We work with agents, carriers and vendors serving the insurance industry on strategies designed to enhance growth.
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How do you Sell an Independent Insurance Agency or Book of Business? Over the past 12 months, our firm has received 32 buyer inquiries to every one seller, so sellers are in luck!The demand for small to medium sized standard or preferred agencies is greater than it’s ever been. Personal, Commercial and Benefits Agencies and Books of Business are in
Location: San Bernardino County, Ca. Agency Description: Gross Commission Revenue: 2016 – $495,000 Net Earnings/Cash Flow: $200,000 100% California Personal Lines Independent Agency Not dependent upon location, perfect FOLD-IN to buyer’s office Stable revenues and strong profits. One CSR Services Entire Book and would like to work with New Owner Good Loss Ratios, improved over past year due to preparing
Location: Alameda County, California Agency Description: Gross Income: 2009 – $150,000 Net Earnings/Cash Flows: $77,000 80% Small Commercial Lines, 20% Small Group Health Contractors, General Liability, and Work Comp Not dependent upon location, perfect FOLD-IN to buyer’s office Stable revenues and strong profits 16-year old agency with loyal clients Virtually no personal lines, excellent Cross-Sell opportunities Click here for a
Location: Phoenix, Arizona. Agency Description: 100% Personal Lines Carriers include: Mercury, Safeway, Infinity and others. Very Detailed Financial and Production Records Seasoned Staff Stable Revenue Stream Agency established for over 25 years-Seasoned Clientele Excellent Cash Flow Book is mostly monoline business. Loaded with Cross Sell Opportunities 2 Excellent Retail Locations with excellent lease terms, furniture, computers and equipment truly a TURN KEY OPERATION PRICED TO
Location: Sacramento, Ca. Agency Description: 100% Personal Lines Carriers include: Mercury, Safeco, Unitrin, Travelers, Commerce West, Progressive Perfect Fold In to Existing Agency Revenue: $88,000 (50% Mercury, SafeCo) Book is mostly monoline business. Full of Cross Sell Opportunities. Must be Existing Mercury Agent to Purchase Click here for a Non-Disclosure Agreement to receive additional information
Location: Indio, Ca. Agency Description: 90% Personal Lines Carriers include: FIC, Explorer, Commerce West. 10% Small Commercial Stable Revenue Stream-$280,000 in pure commissions. No Broker Fees Agency established over 20 Years ago. Excellent Cash Flow Book is mostly monoline business. Loaded with Cross Sell Opportunities Excellent Retail Location with national anchor tenant, excellent lease terms, furniture, computers and equipment truly a TURN KEY OPERATION
Location: Stockton, Sacramento, California. Agency Description: 100% Personal Lines Carriers include: Carnegie, Infinity, Western United and many others. Excellent Financial Reporting will simplify due diligence Seasoned Staff in both locations with unique marketing methods Stable Revenue Stream Agency established in 1999 Excellent Cash Flow Book is mostly monoline business. Loaded with Cross Sell Opportunities 2 Excellent Retail Locations with national anchor tenant, excellent lease terms,
Location: San Bernardino County, Ca. Agency Description: 85% Personal Lines (non-standard auto) 15% Small Commercial Excellent Financial and Production Records Over 950 Active Policies Commission revenue consistent for the past 4 years Paperless Agency Cash Flow of $65,000 Annually Good mix of carriers – not too heavily weighted in one specific company Book is mostly monoline business. Excellent Cross Sell Opportunities 2 Key staff members
Location: Orange County, Ca. Agency Description: Commercial Trucking Book primarily comprised of Carolina Casualty (Schuberg), Praetorian and Northland. Over 200Active Policies Commission revenue stable 2 Consecutive Years AMS 360 Agency Management System Cash Flow of $95,000 Annually Great referral sources for new business opportunities Book has not been cross sold other products. All clients have Trucking/Cargo Insurance only. Work Comp, GL and other
Location: Currently Based in Northern California Agency Description: 70% Personal Lines 30% Commercial. primarily preferred carriers, including Safeco, Hartford, Travelers, Kemper, First American 750 Active Policies with 550 Clients (Great Account Rounding) Commission revenue stable for 3 Consecutive Years Great Fold-In Opportunity: not location dependent, can be folded in to existing agency anywhere. No Overhead, employees or office lease to assume 100% Paperless