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Clark County, Washington
Established Health Insurance Book | Recurring Commissions
Asking Price
$800,000
Revenue
Call/Email
Down
$800,000
Cash Flow
Call/Email
Name: Lisa Clarkson
Name
Lisa Clarkson
Description
The client mix includes both Medicare and ACA Individual policyholders as well as a few small employer groups, with ACA members creating a natural Medicare age in pipeline for ongoing growth. The business operates fully remote through phone based consultations and maintains carrier appointments across Washington and Oregon, offering broad plan access and efficient renewal processes.
This is an excellent fit for a licensed agent or agency seeking stable, increasing recurring revenue, high retention, continuous referrals and built in Medicare expansion opportunities.
Key Highlights:
Projected Commission Earnings 2026: $260,000+
Referral-Based growth (No marketing spend)
Untapped Cross-Selling Ancillary Opportunities: Indemnity, Critical Illness, Accident etc.
ACA Client Base Creating Medicare Sales Pipeline
Recurring Carrier Paid Commissions with consistent year over year growth
Home-Based/Fully Remote Operation
$8.4M+ Premium Under Management
90%+ Client Retention
28+ Years’ Industry Experience
Independent Since 2008
Historically, the book has grown organically through referrals and long standing client relationships, with no formal marketing activity. Under new ownership, opportunities exist to accelerate growth through targeted marketing initiatives, expanding referral partnerships, implementing digital marketing, community education programs and cross-selling ancillary products across the existing book. Together, these opportunities offer substantial potential for continued growth and long term revenue expansion.
https://tworld.com/locations/Washington/portland/listings/Established-Health-Insurance-Book-Recurring-Commissions
Business Details
Year Established:
2008
Employees:
0
Reason for sale:
Retiring
Lease & Tenant Information
Lease Options:
N/A
Other Information
Listing Number:
59071-301039
Sales:
$8,400,000
Seller's Discretionary Earnings:
$236,458
Posting Information
Posting ID:
ID tw:89236 / Listing Number 59071-301039
Business Category:
Insurance
Keywords:
Transworld
Send NDA Request
Please complete the form below to request the NDA for this listing. The broker will review your request and send the NDA for you to sign.
Posting Title
Established Health Insurance Book | Recurring Commissions
Posting ID
#*4f25b71bf80b1ae3c9631c81a097d24c*89236
Full Name (Required)
Email (Required)
Phone (Required)
NDA Signed Successfully!
Your NDA has been signed and submitted. The broker will review and countersign it. Once complete, you will receive access to confidential business details.
Agent, Broker or Seller Contact
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