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For Sale: P&C Insurance Agency - Preferred Lines - San Diego County

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Current Status: Active     Posting #: 250673     Last Refreshed: 6/11/19     BRE License #: 01820673    
Contact: Rick Carlson At 833-776-6682 x809  -  Also Email This Contact Below
Price:  $330,000     Down:  Call     Adjusted Net:  $100,000     Revenue:  $183,836    
Business Address:  None Given     City:  Carlsbad     Zip:  92008    
Attributes:  Financial Assistance, Training & Support, Owner Financing     Cooperation With Brokers?  Yes

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For Best Results & Response, Email & Phone This Contact: Rick Carlson at 833-776-6682 x809.

  Description About This Posting: P&C Insurance Agency - Preferred Lines
The agency is a full- service captive agency under Farmers Insurance Group. The business is currently marketing, selling and servicing Homeowners, Auto, Commercial, P&C, Workers Compensation and Life insurance for Farmers Insurance. Gross revenue has been consistent over the last 24 months. The agency has consistently written profitable business and prides itself on strong customer service. The retention of the agency is good at 86%. The current policy in force count is 1,511 of which 88% represents Personal Lines Auto and Home. The remaining revenue consist of Life and Commercial.

A suitable buyer will submit an NDA and proof of financial assets to purchase the Agency. The buyer will also meet all requirements of Farmers Insurance.

Detailed Information

Facilities: The office is in a high visibility area that generates walk in clients. The office lease, phone, fax and staff are fully transferable to the right buyer.

Competition: Competition always exists in P&C Insurance. Farmers Insurance Clients tend to be loyal to the brand and to their policies as long as customer service is maintained and rates don't change drastically.

Growth & Expansion: Primarily a renewal book. Farmers Insurance provides excellent marketing support to help you continue to grow this book of business.

Support & Training: Comprehensive training provided by Farmers Insurance

Reason for Selling: Illness

Financing: Available with the right offer

To get more information about this P&C Insurance Agency - Preferred Lines business for sale in San Diego County please phone Rick Carlson (Agent - BRE License #:01820673) at 833-776-6682 x809 - if you get voicemail please leave a detailed message - make sure you mention you saw this posting/ad #250673 on BizBen.com. In addition to phoning Rick Carlson, make sure you email Rick Carlson above to get more info about this P&C Insurance Agency - Preferred Lines, to ask any questions or request an appointment to see this business for sale, franchise, or opportunity. Thank you.

  Related Links And Information Regarding This Posting
Notes
My Posting Notes


  Helpful Resources To Assist In Selling And Buying California Businesses

Peter Siegel, MBA - SBA Loans, Non SBA Financing Assistance

For over 25 years I have provided niche business purchase financial advisory and loan placement services with SBA and Non-SBA Loans, Retirement Plan Conversions, Private Investors, etc. Financing amounts available: $20K to $7MM. Call today to get pre-qualified or receive financing: 866-270-6278.

Ken Oppeltz, Business Broker, San Diego County

We have been San Diegos premier business broker and merger and acquisition specialist since 1989. Staffed with some of the best-qualified and most experienced business brokers in the industry, our professionals have all earned or are candidates for the Certified Business Intermediary (CBI).

Diane Boudreau-Tschetter: Escrow And Bulk Sale Services

California Business Escrow, Inc. is a full service independent escrow company serving all of California and has expertise in a wide range of escrows. Our team prides itself on providing an exceptional escrow experience. For more info phone Diane Boudreau-Tschetter at 888-383-3331 or 209-838-1100.

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