Portable OC Home & Auto Safeco Nationwide Agency 944

Confidential Information Memorandum (CIM) available upon receipt of our short online NDA - visit here: https://pronovapartners.com/engagement/portable-oc-home-and-auto-safeco-and-nationwide-book-of-business-for-sale/ Preferred personal lines book of business for sale – Safeco and Nationwide. Two producers (including the seller) both looking to retire. 582 policies – a mix of home, condo, landlord, and auto. Clients are mostly located in Orange County, with a few in Northern California and a very few in San Diego as well. Very low maintenance book, with clients paying up front or on EFT, very few calls, and no walk-ins. NDA is required {LINK ABOVE} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners. Detailed Information Facilities: No office is included with this sale. Competition: There is always competition in the personal lines insurance space with no dominant players. This Company stands out by selling with an extra high level of integrity and has developed a reputation for being a trustworthy agency. Many new customers come simply through client referrals. Growth & Expansion: If your business is organized and well-staffed, and takes good care of these customers, renewals can be assured. Financing: Cash or Bank Financing Support & Training: Seller will provide 2 weeks of transition time at 20 hours per week. Reason for Selling: Seller is looking to retire from the insurance industry.