Established Turnkey Farmers Insurance Agency for Sale in Placentia, Ca
Business Description
• Established, Fully Operational Agency: A well-established Farmers Insurance agency with a solid reputation in the community and a loyal, diversified client base that includes both personal and commercial insurance lines. The agency has strong client retention rates, a proven track record of excellent customer service, and established relationships that foster long-term loyalty and referrals.
• Comprehensive Licensing: Authorized to write all major lines of insurance, including Home, Auto, Life, and Business policies. This broad licensing allows the agency to offer comprehensive coverage options to meet a wide range of client needs, creating multiple revenue streams and increasing cross-selling potential.
• Strong Brand Backing: Benefit from Farmers’ nationally recognized and trusted brand, which helps drive client trust and confidence. Access to Farmers’ extensive product portfolio and innovative insurance solutions provides agents with a competitive edge in attracting and retaining customers in a competitive market.
• Consistent Revenue & Growth Potential: The agency demonstrates a proven history of consistent revenue generation with detailed financial records available to qualified buyers. Significant opportunities exist for expansion through targeted marketing, growing commercial lines, increasing client referrals, and leveraging Farmers’ new products and technologies to increase market penetration.
• Exceptional Support & Training: Gain access to unparalleled local district support focused on agent success, along with comprehensive corporate resources. This includes ongoing professional development and advanced training programs through the prestigious University of Farmers, equipping agents with industry knowledge, sales techniques, and compliance training to excel in the marketplace.
• Turnkey Operation: Fully equipped with up-to-date technology, including licensed agency management software, quoting platforms, CRM tools, and fully organized and compliant client data. These systems streamline operations, enhance customer service, and ensure a smooth, efficient transition for new ownership without disruption to business activities.
• Prime Location: Strategically situated in a growing and desirable market area with a strong economic base and increasing population. The location offers rising demand for tailored insurance solutions across personal and business sectors, providing a fertile environment for client acquisition and sustained agency growth.
• Transferable Carrier Appointments: Includes existing carrier appointments (subject to approval), which facilitate continuity of service and maintain client trust. These appointments enable the new owner to seamlessly continue underwriting policies and managing accounts with Farmers and other key carriers.
• Scalable Business Model: Perfect for entrepreneurs or experienced insurance professionals looking to leverage an established platform. The agency’s scalable structure allows new owners to expand service offerings, increase staffing, enhance marketing efforts, and maximize profitability through strategic growth initiatives and operational efficiencies.
• Comprehensive Licensing: Authorized to write all major lines of insurance, including Home, Auto, Life, and Business policies. This broad licensing allows the agency to offer comprehensive coverage options to meet a wide range of client needs, creating multiple revenue streams and increasing cross-selling potential.
• Strong Brand Backing: Benefit from Farmers’ nationally recognized and trusted brand, which helps drive client trust and confidence. Access to Farmers’ extensive product portfolio and innovative insurance solutions provides agents with a competitive edge in attracting and retaining customers in a competitive market.
• Consistent Revenue & Growth Potential: The agency demonstrates a proven history of consistent revenue generation with detailed financial records available to qualified buyers. Significant opportunities exist for expansion through targeted marketing, growing commercial lines, increasing client referrals, and leveraging Farmers’ new products and technologies to increase market penetration.
• Exceptional Support & Training: Gain access to unparalleled local district support focused on agent success, along with comprehensive corporate resources. This includes ongoing professional development and advanced training programs through the prestigious University of Farmers, equipping agents with industry knowledge, sales techniques, and compliance training to excel in the marketplace.
• Turnkey Operation: Fully equipped with up-to-date technology, including licensed agency management software, quoting platforms, CRM tools, and fully organized and compliant client data. These systems streamline operations, enhance customer service, and ensure a smooth, efficient transition for new ownership without disruption to business activities.
• Prime Location: Strategically situated in a growing and desirable market area with a strong economic base and increasing population. The location offers rising demand for tailored insurance solutions across personal and business sectors, providing a fertile environment for client acquisition and sustained agency growth.
• Transferable Carrier Appointments: Includes existing carrier appointments (subject to approval), which facilitate continuity of service and maintain client trust. These appointments enable the new owner to seamlessly continue underwriting policies and managing accounts with Farmers and other key carriers.
• Scalable Business Model: Perfect for entrepreneurs or experienced insurance professionals looking to leverage an established platform. The agency’s scalable structure allows new owners to expand service offerings, increase staffing, enhance marketing efforts, and maximize profitability through strategic growth initiatives and operational efficiencies.
About the Business
- Years in Operation
- 7
- Employees
- 3
- Currently Relocatable
- Yes
- Facilities & Assets
- The sale includes a fully operational office with furniture, fixtures, and equipment (desks, chairs, printers, phones, etc.). Technology assets include computers, agency management software, quoting platforms, and CRM tools. Also included are an active book of business, organized client records, branding assets (business name, website, phone numbers, email, and social media), and existing carrier appointments (subject to approval). A turnkey opportunity positioned for a smooth transition and continued growth.
- Website
- https://agents.farmers.com/ca/placentia/alejandro-ortiz/
- Market Outlook / Competition
- This established Farmers Insurance agency is fully licensed to write Home, Auto, Life, and Business policies. Backed by Farmers’ strong product offerings, it serves a diverse client base and offers immediate revenue potential. A turnkey opportunity for a new owner to take over a profitable, full-service agency with strong growth prospects.
- Opportunities for Growth
- Buying a Farmers Insurance agency offers strong growth potential for driven entrepreneurs. With a broad range of insurance products, including home, auto, life, and business, agents can diversify and expand their client base. Supported by Farmers’ trusted brand and comprehensive training, new owners benefit from proven systems and ongoing local and corporate support. Growing demand for personalized insurance solutions creates excellent opportunities to increase market share and build a profitable, long-term business.
Real Estate
- Owned or Leased
- Leased
- Building Sq. Ft.
- 850
- Rent
- $1,600.00 per month
- Lease Expiration
- 4/2/2028
About the Sale
- Seller Motivation
- Pursuing a new opportunity working with a different clientele
- Transition Support
- Farmers provides outstanding local district support to help agents succeed in day-to-day operations, along with extensive corporate resources and training through the award-winning University of Farmers. This combination ensures agents are well-equipped with the knowledge, tools, and guidance needed to grow a thriving agency.
- Financing Options
- Farmers Insurance Federal Credit Union have options available.
Listing Info
- ID
- 2378273
- Listing Views
- 562
Listing ID: 2378273 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.
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