“OFF-MARKET ‘Q3 2023
WellCare Book of Business in Kentucky
Louisville, KY (Jefferson County)
Asking Price: $85,000
Cash Flow: $39,180
Gross Revenue: $39,180
EBITDA: N/A
FF&E: N/A
Inventory: N/A
Established: 2012
Employees: 1
Business Description:
Founded in 2012, this represents a straightforward Wellcare book roll opportunity. With a total of 168 enrolled clients, all customer service is efficiently managed by Wellcare. This translates to no associated expenses or extra support responsibilities for the agent in maintaining this Book of Business. Acquiring this portfolio offers a seamless way to enhance your book of business and subsequently increase your annual income.
NDA is required {SUBMIT BELOW} to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.
Detailed Information
Facilities:
No facilities.
Competition:
The insurance industry is highly competitive and fragmented, and WellCare clients tend to stick to the agent who signs them. Because WellCare services the clients directly, we don’t see a lot of risk of losing this book to the competition once purchased.
Growth & Expansion:
To facilitate expansion, it is essential to actively pursue new leads through interactions with Medicare clients. Also, potential cross-sell opportunity.
Financing:
Cash Sale Preferred.
Support & Training:
To ensure a smooth transition and ongoing success the Sellers will work with a buyer as needed with negotiated terms.
Reason for Selling:
The Seller is ready to pursue other endeavors in a new industry.
OFF-MARKET-Wellcare Book of Business for Sale
