The New Capital Calculator: Value Your Book of Business In 60 Seconds or Less

The New Capital Calculator: Value Your Book of Business In 60 Seconds or Less
November 15, 2022

Valuing your book of business is a key step in planning for the future. That's why we're so excited to announce the new Capital Calculator – it's a simple, easy-to-use tool that can help you value your book of business instantly.

Get a Valuation In 60 Seconds or Less

To use the Capital Calculator, start by entering your monthly renewals by product type.

The calculator currently supports:

  • Long-Term Care products
  • Medicare Supplement
  • Medicare Advantage
  • PDP
  • Supplemental Health products
  • Life Insurance
  • Disability Income
  • Accident Insurance products

Next, click "Run Calculator."

The Capital Calculator will then instantly show you an estimated range of what your senior market book of business could be worth today based on these inputs.

If you want to get an exact estimate and a real purchase offer, fill out the form to schedule a conversation with us today!

Related: Practical Ways to Increase Value in Your Book of Business

Unlimited Use

You can use the Capital Calculator as much as you want. This tool is completely free. Whether you're considering selling your book of business or are simply curious about the worth of your current agency, this calculator can help.

Also, if you have a goal in mind of how much you'd like for the sale of your book of business, you can use this calculator to create a game plan.

Further Reading: It's Time to Sell: What's My Insurance Business Worth?

Begin the Valuation Process Today

The Capital Calculator is a great way to begin the process of valuing your book of business. No phone number or email is required to access and utilize this tool. However, the estimate is just a range that will vary based on the makeup of your specific book of business.

To get an actual valuation, please fill out the form on our website. We can start the discussion, and the real valuation based on the actual policies in your book of business is still free!


We’re excited to announce the Capital Calculator, already being used by hundreds of insurance agents and agencies in the senior market.

The tool is easy-to-use, fast and free, and it helps you get a better understanding of your worth in today's market.

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