Long-Established Medicare-Focused Insurance Agency with Targeted Marketing System and Recurring Revenue

This Palm Beach County-based insurance agency has been in business since January 2015, successfully specializing in Medicare and related health products for nearly a decade. With a strong reputation and deeply rooted referral network, the agency has created a stable and recurring revenue stream.

Due to strict Medicare marketing regulations, the owner developed a highly effective direct mail system over the past four years. Each month, mailers are sent to newly eligible Medicare recipients turning 65 in Palm Beach County. This targeted program has generated a reliable flow of leads and helped build a valuable database of approximately 50,000 verified homeowner contacts aged 65–70. These contacts are organized in Excel spreadsheets and available to the buyer. The list presents a powerful opportunity for ongoing cross-selling of Medicare supplements, ancillary health products, and financial services.

Approximately 50% of new business comes from referrals, and the remaining 50% from direct mail and a dedicated United Healthcare landing page. The owner is willing to transfer the business phone number, which continues to generate inbound calls—years after the initial mailings—due to long-term brand recognition and saved contact information among past clients and their referrals.

The sale includes a 650+ policy book of business with United Healthcare, under an ICA (Independent Career Agent) contract. Additionally, there are over 100 Medicare supplements, prescription drug plans, and other policies with other carriers under independent contracts. Of the 750+ policies in force, 54 are located in other states.

The owner does not currently write life insurance, but the included database offers a strong opportunity for cross-selling such products.

This business offers a stable, recurring revenue base and a unique marketing engine built on compliance, trust, and long-term engagement—ideal for an experienced agent or agency seeking expansion in a high-demand market.

Please refer to listing# 3353391475 and ask for Tatiana Kuzmyna when inquiring.