$6MM Prem Insurance Agency Book Roll 85% Homeowner

Houston, TX
Harris County

Asking Price: Annual Revenue:
$3,800,000 $785,000

Services: Financial, Accounting, Insurance

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RE: $6MM Prem Insurance Agency Book Roll 85% Homeowner Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
Depends on structure, minimal if any.

Quick Facts

Asking Price: $3,800,000
Annual Revenue: $785,000
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2010
Employees: 1
BBN Listing #: 452527574
Broker Reference #: 932 Insurance

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Business Overview:

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA.

We are representing an independent insurance agency that is looking to complete a divestiture in the form of a ‘book-roll’ for their overall insurance book of business.

Bullet points on the Company:

• 85% Homeowners : 15% Standard Auto

• VERY STRONG OPPORTUNITY FOR CROSS SELLING – strong potential to double total premium value within 1-2 years post-acquisition

• Essentially entire book of business is UNTAPPED RESOURCE FOR WARM LEADS - ready for cross selling opportunities

• Currently managing ~4,000 policies – by dividing up entire book of business among 5-6 producers expectation would be to yield at least an additional 20-30 policies per month

• Currently working with > 30 carriers for their Homeowner clients, and in an effort to expand their capabilities before year end expected to add an additional (yet another) nationally known carrier to their lineup of Homeowner coverage offerings

• For an agency looking to get into offering risk coverage in the Homeowners space, the carrier market is starting to tighten up in some ways for a new Agency looking to get into the business of offering these lines

• This coupled with the concept that a smaller or newly created agency that is able to gain an appointment (or a few) with choice carriers, even with some access to the market place makes it impracticable to compete with a firm structured as a go-to carrier for the Homeowner’s space – access to over 30 carriers in the home market allows them to continue to write policies in any market environment (such as today’s tightening market)

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

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button and when you are done searching and have made all your selections, simply click on the REQUEST INFO button at the bottom of the page.

Market Competition and Expansion:

Competition: Absolutely Growth & Expansion: Abundant growth opportunities, book is literally collecting income and strong potential for cross sells with the right agency and relationships, and bundle policies (if possible).

Reason for Selling:


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.

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