Massachusetts P&C Book of Insurance Clients

Plymouth, MA
Plymouth County


Asking Price: Annual Revenue:
$525,000 $156,433

Services: Financial, Accounting, Insurance


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RE: Massachusetts P&C Book of Insurance Clients Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
Cash sale preferred – but will consider case by case.

Quick Facts

Asking Price: $525,000
Annual Revenue: $156,433
Net Profit: Not Disclosed
Cash Flow: $102,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2019
Employees: 2
BBN Listing #: 537227574
Broker Reference #: 1096 Insurance

Email or Print Listing

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Business Overview:

Immediate opportunity to increase revenue from this book of business! The Seller co-brokers many policies and shares commissions for the rest of them with a national network / aggregator. For the right offer, the Seller will buy out his contract, allowing the Buyer to earn full commissions and bonuses from this Book of Business.

An Insurance Company in business since 2013 known for employee benefits started a P&C book in 2019 and now wishes to sell off that part of the Business. The book is weighted toward commercial with 44 carriers, including Hartford, Liberty Mutual, AmTrust, Travelers, and Safeco. Excellent cross-sell opportunity as the commercial P&C customers do not have personal lines with this Company.

Additionally, many Buyers can immediately increase their revenue from this book by up to 40% if the Seller buys out of his Agency Network Agreement and the Buyer rolls this book into their own codes. About 300 policies in force with 150 clients. There is limited cross over with this book and the Seller’s employee benefits Business. The Seller would like to negotiate a producer agreement with the Buyer so that he continues to have a place to put P&C business for his benefits clients and for new referrals.

Two employees could go with the Book; however Buyers can make that determination based on their own hiring needs. The Confidential Information Memorandum discusses employees in more detail.

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.

Property Features and Assets:

Facilities: No facilities. Everyone works remotely. But you’d never know.

Market Competition and Expansion:

Competition: There is always competition for P&C insurance. The Seller draws new business from his extensive local network, and of course by delivering a high level of service. Growth & Expansion: Primarily a renewal book with opportunities to switch from network commission splits to direct appointments, as well as cross-selling to the existing book. A Buyer should immediately realize a 35% or possibly up to 40% increase in revenue once the book is rolled into their platform.

Reason for Selling:

Seller wishes to focus on employee benefits.

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.

Relevant Links:

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