Portable Orange County, CA Insurance Book of Business 1106

The owner of this diverse, growing agency has a 25-year-long career working with insurance companies and with top carriers and appointments in Healthcare, Life, Commercial and Casualty, and Property Insurance. This agency features 300+ customers who hold 465+ policies. Each policy-holders receives concierge-level personalization, a hallmark of the agency. The business offers insurance for Autos, Homeowners, Landlords, and Renters, and is written for Life, Disability, and Healthcare. Premiums and customer longevity are higher than industry benchmarks. 81.8% of policies are under Personal Lines while 18.2% of business is from commercial clients. NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners. Detailed Information Facilities: The office is a professional 600-square-foot space that rents for $1,300 per month. The buyer may be able to take over the lease if a brick-and-mortar presence is wanted or needed in this area. The lease will expire in December 2023. Competition: There is plentiful competition but more people and companies are looking for value and the personalized, thoughtful service this agency provides. Growth & Expansion: Hiring producers and investing in seeking cross-sales opportunities will help grow the client base and increase commissions. Financing: TBD if the deal structure and terms are acceptable. Support & Training: To ensure a smooth transition and ongoing success the Sellers will work with a buyer for a month as a consultant, or as negotiated. Reason for Selling: The Seller has received a corporate job offer in the Midwest.