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- RE: Multi-State, Single Carrier, ACA Healthcare Book
- Contact: Rick Carlson
- License #: 1820673
Quick Facts
| Asking Price: | $225,000 | |
| Annual Revenue: | $149,900 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $137,000 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2024 | |
| Employees: | 1 | |
| BBN Listing #: | 991051 | |
| Broker Reference #: | 1395 INSURANCE |
Business Overview:
United Healthcare is one of the largest U.S. carriers, offering robust plans for individuals and families with significant premium reductions through subsidies. This agency is offering 682 policies in force, which produce average commissions of $17,264 monthly and $149,900 annually.
The book has remained steady over the past six months, with most business generated during Open Enrollment.
Although the Company is based in Arizona, the majority of policyholders are in Texas, with others in Louisiana, Florida, Illinois, Ohio, North and South Carolina. Buyers will need appropriate state licenses, which may be obtained quickly for approximately $100 per state for a two-year term. Please conduct your own research to confirm.
Buyers with a direct United Healthcare appointment can finalize a transaction quickly and will be prioritized. Otherwise, a new agent appointment will be required. Transferring policies is expected to be straightforward via AOR processes or passthrough agreements.
The opportunity would be good for a buyer looking to cross-sell personal lines or an absentee owner who can self-manage the book with little to no operating expenses.
NDA is required to secure the 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:
No facilities are included with this transaction.
Market Competition and Expansion:
Competition: The agency’s clean book will help provide a competitive edge should the acquisition be used to expand into other territories.
Growth & Expansion: ACA policies have not been cross-sold with other product lines, presenting opportunities for growth in Property & Casualty.
Reason for Selling:
Sellers are looking to invest in Medicare policies.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:
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