Contact: Rick Carlson At 833-776-6682 - Also Email This Contact Below
Asking Price: $792,000 Down Payment: Call / Email
Annual SDC: Call / Email
Annual Gross: $263,159
Business Address: None Given City: Corona Zip: 92879
Attributes: Broker-Broker Coop, Training & Support
An independent insurance agency that has been primarily focused on non-standard auto acquired a Travelers appointment in 2018 and did a book roll, moving policies and growing a preferred and standard book worth upwards of $2 million in premiums. This Company has ultimately decided to switch focus to commercial and wishes to divest of the Travelers book and a Nationwide book as well.
For the right roll-up buyer, this is an excellent opportunity to pick up these policies and to grow your agency. Most accounts have been with the Company for 9 10 years, and in the last year the Company experienced rapid growth of about 30% in the Travelers book.
Facilities: This is a book sale
Competition: Insurance remains a competitive and highly fragmented industry. Our advice is to proactively contact these customers when their current policies come close to renewal dates to ensure they have the best coverage for the best possible price, and provide friendly and helpful customer service when these customers contact you with questions about their coverage.
Growth & Expansion: We are pleased to help the right buyer grow through acquisition by adding this book to their well-established agency.
Financing: Seller prefers an all-cash sale
Support & Training: Seller will make himself available for the first week after purchase to help the Buyer smoothly transition these policies to their agency.
Reason for Selling: Pursuing a different focus within the insurance industry.
To get more information about this Preferred Personal Lines Insurance Service business for sale in
Los Angeles County Area 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 #267185 on BizBen.com. In addition to phoning
Rick Carlson, make sure you email Rick Carlson above to get more info about this
Preferred Personal Lines Insurance Service, to ask any questions or request an appointment to see this
business for sale. Thank you.