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Insurance Agency for Sale in Southern California

Insurance Agency for Sale

 

Up for grabs is a Southern California 900 policy portable commercial book of business that can be serviced anywhere in the US.

Gross income is $100k commission w/$40k BF.

Net Income we believe should be around $90k if it's a strategic buyer that pays a decent Middle level person to manage this renewal book.  More if it's an Owner Operator.

900 Policies in Force - primarily construction focused enterprises, heavy in the DME space, this is a great PORTABLE book of accounts from a single Owner and one producer. Placing direct with Amtrust, BTIS, BIS, CAN, Cal Choice, Employers, Guard, Hudson, Philadelphia & SIS. Does Work Comp, G/L, Commercial Auto, $833k in Premium up for grabs, so it’s about $105k in commissions and $40k in Broker Fee revenue. Has a branded payroll service that sit atop one of the major platforms that helps with client stickiness and is an area ripe for opportunity to expand across the book. Couple 401k plans also that have group annuity programs through Ohio National so proof of concept to cross sell these kinds of solutions is already in hand. NDA is required for first round package on the book of business.

If you are interested in this insurance agency for sale, please contact Tina Zeng at 949-864-6436 or 833-776-6682, or via email at tina@pronovapartners.com.

Contact Information

Tina Zeng
tina@pronovapartners.com
Phone: 949-864-6436 or 833-776-6682

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