An Insurance Agency in business since 2018 known for its non-standard P&C with over 1000 policies in force and a 60% renewal rate. This book is heavily weighted towards auto insurance with 20+ programs. Top Carriers are Aspire General, Anchor General, BlueFire, Bridger Auto, National General, Foremost, and Infinity. There is an opportunity for cross-selling renter's insurance and increasing commercial lines. The Company also offers DMV services – SR22.

It is location dependent as 50%+ of clients are serviced at the office.
Excellent marketing in place that is generating new business regularly.
There are three full-time employees that he would like to keep with the agency. One is fully licensed and the other two should be fully licensed producers within the next 30-60 days. All employees are bilingual.

NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

Detailed Information

Facilities: 850 Sq. Ft. Office in popular area. 50% of clients come into the office for service. Fully furnished with all new furnishings. Lease is transferrable.

Competition: There is plentiful competition for P&C insurance. The Seller consistently draws new business from his various marketing platforms.

Growth & Expansion: Many opportunities exist within this Agency for increased revenue. Including cross-selling to current clients, utilizing automation for a faster lead follow up, diversifying policy types and hiring an additional employee for marketing.

Financing: TBD if structure and terms are acceptable.

Support & Training: To ensure a smooth transition and ongoing success the Seller will work with a buyer as needed for a negotiated period.

Reason for Selling: Seller would like to focus his time on his growing family.