SoCal Preferred Personal Lines Insurance Book

Corona, CA
Los Angeles County


Asking Price: Annual Revenue:
$792,000 $263,159

Services: Financial, Accounting, Insurance


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RE: SoCal Preferred Personal Lines Insurance Book Broker: Rick Carlson
License #: 01820673

Quick Facts

Asking Price: $792,000
Annual Revenue: $263,159
Net Profit: Not Disclosed
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2014
Employees: 1
BBN Listing #: 246227574
Broker Reference #: 926 Insurance

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Business Overview:

An independent insurance agency that has been primarily focused on non-standard auto acquired a Travelers appointment in 2018 and did a book roll, moving policies and growing a preferred and standard book worth upwards of $2 million in premiums. This Company has ultimately decided to switch focus to commercial and wishes to divest of the Travelers book and a Nationwide book as well.

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Property Features and Assets:

Facilities: This is a book sale.

Market Competition and Expansion:

Competition: Insurance remains a competitive and highly fragmented industry. Our advice is to proactively contact these customers when their current policies come close to renewal dates to ensure they have the best coverage for the best possible price, and provide friendly and helpful customer service when these customers contact you with questions about their coverage. Growth & Expansion: We are pleased to help the right buyer grow through acquisition by adding this book to their well-established agency.

Reason for Selling:

Pursuing a different focus within the insurance in.

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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