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- RE: Insurance Lead Generation & Marketing Company
- Contact: Rick Carlson
- License #: 1820673
Quick Facts
| Asking Price: | Not Disclosed | |
| Annual Revenue: | $32,000,000 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $3,000,000 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2021 | |
| Employees: | 130 | |
| BBN Listing #: | 1004821 | |
| Broker Reference #: | 1460 MARKETING |
Business Overview:
The Company is a performance-based marketing and lead-generation partner serving regulated insurance verticals, with a primary focus on Medicare and Final Expense. The business specializes in driving high-intent, consumer-initiated inbound phone calls and connecting qualified prospects with licensed agents, agencies, and insurance partners. Revenue is generated through recurring relationships with insurance agencies and call buyers who value reliable, compliant lead flow and scalable acquisition. High retention is supported by measurable performance, transparent reporting, and operational consistency across peak enrollment cycles.
NDA is required to receive comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Contact the Seller:
To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.
Property Features and Assets:
Fully built state of the art call center.
Market Competition and Expansion:
Competition: There is competition but ownership comes from the brokerage side of the house and is built brokers, for brokers, so they crush their competition.
Growth & Expansion: Significant growth opportunities exist through expanded buyer relationships, increased media spend across proven channels, geographic diversification, and deeper penetration during peak Medicare enrollment periods. Additional upside may be realized through enhanced analytics, automation, and complementary service offerings such as call qualification or managed services. A new owner can leverage an established operating platform, experienced team, and existing demand to accelerate revenue while improving margins.
Reason for Selling:
Seller seeks a strategic partner with scale and capital to drive the next growth phase. Kindly ask the seller for more information.
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
Relevant Links:
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