Hot Listing
Established Insurance Brokerage for Sale - $3M+ Premium
Share on Facebook 
Post to X 
Share on LinkedIn 
Share on Reddit Business Description
In just its first year of operation, the agency has achieved aggressive growth, reaching over $3 Million in Total Premium. The business model is highly stable, generating approximately $250,000 in annual revenue from renewal commissions alone, not including additional broker fees. This strong performance is underpinned by an exceptional client retention rate exceeding 95%.
We currently hold the #1 ranking on Google as the best insurance brokerage in the community, a reputation built on a perfect collection of five star reviews and high client satisfaction rate.
The current book of business is comprised of 75% personal lines and 25% commercial lines, with personal and commercial auto serving as the primary drivers of volume. The agency maintains direct appointments with most of its carriers, while having some appointments through wholesalers.
Operations are streamlined by EzLynx for both CRM and rating.
Please note that a signed Non-Disclosure Agreement (NDA) is required before we can share further financial details or proprietary business information.
We currently hold the #1 ranking on Google as the best insurance brokerage in the community, a reputation built on a perfect collection of five star reviews and high client satisfaction rate.
The current book of business is comprised of 75% personal lines and 25% commercial lines, with personal and commercial auto serving as the primary drivers of volume. The agency maintains direct appointments with most of its carriers, while having some appointments through wholesalers.
Operations are streamlined by EzLynx for both CRM and rating.
Please note that a signed Non-Disclosure Agreement (NDA) is required before we can share further financial details or proprietary business information.
About the Business
- Years in Operation
- 2
- Employees
- 3 Full-time
- Facilities & Assets
- The agency operates from a commercial office space, renting 800 square feet for $1,700 a month. Includes furniture and computer equipment.
- Market Outlook / Competition
- Google’s #1 ranked local insurance brokerage. With a perfect five-star rating, we are the trusted choice for our community
- Opportunities for Growth
- 1. Hire additional staff to support sales and cross-sales. 2. Acquiring more personal lines appointments. 3. Increase focus on commercial accounts.
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 800
- Rent
- $1,700.00 per month
About the Sale
- Seller Motivation
- Pursuing other business ventures.
- Transition Support
- To ensure a smooth transition and continued success, the seller will work closely with the buyer to determine the appropriate level of post-sale support
- Financing Options
- Buyer must provide own financing
Listing Info
- ID
- 2474196
- Listing Views
- 39
Listing ID: 2474196 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
Businesses for SaleCalifornia Businesses for SaleCalifornia Financial Businesses for SaleCalifornia Insurance Agents Businesses for Sale
Similar Listings
$550,000Successful Gross of $ 3million Casualty Lines Allstate Agency 10 yearsLos Angeles County, CA
$550,000Successful Gross of $ 3million Casualty Lines Allstate Agency 10 yearsLos Angeles County, CA
