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Description

OFF-MARKET PRESENTLY

Health Insurance Agency – Palm Springs, CA

For Sale, Palm Springs Area 95% Medicare Supplement Health Insurance Agency! – Perfect expansion & roll-up opportunity for a health-light or health-heavy existing agency, or buy a job for an independent minded licensed health agent!

 

 

Health Insurance Agency Overview:

  • Clients have been trained to deal with the Agency on the phone, so this is portable!
  • With this acquisition the Buyers secures an existing 30-year-old specialist/niche operation.
  • A large book of over 640 active policies in force!Perfect multi-lining opportunity for a well-diversified agency to get the rest of the personal lines (home/auto etc…).
  • Remaining 5% is Advantage plan revenues. YTD 2017 through June 2017 came in at $120k, the clear majority from Anthem, plus UHC, Aetna & Mutual of Omaha.
  • 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.

 

 

 

Medicare Supplement Health Insurance Agency

Other Information

Primary sources of new business are client referral and answering local advertising that runs about $900 per month.

Quoted Adjusted Net Income assumes Owner operator opportunity that TAKES OVER THE LEASE @ $2,500 per month.

However, this could also easily be serviced by a senior level CSR/producer type that would only need to spend about 40 hours per week managing the book of business at a different location. NDA is required for full package on file with Pronova Partners, Inc.

Contact info

Pronova Partners

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