This personal lines insurance agency operates with a client-first approach, offering customized home and auto insurance policies supported by an advanced CRM platform. The lean operational structure minimizes overhead and maximizes efficiency for sellers focused on growth.

By fostering strong partnerships with mortgage brokers and real estate professionals, the business secures steady referral flow that supports consistent revenue streams. The dedicated service team manages client-facing operational tasks, allowing focus on relationship-building and business expansion.

This opportunity is ideal for someone seeking to acquire a growth-oriented insurance agency combining innovative technology with community-centered marketing for sustainable success.