This presentation contains confidential and proprietary information of Delegance Brokerage LLC and is provided solely for informational purposes in connection with a potential business relationship.
By accepting this presentation, you agree not to reproduce, distribute, or disclose its contents, in whole or in part, without the prior written consent of Delegance Brokerage LLC. © 2026 Delegance Brokerage LLC.
2026 Investment Overview
February 2026
Over 1 Trillion dollars is spent on annual commercial insurance premiums each year in the United States.
‍
The average small business pays between $1,000-$3,000/year on coverage.
‍
Delegance saves them hundreds annually
with better servicing and lower costs.
We are disruptors.
Our self-service platform automates traditionally manual brokerage workflows by leveraging
‍AI-native infrastructure
Hover features to expand
Autonomous AI agents
Extracted document intelligence
Technical Moat
Production (Not Prototype)
Differentiated
Platform Optionality
Capital Efficient
Investor Value
Client Value
Transparency / Self Serve
Faster Service
Lower Fees
Low Friction
Hyper-Personalized
Capabilities
Proactive Outreach
Automated Coverage Analysis
Unified Knowledge Base
Automated Carrier Quoting
Instant COI vs NLP
Enterprise-Safe
Multi-Channel Request Handling
Instant Q&A
Tech
Cross-Channel Cross Conversation Memory
Dynamic ACORD Generation
SLM Infrastructure
MCP Infrastructure (40+ Client-Facing Tools)
500K+ Carrier Appetite Rules
Graph + PageIndex Retrieval
Multi-Tenant Vector Databases
Concurrent Document Processing & Classification
Headless Automated Browser Agent
Business Management System
Specialized PE/CRE Portals
50+ Doc Types Supported
190+ Licenses
Malware Security
Invisible Turnstile Captcha
User Access Management
Automated Renewal Emails
Bulk Onboarding
Memory Cards
BOR Embed
Dynamic Market Segmentation Routing
Document Specific Extraction
Open AI Integration
Automated ACORDS
Claims Scenario Analysis
Automated Carrier Quoting
Multi-Channel
Enterprise Safe
Instant COIS
Fully Automated Commercial
Insurance Brokerage
Instant Quotes
Proactive Monthly Outreach
Automated Coverage Analysis
Unified Knowledge Base
PWA
SDK/API
SLM
Automated SOVS
Slack Integration
SSO/SAML
Anthropic Integration
Chain of Thought
RBAC
RLS
Dynamic Microassessment
Property Data Scrapping
NAICS Mapping
Live Market View
LM Streaming
Comprehensive Insured Data Loader
S3 Doc Streaming
OTP
Comparison Matrix
Traditional Brokerage
Brokerage
Automated Quote Sourcing
API-Based
MCP Server
Self-Service
Disruptive Pricing
AI App Store Integration
COI via NLP
Automated SOVs
Automated Appetite Matching
Memory System
AI Voice & Email
Doc Extraction
Banking & PE GTM
Some
# of Full-Time Employees
1
700,000
66 (+75)
33 (+?)
7
4
4
9
Amount Fundraised
$170,000
$42m
$47m
$2m
$500,000
$500,000
Unknown
Feature Depth
Delegance built more product on $100k than WithCoverage built before raising $42m
Most capital-efficient insurtech brokerage to ever exist:
~$850 per API endpoint vs. competitors spending $5K-$100K+ per feature.
Delegance is the only platform with:
7 omnichannel LLM touchpoints
(Web, Phone, Email, Slack, Open AI, PWA, Anthropic)
Headless browser carrier automation (6 carriers)
PE Firm and CRE specialized portals
Full developer stack (API, SDK, CLI, MCP)
Multi-hop traversal Graph RAG + PageIndex (proprietary AI retrieval)
Transparent 5% commission pricing
Active PE Firm BORs, banking pilots, and franchise pilots
Self-service

Core Platform Features

Click features for more information
Persistent Omnichannel Memory Layer
Automated Headless Browser Agents
LLM Personal Insurance Consultant
Memory Architecture Comparison
Rapid Intelligent Onboarding
Scaled Knowledge Bases
DEMO
Upload and Classification
DEMO
Coverage Summary, Dynamic Risk Assessment, Comprehensive Analysis
DEMO
Automated Browser Agent
Native Chatbot App Integration
Connect external apps so your team can access Orin and Delegance tools from everywhere
Slack
Workspace bot
Chat with Orin via DMs or @mention in any channel. Your teams gets instant access to policy info, COIs, and more.
Claude
Desktop, Code, Web, Cowork
Use Delegance tools in Claude Desktop, Claude Code, Claude.ai, or Cowork. Add the MCP in your server tools in your Claude settings.
ChatGPT
GPT Store Connector
Chat with Orin via DMs or @mention in any channel. Your teams gets instant access to policy info, COIs, and more.
Traction
2025
February
- $170k fundraise
March
- 190 licenses obtained across all 50 states
- Product development begins
July
-Product deployed in ECS
- First carrier partnerships form*
September
- First six organic users via beta launch with franchise network
- First 100k premium under management
October
- MCP infrastructure built
- First of five provisional patents submitted
November
- Pilot program with Tandem Bank begins
- Accepted into AWS Activate
- Product Demo with Chick-fil-a corps Enterprise Risk Managers
December
- Accepted into Nvidia Inception Program
- Won 8-figure BOR with PE firm
*(Chubb, The Hartford, CNA, Hanover, Markel, AmTrust, NEXT, Burns & Wilcox, GEICO, Ryan Specialty)
2026
January
- First complete automated e2e quote request in external carrier portal
- Full 300 pages of SOC policies implemented
February
- Submitted apps to Open AI, Anthropic, Slack app stores
- Product demo to JPMorgan’s public equities FIG portfolio managers
- First pen test
- GTM blitz with community banks
Case Study
Delegance Brokerage responded to an RFP from a PE Firm acquiring many HVAC entities in the southeastern United States. The PE firm is closing in on over $50m EBITDA, corresponding with a 10-18x exit multiple.

The Delegance initial assessment resulted in millions of dollars worth of annual premium savings opportunities through bundling entities into a master policy, significantly reduced commissions, and appropriate risk management strategies.
HVAC PE Case Study
Value Creation
50% commission reduction —> $10m+ in exit valuation for PE Firm
Delegance <==> PE Firm Synergy Alignment:
Delegance Savings Prop <==> EBITDA optimization
Our Ask:
$3m
Milestones by M24:
- 600 Clients
- $15M+ ARR*
- $300m+ Premium Under Management
- 20+ MCP Integrations & Apps
- 10+ PE/CRE Firms Integrated
- 50+ Local/Community Bank Partnerships
- 30+ Carriers
- Team Expansion to 8 FTE
- SOC II Compliance
Thank you
Contact us for
more information
[email protected]
This presentation contains confidential and proprietary information of Delegance Brokerage LLC and is provided solely for informational purposes in connection with a potential business relationship.
By accepting this presentation, you agree not to reproduce, distribute, or disclose its contents, in whole or in part, without the prior written consent of Delegance Brokerage LLC. © 2026 Delegance Brokerage LLC.