PORTABLE OC HOME & AUTO SAFECO NATIONWIDE AGENCY 944

Looking for a buyer.
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.


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