Contact: Rick Carlson At 8337766682 - Also Email This Contact Below
Asking Price: $395,000 Down Payment: Call / Email
Annual SDC: $50,000
Annual Gross: $112,000
Business Address: None Given City: Mission Viejo Zip: None Given
Attributes: Broker-Broker Coop, Training & Support, Relocatable
An independent P&C Insurance Agency featuring a Mercury book and transferrable Mercury appointment, along with many other carriers, is being offered for sale in Mission Viejo, CA. This agency offers preferred personal lines as well as commercial policies, and a small number of surplus lines as well. No life or health. Clients are located throughout Southern California, with a healthy concentration in affluent South Orange County. High retention, light service required. Relocatable.
This is a great opportunity for a newly independent insurance agent, or for a roll-up for an existing agency. Asking price includes the book, appointments, all phone numbers, websites, etc. NDA required for comprehensive initial package.
NDA is required.
Facilities: Current office space is on a month-to-month lease, and is in a beautiful office suites complex in Mission Viejo, CA. You can keep the current office or roll this business up into your current location or work from home. Buyer's choice.
Competition: Insurance remains a competitive industry. This agency has achieved growth by providing a personal level of customer service, offering many options for carriers and plans, and by creating raving fans among its customers.
Growth & Expansion: Continue to serve the customers well and take advantage of resources provided by the SIAA the largest insurance agency alliance in the U.S. This agency is a member of the alliance, and that membership will transfer to you!
Financing: Cash sale preferred
Support & Training: Seller will help with transition for up to 4 weeks.
Reason for Selling: Moving out of state
To get more information about this Independent PC Insurance Agency business for sale in
Orange County please phone Rick Carlson (Agent - BRE License #:01820673) at 8337766682 - if you get
voicemail please leave a detailed message - make sure you mention you
saw this posting/ad #267265 on BizBen.com. In addition to phoning
Rick Carlson, make sure you email Rick Carlson above to get more info about this
Independent PC Insurance Agency, to ask any questions or request an appointment to see this
business for sale. Thank you.