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Insurance Office for SaleWell established 20+ years Insurance office for Sale!!
Insurance Office for SaleWell established 20+ years Insurance office for Sale!!

Orange, CA

We are looking for someone to buy a well established small agency with office. The office is located in Orange County, CA. Looking to sell soon, owner will carry for right candidate. Owner is primarily interested in the welfare of clients and continuation of the office location. This is a turnkey business ready for some new energy to come in and help it grow! Did you know? Owning a Farmers® agency has been called The Best Small Business Opportunity in America.®

Farmers Insurance AgencyFarmers Insurance Agency for sale in the greater Sacramento area
$170,000
Farmers Insurance AgencyFarmers Insurance Agency for sale in the greater Sacramento area

Roseville, CA

Great book of business available in the Placer County/ Sacramento area. Book of business has 854 policies and generates $94,000 in service commissions (does not include office start up bonus, other bonuses and new business commissions). Policies consist of mostly home and auto (85% home and auto, 15% life, 5% commercial). Average retention on the book of business in 85%.

1,200+ Fixed/Indexed Annuity Book of Clients, $100MM AUM1,200+ Fixed/Indexed Annuity Book of Clients, $100MM AUM
$1,000,000Cash Flow: $500,000Seller Financing
1,200+ Fixed/Indexed Annuity Book of Clients, $100MM AUM1,200+ Fixed/Indexed Annuity Book of Clients, $100MM AUM

Newport Beach, CA

Through exceptional customer service and marketing via seminars this Company has grown into a turnkey enterprise for someone looking for a stable, profitable book of happy annuity clients that can be swallowed whole. Easy integration as all files sit in the Seller's online database system for a seamless data dump post Closing, not to mention the thousands of client files/leads that did not convert which include the family net worth snapshot, contact information, etc...that can be mined for future conversions. 80% of the clients are located 25 miles from Newport Beach home territory, 60% of new business comes from existing satisfied client referrals. Many accounts have funds available now and upcoming and are ripe for consultations from a Buyer that may have a more diversified product offering or set of products that can help preserve and grow their wealth. 80% commission based, average age of client is 65, average net worth of 75% of clients is $1.5MM. Revenue is 70% annuities, 20% alternative investments and 10% life insurance. NDA is required for further details from ProNova Partners.

Multiple Location Standard / Non-Standard Auto Agency Tech DrivenScalable Infrastructure and Operation
$2,600,000Cash Flow: $635,000Seller Financing
Multiple Location Standard / Non-Standard Auto Agency Tech DrivenScalable Infrastructure and Operation

San Diego, CA

This dynamic agency with 2 locations utilizes a scalable marketing system to produce approximately 1000 policies per month. 13-year-old agency with a strong book of business, licensed in multiple states. 8 licensed producers with relatively low turnover. Paperless and technology driven, with heavy lead flow due to consistent and effective advertising. Most policies on EFT. Great quality control and good relationships with carriers. NDA required for first round due diligence package.

Homeowners & Preferred Insurance Agency Book Reaps Consistent ProfitsHomeowners & Preferred Insurance Agency Book Reaps Consistent Profits
$1,050,000Cash Flow: $298,154Seller Financing
Homeowners & Preferred Insurance Agency Book Reaps Consistent ProfitsHomeowners & Preferred Insurance Agency Book Reaps Consistent Profits

Irvine, CA

Independent homeowner's agency for sale – this will go quick! Excellent book with very strong retention. With over 1,700 policies in force with 54% Homeowners and 46% Preferred Personal Lines and 90%+ retention every month. 75% of book has been with agency for 5-15 years! Home and personal total premium is $2.224MM. Company works with 34 premium carriers with Mercury covering 37% of policies. Overhead can be reduced as the agency currently has three employees but can be run with one. Perfect opportunity for an established agency to add grow inventory of homeowner policies to their book of business. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

402 Policies in Force, Portable 60% Comm. Insurance Book of Business402 Policies in Force, Portable 60% Comm. Insurance Book of Business
$395,000Cash Flow: $41,979Seller Financing
402 Policies in Force, Portable 60% Comm. Insurance Book of Business402 Policies in Force, Portable 60% Comm. Insurance Book of Business

Los Angeles, CA

A total of 402 insurance policies created gross revenues of nearly $195,000 (in 2017) at this 37-year-old agency. 60% of accounts are commercial, 30% are personal, and 10% are life/health related. High percentage of reoccurring clients speak primarily English and Japanese. With only 1% of clients coming in to make payments (85% are direct billed and 15% are agency billed), the book is highly portable. Net Income after recast is $41,979. Profits could increase for a strategic buyer with an existing operation and can thereby eliminate some expenses or share others.  Seller is running this sub-optimally profit-wise. NDA is required for first round package on the book of business crafted by ProNova Partners.

Stable & Long-term Insurance Agency For SaleTake over the existing book and begin receiving commission immediately
$130,000
Stable & Long-term Insurance Agency For SaleTake over the existing book and begin receiving commission immediately

Orange County, CA

A Farmers Insurance agent located in Irvine, CA is retiring and is looking for someone to purchase the agency and take it over. Taking over an existing agency is an opportunity that few other companies offer. It provides lucrative financial incentives to capitalized external candidates, so they can facilitate the purchase of service and commission rights from existing Farmers agency. This opportunity includes bonuses such as compensation up to 180% of normal commissions for any new business policies written (subject to certain caps), and a $10,000 office startup bonus. We also have 2 other agencies that are available for sale in Orange County: 1. Generating over $50,000 2. Generating over $145,000 If you have questions on the agency or qualification requirements, please feel free to reach out.

Southern California Chain of Personal Lines Insurance Agency Offices!Southern California Chain of Personal Lines Insurance Agency Offices!
$2,700,000Cash Flow: $442,637Seller Financing
Southern California Chain of Personal Lines Insurance Agency Offices!Southern California Chain of Personal Lines Insurance Agency Offices!

San Clemente, CA

Up for grabs is a Southern California turnkey multi-location insurance agency operation that is strategically positioned for high walk-in traffic generating new business in excess of 50% of new policies written monthly. Phenomenal roll up opportunity for an agency that wants additional satellite locations and take over the seasoned client base plus all the future new business that will be secured from these AAA locations. Top carriers include Kemper, Safeco, Anchor General, Alliance United, Infinity, Foremost, Progressive, among others. Generally speaking it’s about 30% Preferred and 70% Standard / Non-standard but even the non-standard book is pretty clean business. Provides DMV services as well to keep the new clients coming into the agency locations. NDA is required for Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Farmers Insurance Agency in greater LA areaFarmers Insurance Agency For Sale- LA Area
$150,000
Farmers Insurance Agency in greater LA areaFarmers Insurance Agency For Sale- LA Area

Downey, CA

We have an established book of business in the city of Downey which currently has 972 policies in force as of Aug 2018. The office is located in the city of Downey but can be relocated to any storefront/retail office location you desire (ideally within a 20 mile radius of current location) In addition to this agency, we have a few other books of business that are for sale, ranging from 480-1,550 Policies In Force. ($58k-$190k yearly commission revenue) The requirements are as follow: Property & Casualty License Life, Accident & Health License Satisfactory results of background check Minimum of $70,000 in assets (can be a combination of liquid, credit lines, and retirement plans such as 401k and IRA's) THIS IS NOT MONEY PAID TO FARMERS, IT IS A REQUIREMENT AS PROOF OF CAPITALIZED AND FINANCIALLY RESPONSIBLE CANDIDATES Compliant retail office location and 1 licensed and appointed staff/employee Start up incentives include: Up to 3-years of bonus, in addition to residual commission Quarterly bonuses $10,000 office expenditures bonus District paid trips/vacations and much more If taking over an existing book of business is not for you, we also have our retail program with attractive commission bonuses (300% on top of normal commissions) tailored for candidates that have a successful track record in financial services, sales, or networking and are ready to hit the ground running. CONTACT INFO: Any questions, concerns, or requests for additional information you may have do not hesitate to contact Paco Solórzano or Roy Corral at the Downey District Office. 562-622-0062 paco.rcorral@farmersagency.com

Bay Area Benefits Insurance Agency 70% Small Group 30% Individual L&HHigh Net $387k High Retention, Low Client Concentration Risk Profile
$1,850,000Cash Flow: $371,433Seller Financing
Bay Area Benefits Insurance Agency 70% Small Group 30% Individual L&HHigh Net $387k High Retention, Low Client Concentration Risk Profile

Berkeley, CA

Perfect expansion opportunity for a health-light or health-heavy existing agency; or buy a job for an independent minded licensed health agent! With this acquisition the Buyer secures an existing operation that has a seasoned service team that all the clients love! Family style, collegial operation where service is a primary focus and contains a steady recurring revenue client base that just renews renews renews. 70% of the gross revenue is (small) group, 17% is individual products, and 13% is Medicare. On the group side, 12 accounts are 21 lives & up, the balance (81 accounts) is under 20 lives. $159k in 2017 just from Blue Shield, other top revenue streams include Kaiser, Anthem, Aetna, Cal Choice, Healthnet, UHC, about 30 carriers total across all lines and coverages. NDA is required to secure comprehensive Confidential Information Memorandum crafted by ProNova Partners.

OC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance AgencyOC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance Agency
$450,000Cash Flow: $180,000
OC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance AgencyOC Premium Supermarket Plaza Loc. Non-Standard Auto Insurance Agency

Buena Park, CA

Ideal first transaction target or satellite reconversion opportunity for a multi-unit non-standard auto insurance agency chain. Perfect location in the same plaza as a heavily trafficked supermarket that draws all kinds of foot and walk-in traffic, along with the sign guy. Not a portable book of business, need to take over the location, and need to be comfortable that cash is a key component of the value and net income of the client base that tends to be 50/50 cash & credit card pays. Providing DMV / Registration services that typically hovers around $5k per month, Broker Fee revenue that hovers around $10k per month steadily, and about $8-$12k per month in commission revenues, the largest carrier is Infinity but it's mainly the run of the middle non standard auto carriers. NDA is required for initial package on file with ProNova Partners.

Orange County Insurance Agency For SaleEstablished Insurance Agency in Orange County
$55,000
Orange County Insurance Agency For SaleEstablished Insurance Agency in Orange County

Brea, CA

The local agent is retiring and looking to sell their book of business to a qualified and motivated entrepreneur. • Agency has 375 Policies in Force and generates roughly $55,000 in commissions. • Established in community since 2010. • Turn Key Agency comes with monthly bonus and annual bonuses • New Office bonus along with Marketing Bonuses

Farmers Insurance AgencyEstablished Profitable Insurance Agency
Farmers Insurance AgencyEstablished Profitable Insurance Agency

San Diego, CA

Things change, and you may be looking for a new business opportunity. We have one available that may be of interest to you! Great Multi Lines agency for sale in a growing area of San Diego. This agency generates approximately $65,000 in renewal income plus new business commissions and bonus. Excellent freedom of schedule as you control your hours! This agency is eligible for a full earned bonus of up to 300% on top of new business commissions. Agency is with one of the nation’s largest and most well-known insurance companies. This agency is well established and has staff in place that are willing to continue working with the agency. The agent is also willing to stay on-board and help with the transition to ensure excellent retention of customers. Must have $50K in liquid assets and the capability to finance the purchase price. Agent is retiring from the business and looking to leave the clients with a capable agent that will take good care of the customers. Must be willing to get licensed in Property & Casualty and Life & Health and pass a background check. Call Farmers Insurance 858-550-9060 x1001 or email at agencyservices@careersinsandiego.com Location is in the San Diego area Farmers offers some of the best new and renewal commissions in the industry. As a Farmers agent you would also enjoy: over 50 products to offer your clients, including auto, home, life, specialty, and commercial and more, a contract which allows outside business with other carriers, the ability to structure your succession plan as you deem most appropriate for you - sell your book of business back to Farmers or on the open market, or pass the agency on to a qualified family member -- the choice is yours, bonuses quarterly for profitable growth, commercial sale, and life sales, sales achievement clubs with trips, awards, and recognition, extensive training developed and delivered by the award-winning, #1 rated University of Farmers, a marketing program offering up to 50% financial aid, free mailers and leads, cafeteria-style benefits program, and much more!

Established Insurance Agency
$99,000
Established Insurance Agency

San Francisco, CA

Represent the largest publicly traded personal lines, P&C insurance company in the U.S. Brand name recognition, coupled with an awesome entrepreneurial opportunity. Small, established book of business, provides residual income. Enhanced commission structure the first several years, makes this opportunity unlike any other in the industry.

California Vision Benefit Plan with Knox-Keene License!
$2,900,000Cash Flow: $497,951
California Vision Benefit Plan with Knox-Keene License!

CA

This is a very rare opportunity to acquire a health benefit plan (The Plan) which has already been licensed by the California Department of Managed Health Care (DMHC) and has established its own network of contracted providers in place. Any health plan, such as a medical, vision, dental, or chiropractic plan needs a Knox-Keene license to do business in California. Acquiring a Company with a Knox-Keene license, contracted provider network, distribution and a significant membership block already in place would allow a buyer to enter the California vision benefit market immediately with an ongoing turn-key operation. This opportunity will allow the buyer to skip the long, arduous and costly process of filing for and obtaining a new Knox-Keene license from scratch. Obtaining a new Knox-Keene license from the state of California typically requires a team of attorneys consistently working on the application and corresponding with the DMHC over the 2-3 years it takes for final for approval before going to market. All-in costs and affiliated fees for the license and network construction are conservatively estimated be about $1M, per Seller. Acquiring this Plan bypasses this laborious process, and a buyer would benefit by immediately having a fully operational vision plan network that is automated and cash-flowing on day one! The Plan provides to its members the following benefits: preventative eye care, annual eye examinations, ophthalmic lenses, ophthalmic frames, and contact lenses to correct visual deficiencies. The Plan also has established strategic partnerships that allow it to offer coverage for LASIK Refractive Surgeries (which pays a referral amount back to the Plan) as well as bundled dental benefits to its members. The Plan has a vast network of approximately: 14,000 covered members, 1,500+ referring brokers, and 650 contracted vision providers. This Plan has been an innovator in the California market for over 30 years; it is profitable, growing annually, has a fully automated business structure, staff in place, and audited financials. This opportunity is perfect for the following types of buyers: 1) out-of-state health plans who want to break into the California market, 2) other California health plans (such as dental, chiropractic) who want to easily assimilate into the vision plan market, 3) insurance companies who could offer current clients a vision benefit plan, 4) optometrists who want to diversify income, 5) a retail optical chain who wishes to expand into full service optometric services, 6) financial buyers with platforms in healthcare services. Note: buyer must qualify and meet the criteria for Knox-Keene licensing as mandated by the DMHC in order to purchase this Company (see website for details: http://www.dmhc.ca.gov/). Call 424-832-3410 or email asmith@fcbb.com / lhout@fcbb.com for further details!


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