SOLD-OC Independent Insurance Agency with Mercury Book for Sale

SOLD ‘Q3 2021!

OC, CA Independent P&C Insurance Agency with Mercury Book for Sale

Mission Viejo, CA (Orange County) (Relocatable)

Asking Price:

$395,000

Cash Flow:

$50,000

Gross Revenue:

$112,000

FF&E:

Included

Inventory:

N/A

Established:

2011

Employees:

None

Business Description

An independent P&C Insurance Agency featuring a Mercury book and transferrable Mercury appointment, along with many other carriers, is being offered for sale in Mission Viejo, CA. This agency offers preferred personal lines as well as commercial policies, and a small number of surplus lines as well. No life or health. Clients are located throughout Southern California, with a healthy concentration in affluent South Orange County. High retention, light service required. Relocatable.

This is a great opportunity for a newly independent insurance agent, or for a roll-up for an existing agency. Asking price includes the book, appointments, all phone numbers, websites, etc. NDA required for comprehensive initial package.

Detailed Information

Facilities:
Current office space is on a month-to-month lease, and is in a beautiful office suites complex in Mission Viejo, CA. You can keep the current office or roll this business up into your current location – or work from home. Buyer’s choice.

Competition:

Insurance remains a competitive industry. This agency has achieved growth by providing a personal level of customer service, offering many options for carriers and plans, and by creating raving fans among its customers.

Growth & Expansion:

Continue to serve the customers well and take advantage of resources provided by the SIAA – the largest insurance agency alliance in the U.S. This agency is a member of the alliance, and that membership will transfer to you!

Financing:

Cash sale preferred

Support & Training:

Seller will help with transition for up to 4 weeks.

Reason for Selling:

Moving out of State