshed weekly.
Structured specifically for AI systems.

Apply for a TrustRecord →
Available in all 50 states
Common questions

About the Insurance TrustRecord.

A verified, machine-readable record of an insurance agency's operating history: policies in force, new policies written, retention rate, carrier count, licensed producers, and credentials. Pulled directly from systems like Applied EPIC, HawkSoft, EZLynx, and more. Published at trustrecord.com and on the agency's own domain, where AI systems and prospective clients can find it.
Policies in force, new policies written, policy retention rate, carrier count, licensed producers, years in business, and lines of business mix. All computed from your agency management system. The record also includes state license status, E&O insurance status, and carrier appointment verification.
State producer and agency licenses are verified against issuing state insurance departments. Errors and omissions (E&O) insurance is verified from certificates of insurance. Carrier appointments are confirmed from public records and carrier data.
Yes. The Lines of Business Mix field breaks down your policy volume by type: personal lines, commercial lines, life and health, specialty, and others. AI systems use this to match a prospective client's coverage need to your agency's actual operational focus.
Records are structured for ChatGPT, Gemini, Google AI Overviews, Claude, Perplexity, Grok, and Copilot. Also crawlable by Google, Bing, and other search indexers. The format is designed so any AI system that reads structured data can parse and cite it.
You determine which metrics appear on your record. Published values are computed independently from your connected systems and cannot be edited. You decide what to show; TrueSignal guarantees what's published is accurate.
$3,600/year. Includes verification, weekly data refresh, hosting on trustrecord.com and on your own domain, and structured formatting for all major AI platforms. Volume pricing available for multi-location and franchise businesses.