HERE IT IS! A preferred/standard lines independent book of personal P&C business in DFW started in 2005 by a former 20 year Pro with "a big 5 personal lines P&C company". Now the owner offices from home. AKA this book of business is portable to anywhere in Texas or even the U.S. Update: $91,000 in Revenue in 2013 and $7,000 Bonus paid for favorable 2013 losses! Owner is getting out of the insurance business completely. Agency has very little monthly overhead (such as virtual phone and client management system). Policyholders get the owner's virtual office phone number which can be transferred to ring anywhere. Owner currently uses the insurance carrier for servicing the majority of his clients using a program offered by the carrier (ask how). 80+% retention and most clients are packaged together with auto and homes. Sale includes office phone number, fax number, 3 website domains which include an on-line quoter, desk (if desired) and more.
Owner is patient and wants all cash, although financing will be considered with $125,000 down. Buyers with a DFW presence and a variety of current personal lines markets preferred.
DFW Area Book of Business, Mostly Standard, Independent, FULLY TRANSFERABLE OVERNIGHT, little overhead, no employees, no office expense,
PLUS: Included is approx 10 boxes of former client files with approx 30-50 files per box! (MAC has scripts to maximize your success rate for your marketing managers, upon request)