Insurtech Brokerage: Tech + HNW Clients + Support

Irvine, CA
Orange County

Class-A Corporate Building


Asking Price: Annual Revenue:
$3,500,000 Not Disclosed

Technology: Business Services (B2C)


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RE: Insurtech Brokerage: Tech + HNW Clients + Support Broker: Seller of Business

Quick Facts

Asking Price: $3,500,000
Annual Revenue: Not Disclosed
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: Not Disclosed
Employees: Not Disclosed
BBN Listing #: 67559431
Broker Reference #: Not Disclosed

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Business Overview:

Executive Summary:
• Expand to fast growing high-net-worth & international markets with turn-key ingredients & resources.
o Leverage existing clients and centers of influence – we service over $7.3 million of annual premium each year, 69 million in scheduled total premium, and 192 million of total in force face amount.
o Excellent cross-sell & referral opportunities.
o Accelerate expansion with top commission appointments, support teams, PR coverage, bilingual social media accounts, and prime office location in central Irvine.

• Enable your current sales teams with cutting-edge technology and bilingual-support team.
o Close deals faster with automation technology in dual languages.
o Obtain better approvals more quickly and more often via our support team.
o Leverage our existing track records with top underwriters and reinsurance providers.
o Present clients with a clearly differentiated technology experience.
o Leverage our bilingual UI and support team to acquire international users.

• Produce lead generation of both producer candidates and prospective clients
o Recruit and educate producers in larger numbers and in multiple markets more efficiently.
o Reach more prospective clients online to grow and diversity revenue streams.
o Increase producer productivity with diversified lead gen sources.

• Build an image that is international, innovative, and technology centric.
o Market your firm to producers and clients unlike any other competitor.
o Transform your firm with limited capital expenditure.
o Be the most innovative and cutting-edge firm in your market

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.

Additional Details:

  • The property is owned.
  • The owner is not 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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