This insurance services consulting business specializes in personal insurance products, focusing on providing customized home and auto coverage supported by efficient technology platforms. The lean operating model offers a strong foundation for growth with minimal fixed costs and an emphasis on high client retention through subscription renewals.

Through strategic alliances with mortgage and real estate professionals, this firm enjoys a consistent influx of referral business. Proprietary CRM and sales management systems empower leadership to focus on nurturing relationships and business development rather than routine administrative tasks, supported by a dedicated service team handling client support.

Ideal for buyers seeking to build a long-term, client-centered insurance advisory practice, this firm offers scalable growth potential within a resilient market segment driven by ongoing demand for personalized insurance solutions.