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Bay Area Benefits Insurance Agency for Sale, California

Insurance Agency for Sale


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 Buyers secures an existing 2 decade operation that has a seasoned licensed customer service superstar that all the clients love! Husband and wife family style operation where service is a primary focus and contains a steady recurring revenue client base that just renews, renews, renews. 31% of the gross revenue is (small) group, 33% is individual family plans, and 36% is Medicare. 462 individual family plan policies, 450 Senior/Medicare accounts, 26 Group Health (All UNDER 14 lives). $73k in 2016 just from Blue Shield, other top revenue streams include Anthem Blue Cross, Kaiser, United Health, California Choice, among others. NDA is required for full package on file with Ace Business Brokers, Inc.

Price:  $525,000

Annual revenue:  $254,744

Cash flow:  $180,000

Year established:  2004

If you are interested in this insurance agency for sale, please contact Rick Carlson at 800-985-4939, ext.651 or by email at

Contact Information

Rick Carlson
Phone: 800-985-4939, ext. 651

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