WebsiteClosers® presents a B2B SaaS and Marketing Automation Company for independent Medicare, ACA, and Health Insurance Agents and Agencies across the United States. Founded in 2022, this business combines CRM tools, pre-built compliance-ready campaigns, AI voice and chatbot features, a unified communications inbox, automated client retention and referral systems, recruiting campaigns, website hosting, and insurance-focused templates in one platform. Instead of asking clients to build complex workflows from scratch, the company gives them a ready-to-use system supported by hands-on training and ongoing guidance.

The platform runs on established third-party infrastructure that manages core software development, security, uptime, and system updates. No coding is required to operate the company. A certified outside support provider handles technical tickets 24/7, while the owner focuses on onboarding, training, insurance-specific automations, annual compliance updates, and marketing customization. This setup keeps the operation fully remote, with no inventory, physical office, or payroll.

Key Valuation Points
• High YoY Growth
• No Physical Office Requirement
• 90% Net Margins
• $13,900 Monthly Revenue
• 25% Annual Revenue Growth
• 100-110 Active Clients
• 350-450 Monthly Website Visitors
• Up to 180 Days Transition Support
• Proven CRM in Niche Market
• High Client Retention with Lifetime Plans

The company serves approximately 100–110 active clients, ranging from solo agents to growing agencies. Most clients remain for at least one year, while some have stayed for nearly 3 years. One of the earliest large agency clients reported a 42% improvement in client retention during their first year with the platform. Since clients run key communications, campaigns, appointments, reviews, referrals, and follow-up processes through the system, the service becomes a central part of their daily operations.

Revenue comes from monthly software plans, lifetime access packages, recurring usage charges, enterprise and white-label accounts, and marketing services such as recruiting campaigns, automated webinars, newsletters, paid ads, and social media management. The company recorded a 57% increase from 2024 to 2025, with continued growth through the TTM, and net margins remained between 81% and 89%. Growth has come mainly from referrals and agency relationships, adding about 3–4 clients per month with very little formal marketing. The website receives roughly 350–450 monthly visits without an active SEO plan, blog, or consistent social media strategy, leaving several proven and untouched marketing channels available to a buyer.

Growth opportunities include restarting paid campaigns after adding account managers, sales support, and onboarding staff. A buyer could also expand the enterprise and white-label offering, build out the affiliate program, market to available lists of licensed agents, add regular YouTube and social content, and introduce SEO and cold email campaigns. New automation packages for life insurance, final expense, and property and casualty insurance could open more customer segments. Existing lead-vendor and commission-tracking relationships also provide room for new service income. The current owner is committed to facilitating a smooth ownership transition, providing training and support to ensure ongoing success. This business represents a unique opportunity to scale an already successful business model within a burgeoning industry.

Contact WebsiteClosers® today to explore this exceptional opportunity and take the next step towards owning a pioneering platform in the insurance CRM market.

CODE NAME: Project Automation

WC 4073