Allstate Agency for Sale
Established Poulsbo, Washington agency opportunity with strong retention, experienced staff, mature systems, and a high-visibility highway location.

Asking Price: $1,600,000

Overview
This is a model Insurance agency that presents a rare opportunity to acquire a long-standing Allstate agency in Poulsbo, WA 98379. This established agency is anchored by a 40-year Allstate location history and the stability of a current agent who has led the office for 25 years, supported by a seasoned team and a prominent office setting with direct highway access and high daily drive-by visibility.

The agency is positioned for a smooth ownership transition, supported by an experienced licensed service professional with 17 years at the agency, established marketing infrastructure, documented staff administration resources, and operational systems already in place.

Financial and Book Highlights
Asking Price $1,600,000
2024 Gross Income $684,636
2025 Gross Income $702,185
Combined Premium $7,233,669
Allstate Premium $6,964,813
Ivantage Premium $257,124
Motorclub Premium $7,935
Flood Premium $3,797
Book Size 5,780 items / 3,978 policies
Net Retention 94.02%
Loss Ratio 12-month: 37.00% / 24-month: 35.87%

Experienced Team and Transition Support
• Licensed Service Professional: 17 years with the agency, fully licensed in all lines including commercial, providing valuable continuity for transition and retention.
• Agency Manager: Oversees lead management, administration, Call Logic, HBW lead administration, Salesgenie direct bulk mail administration, full-time sales, and office care.
• Full-Time Licensed Service Professional: Supports sales and customer service operations.
• Part-Time Administrative Assistant/Trainee: Handles lead returns, claim calls, payments, reception, and CSR responsibilities.

Marketing Platform and Growth Infrastructure
• Fully optimized CRM with five seats paid through May 2027.
• Call Logic Dialer in place for outreach productivity.
• Established bulk mailing process with permit and USPS business account.
• Bulk mailing machine and equipment supported by a maintenance agreement.
• Allstate mailings and CLDP resources incorporated into marketing operations.

Administrative and Operational Systems
• Employee Handbook legally reviewed in March 2026.
• Remote agreement legally reviewed in March 2026.
• Competitive compensation program established.
• Sales Genie used for bulk mail initiatives.
• Performology, bulk mail process, optimized Lead Manager CRM tool, ideal staff sourcing traits, and Spam Guard protection through Next Call Club are already in place.

Location Advantage
Located in Poulsbo, WA 98379, the agency benefits from a mature insurance presence, including 40 years as an Allstate location and 25 years under the current agent’s leadership. The office has direct driveway and parking lot access from the highway, with approximately 36,000 vehicles passing the location daily. State Route 305 is a key Poulsbo commercial corridor and has recorded average daily traffic counts ranging from approximately 22,000 to 37,000, reinforcing the visibility value of this location.

Why This Agency Stands Out
• Proven income base with gross income growth from 2024 to 2025.
• Large combined premium book exceeding $7.2 million.
• Strong 94.02% net retention.
• Low loss ratios across both 12-month and 24-month views.
• Experienced staff and documented transition infrastructure.
• High-visibility location with 40 years of Allstate brand presence and 25 years under the current agent.

Confidential Inquiry
Qualified buyers are invited to request additional information regarding this confidential Allstate agency acquisition opportunity. Financial details, operational materials, staffing information, and transition discussions may be provided to serious prospects upon appropriate review.