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For Sale: Insurance Brokerage - Third Party Administration - Southern California

Current Status: In Contract     Posting #: 251880     Last Refreshed: 11/3/19    
Contact: Lynn Colclough At 949-257-7169  -  Also Email This Contact Below
Price:  $1,200,000     Down:  Call     Adjusted Net:  $214,000     Revenue:  $901,000    
Attributes:  Financial Assistance, Training & Support, Owner Financing     Cooperation With Brokers?  Call

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For Best Results & Response, Email & Phone This Contact: Lynn Colclough at 949-257-7169.

  Description About This Posting: Insurance Brokerage - Third Party Administration
This is a unique business model that offers both insurance benefits and third party administration (TPA). The business has a long-standing, excellent reputation.

The company has also created a highly desired benefits plan that allows for their business clients to save a lot of money compared to the fully insured plans.

The company writes mainly commercial business. Also, Medicare business is also written and some personal benefits, and Pension business (Taft Harley). Group life insurance is a recent product addition to the business and has been an add-on during renewal period. The business writes for 15 major carriers. 92% retention rate.

The TPA business is well established and provides administrative support to the clients. Some TPA services include: processing claims, prepare plan documents, phone support, preparation of plan documents, assist in enrollment, and more.

The office is self running with long term employees, Spanish speaking receptionist, and other employees working independently and with little supervision.

The prospective buyer must have experience in the industry as well as desire to continue providing excellent customer service to their clients.

The owner wants to remain as a sales person after the sale. Non-compete agreement ok. Seller financing possible for qualified buyers.

NDA and proof of financial ability to purchase required before business disclosures are made available.

To get more information about this Insurance Brokerage - Third Party Administration business for sale in Southern California please phone Lynn Colclough (Agent - BRE License #:02040378) at 949-257-7169 - if you get voicemail please leave a detailed message - make sure you mention you saw this posting/ad #251880 on In addition to phoning Lynn Colclough, make sure you email Lynn Colclough above to get more info about this Insurance Brokerage - Third Party Administration, to ask any questions or request an appointment to see this business for sale. Thank you.

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