Allstate Exclusive Agency located in the fast-growing Charleston–North Charleston MSA. The agency delivers a durably balanced auto/property book, growing core earnings, and proven ancillary-program expansion. Ideal for a qualified buyer seeking a diversified, cash-flowing operation with carrier-verified financials.

Investment Highlights
• 1,523 policies in force with 90.49% total P&C retention (current, Jul-2026)
• ~55% Auto / 45% Property mix — held within a few points in every period since Dec-2023
• $3.81M trailing 12-month earned premium (Jun-2026, Allstate carrier-verified)
• Homeowners — the book's stabilizer: 39.6% of premium, 14.25% termination-payment yield, and 94.38% retention
• Proven ancillary-program execution — Flood grew from 0 to 293 policies within a year of launch and remains ~1/6th the size of the Homeowners book
• Located in Mount Pleasant, SC — Charleston–North Charleston MSA

Financial Snapshot
• Gross Receipts: $429,739 (FY2025)
• $193,694 FY2025 Core SDE
• 2026 YTD $266,885 revenue

Market Position
Situated in the Charleston–North Charleston MSA, Mount Pleasant is a growing coastal suburb with 74% owner-occupied housing rate — a structurally favorable backdrop for the agency's highest-margin line, Homeowners. The metro ranked #6 of 25 fastest-growing U.S. metros for jobs and new talent, supporting continued household formation and new-policy demand.