Business Overview:
This is a book of business acquisition of approximately 200 clients that are located in the Los Angeles area. All customer service is handled remotely, so once you purchase the book, you get the phone number and there should be no interruption in the flow of revenue from Seller to Buyer. Appointments included in this acquisition are Infinity, Align General, Foremost, Unitrin, Dairyland, SCJ, Arrowhead, Access, Reliant General, Cabrillo, Alliance United, and Progressive. Full monthly spreadsheet and policy in force count available upon receipt of NDA.
Adjusted net of $14,999 is if the current book was absorbed by an existing agency with very little collateral expenses by bringing on board additional clients.
For more information regarding this listing please contact us by completing the "Contact the Seller" form to the left. We look forward to hearing from you.
Property Features and Assets:
Facilities: Relocatable-Currently run out of a brick and mortar retail store. This is a client book of business that does not need the San Diego location at all. It's a good lease though in a great plaza and has tons of potential for those seeking a start-up office that is fully built out.
Support/Training: As needed.
Market Competition and Expansion:
Competition: This is perfect for a newly licensed agent who wants to grab a stable core of clients and get the appointments along with them.
Growth/Expansion: This is a strategic acquisition or a starter one.
Reason for Selling:
Grow a non-retail insurance operation.
Additional Details:
- The property is leased.
- The owner is willing to train/assist the new owner.
- This is not a homebased business opportunity.
- This is not a franchise resale opportunity.