Preferred Lines P&C Insurance Agency for Sale

Carlsbad, CA
San Diego County


Asking Price: Annual Revenue:
$330,000 $183,836

Services: Financial, Accounting, Insurance


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RE: Preferred Lines P&C Insurance Agency for Sale Broker: Rick Carlson
License #: 01820673
Owner Financing is Available!
Available with the right offer

Quick Facts

Asking Price: $330,000
Annual Revenue: $183,836
Net Profit: Not Disclosed
Cash Flow: $100,000
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2009
Employees: 1
BBN Listing #: 119927574
Broker Reference #: 809 Insurance

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Business Overview:

The agency is a full- service captive agency under Farmers Insurance Group. The business is currently marketing, selling and servicing Homeowners, Auto, Commercial, P&C, Workers Compensation and Life insurance for Farmers Insurance. Gross revenue has been consistent over the last 24 months. The agency has consistently written profitable business and prides itself on strong customer service. The retention of the agency is good at 86%. The current policy in force count is 1,511 of which 88% represents Personal Lines Auto and Home. The remaining revenue consist of Life and Commercial.

A suitable buyer will submit an NDA and proof of financial assets to purchase the Agency. The buyer will also meet all requirements of Farmers Insurance.

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: The office is in a high visibility area that generates walk in clients. The office lease, phone, fax and staff are fully transferable to the right buyer.

Market Competition and Expansion:

Competition: Competition always exists in P&C Insurance. Farmers Insurance Clients tend to be loyal to the brand and to their policies as long as customer service is maintained and rates don’t change drastically. Growth & Expansion: Primarily a renewal book. Farmers Insurance provides excellent marketing support to help you continue to grow this book of business.

Reason for Selling:

Illness

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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