$225,000.00
Asking Price
Address: Dallas, 75201.
Status: Active
Posting ID: 292715
5/9/25
Description
United Healthcare is one of the largest U.S. carriers, offering robust plans for individuals and families with significant premium reductions through subsidies. This agency is offering 682 policies in force, which produce average commissions of $17,264 monthly and $149,900 annually.
The book has remained steady over the past six months, with most business generated during Open Enrollment.
Although the Company is based in Arizona, the majority of policyholders are in Texas, with others in Louisiana, Florida, Illinois, Ohio, North and South Carolina. Buyers will need appropriate state licenses, which may be obtained quickly for approximately $100 per state for a two-year term. Please conduct your own research to confirm.
Buyers with a direct United Healthcare appointment can finalize a transaction quickly and will be prioritized. Otherwise, a new agent appointment will be required. Transferring policies is expected to be straightforward via AOR processes or passthrough agreements.
The opportunity would be good for a buyer looking to cross-sell personal lines or an absentee owner who can self-manage the book with little to no operating expenses.
NDA is required {SUBMIT BELOW} to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Detailed Information
Facilities: No facilities are included with this transaction.
Competition: The agency’s clean book will help provide a competitive edge should the acquisition be used to expand into other territories.
Growth & Expansion: ACA policies have not been cross-sold with other product lines, presenting opportunities for growth in Property & Casualty.
Financing: N/A
Support & Training: To ensure a smooth transition and ongoing success, the Sellers will work with a buyer for one month, up to 10 hours a week.
Reason for Selling: Sellers are looking to invest in Medicare policies.
To get more information about this ACA Healthcare Book - Multi State Single Carrier business for sale in Dallas please phone Rick Carlson (Agent - BRE License #:01820673) at 833-776-6682 - if you get voicemail please leave a detailed message - make sure you mention you saw this posting/ad #292715 on BizBen.com. In addition to phoning Rick Carlson, make sure you email Rick Carlson above to get more info about this ACA Healthcare Book - Multi State Single Carrier, to ask any questions or request an appointment to see this business for sale. Thank you. License # 01820673. ProNova Partners.
Contact
Details
Asking Price: $225,000.00
Down: Call/Email
Cash Flow: $137,000.00
Revenue: $149,900.00
Area: Dallas
City: Dallas
Attributes:
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