OFF-MARKET-Online Health Insurance Agency for Sale – Atlanta

• Perfect expansion & roll-up opportunity for a seniors / health-heavy existing agency! Clients have been trained to deal with the Agency on the phone, so this is portable and active in almost every state in the US!

• With this acquisition the Buyers secure an established internet marketing profit engine that has a large book of over 1600+ active policies in force!

• Perfect multi-lining opportunity for a well-diversified agency to get the rest of the personal lines (home/auto/commercial etc…).

• Top carriers YTD are National General Benefit Solutions, Cigna Senior, Aetna Senior Supplemental, Mutual of Omaha, UHC & Anthem.

• An organization that also cross-sold life insurance and/or annuity products would also have a nice sized book to farm and derive additional revenue streams from.

• Annual retention rate is approximately 95%, very little attrition to speak of.

• Primary sources of new business are inbound online leads garnered from their premium reputation and off the charts customer service.

Other Information

Quoted Adjusted Net Income assumes the Buyer absorbs the opportunity within an existing office with a high functioning account manager/producer hybrid. Alternatively, the Adjusted Net Income could be increased substantially if all service related work was taken care off in a husband/wife or similar family business dynamic.

About 20-30 hours per week are required to manage the book of business, although that escalates during peak periods.

NDA is required for full package on file with Pronova Partners, Inc.