Seller's Contact Information

  • RE:  Central Coast Non-standard Auto Insurance Agency
  • Contact:  Rick Carlson
  • License #: 01820673
Listing Update!
Update: Central Coast Non-standard Auto Insurance Agency is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview :

An Insurance Agency in business since 2018 known for its non-standard P&C with over 1,000 policies in force and a 60% renewal rate. This book is heavily weighted towards auto insurance with 20 programs. Top Carriers are Aspire General, Anchor General, BlueFire, Bridger Auto, National General, Foremost, and Infinity. There is an opportunity for cross-selling renter’s insurance and increasing commercial lines. The Company also offers DMV services – SR22.

It is location dependent as 50% of clients are serviced at the office.
Excellent marketing in place that is generating new business regularly.

There are three full-time employees that he would like to keep with the agency. One is fully licensed and the other two should be fully licensed producers within the next 30-60 days. All employees are bilingual.

NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Property Features and Assets:

850 Square Feet Office in popular area. 50% of clients come into the office for service. Fully furnished with all new furnishings. Lease is transferrable.

Market Competition and Expansion:

Competition: There is plentiful competition for P&C insurance. The Seller consistently draws new business from his various marketing platforms. Growth & Expansion: Many opportunities exist within this Agency for increased revenue. Including cross-selling to current clients, utilizing automation for a faster lead follow up, diversifying policy types and hiring an additional employee for marketing.

Reason for Selling:

Seller would like to focus his time on his growing.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Documents:

Relevant Links:

Listing Update!

Update: Central Coast Non-standard Auto Insurance Agency is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry. You may also be interested in signing up for Email Alerts for listings that match your search criteria.

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