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This 17-year-old commercial-focused agency was started by an ambitious individual looking to serve the San Gabriel Valley’s large Chinese and Vietnamese community by joining a cluster (Access Pro Alliance Insurance Services) to overcome challenges to work with top carriers and steadily grow the company. Today the agency brings in premiums of over $6,500,000 via more than 2,200 policies, and over $700,000 in annual commissions and fees.Personal Lines account for 65% of policies.Commercial Lines account for 32% of policiesHealth and Life Policies account for the remaining 3% of policies.The book continues to grow thanks to a 50% client referral rate. The Chinese Yellow Pages brings in another 20% of new business while local realtors and loan agent referrals account for another 30%. Buyers can continue to work with the cluster if they choose, but the agreement is no longer enforced.The CRM System is QQ Catalyst and the agency uses FSC Rater for quotes.One full-time CSR and one part-time CSR – who are both multi-lingual – are valued for their language skills and customer service abilities.Buyer Qualifications: Potential Buyers must be fluent in Chinese, Mandarin, Cantonese, and Vietnamese. Only brokers with direct appointments to Mercury and primary carriers will be considered.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
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