Stays The Same
Your Name & Brand
Nothing client-facing changes. Your agency name, your brand, your reputation in the community—it all stays intact. Clients experience exactly what they always have.
CoverageStack is an insurance platform built by Greater Sum Ventures, a Knoxville-based investment firm with a decade-long track record of building market-leading businesses.
We’re not traditional private equity, and we’re not insurance roll-up operators. Our approach is grounded in a simple idea: strong local businesses, led by strong operators, compound when paired with the right infrastructure, alignment, and long-term partner.
Most firms calling on Southeast agency owners are dialing in from somewhere else. We’re not. CoverageStack is headquartered in Knoxville and is building across Tennessee and the broader Southeast—the markets we operate in, understand, and care about.
This isn’t a satellite footprint; it’s home. And in a region where independent agency culture is rooted in local relationships, that distinction matters.
We’re building CoverageStack as a platform, not an exit strategy—designed to make every agency inside it more capable, more competitive, and more valuable over time. That means better carrier access, shared operational infrastructure, and technology that keeps pace with where the industry is going, without disrupting what already works.
Nothing client-facing changes. Your agency name, your brand, your reputation in the community—it all stays intact. Clients experience exactly what they always have.
Your collective premium inside the platform will unlock carrier appointments and bonus structures that aren't accessible as a standalone agency. More options for your clients; better economics for your book.
Your employees are part of what makes your business work. We're not coming in to restructure—we're coming in to support. The people who make your agency strong stay in place.
Service work, endorsements, billing. Once stood up, our back office will handle the operational weight so that you and your producers can get back to what actually moves the needle: clients and new business.
We aren't insurance experts—you are. We're not here to tell you how to run the agency you built. We lean on your expertise, and you have real say in how things evolve.
Owners who partner with CoverageStack have the opportunity to participate in the platform's upside as it grows—getting in as a co-owner while the platform is still being built, not after it's already been priced and scaled.
Nothing client-facing changes. Your agency name, your brand, your reputation in the community—it all stays intact.
Your employees are part of what makes your business work. We're not coming in to restructure— we're coming in to support.
We aren't insurance experts—you are. We're not here to tell you how to run the agency you built. We lean on your expertise, and you have real say in how things evolve.
Your collective premium inside the platform unlocks carrier appointments and bonus structures that aren't accessible as a standalone agency.
Service work, endorsements, billing—our back office handles the operational weight.
Owners have the opportunity to participate in the platform's upside as it grows—getting in as a co-owner while the platform is still being built.
A 30-minute call to introduce ourselves and learn about your business. We're here to understand what you've built and where your head is at— nothing more.
We look at your book together, transparently. We're straightforward about what we see, and we don't push forward if the fit isn't right for both sides.
If there's alignment, we walk you through how CoverageStack works—the structure, the back-office support, carrier access, and what day-to-day partnership actually looks like.
How we structure things depends on what you're looking for. Some owners want to stay involved, keep building, and participate in the platform's upside. Others are ready to step back and enjoy the next chapter. We're genuinely flexible either way.
A 30-minute call to introduce ourselves and learn about your business.
If there's alignment, we walk you through how CoverageStack works, and what day-to-day partnership actually looks like.
We look at your book together, transparently. We're straightforward about what we see, and we don't push forward if the fit isn't right for both sides.
How we structure things depends on what you're looking for.
If you're a Southeast agency owner who's curious about what the next chapter looks like, we'd love to spend 30 minutes with you. Just a real conversation between people who care about the industry.
