Confidential Information Memorandum (CIM) available upon receipt of our short online NDA.
This highly motivated seller has developed a good reputation in a close-knit Latino community and maintains high renewal rates thanks to the Seller's ability to provide superior customer service and a successful referral program offered to clients.
Providing accessibility options via the internet has also helped build and maintain the flow of business.
DMV services, like tag and registration renewals, are convenient for local customers who can stop in without having to spend an afternoon in line at the DMV. The value-add offers a secondary revenue stream for the business. The Seller has all the needed permits and approval to begin tax preparations services. Doing so would mean additional cross-sales opportunities and an additional line of revenue. The landlord has even provided a tax preparation exclusivity to the operation.
Upgraded web-based operating and quoting systems; FSC provides faster and more accurate quotes while HawkSoft improves the overall efficiency of the agency.
Currently, the Business has 926 active policies from eight carrier appointments.
NDA is required to secure comprehensive Confidential Information Memorandum (CIM).
Detailed Information
Facilities: Offers better than reasonable rent and high foot traffic in a busy retail center where customers can conveniently get groceries and run other household errands without making multiple stops. Space is 480 square feet.
Competition: There is some nearby within a local grocery store, but business is rarely lost to that agency. Competition is tight, but customer service, good rates, and online capabilities help them stand out.
Growth & Expansion: Hiring more licensed agents and maximizing regular follow-up opportunities like sending timely email reminders to those whose policies are renewing soon will result in higher retention rates. As will sales efforts in bundling additional insurance services; renter's insurance, or other personal policies.
Financing: Short term if terms and conditions are favorable.
Support & Training: 4 weeks
Reason for Selling: Other opportunities.
To get more information about this Insurance Service - High Performing, Non-Standard business for sale in
Anaheim, Orange County 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 #271651 on BizBen.com. In addition to phoning
Rick Carlson, make sure you email Rick Carlson above to get more info about this
Insurance Service - High Performing, Non-Standard, to ask any questions or request an appointment to see this
business for sale. Thank you. License # 01820673. ProNova Partners.
Related Links & Information Regarding This Posting
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Confidential Information Memorandum (CIM) available upon receipt of our short online NDA.
