One buyer names financial services among the sectors it buys from.

It says its typical deals run from $100,000 to $2 million and above.

No buyer has published what an insurance agency, financial-services firm, private-equity firm or family office was paid, and we found no buyer page that names insurance, private equity or family offices specifically.

That range is not specific to insurance or financial services, and it is not a promise of what you would be offered.

Is this for your company?

Tick the boxes that fit your company:

• 30 or more people
• 3 or more years in operation, and 3 or more years of records kept
• Your procedures, CRM history and files are kept in systems like Salesforce, HubSpot or Dynamics, shared drives and email
• The company owns its records: they are your own operating records, not files you hold for clients
• The company is in the US (today's buyers take US companies first)

One buyer's published criteria are, word for word, "20+ full time employees & 3+ years in operation". This checklist uses 30 or more people. Our quiz also looks for three or more years of records kept: it asks how far back your records go, not when the company started. The other lines come from our own site terms and quiz. If a box isn't ticked yet, the quiz asks about each of these.

What gets licensed: the systems you already run

AI companies are training software to do multi-step work, and running an agency or a financial firm is multi-step work. A prospect comes in. Someone gathers what is needed, quotes or recommends, and a file is reviewed and approved. Service, renewals and reviews follow for years. Your procedures, workflows and internal communications show how those decisions are made.

Two buyers publish what they look for. We call them the second buyer, which lists NetSuite, QuickBooks, Gmail, Outlook and Slack among the sources it buys, and the case-study buyer, which publishes deals from other trades on its case-study page. Its FAQ on which companies qualify also names professional services, and its home page says it buys from companies in any sector. Its guide to the data sources it covers, with notes on where to find counts, names CRM systems (HubSpot, Salesforce, Zoho CRM, Pipedrive, GoHighLevel, Microsoft Dynamics 365 Sales and Close), phone and call-recording systems (RingCentral, Aircall, Dialpad, Zoom Phone, Twilio, Gong, CallRail, Five9 and Nextiva), and accounting systems such as QuickBooks, Xero and NetSuite. It also covers Gmail and Outlook, Google Drive, SharePoint, OneDrive and Dropbox, and Slack and Microsoft Teams.

We found no buyer page that names an agency-management, policy-administration or portfolio system, so we don't list one. For an agency or firm, the likelier records are:

• Procedures, SOPs and compliance procedures
• Review and approval workflows
• CRM history and sales process, without client account details
• Call recordings, where your contracts and the law allow it
• Internal email and chat
• Your firm's own books

What never leaves your company

Your originals and your customers' identities. The buyer gets a copy of the records you agree to license, and de-identifies it. Your systems and your originals stay where they are. The second buyer says you decide exactly what is shared, and that all data is scoped, de-identified and kept confidential. The case-study buyer's home page says that, as a general term of its licenses, you keep the business and the underlying data, and that the license is defined and bounded. Its case-study page describes each license as anonymized before delivery, and it says a specialist privacy partner removes or replaces names, emails, phone numbers, account numbers and addresses before it or any buyer sees the record. Its FAQ says its license doesn't cover what you hold on behalf of your own clients.

Files you hold for clients. Our own site terms go further. Records your company holds for clients under contract, records covered by professional privilege, regulated data such as patient or financial-account information, and anything you are not entitled to license must not be offered to a buyer. If in doubt, leave it out and ask your lawyer.

Nothing goes to a buyer before you see the buyer's name. If you ask us for an introduction, the buyers' names are shown to you before you click, and nothing about your answers goes to a buyer until you do. Even then we send only your quiz answers and the contact details you entered: no files, no logins, and not the estimate.

How the money works

Here is how we are paid, in the words of our fee disclosure:

If a buyer we introduce you to signs a license with your company, that buyer pays us a referral fee: a fixed amount, a percentage of the license, or both, depending on the buyer. You pay nothing, now or later, unless you and we sign a separate written agreement that says so. We may share part of our fee with the partner who sent you to us; they see only your company's name and the stage of the process.

Your estimate is never shown to a buyer. It is for you, and it stays with you.

Among the published deals we found are a roofing company at $450,000, a general contractor at $300,000 and a solar company at $275,000, each on the case-study page as a "Perpetual exclusive license to the operational record." None of these is a financial firm, and none tells you what yours would be paid.

Both buyers also publish pay ranges: typical deals from $100,000 to $2 million and above, and payouts from $100,000 to $4 million and more. Neither range is specific to insurance or financial services, and neither is a promise of what you would be offered.

- For an insurance agency or financial firm, assume a client file is client material until a contract says otherwise, and keep account and policy numbers out of anything you offer.

Is this legal?

One buyer's page on that question calls licensing a company's own operating record an ordinary commercial deal, decided by "ownership, what the company's customer contracts say, and whether personal information can be removed." Its example of what can't be licensed is material held for a client under an agreement giving the client ownership. The same page says state definitions vary and your own counsel should review any license before signing.

We haven't reviewed the confidentiality or record-keeping rules that may apply to insurance and financial firms. Ask your compliance lead and your counsel before anything leaves your systems.

What the quiz asks

The quiz asks what your company does, whether it is operating, winding down or closed, where the company and the team are, how many people work there, what year your records go back to, which tools your team uses, roughly how much of your records are in English, who owns them, two yes-or-no checks, and whether you run one company or more. Round numbers are fine for headcount, and you see your range before you give an email.

Who is behind this

Kedric Van de Carr is the founder of ValueMyData.ai and is based in Texas. He built it as an independent tool that estimates what a company's operational data is worth and introduces the owner to the buyer that fits. Kedric reads every question himself. There are no sales calls: the quiz shows your range on screen, and nothing goes to a buyer unless you ask for an introduction. Questions go to kedric@valuemydata.ai.

We are not lawyers, accountants, brokers of securities or financial advisers, and nothing on the site is legal, tax, investment or financial advice. Have your own adviser review any agreement before you sign it.

Boss Financial Education L.L.C., doing business as ValueMyData.ai · kedric@valuemydata.ai · Texas